TRAINING CLASSES HAVE BEEN SCHEDULED AT THE FPS OFFICE FOR:
WEDNESDAY JUNE 7, 2017 9:30AM – 1:30PM SUMMIT ONE
WEDNESDAY JUNE 14, 2017 9:30AM – 11:00AM SUMMIT TWO
WEDNESDAY JUNE 21, 2017 9:30AM – 12:00PM ADVANCED
WEDNESDAY JULY 12, 2017 9:30AM – 11:00AM CFPB REVIEW
WEDNESDAY JULY 19, 2017 9:30AM – 12:00PM TRUST ACCOUNTING
WEDNESDAY AUGUST 9, 2017 9:30AM – 1:30 PM SUMMIT ONE
WEDNESDAY AUGUST 16, 2017 9:30AM – 1:30 PM SUMMIT TWO
WEDNESDAY SEPT 13, 2017 9:30AM – 11:00AM CFPB REVIEW
WEDNESDAY SEPT 20, 2017 9:30AM – 12:00PM ADVANCED
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.
1551 N. TUSTIN AVENUE
Santa Ana, CA 92705
TRAINING CLASSES ARE HELD AT THE FPS OFFICE, UNLESS OTHERWISE NOTED IN THE TRAINING CLASS SCHEDULE.