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 SEPT 13, 2017 9:30AM – 11:00AM CFPB REVIEW

WEDNESDAY SEPT 20, 2017 9:30AM – 12:00PM ADVANCED

WEDNESDAY OCT 18, 2017 9:30AM – 1:30PM SUMMIT ONE

WEDNESDAY OCT 25, 2017 9:30AM – 12:00PM TRUST ACCOUNTING

WEDNESDAY NOV 08, 2017 9:30AM – 1:30PM SUMMIT TWO

WEDNESDAY NOV 15, 2017 9:30AM – 12:00PM ADVANCED

WEDNESDAY DEC 6, 2017 9:30AM – 11:00APM CFPB REVIEW

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.

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FPS SUMMIT Provides (copy)

  • Training Class Schedule
  • E-Document Storage for 5 Years or more
  • Instant External Document Uploads
  • Load and Setup Software (onsite)
  • Superior Escrow Accounting Tools
  • Scan to Escrow Document Upload
  • Data/Email Encryption
  • Customizable Document Templates

FPS SUMMIT Automates

  • Long-term File Storage
  • Edited Documents
  • Record-keeping
  • Drag/Drop emails
  • Drag/Drop Attachments
  • Scan Direct to Open Escrow
  • Desktop icon Driven

FPS SUMMIT Solutions

  • Complete Closing Solution
  • Increased Efficiency
  • Better Record Management
  • The Best Escrow Accounting Solution
  • Reduced Costs
  • Expanded Customer Service - Automatic Weekly Status Reports