PRELIM Report – What  You Need To Know
(Aaron Lloyd)
Wednesday, May 19th
5:00 -6:30PM
Register by May 17th

Refinance Escrow
(Donna Inman)
Saturday, May 22nd
8:30 -3:00
AYRES HOTEL, 325 Bristol, Costa Mesa
Register by May 20th

RESPA, Rules, Regs and Law
(Jennifer Felten, Esq.)
Saturday, June 12th
9:00 – Noon
Register by June 10th

Bulk Sale Escrow
(Aaron Lloyd)
Saturday, June 19h
8:30 – 3:00
Register by June 17th

PRELIM Report – What You need To Know
(Aaron Lloyd)
(Wednesday May 19th)
5:00 – 6:30PM
Tuition: $79

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

Location: ONLINE
Hours: 5:00 – 6:30PM

Refinance Escrow
(Donna Inman)
(Saturday, May 22nd)
8:30am – 3:00
Tuition: $199

This workshop will focus on opening the refinance escrow; understanding the underlying documents used; understanding lender requirements & disclosures; the Right of Recission; using the Prelim Report, TRID-TILA-RESPA Disclosures and so much more! The class discussion and material will provide participants with information they can immediately use when returning to their office. Bring your questions to class! This class will cover:

  • New Order Arrives – Opening the Escrow/Open Title Order
  • Understanding “Refi” Loan & Escrow Documentation
  • Completing Escrow Instructions/Statement of Information (SI)
  • Processing the “Refi”
  • Prelim Report
  • Lender Requirements
  • Disclosure Requirements (TRID-TILA-RESPA)
  • Order Pay-off Demand
  • Right of Rescission
  • Interspousal Transfer Grant Deed
  • Estimated Settlement Statement
  • Funding to Closing – Balancing the “refi” file

Location: AYRES HOTEL, 325 Bristol, Costa Mesa
Hours: 8:30 – 3:00

RESPA, Rules, Regs and Law
(Jennifer Felten)
(Saturday, June 12th)
9:00 – Noon
Tuition: $139

Want to stay in compliance? Confused about what you can/cannot do under RESPA Guidelines? Meet with Jennifer Felten, Esq. – RE LAW APC for an in depth discussion and exchange of information;

  • Marketing Limitations under RESPA & California Law!
  • RESPA – Section 8 – Rules & Penalties!
  • Recent Events Revolving Around RESPA violations!
  • DBO’s Key Focus Areas; Your competition and More!
  • What is Value? Donuts? Pens? Open House? & More!
  • RESPA Exceptions! Yes, There are Some!
  • Social Media – A New Era. What is Acceptable and Not!
  • Managing the Risk, Financial & Otherwise!
  • When to Contact an Escrow Attorney!

Bring your questions!

Location: ONLINE
Hours: 9:00 – Noon

Bulk Sale
(Aaron Lloyd)
(Saturday, June 19th)
8:30 – 3:00
Tuition: $395.00 LESS $70.00 if paid by June 12th = $325.00

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!

Bring your questions!

Location: ONLINE
Hours: 8:30 – 3:00

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