SCHEDULE – Escrow Training Institute

CLASS SCHEDULE

Prelim – What You Need To Know
(Aaron Lloyd)
Tuesday, January 18th
5:00 – 6:30
ONLINE CLASS
Register by January 16th

Basic Escrow
(Marvina Vrabel)
Saturday, January 22nd
8:30 – 3:00
Ayres Hotel, Costa Mesa
Register by January 20th

Escrow Business Forum
(Jennifer Felten/Larry O’Brien)
Saturday, January 22nd
9:00 – 1:00
Ayres Hotel, Costa Mesa
Register by January 20th

Refinance Processing
(Donna Inman)
Saturday, January 29th
8:30 – 3:00
Ayres Hotel, Costa Mesa
Register by January 27th

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

Escrow in the Courts
(Jennifer Felten, Esq.)
Saturday, February 19th
9:00 – 1:00
Ayres Hotel, Costa Mesa
Register by February 17th

Commercial Escrow
(Josette Loaiza)
Saturday, February 26th
9:00 – 4:00
Ayres Hotel, Costa Mesa
Register by February 24th

Prelim – What You Need To Know
(Aaron Lloyd)
Tuesday, January 18th
5:00 – 6:30PM (Evening)
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

Basic Escrow
(Marvina Vrabel)
Saturday, January 22nd
8:30 – 3:00
Tuition: $210.00

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, 325 Bristol, Costa Mesa 92626
Hours: 8:30 – 3:00

Escrow Business Forum
(Jennifer Felten/Larry O’Brien)
Saturday, January 22nd
9:00 – 1:00
Tuition: $129.00

The FORUM is back! During our Forum, you will be provided with much needed information on new/anticipated 2022 California and Federal law changes.

We will cover: (Additional information/material is currently being added)

New HR Employment Rules, Regs. & Laws, you need to know!
C.A.R. (RPA) Contract – OVERVIEW ONLY (does not replace the C.A.R. (RPA) class – Legal aspects of C.A.R. (RPA)
Covid 19/Variants – Latest News/impact on Industry/Business/How we do business!
New Real Estate Laws/Trends impacting our industry!
Industry Updates – What’s Happening!
Marketing – Maximizing YOUR BRAND!
Change – the ONLY constant!

Location: AYRES HOTEL, 325 Bristol, Costa Mesa 92626
Hours: 9:00 – 1:00

Refinance Processing
(Donna Inman)
Saturday, January 29th
8:30 – 3:00
Tuition: $210.00

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, 325 Bristol, Costa Mesa 92626
Hours: 8:30 – 3:00

Manufactured Home Escrows
(Marvina Vrabel)
Saturday, February 5th
8:30 – 3:00
Tuition: $425.00 LESS $50.00 if registered paid by January 31st) =$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, 325 Bristol, Costa Mesa 92626
Hours: 8:30 – 3:00

Escrow in the Courts
(Jennifer Felton, Esq)
Saturday, February 19th
9:00 – 1:00
Tuition: $139.00

This in-depth workshop is being conducted by Jennifer Felten, Esq., noted Escrow Attorney (RE LAW, APC) and well known industry speaker (CEA, EIC, Regional Associations, etc.), as well as an instructor for The Escrow Training Institution.

The class will discuss issues relating to multiple types of legal issues and what you need to know that arise and can impact an escrow transaction. They include:

Bankruptcy
Probate & Trust Related Matters
Impact of the new transfer upon death deed
Conservatorships/Receiverships
Mechanics Liens
Divorce
Lis Pendens and more!

Location: AYRES HOTEL, 325 Bristol, Costa Mesa 92626
Hours: 9:00 – 1:00

Commercial Escrow I
(Josette Loaiza)
Saturday, February 26th
9:00 – 4:00
Tuition: $425.00 less $50.00 if registered/paid by Feb. 21st = $375.00

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!

Location: AYRES HOTEL, 325 Bristol, Costa Mesa 92626
Hours: 9:00 – 4:00