SCHEDULE – Escrow Training Institute

CLASS SCHEDULE

Jump Start – 2025
(Larry O’Brien – President ETI)
Saturday, November 9th
8:30 – 3:00
Ayres Hotel, Costa Mesa
Register by November 7th

Bulk Sale II – Half Day
(Aaron Lloyd)
Saturday, November 9th
8:30 – 12:30PM
ON LINE CLASS- MORE INFO TO FOLLOW
Register by November 7th

Basic Esrow
(Marvina Vrabel)
Saturday, January 11th
8:30 – 3:00PM
Ayres Hotel, Costa Mesa
Register by January 9th

Jump Start – 2025
(Larry O’Brien)
Saturday, November 9th
8:30 – 3:00PM
Ayres Hotel, Costa Mesa
Register by November 7th
Tuition: $199

Are you ready for another year of CHANGE? More PERSONAL growth? More Compliance? New procedures? Training and development? Hiring? Expanding your Operation? Maximizing results? Exceeding Operational objectives?

“If you don’t know where you are going, any road will do!” C.S. Lewis

Market dynamics continue to change! This workshop provides you with a VERY workable roadmap to see where you have been, where you are going and how you are going to get there! This workshop is designed for the small, medium and large escrow operation and can be used for personal career planning too! Start the year off right!

You will walk away from this class, will workable templates and other information to maximize your planning! Easy to understand.

In your workshop, you will be provided with the tools to help you complete the necessary planning, ask the right questions, and develop a workable plan with action steps.

You will be provided with templates to help and learn how to:

Create & Implement a Workable Step by Step Plan (business/personal)!
Use Planning as a Team Building Tool! GREAT exercise for Teams! executed, but unprocessed title
Have everyone “marching to the same drum!”
Maximize Your Strengths; Identify Current Challenges & Roadblocks!
Identify New Business Opportunities! Should you “go” or “no go”?
Manage and Communicate CHANGE Initiatives!
Measure Results!
*Sounds more complicated than it is!

Bulk Sale II – Half Day
(Aaron Lloyd)
Saturday, November 9th
8:30 – 12:30PM
ON LINE CLASS- MORE INFO TO FOLLOW
Register by November 7th
Tuition: $229

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.

Basic Escrow
(Marvina Vrabel)
Saturday, January 11th
8:30 – 3:00PM
Ayres Hotel, Costa Mesa
Register by January 9th
Tuition: $225

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!