CLASS SCHEDULE

Basic Escrow
(Marvina Vrabel)
Saturday, August 7th
8:30 – 3:00
Ayres Hotel, Costa Mesa
Register by August 5th

PRELIM-What You Need To Know
(Aaron Lloyd)
Wednesday, August 11th
5:00 – 6:30 (EVENING)
ONLINE CLASS
Register by August 9th

Refinance Escrow
(Donna Inman)
Saturday, August 21st
8:30 – 3:00
Ayres Hotel, Costa Mesa
Register by August 19th

Prorations and Balancing the File
(Donna Inman)
Saturday, September 11th
9:00 – Noon
Ayres Hotel, Costa Mesa
Register by September 9th

Escrow Documents & Amendments
(Donna Inman)
Saturday, September 11th
12:30 – 3:30pm
Ayres Hotel, Costa Mesa
Register by September 9th

 

Professional Designation Exam
Saturday, September 18th
A California Escrow Association Event
Registration/payment is thru CEA

ETI Supports CEA

COMING SOON! Mark Your Calendar!
The Escrow Business Forum (CLASS ROOM)
Saturday, September 18th, 
MORE INFO TO FOLLOW!
Guest Speakers!
STAY TUNED!
Registrations Currently Not Open!

Basic Escrow
(Marvina Vrabel)
Saturday, August 7th
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

PRELIM – What You Need To Know
(Aaron Lloyd)
(Wednesday August 11th)
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

Refinance Escrow
(Donna Inman)
(Saturday, August 21st)
8:30 – 3:00
Tuition: $199.00

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
  • AND, MUCH, MUCH MORE!
 

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

Prorations and Balancing the File
(Donna Inman)
(Saturday, September 11th)
9:00 – Noon
Tuition: $139.00 – Take both Prorations and Escrow Doc for $199 and SAVE $38.00

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: 9:00 – Noon

Escrow Documents and Amendments
(Donna Inman)
(Saturday, September 11th)
12:30 – 3:30
Tuition: $139.00 – Take both Prorations and Escrow Doc for $199 and SAVE $38.00

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: 12:30 – 3:30

California Escrow Association Exams
Saturday, September 18th
Deadline August 18th

This is a California Escrow Association Event

Click Here for PD Forms

PD Exam Overview

General PD Infomration

IMPORTANT: You must be a Qualified Active CEA Member to sign up/take the Professional Designation exam.

For more information contact: Juliet Ellis, Professional Designation Coordinator, juliet@caladmanagement.com or 916-239-4075

 

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