CLASS SCHEDULE
Bulk Sale Escrow
(Aaron Lloyd)
Saturday, June 19th
8:30 – 3:00
ONLINE
Register by June 17th
Basic Escrow
(Marvina Vrabel)
Saturday, July 10th
8:30 – 3:00
Ayres Hotel, Costa Mesa
Register by July 8th
Escrow Processing
(Donna Inman)
Saturday, July 24th
8:30 – 3:00
Ayres Hotel, Costa Mesa
Register by July 22nd
Subdivisions, Commercial*, Multi-family, 1031 Exchange
Saturday, July 24th
MORE INFO COMING SOON
(*This is not our Commercial Escrow class material)
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
Basic Escrow
(Marvina Vrabel)
Saturday, July 10th
8:30 – 3:00
Tuition: $199.00
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!
Location: Ayres Hotel, Costa Mesa
Hours: 8:30 – 3:00
Escrow Processing
(Donna Inman)
(Saturday, July 24th)
8:30 – 3:00
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
Subdivisions, Commercial*, Multi-family, 1031 Exchange
Saturday, July 24th
MORE INFO TO FOLLOW!
ONLINE
CLASS NOT AVAILABLE FOR REGISTRATION AT THIS TIME!
PLEASE CHECK BACK.
(*This is not our Commercial Escrow class material)
Location:
Hours:
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