CLASS SCHEDULE

Commercial Escrow I
(Josette Loaiza)
Saturday, March 2nd
8:30 – 3:00
Ayres Hotel, Costa Mesa
Register by February 28th

Escrow Performance Management
(Larry  O’Brien) 
Saturday, March 2nd
8:30-3:00
Ayres Hotel, Costa Mesa
Register by February 29th

RESPA, Rules and Regs
(Jennifer Felten, Esq.)
Saturday, March 9th
9:00 – Noon
ONLINE CLASS
Register by March 7th

Commercial Escrow II
(Josette Loaiza)
Saturday, March 16th
8:30 – 3:00
Ayres Hotel, Costa Mesa
Register by March 14th

Escrow Business Forum – Mission Excel
(Munif Ali, Jennifer Felten, Larry O’Brien, David Shean
Saturday, March 23rd
8:30 – 3:00
Ayres Hotel, Costa Mesa
Register by March 21st

Bulk Sale Escrow II
(Aaron “Dr. Escrow” Lloyd) 
Saturday, March 23rd
8:30 – 12:30
ONLINE CLASS – MORE INFO TO FOLLOW
Register by March 21st

Basic Escrow
(Marvina Vrabel)
Saturday, February 24th
8:30 – 3:00PM
Tuition: $210

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

DFPI – Surviving the DFPI Audit
(Jennifer Felten)
Saturday, February 24th
8:30 – 11:30AM
Tuition: $149

This class is conducted by Jennifer Felten, Esq., an industry speaker and expert on escrow related practices. Jennifer is also a former Escrow Officer, Escrow Manager, and Escrow Trainer in the industry.

This class will provide you with what you need to know and do to stay in compliance with DFPI related escrow operations, including staying out of regulatory “trouble” and protecting yourself/company from a myriad of potential liabilities.

This class will cover (not an all inclusive list):

  • Regulatory Audits
  • Enforcement Letters
  • Accusations
  • DFPI and Technology (includes “paperless environment”)
  • Kickbacks
  • Fraud Risks and Responses
  • Cybersecurity
  • And, More!

Bring your questions to this workshop

Hours: 8:30 – 11:30am
Location: ONLINE CLASS

Commercial Escrow I
(Josette Loaiza)
Saturday, March 2nd
8:30 – 3:00PM
Tuition: $425.00; $395.00 if paid by February 24th, 2024

This class qualifies for C.E.A. approved Professional Designation Credits! Want to diversify your business now, before the market changes? Or, have you done little commercial work here and there, but didn’t feel secure in your knowledge? If you are looking to add Commercial Escrows to your book of business, or you want to sharpen your commercial expertise, this class is for you.

This workshop will cover:

  • The biggest differences between residential and commercial escrow.
  • Common misconceptions about commercial transactions.
  • The three most common types of commercial contracts.
  • The different players commonly involved in commercial transactions & how to work with them.
  • Tips on how to anticipate what may happen during your commercial escrow.
  • Identifying “RED” flags that can derail or delay your escrow.
  • Valuable every day tools for processing commercial escrows.
  • Managing the process/staying on top.
  • And more!

Hours: 8:30 – 3:00
Location: Ayres Hotel, Costa Mesa

Escrow Performance Management
(Larry O’Brien)
Saturday, March 2nd
8:30 – 3:00PM
Tuition: $199.00

This class is designed for Management (NEW and “Seasoned”), Business Owners, Escrow Officers and “High Potential” individuals who will/may soon be assigned management responsibilities. And, for those that want to advance their career. In this workshop, OFTEN USING real escrow situations/case studies, participants will learn what they need to know and do to successfully manage the performance of others, whether one individual or a team/department.  These skills are also transferable toward building your team!

In this class you will learn:

  • The philosophy of “One team, one Mission, one Focus”
  • Enhancing Performance – Career Development: Individual AND Team
  • What are the (8) Performance Management benefits for the Company/Team
  • ESCROW – Performance Management (Actual Case Study) – TEMPLATES
  • How to recognize traits and management skills of successful Managers
  • Major mistakes to Avoid
  • How to evaluate your own Performance Management Skills (Self Assessments)
  • T.I.P.’s for Improving Performance – Yours and for Others – TEMPLATES
  • Management of Performance –2 Paths: Reinforcement vs Redirection
  • How to recognize Exceptional performance; counsel/confront Poor Performance
  • How to prepare/conduct the discussion (Tips & Techniques)
  • How to handle “challenging”, “sticky” situations
  • Progressive Discipline – Warning Notices/Next Steps
  • And much more

Hours: 8:30 – 3:00
Location: Ayres Hotel, Costa Mesa

RESPA, Rules and Regs
(Jennifer Felten, Esq.)
Saturday, March 9th
9:00 – Noon
Tuition: $149

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!

Hours: 9:00 – Noon
Location: ONLINE CLASS

Commercial Escrow II
(Josette Loaiza)
Saturday, March 16th
8:30 – 3:00PM
Tuition: $425.00; $395.00 if paid by March 9th, 2024

The Instructor (Commercial Escrow Officer) has very extensive commercial escrow experience and works for a Company, managing their National commercial escrow operations.

ONCE THE UPDATE IS COMPLETE, THE CLASS WILL BE OPEN FOR REGISTRATION.

THIS IS A SAMPLE OF CLASS POINTS OF FOCUS. IT MAY CHANGE AND WILL BE UPDATED HERE!

The primary focus of this class will be to add to the Commercial Escrow I curriculum by learning more complex Commercial Escrows and how to audit

  • Review of attorney-drawn purchases and sale agreement!
  • Reviewing and complying with the closing instructions!
  • Prorations!
  • The Title Officer Authority Check Lists!
  • An overview of out-of-state, multi-site/multi state transactions!
  • And so much more!

Hours: 8:30 – 3:00
Location: Ayres Hotel, Costa Mesa

Escrow Business Forum – Mission Excel
(Munif Ali, Jennifer Felten, Larry O’Brien, David Shean)
Saturday, March 23rd
8:30 – 3:00PM
Tuition: $169.00

An “Escrow Leadership Management School” (E.L.M.S.) workshop, focusing on Industry “BEST PRACTICES”, delivered by a recognized expert in business, “best practices”. Attend this highly informative workshop and learn meaningful ways to transform yourself, your team, your Company.
(SPEAKERS: Munif Ali, Jennifer Felten, Larry O’Brien, David Shean)

  • INSPIRE – CREATE – EVOLVE! – Back to the Future! (Industry Case Study)
  • Opportunity Knocks – Are you willing to open the door?
  • It’s a “NEW ERA“…everything starts with Inspiration
  • Learn what makes a world-class “Best Practices” Company
  • From a recognized World Class “Best Practices” Company
  • Learn what “B.P.” Companies do differently (steps to take) and why
  • TOP 100 Companies (Escrow/Title included)
  • Changing your mindset on certain business/personal/team aspects
  • Leverage those practices to enhance recruitment, customer service, industry reputation, operational and financial results, and more!
  • REAL CASE STUDIES (Numerous) – What would you do? Discuss.
  • Growth of Artificial Intelligence in Real Estate Industry
  • “Who Moved my Cheese” – Lessons in Change Management

Updates on industry related rules, regs & law.

  • Remote On-Line (RON) SB 696 with DAVID SHEAN – Escrow Essentials
  • Other, time permitting

Hours: 8:30 – 3:00
Location: Ayres Hotel, Costa Mesa

Bulk Sale Escrow II
(Aaron “Dr. Escrow” Lloyd)
Saturday, March 23rd
8:30 – 12:30PM
Tuition: $199.00

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.

Hours: 8:30 – 12:30
Location: Ayres Hotel, Costa Mesa

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