REGISTER FOR CLASSES

CLASS SCHEDULE

Escrow Performance Management – Coaching
(Larry O’Brien, President E.T.I.)
Saturday, October 26th
8:30 – 3:00PM
Ayres Hotel, Costa Mesa
Register by October 24th

Manufactured Home Escrows
(Marvina Vrabel)
Saturday, November 2nd
8:30 – 3:30PM
Ayres Hotel, Costa Mesa
Register by October 31st

Jump Start – 2025
(Larry O’Brien – President ETI)
Saturday, November 9th
8:30 – 3:00
Ayres Hotel, Costa Mesa
Register by November 7th

Bulk Sale II – Half Day
(Aaron Lloyd)
Saturday, November 9th
8:30 – 12:30PM
ON LINE CLASS- MORE INFO TO FOLLOW
Register by November 7th

Escrow Performance Management – Coaching
(Larry O’Brien, President E.T.I.)
Saturday, October 26th
8:30 – 3:00PM
Ayres Hotel, Costa Mesa
Register by October 24th
Tuition: $159

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
REGISTER NOW

Manufactured Home Escrows
(Marvina Vrabel)
Saturday, November 2nd
8:30 – 3:30PM
Ayres Hotel, Costa Mesa
Register by October 31st
Tuition: $395

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
REGISTER NOW

Jump Start – 2025
(Larry O’Brien)
Saturday, November 9th
8:30 – 3:00PM
Ayres Hotel, Costa Mesa
Register by November 7th
Tuition: $199

Are you ready for another year of CHANGE? More PERSONAL growth? More Compliance? New procedures? Training and development? Hiring? Expanding your Operation? Maximizing results? Exceeding Operational objectives?

“If you don’t know where you are going, any road will do!” C.S. Lewis

Market dynamics continue to change!  This workshop provides you with a VERY workable roadmap to see where you have been, where you are going and how you are going to get there! This workshop is designed for the small, medium and large escrow operation and can be used for personal career planning too!  Start the year off right!

You will walk away from this class, will workable templates and other information to maximize your planning! Easy to understand.

In your workshop, you will be provided with the tools to help you complete the necessary planning, ask the right questions, and develop a workable plan with action steps.

You will be provided with templates to help and learn how to:

  • Create & Implement a Workable Step by Step Plan (business/personal)!
  • Use Planning as a Team Building Tool!  GREAT exercise for Teams! executed, but unprocessed title
  • Have everyone “marching to the same drum!”
  • Maximize Your Strengths; Identify Current Challenges & Roadblocks!
  • Identify New Business Opportunities! Should you “go” or “no go”?
  • Manage and Communicate CHANGE Initiatives!
  • Measure Results!
  • *Sounds more complicated than it is!
REGISTER NOW

Bulk Sale II – Half Day
(Aaron Lloyd)
Saturday, November 9th
8:30 – 12:30PM
ON LINE CLASS- MORE INFO TO FOLLOW
Register by November 7th
Tuition: $229

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.

REGISTER NOW

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