Escrow Processing: Building Your Foundation for Success

Whether you’re new to escrow or looking to refresh your knowledge, this essential course covers the core principles and daily practices every escrow professional needs to know. You’ll gain a clear understanding of what escrow is, how it functions within a transaction, and the key documents, timelines, and responsibilities that drive the process.

Presented in clear, practical terms, this class breaks down complex topics into manageable steps — giving you the confidence to process escrows efficiently and accurately.

What You’ll Learn

• What is Escrow: the purpose, structure, and role of escrow in real estate transactions
• Tax Calendar: important filing and payment dates to remember
• Fiduciary Duties: verifying your agent’s license status and maintaining compliance
• Authority Documents: what’s needed to establish signing rights
• CAR RPA & Joint Escrow Instructions: key paragraphs every escrow officer should understand
• Preliminary Title Report: how to read and abstract effectively
• FinCEN Requirements: understanding federal reporting obligations
• California Form 593: completing the Real Estate Withholding Statement correctly
• Key Terms You Should Know: building your escrow vocabulary
• Southern California City Transfer Requirements: navigating fees and processes
• City Transfer Taxes & Vesting Information: accuracy in your files
• Loan Estimate & Closing Disclosure Overview — what escrow needs to know
• Pest Reports and Notices of Work Completed: how to manage and track them
• Foreign Sellers: understanding special requirements and compliance issues

Build your escrow expertise from the ground up, and gain the tools to handle every transaction with confidence and professionalism.

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