CLASS SCHEDULE

Manufacturing Home Escrows
(Marvina Vrabel)
Saturday, July 13th
8:30 – 3:00
Ayres Hotel, Costa Mesa
Register by July 11th

Holding Escrows
PRIVATE CLASS – ONE COMPANY
Registration Closed

Bulk Sale II
(Aaron Lloyd)
Saturday, July 27th
8:30 – 12:30
ONLINE CLASS
Register by July 25th

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

The Power of Technology –
Opportunities & Challenges

(Jennifer Felten. Esq.)
Saturday, August 17th
8:30 – 11:30
Ayres Hotel, Costa Mesa
Register by August 15th

Managing Change in a Changing World –
Leading the Way

(Larry O’Brien)
Saturday, August 17th
12:15 – 3:15pm
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

Manufacturing Home Escrows
(Marvina Vrabel)
Saturday July 13th
8:30 – 3:00
Ayres Hotel, Costa Mesa
Register by July 11th
Tuition: $395.00 

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

Bulk Sale II
(Aaron Lloyd)
Saturday July 27th
8:30 – 12:30
ONLINE CLASS
Register by July 25th
Tuition: $235.00 

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.

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!

The Power of Technology –
Opportunities & Challenges
(Jennifer Felten)
Saturday August 17th
8:30 – 11:30
Ayres Hotel, Costa Mesa
Register by August 1st
Tuition: $139.00

TAKE BOTH 8-17-24 classes and SAVE $78.00 ($200.00 vs $278.00)

Explore the latest trends and breakthroughs in technology, while discovering innovating solutions shaping the future and transforming our world.

  • Stay informed and secure. Avoid real estate fraud with knowledge and vigilance
  • Remote notarization. The future of secure hassle-free document signing
  • Harness the power of A.I. to elevate productivity and drive personal and business growth
  • Utilize advanced banking technology to mitigate fraud potential
  • And, so much more (still developing class material)

Managing Change in a Changing World –
Leading the Way
(Larry O’Brien)
Saturday August 17th
12:15 – 3:15
Ayres Hotel, Costa Mesa
Register by August 15th
Tuition: $139.00

TAKE BOTH 8-17-24 classes and SAVE $78.00 ($200.00 vs $278.00)

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!

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