SUMMIT TRAINING CLASS REGISTRATION
To sign up for an FPS SUMMIT training class, be sure to tell us the training topic, the date and time of the class and how many will attend. send us an email. Or call us at, (714) 953-8681 ext. 7306
THERE IS NO CHARGE FOR CLIENTS WHO HAVE A VALID SUPPORT CONTRACT HOWEVER, IF YOU SIGN UP FOR A CLASS AND FOR SOME REASON CANNOT MAKE IT PLEASE NOTIFY FPS 24 HRS IN ADVANCE. IF A CANCELLATION IS NOT RECEIVED THE COMPANY WILL BE BILLED $50.00.
  • TRAINING CLASSES HAVE BEEN SCHEDULED AT THE FPS OFFICE FOR:
  • WEDNESDAY JAN 10, 2018 9:30AM – 1:30 PM SUMMIT ONE
  • WEDNESDAY JAN 17 2018 9:30AM – 12:00PM ADVANCED
  • WEDNESDAY FEB 7, 2018 9:30AM – 1:30PM SUMMIT TWO
  • WEDNESDAY FEB 14, 2018 9:30AM – 12:00PM TRUST ACCOUNTING
  • WEDNESDAY MAR 07, 2018 9:30AM – 11:00AM CFPB REVIEW
  • WEDNESDAY MAR 14, 2018 9:30AM – 1:30PM SUMMIT ONE
Course Description:
CFPB: A review of the latest changes, if any, which have been done to satisfy lender requirements, TRID requirements or additions to Summit to enhance meeting TRID requirements.
Summit One – Prerequisite: Users who have never used Summit or 1st Time Users: This class will go through the basics of opening & processing an escrow. Adding payoff & HOA info. Into the system Opening deposits, printing documents & closing documents. How to use the “updating existing order” by order number, property address etc. THIS CLASS WILL NOT GO THROUGH BALANCING A ESCROW.
Summit Two – Prerequisite: Escrow Officers/Jr. Escrow Officers that are experienced users of the Summit System and have the ability to properly balance an escrow: This class will go through balancing your file, CFPB. The “P” & “D”’s in lender, title & escrow screen. Balancing with your pre-check register & lender’s funding, title screen. Understanding overfunding, printing closing documents & all documents and how to drag & drop into the Summit System.
ADVANCED: A look at the various setup and options available in Summit to customize the program for the company. Goes thru Master documents & clauses, General Information, Package Printing, Storage Tabs and more.
Trust Accounting: Daily & monthly trust accounting procedures. System set up. Basics of reconciliation.
FPS
1551 N. TUSTIN AVENUE
SUITE 570-B
Santa Ana, CA 92705
TRAINING CLASSES ARE HELD AT THE FPS OFFICE, UNLESS OTHERWISE NOTED IN THE TRAINING CLASS SCHEDULE.