|
Class/Instructor |
Date/Time/Location |
Cost |
Description |
Notes and Deeds of Trust
Beginning
Colleen Graves, CEI
Register
Here |
Saturday
May 10, 2008
8:30 p.m. - 12:30 p.m.
Courtyard by Marriott
11525 Mission Vista Drive
MAP
Rancho Cucamonga |
$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. |
Demystifying the Loan Process
Liz Simmons, CEO
Register
Here |
Saturday
May 10, 2008
1:00 p.m. - 5:00 p.m.
Courtyard by Marriott
11525 Mission Vista Drive
MAP
Rancho Cucamonga |
$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, CEI
Register
Here |
Saturdays
May 17, 24 & 31, 2008
8:30 a.m. - 4:30 p.m.
Courtyard by Marriott
11525 Mission Vista Drive
MAP
Rancho Cucamonga |
$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 Bulk Sales
Nancy Stalter, CEI
Register
Here |
Saturday
May 24, 2008
8:30 a.m. - 4:30 p.m.
Courtyard by Marriott
11525 Mission Vista Drive
MAP
Rancho Cucamonga |
$299 |
This is the second day of our
Escrow III class, If you are interested in learning about
Bulk Sales only, you may also register for this class. |
Advanced Bulk Sales
Tamara Stoebe, CEI
Register
Here |
Saturday
June 7, 2008
8:30 a.m. - 12:30 a.m.
Courtyard by Marriott
11525 Mission Vista Drive
MAP
Rancho Cucamonga |
$125 |
This class is designed for those students who have
completed the Beginning Bulk Sale class or have some
knowledge of Bulk sales want to further their education.
This class will deal primarily with liquor license
transfers; what to do when there is not enough money to pay
creditors; and other unusual situations. |
Advanced Mobile Homes
Tamara Stoebe, CEI
Register
Here |
Saturday
June 7, 2008
1:00 a.m. - 5:00 a.m.
Courtyard by Marriott
11525 Mission Vista Drive
MAP
Rancho Cucamonga |
$125 |
This class is designed for those students who have some
knowledge of Mobile Home Escrows. The course will focus on
dealer sales, refinances, dead (or missing) Registered
Owners or Land Lords and other unusual situations. |
CEA Approved
Escrow Procedures II
Nancy Stalter, CEI
Register
Here |
Saturdays
September 20, Oct. 11 & 18 2008
8:30 a.m. - 4:30 a.m.
Courtyard by Marriott
11525 Mission Vista Drive
MAP
Rancho Cucamonga |
$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. |
Professional Designation
Nancy Stalter, CEI
Register
Here |
Saturday
September 13, 2008
8:30 p.m. - 12:30 p.m.
Courtyard by Marriott
11525 Mission Vista Drive
MAP
Rancho Cucamonga |
$99 |
This will be an interactive workshop with an actual practice test
and tips to help prepare you for the PD exam. Please bring a hand
held calculator. |
Prorations & Balancing the Escrow File
Nancy Stalter, CEI
Register Here |
Saturday
September 13, 2008
1:00 p.m. - 5:00 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). |
Beginning Bulk Sales
Nancy Stalter, CEI
Register
Here |
Saturday
September 27, 2008
8:30 a.m. - 4:30 p.m.
Courtyard by Marriott
11525 Mission Vista Drive
MAP
Rancho Cucamonga |
$299 |
This is the second day of our
Escrow III class, If you are interested in learning about
Bulk Sales only, you may also register for this class. |
Notes and Deeds of Trust
Beginning
Colleen Graves, CEO
Register
Here |
Saturday
October 25, 2008
8:30 a.m. - 12:30 p.m.
Courtyard by Marriott
11525 Mission Vista Drive
MAP
Rancho Cucamonga |
$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. |
Operating Procedures for an Escrow Company
Liz Simmons, CEO
Register
Here |
Saturday
October 25, 2008
1:00 a.m. - 5:00 p.m.
Courtyard by Marriott
11525 Mission Vista Drive
MAP
Rancho Cucamonga |
$125 |
This class deals with the
operations of the escrow company. The class will focus on
giving better internal controls to escrow operations
managers. Topics discussed will include trust accounting,
age trial balance reports, outstanding check reports,
dormant funds, escheating funds, and auditing escrow files. |
Refinance Processing
Liz Simmons, CEO
Register
Here |
Saturday
November 1, 2008
8:30 a.m. - 4:30 p.m.
Courtyard by Marriott
11525 Mission Vista Drive
MAP
Rancho Cucamonga |
$125 |
|
Beginning Bulk Sales
Nancy Stalter, CEI
Register
Here |
Saturday
November 8, 2008
8:30 a.m. - 4:30 p.m.
Courtyard by Marriott
11525 Mission Vista Drive
MAP
Rancho Cucamonga |
$299 |
This is the second day of our
Escrow III class, If you are interested in learning about
Bulk Sales only, you may also register for this class. |
Understanding the Purchase Contract and Joint Escrow
Instructions; 1099,
FIRPTA & California Withholding Laws
David A. Shean,
CEI
Register Here |
Saturday
November 15, 2008
8:30 a.m. - 4:30 p.m.
Courtyard by Marriott
11525 Mission Vista Drive
MAP
Rancho Cucamonga |
$175 |
This all day class will focus on understanding how
Escrow Holders need to interpret and work with the RPA-CA
Contract, Addendums 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. |
Commercial Escrows
Miriam Brown, CEI
Register Here |
Saturday
November 22, 2008
8:30 a.m. - 12:30 a.m.
Courtyard by Marriott
11525 Mission Vista Drive
MAP
Rancho Cucamonga |
$125 |
This class is designed for the student who wants to
learn the basics of handling Commercial transactions from
beginning to end. |
Difficult
and Unusual Escrows
Colleen Graves, CEI
Register Here |
Saturday
November 22, 2008
1:00 p.m. - 5:00 p.m.
Courtyard by Marriott
11525 Mission Vista Drive
MAP
Rancho Cucamonga |
$125 |
This class will deal with the more challenging types of
Escrows. It is designed to prepare the student with
confidence in handling transactions such as AITD's, Land
Contracts, Short Sales, Subject To, and Assumptions.
Students will focus on the basics of the above escrows;
learn to tell the difference and how to recognize them on
Preliminary Reports; and learn how to work with the lender
in processing, closing and paying off these types of
escrows. |
Advanced Bulk Sales/
Tamara Stoebe, CEI
Register
Here |
Saturday
December 6, 2008
8:30 a.m. - 12:30 a.m.
Courtyard by Marriott
11525 Mission Vista Drive
MAP
Rancho Cucamonga |
$125 |
This class is designed for those students who have
completed the Beginning Bulk Sale class or have some
knowledge of Bulk sales want to further their education.
This class will deal primarily with liquor license
transfers; what to do when there is not enough money to pay
creditors; and other unusual situations. |
Advanced Mobile Homes
Tamara Stoebe, CEI
Register
Here |
Saturday
December 6, 2008
1:00 a.m. - 5:00 a.m.
Courtyard by Marriott
11525 Mission Vista Drive
MAP
Rancho Cucamonga |
$125 |
This class is designed for those students who have some
knowledge of Mobile Home Escrows. The course will focus on
dealer sales, refinances, dead (or missing) Registered
Owners or Land Lords and other unusual situations. |
Avoiding Escrow Losses and Claims
Nancy Stalter, CEI
Register
Here |
Saturday
December 13, 2008
8:30 a.m. - 12:30 a.m.
Courtyard by Marriott
11525 Mission Vista Drive
MAP
Rancho Cucamonga |
$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. |
Get That Loan Funded
Liz Simmons, CEO
Register
Here |
Saturday
December 13, 2008
1:00 a.m. - 5:00 a.m.
Courtyard by Marriott
11525 Mission Vista Drive
MAP
Rancho Cucamonga |
$125 |
This class will provide you with tips for avoiding
funding delays. You can make your life easier from loan
approval to funding by avoiding some pitfalls. |
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