Escrow Training Classes  

Instructors Class Descriptions Schedule Register Contact

 
 

SCHEDULE OF 2014 ESCROW TRAINING CLASSES

For more information call - 909.731.7155

All Classes Are Co-Sponsored By Tri County Escrow Association
CEA Professional Designation Credits Given To Eligible Attendees

 

   
 

Class/Instructor

 Date/Time/Location

Cost

Description

Avoiding Escrow Losses and Claims
Nancy Stalter, CEI
Register Here
Saturday
June 7, 2014
8:30 a.m. - 12:30 a.m.
280 North Benson Avenue #3  MAP
Upland, CA 91786
$125 In today's litigious society, the escrow agent is likely to be named in a lawsuit if the slightest thing has not been done correctly. The real life situations wherein someone in the escrow industry has had first hand exposure to lawsuits and/or losses that have been extremely costly are the basis of this seminar.
Commercial Escrows
Nancy Stalter, CEI
Register Here
Saturday
June 7, 2014
1:00 p.m. - 5:00 p.m.
280 North Benson Avenue #3  MAP
Upland, CA 91786
$125 This class is designed for the student who wants to learn the basics of handling Commercial transactions from beginning to end.

Understanding the Purchase Contract/Joint Escrow Instructions/1099/FIRPTA
Calif. withholding Reporting
Nancy Stalter-Hastings, CEI
Register Here
Saturday
August 23, 2014
10:00 a.m. - 1:00 p.m.
280 North Benson Avenue #3  MAP
Upland, CA 91786
$125* This class will focus on understanding what parts of the new Residential Purchase Agreement and Joint Escrow Instructions the Escrow Holders need to be concerned with as well as the new Addenda and Riders. We will also examine in detail the escrow responsibilities and liabilities for dealing with the 1099-S, Foreign Investment Real Property Tax Act and California Withholding regulations.
*Cost includes Materials | Continuing Education Credits for eligible attendees
CEA Approved
Escrow Procedures I
Nancy Stalter-Hastings, CEI
Register Here
Saturdays
August 23 & September 6, 20 2014
8:30 a.m. - 4:30 p.m.
280 North Benson Avenue #3  MAP
Upland, CA 91786
$499 This is an accelerated Escrow Procedures I Class. It will cover an escrow from beginning to end. Topics covered: The Role of the Escrow; Opening and Taking an Escrow; Processing the Escrow (FIRPTA, California Real Estate Tax Withholding, 1099's, Statements of Information, Title Insurance, Payoff/Lien Removal); Preparation of the most commonly used documents in an escrow (i.e. Grant Deed, Quitclaim Deed, Affidavit  Death  of Joint Tenant, Substitution of Trustee and Full   Reconveyance,   Notes  and   Deeds   of  Trust,Request for Notice, Power of Attorney and Subordination Agreements); Closing the Escrow (prorations and balancing the file).
Prorations & Balancing the Escrow File
Nancy Stalter, CEI
 
Register Here
Saturday
September 20, 2014
12:30 p.m. - 4:30 p.m.
Courtyard by Marriott
11525 Mission Vista Drive      MAP
Rancho Cucamonga
$125 The focus of this workshop will be in depth calculations of prorations and files.  Please bring a hand held calculator (a calculator with tape is more helpful).

CEA Approved

Escrow Procedures II
Nancy Stalter-Hastings, CEI
Register Here
Saturdays
October 4, 18 & November 1, 2014
8:30 a.m. - 4:30 p.m.
280 North Benson Avenue #3  MAP
Upland, CA 91786
$499* This is an intermediate escrow class focusing on more complicated escrow and title issues. Emphasis will be placed on amendments, refinance, sale with seller carryback and sale with assumption escrows.
*Cost includes Books and Materials | Professional Designation Credits awarded to eligible attendees
Note: A certificate of completion will be awarded to those who attend all sessions

Beginning Notes & Deeds of Trust
and AITD's
Instructor to be Determined
Register Here
Saturday
October 18, 2014
8:30 a.m. - 11:30 p.m.
280 North Benson Avenue #3  MAP
Upland, CA 91786
$125 This class is designed for the  student who wants to learn the basics of handling Notes and Deeds of Trust from beginning to end. 
Understanding the Loan Process
Liz Simmons, CEI
Register Here
Saturday
November 1, 2014
12:30 a.m. - 4:30 p.m.
280 North Benson Avenue #3  MAP
Upland, CA 91786
$125 This class will give an overview of the loan process and how it relates to your escrow, discussing the different types of loans. We will focus on the timetable of the loan process to aid the escrow officer in anticipating the needs of the lender as well as reviewing loan conditions, fees (on the proper HUD lines) and signing up loan documents.
CEA Approved
Escrow Procedures III
Nancy Stalter-Hastings, CEI
Register Here
Saturdays
November 15, 22 & December 6, 2014
8:30 a.m. - 4:30 p.m.
280 North Benson Avenue #3  MAP
Upland, CA 91786
$499 This is an advanced escrow course (for students who have passed Escrow I or have experience in escrow) focusing on more complicated escrows, such as Bulk Sales, Mobile Home, Exchange and Tract.
Beginning Mobile Home
Nancy Stalter-Hastings, CEI
Register Here
Saturday
November 22, 2014
8:30 p.m. - 11:30 p.m.
280 North Benson Avenue #3  MAP
Upland, CA 91786
$125* If you are interested in learning about getting started with Mobile Home Escrows you may register for this class.
*Cost includes Materials & Continental Breakfast | 4 Professional Designation Credits awarded to eligible attendees
Beginning Bulk
Nancy Stalter-Hastings, CEI
Register Here
Saturday
December 6, 2014
8:30 a.m. - 4:30 p.m.
280 North Benson Avenue #3  MAP
Upland, CA 91786
$249 If you are interested in learning about Bulk Sales only, you may register for this class.

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