CLASS SCHEDULE

Escrow Marketing
NEW DATE TBD.
DETAILS TO FOLLOW
8:30 – 1:00
LOCATION: TBD

Manufactured Home Escrows
(Marvina Vrabel)
Saturday, February 11th
8:30 – 3:00
Ayres Hotel, Costa Mesa
Register by February 9th

Escrow Processing
(Donna Inman)
Saturday, February 11th
8:30 – 3:00
Ayres Hotel, Costa Mesa
Register by February 9th

Bulk Sale II
(Aaron Lloyd)
Saturday, February 25th
8:30 – 12:30
ONLINE CLASS
Register by February 23rd

FIRPTA FORM 593 WITHOLDINGS & MORE
(Michael Haas)
Saturday, February 25th
9:00 – 12:00
Ayres Hotel, Costa Mesa
Register by February 23rd

Commercial Escrow I
(Josette Loaiza)
Saturday, March 18th
8:30 – 3:00
Ayres Hotel, Costa Mesa
Register by March 16th

Prorations/Balancing the File
(Donna Inman)
Saturday, March 18th
8:30 – 12:30
Ayres Hotel, Costa Mesa
Register by March 16th

Commercial Escrow II
(Josette Loaiza)
Saturday, April 1st
8:30 – 3:00PM
Ayres Hotel, Costa Mesa
Register by March 30th

Manufactured Home Escrows
(Marvina Vrabel)
Saturday, February 11th
8:30 – 3:00
Ayres Hotel, Costa Mesa
Tuition: $450.00

This Mobile/Manufactured Homes escrow class qualifies for P.D. Credits. Estimated credits – minimum 5!

Our workshop, facilitated by a known expert in Mobile/Manufactured Escrows, will cover the transfer/refinance process of existing homes and will provide an overview only on new homes and dealer transactions.

In this workshop you will learn about:

  • Size matters with older homes – DMV or HCD
  • Working with prior executed, but unprocessed title
  • Dealing with Park Management
  • Forms, including obtaining a replacement Insignia
  • Obtaining Tax Clearance and Retail Value
  • Foreclosures & Liens
  • 433 Process
  • And much more

Location: Ayres Hotel, Costa Mesa
Hours: 8:30 – 3:00

Escrow Processing
(Donna Inman)
Saturday, February 11th
8:30 – 3:00
Ayres Hotel, Costa Mesa
Tuition: $199.00

Walk through an escrow. Learn the tips and techniques to manage the file, save time, follow up, stay organized and “on top” from start to finish!

This class offers an in-depth review of the in’s and out’s of the sale escrow and will focus on all aspects of the process. While this class compliments “Basic Escrow”, the entire class focus is on resale and is much different in content. Extensive file documentation/examples are provided to participants.

Walk through an escrow! Build your file! Fill out Private Party Payoff Demands, Title Requests, and other escrow documentation. Learn:

  • About the purpose and use of escrow related documents
  • What documents are sent to the Buyer! The Seller!
  • CFPB-TRID Timeline Requirements***
  • CFPB-TRID Disclosure Forms***
  • How to track down private parties for pay-off demands!
  • How to examine and take action on the sale escrow Prelim!! (Overview)
  • Managing the file and workflow process!
  • Establishing follow up systems to stay on track!
  • Staying organized and on top in a sometime fast and chaotic environment!

***NOTE: The CFPB-TRID information is an overview only! It is NOT a substitute for our regular half day class, which is in-depth and held separately!

Location: Ayres Hotel, Costa Mesa
Hours: 8:30 – 3:00

FIRPTA, FORM 593 WITHOLDINGS & MORE
(Michael Haas)
Saturday, February 25th
9:00 – 12:00
Ayres Hotel, Costa Mesa
Tuition: $139.00

Conducted by Michael Haas, CPA (Morton Alan Haas & Co), this workshop will cover what you need to know about FIRPTA real estate withholding & compliance, 1099’s, as well as TRUSTS. Michael is a “in demand” annual speaker at the CEA Conference, Regional Escrow Association dinner meetings, our “Escrow Business Forums” and much more!

In this workshop, Michael will cover:

  • 1099’s – Purpose, use and completion
  • Basic Rules for Foreign Withholding
  • How to Obtain a ITIN
  • How to Legally Reduce Withholding
  • How to Get an Early Refund
  • Timelines, Penalties & Interest
  • How to “Fix” Problems When Things Go Wrong
  • Coordination, Comparison & Contrasts (FIRPTA & CALFIRPTA)
  • Forms 593C-Instructions for Withholding Certificate
  • Form 593E – Computation of Estimated Gain or Loss
  • Trusts & What You Need to Know
  • And more!

Location: Ayres Hotel, Costa Mesa
Hours: 9:00 – 12:00

Bulk Sale II
(Aaron Lloyd)
Saturday, February 25th
8:30 – 12:30
Online Class
Tuition: $179.00

This specialty escrow class provides in-depth instruction on the Bulk Sale escrow process and is a continuation to the previously held “Bulk Sale I” class. This class will focus on the more complex aspects of the Bulk Sale process.

Our class will also focus on Bulk Sale escrows where liquor licensing issues are part of the escrow process.

You will learn about:

  • Recognizing “Red Flags” Early & Throughout Your Escrow!
  • Alcohol Beverage Control Tips & Nuances To Move Your Escrow Forward!
  • ABC Forms
  • Handling the Cash Short Closing!
  • Holding funds at closing! Release of funds!
  • And more!


    You will receive a Comprehensive Bulk Sale Manual and other material.

Location: ONLINE CLASS
Hours: 8:30 – 12:30

Commercial Escrow I
(Josette Loaiza)
Saturday, March 18th
8:30 – 3:00
Ayres Hotel, Costa Mesa
Tuition: $395.00 if paid by March 11th, $450 after.

This class qualifies for C.E.A. approved Professional Designation Credits! Want to diversify your business now, before the market changes? Or, have you done little commercial work here and there, but didn’t feel secure in your knowledge? If you are looking to add Commercial Escrows to your book of business, or you want to sharpen your commercial expertise, this class is for you.

This workshop will cover:

  • The biggest differences between residential and commercial escrow.
  • Common misconceptions about commercial transactions.
  • The three most common types of commercial contracts.
  • The different players commonly involved in commercial transactions & how to work with them.
  • Tips on how to anticipate what may happen during your commercial escrow.
  • Identifying “RED” flags that can derail or delay your escrow.
  • Valuable every day tools for processing commercial escrows.
  • Managing the process/staying on top.
  • And more!

Location: Ayres Hotel, Costa Mesa
Hours: 8:30 – 3:00

Prorations/Balancing the File
(Donna Inman)
Saturday, March 18th
8:30 – 12:00
Ayres Hotel, Costa Mesa
Tuition: $139.00

Remove your frustration in completing “manual” escrow computations! You will leave the class room with a higher level of confidence!

Always a class favorite! From computing Documentary Transfer Taxes to balancing your file, you will be actively engaged in a variety of escrow related calculations, from computing interest, taxes and more!

Using examples and case studies, supplemented with “take home” hand-outs that can assist you back at the office, participants will put their heads down, turn on the calculator and learn the manual way to complete the calculations AND how to explain it to your customer!

Don’t forget to bring your calculator to class!

In addition to several “take away” templates, this class will focus on the following:

  • Completing the calculations
  • Understanding the Funding to Closing Process
  • Understanding how to compute “Doc Tax”
  • Recognizing important Tax dates and deadlines\
  • Correcting out of balance conditions
  • And a lot more!

Location: Ayres Hotel, Costa Mesa
Hours: 8:30 – 12:00

Commercial Escrow II
(Josette Loaiza)
Saturday, April 1st
8:30 – 3:00PM
Tuition: $395.00 if pd by March 25th; $450.00 after

The Instructor (Commercial Escrow Officer) has very extensive commercial escrow experience and works for a Company, managing their National commercial escrow operations.

The primary focus of this class will be to add to the Commercial Escrow I curriculum by learning more complex Commercial Escrows and how to audit

  • Review of attorney-drawn purchases and sale agreement!
  • Reviewing and complying with the closing instructions!
  • Prorations!
  • The Title Officer Authority Check Lists!
  • An overview of out-of-state, multi-site/multi state transactions!
  • And so much more!

Location: Ayres Hotel, Costa Mesa
Hours: 8:30 – 3:00

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