CLASS SCHEDULE
AITD/SUBJECT TO
(Aaron Lloyd)
Saturday, June 3rd
8:30 – 12:30PM
ONLINE CLASS
Register by June 1st
Mobile Home Escrow
NEW DATE 6-3-23
(Marvina Vrabel)
Saturday, June 3rd
8:30 – 3:00pm
Ayres Hotel, Costa Mesa
Register by June 1st
Bulk Sale I
(Aaron Lloyd)
Saturday, June 24th (NEW DATE)
8:30 – 3:00pm
Ayres Hotel, Costa Mesa
Register by June 22nd
Bulk Sale Escrow II
(Aaron Lloyd)
Saturday, July 8th (NEW DATE)
8:30 – 12:30PM
ONLINE CLASS
Register by July 6th
Escrow In The Courts
(Jennifer Felten, Esq.)
Saturday, July 8th
8:30 – 12:30pm
Ayres Hotel, Costa Mesa
Register by July 6th
Lender’s Instructions
(Aaron Lloyd)
Wednesday, July 18th
5:30 – 7:30pm
Online Class
Register by July 16th
Notes and Deeds
(Aaron Lloyd)
Saturday, July 22nd
8:30 – 12:30
Online Class
Register by July 20th
Mission Excel – Escrow Business Forum
(Larry O’Brien, Jennifer Felten, Esq. and more)
Saturday, July 29th
8:30 – 3:00pm
Ayres Hotel, Costa Mesa
Register by July 27th
Basic Escrow
(Marvina Vrabel)
Saturday, August 5th
8:30 – 3:00pm
Ayres Hotel, Costa Mesa
Register by August 3rd
FIRST CLASS – Maximizing The Customer Experience
(Larry O’Brien)
Saturday, August 12th
8:30 – 3:00pm
Ayres Hotel, Costa Mesa
Register by August 10th
Prelim Report
(Aaron Lloyd)
Tuesday, August 15th
5:30 – 7:30pm
Online Class
Register by August 13th
AITD/ Subject To
(Aaron Lloyd)
Saturday, June 3rd
8:30 – 12:30PM
Tuition: $139.00
ALL INCLUSIVE NOTES AND TRUST DEEDS (A.I.T.D.)
Our real estate market is constantly changing and we must keep up in order to ensure that we retain our existing business but also encourage new business. In this portion of the class you will learn the how to process an escrow where a new AITD is created. Here are just a few of the topics we’ll cover:
- How to prepare these more complex documents and escrow instructions
- When and why this type of transaction is beneficial to principals
- What additional and crucial information you will need prior to processing an escrow
- What to do with impound accounts, pass throughs, hazard insurance
- How to process payoffs and reconveyances
- When to say “no” to processing this escrow
- And much, much more!
This portion of the class is appropriate as a refresher for experienced escrow officers as well as those new to working with notes and trust deeds.
ASSUMPTION AGREEMENTS
In this portion of the class, you will learn about Assumption Agreements. While not always used in every market, Assumption Agreements is something you need to know.
You will learn:
- What is an Assumption?
- When Assumptions make sense to transact
- Required Documentation and what it means
- Title Insurance “things to know”
- Watching/reacting to “red flags”
SUBJECT-TO TRANSACTIONS
A rarity in a good marketplace, this transaction type is something every Escrow Officer should have in their tool belt of knowledge. A commonplace within the commercial real estate community, learn everything you need to know to successfully process a “subject to” transfer. Instruction will also include:
- Common pitfalls to avoid
- Legitimacy of this transaction type and repercussions for the Buyer/Seller
- Why go “subject-to” instead of utilizing an AITD or Assumption?
- Title Insurance concerns
- Pro’s vs. Cons
- How to prepare your documents and much more!
Location: ONLINE
Hours: 8:30 – 12:30
Mobile Home Escrow
NEW DATE 6-3-23
(Marvina Vrabel)
Saturday, June 3rd
8:30 – 3:00PM
Tuition: $450.00 LESS $55.00 IF PAID BY May 30th, 2023 = $395.00
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
Bulk Sale I
(Aaron Lloyd)
Saturday, June 24th (NEW DATE)
8:30 – 3:00PM
Tuition: $450, less $55 if paid by June 17th
FREE after class support!
This class starts with the basics. What is a Bulk Sale escrow? What escrow processing differentiates it from residential?From Commercial Escrow? What are the commonly used documents in a Bulk Sale escrow? Where do you start? What do you do? What about Publishing? Working with outside Agencies?
In easy to understand language, this class will provide you with your foundation to begin processing Bulk Sale Escrows with confidence!
Among the many things covered will be:
- Steps in Processing the Bulk Sale Escrow
- Information Needed to Open the Escrow
- Commonly used Bulk Sale Escrow Documents
- Tax Liens and Judgment Searches
- Publishing and Filing of Notices, Transfers, Fictitious Business Names.
- What “timelines” do you need to know!
- Recognizing and Dealing with Bulk Sale “Red Flags”
- Working with Alcohol Beverage Control and Other Agencies
- Managing the Process – Start to Finish!!
- Sourcing Bulk Sale Escrow Business!
Excellent supporting material (manual) is provided!
Subject to availability, one or more guest speakers will address the attendees and provide additional handout material. FREE after class support!
Location: Ayres Hotel, Costa Mesa
Hours: 8:30 – 3:30
Bulk Sale II
(Aaron Lloyd)
Saturday, July 8th (NEW DATE)
8:30 – 12:30PM
Tuition: $189
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
Hours: 8:30 – 12:30
Escrow in the Courts
(Jennifer Felten, Esq.)
Saturday, July 8th
8:30 – 12:30PM
Tuition: $139
This in-depth workshop is being conducted by Jennifer Felten, Esq., noted Escrow Attorney (RE LAW, APC) and well known industry speaker (CEA, EIC, Regional Associations, etc.), as well as an instructor for The Escrow Training Institution.
The class will discuss issues relating to multiple types of legal issues and what you need to know that arise and can impact an escrow transaction. They include:
- Bankruptcy
- Probate & Trust Related Matters
- Impact of the new transfer upon death deed
- Conservatorships/Receiverships
- Mechanics Liens
- Divorce
- Lis Pendens and more!
Hours: 8:30 – 12:30
Location: Ayres Hotel, Costa Mesa
Lender’s Instruction
(Aaron Lloyd)
Wednesday, July 18th
5:30 – 7:30PM
Tuition: $99
In this workshop, you will learn all about Lender’s Instructions “in the age of TRID” and their importance to your escrow. What happens and what liability exists (to you and your Company) when the underlying Instructions are NOT followed to the letter!
We will cover:
- What are Lender’s Instructions? There purpose and use?
- What are the quick review ” tips and techniques” escrow professionals use!
- Understanding the implications of a poorly written instruction (legal or policy)!
- Addressing valid and invalid instructions.
- Vetting, Lender Push-Back.
- The potential legal liability YOU create when signing the Lender’s Instructions, agreeing to the conditions within!
- Recognizing that all Lender’s Instructions, even from the same Lender, may vary!
- What Lenders can do if instructions are not followed. You signed them!
- Fannie Mae/Freddy Mac requirements!<50c>
- Understanding when to say “NO” – when backing away is in your best interest!
- TRID Impact
In group discussion, we will discuss various Instructions from a variety of Lender’s, including the MAJOR Lending groups. If you wish, bring a set of Lender’s Instructions from your office to class for discussion.
Hours: 5:30 – 7:30
Location: ONLINE
Notes and Deeds
(Aaron Lloyd)
Saturday, July 22nd
8:30 – 12:30PM
Tuition: $159
This is an excellent refresher class for the seasoned escrow officer, or for those less experienced individuals such as junior escrow officers, or others ready to learn about creating notes and trust deeds.
You will learn about different types of seller carry back notes and trust deeds and the purpose of each. You will also learn not only how to prepare these documents, but when and why! Depending on the situation, identify what phrases and language are required and how to eliminate losses by preparing the documents correctly.
Additional discussion points include:
- Request for Notice of Default/Notice of Delinquency
- Common phrases used in notes and trust deeds
- Escrow for the sale of a note and trust deed
- Working with individual beneficiaries
- Balloon payments
- “Red Flags”
- And more!
The tuition for this class includes a very comprehensive workbook that can be used as your office reference.
Hours: 8:30 – 12:30
Location: ONLINE
Mission Excel – Escrow Business Forum
(Larry O’Brien, Jennifer Felten, Esq. and more)
Saturday, July 29th
8:30 – 3:00PM
Tuition: $179
MISSION EXCEL – FORUM subjects currently under development. STAY TUNED FOR ADDITONAL CLASS INFORMATION!
PARTIAL LIST OF SUBJECTS
- Legislation – Industry Updates 2023/2024
- C.A.R. Contract – REVISIT
- SOCIAL MEDIA Marketing – For Business/Recruiting
- PHILOSPHY/VALUE of “1TMF= C” & H.O.S.T.
- MORE TO FOLLOW! Check back!
Location: Ayres Hotel, Costa Mesa
Hours: 8:30 – 3:00
Basic Escrow
(Marvina Vrabel)
Saturday, August 5th
8:30 – 3:00PM
Tuition: $199
Our extensive “Basic Escrow” workshop establishes the foundation for understanding “escrow” and lays the ground work for future training as needed. This class covers many aspects of escrow with a focus on the resale escrow. Our workshop covers industry terminology, “tips & techniques” on a variety of subjects; working through “red flags”, understanding Pre Lim and Title reports; opening an escrow; confidentiality, being a neutral third party, and more! Extensive material, handouts and templates are provided.
- Industry Terminology/Acronyms
- Escrow – Purpose: Buyer/Seller/Lender/Escrow Roles
- Escrow Risk Management – Recognizing the “Red Flags”
- Opening Escrow & Preparation of Escrow Instructions
- Using the C.A.R. contract; Understanding Your General Provisions
- Sale & Refinance Escrows – Notes, Deeds and Other Documentation
- Ordering Demands – Sub Escrow
- Title Insurance – Purpose and Types of Policies; Prelims – Identifying “red flags”
- Documentary Transfer Tax, Prorations and Balancing the File (an introduction)
- P.C.O.R. requirements and forms!
Hours: 8:30 – 3:00
Location: Ayres Hotel, Costa Mesa
First Class – Maximizing the Customer Experience
(Larry O’Brien)
Saturday, August 12th
8:30 – 3:00PM
Tuition: $179
Designed specifically for the Escrow/Title industry, this workshop has received very high reviews from those who have attended.
In fact, 100% of participants, from Receptionists to Escrow and Title Company Presidents, have indicated in their Class Evaluation that they WOULD recommend this class to others. Within the industry, several hundred have attended.
Our class focuses entirely on real life escrow/title related customer service issues! We also spend time on customer complaints and how to turn an unhappy customer into a loyal advocate.
Our activity based, fun filled, workshop focuses on several key areas:
- Exceptional customer service is the GREAT differentiator between Escrow companies!
- One Team, One Mission, One Focus = (come to class to find out)!
- Understanding the impact of ‘lost’ customers!
- How to effectively handle customer complaints, while building the customer relationship!
- Importance of everyone being “The Director of First Impressions”!
- Building long term loyalty; having YOUR customers be an extension of your Sales Team!
- Building TEAM WORK/Unity/Common Purpose!
- Have FUN while doing so! (Yes, the rumor is true! We play poker in class! Come and see!)
Our class activities “drive home” the learning objectives! Each participant receives a complete FIRST CLASS customer service manual AND numerous “after class” activities that the Company can use to continue to reinforce customer service, complaint management, and operational objectives.
Location: Ayres Hotel, Costa Mesa
Hours: 8:30 – 3:00
Prelim Report
(Aaron Lloyd)
Tuesday, August 15th
5:30 – 7:30PM
Tuition: $99
In this class, you will learn, or enhance your existing knowledge of the “prelim”.
The class will focus on:
- How to Effectively Read & Interpret a Prelim
- “Red flag” Warnings
- Identification of Risks & Issues
- Resolving Liens, Encumbrances, Easements, Restrictions, etc.
- Resolving Common Curative Issues
- Communicating an Understanding of the Prelim to Buyers/Sellers
Hours: 5:30 – 7:30
Location: ONLINE
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