SCHEDULE – Escrow Training Institute

CLASS SCHEDULE

Commercial Escrow I
(Josette Loaiza)
Saturday, August 3rd
8:30 – 3:00PM
Ayres Hotel, Costa Mesa
Register by August 1st

Managing Change in a Changing World –
Leading the Way
(Larry O’Brien)
Saturday, August 17th
8:30 – 12:30pm
Ayres Hotel, Costa Mesa
Register by August 15th

Commercial Escrow II
(Josette Loaiza)
Saturday, September 14th
8:30 – 3:00
Ayres Hotel, Costa Mesa
Register by September 12th

Commercial Escrow I
(Josette Loaiza)
Saturday August 3rd
8:30 – 3:00
Ayres Hotel, Costa Mesa
Register by August 1st
Tuition: $395.00 if paid prior to July 27th; $435.00 after

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!

Managing Change in a Changing World –
Leading the Way
(Larry O’Brien)
Saturday August 17th
8:30 – 12:30
Ayres Hotel, Costa Mesa
Register by August 15th
Tuition: $139.00

This workshop has a “natural” link with technological transformation.

Learn how to manage change, overcome the challenges, get everyone on board. This workshop (a CEA CONFERENCE presentation in the past) will provide you with proven steps to follow.

Understanding the change process – major success factors and mistakes management makes in managing the process (true industry examples)
Importance of Team Collaboration and Participation
Preparing for Change – Understanding the Four Phases of change
Managing Expectations – The “good”, the “bad” & the “ugly”.
Taking Ownership of Change – what is everyone’s second job in escrow? Does your team know? DO YOU?
Leading the Way – Changing a Company transformation One Step at a Time, Together (HELPING OTHERS SUCCEED TOGETHER) – (H.O.S.T.)

Commercial Escrow I
(Josette Loaiza)
Saturday September 14th
8:30 – 3:00
Ayres Hotel, Costa Mesa
Register by September 12th
Tuition: $395.00 if paid prior to September 5th; $435.00 after

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!