CLASS SCHEDULE

Basic Escrow
(Marvina Vrabel)
Saturday, October 1st
8:30 – 3:00
Ayres Hotel, Costa Mesa
Register by September 29th

Escheating Funds – Filing Due 10/31/22
(Chris Pruitt)
Saturday, October 1st
9:00 – 12:30
Ayres Hotel, Costa Mesa
Register by September 29th

Prelim Report
(Aaron Lloyd)
Tuesday, October 4th
5:00 – 6:30
ONLINE CLASS
Register by October 1st

Escrow Processing
(Donna Inman)
Saturday, October 8th
8:30 – 3:00
Ayres Hotel, Costa Mesa
Register by October 6th

Prorations/Balancing the File
(Donna Inman)
Saturday, October 15th
8:30 – 12:30
Ayres Hotel, Costa Mesa
Register by October 13th

Escrow Documents & Amendments
(Donna Inman)
Saturday, October 15th
1:00 – 4:00
Ayres Hotel, Costa Mesa
Register by October 13th

Bulk Sale Escrow I
(Aaron Lloyd)
Saturday, October 29th
8:30 – 3:00
ONLINE COURSE
Register by October 27th

Manufactured Home Escrows
(Marvina Vrabel)
Saturday, November 5th
8:30 – 3:00
Ayres Hotel, Costa Mesa
Register by November 3rd

Escrow Business Forum
Escrow Leadership Management School (ELMS)
January 28, 2023

Guest Speakers more Information To Follow

Mark Your Calendar

Basic Escrow
(Marvina Vrabel)
Saturday, October 1st
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

Escheating Funds
(Chris Pruitt)
Saturday, October 1st
9:00 – 12:30
Tuition: $139.00

Are you done? Ready to follow the State Regulations?

This interactive class will provide attendees with a “demo” practice session, as you walk through the process in a “live” environment. Bring your questions.

July 1st through October 31st is the time the State Controller’s Office requires all Escrow companies to escheat “old” uncashed checks and closed files with balances remaining.

This workshop, conducted by Chris Pruitt, Recon Works, an expert in escheating requirements, we will provide attendees with information for properly escheating funds to the State, and learn the legal ways to avoid escheating funds going forward.

Using the “web”, we will show you step by step the process you need to follow and in doing so, ensure you leave the classroom with a much higher level of knowledge and feeling of self-confidence.

In this class, we will cover:

  • Accessing/working with the state’s website.
  • Escheating time lines you must know and follow
  • The State Controller Office for escheating rules & regulations
  • How to complete the required forms and data input
  • How to read and understand printed reports you will receive
  • How to install systems and procedures that can eliminate or reduce the need to escheat in the future
  • Red Flags & how to beat internal/external fraud
  • Penalties for ignoring or failure to escheat funds
  • And more!

Location: Ayres Hotel,  Costa Mesa
Hours: 9:00 – 12:30

Prelim Report
(Aaron Lloyd)
Tuesday, October 4th
5:00 – 6:30
ONLINE CLASS
Tuition: $79.00

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 CLASS
Hours: 5:00 – 6:30 

Escrow Processing
(Donna Inman)
Saturday, October 8th
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

Prorations and Balancing the File
(Donna Inman)
Saturday, October 15th
8:30 – 12:30
Ayres Hotel, Costa Mesa
Tuition: $139.00

Take both classes – Prorations & Escrow Documents and Save $50

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 – 12:30

Escrow Documents & Amendments
(Donna Inman)
Saturday, October 15th
1:00 – 4:00
Ayres Hotel, Costa Mesa
Tuition: $139.00

Take both classes – Prorations & Escrow Documents and Save $50

During this class you will review and discuss a variety of basic escrow Documents and Amendments to the escrow. This class can be used as a “refresher” course or is ideal for the newer employee who is unfamiliar or has had limited exposure in completing escrow documents and/or amendments. Excellent and abundant escrow documentation samples are provided each participant for later reference. Learn about:

  • Commonly used escrow documents
  • How to examine and take action on the sale escrows Prelim
  • The Differences between Grant & Quit Claim Deeds
  • Use of Affidavit – Death of Joint Tenant
  • PCOR Requirements
  • Subordinate Agreement
  • Power of Attorney-General and Special
  • Requests for Notice of Default; Substitution of Trustee and Full Reconveyance
  • How to Write Amendments to Your Escrow
  • And Substantially More! Great reference material provided.

Location: Ayres Hotel, Costa Mesa
Hours: 1:00 – 4:00

Bulk Sale Escrow I
(Aaron Lloyd)
Saturday, October 29th
8:30 – 3:00
ONLINE COURSE
Tuition: $425.00 LESS Early Pay ($50.00) = $375.00

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!

Location: ONLINE COURSE
Hours: 8:30 – 3:00

Manufactured Home Escrows
(Marvina Vrabel)
Saturday, November 5th
8:30 – 3:00
Ayres Hotel, Costa Mesa
Tuition: $425.00 LESS $50.00 “early bird” pay = $375.00

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

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