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California PREP Chapter
Property Records Education Partners
Presented by
Phyllis Yanagihara , CEO, CEI
Calif. AEA Director, 2003-2007
CEA National Affairs Portfolio Chair
Calif. PREP Coordinator
Materials Credit
Tremendous thanks to Mark Monacelli, President of PRIA, for his caring and sharing of education materials and vision (all PRIA and PREP slides have been borrowed from his various presentations)
Additional thanks to Susan J. Reiman, 2006 AEA President, for her leadership in bringing this program to the escrow community (and her generous agreement to share her AEA presentation)
American Escrow Association – the origins of PREP
June, 2002 – AEA Conference– “e-Mortgages, Reality or Fantasy?”
All industry segments were represented on this panel July, 2002 – NACRC (National Association of County Recorders, Election Officials and
Clerks) submitted resolution to AEA to create an alliance among AEA, ALTA & NACRC August, 2002 – AEA passed resolution to join alliance November & December, 2002
– National Standards page added to AEA website, www.a-e-a.org– IACREOT (International Association of Clerks, Recorders, Election Official and
Treasurers) joins alliance – P R E P – Property Records Education Project is born! – Purpose: Providing better networking, educational opportunities and improved, open
lines of communication among our memberships– P R E P issues News Release and online Joint Needs Survey to its memberships
American Escrow Association – PREP grows
January, 2003 – 383 responded to survey resulting in many educational opportunities for PREP to offer
February, 2003 – AEA President served on Privacy and Access to Information panel at PRIA (Property Records Industry Association) Conference, Washington DC; President & 2nd VP participated in PREP panel at NACRC Land Records Conference. State liaison workgroups being formed as a result
March, 2003 – Government Affairs Committee met with MBAA’s MISMO (Mortgage Industry Standards Maintenance Organization) representatives and created alliance to serve as subject matter experts for the eMortgage initiative – 1st task – review closing data document set
June , 2003 – Updates presented at Conference 2003 by Mark Monacelli & Darren Ross; Mark’s update on PREP included the evolution leading to a change in the name; AEA Board votes to join PRIA
July, 2003 - President Milre Henry participated at IACREOT Conference in Denver, business panel session for the recorder’s division; 1st VP Lois Mayabb participated at PRIA Conference in Wisconsin, NACRC Land Records segment
AEA National Standards – 2 subcommittees emerge
August, 2003 – AEA board accepts recommendation to establish two subcommittees
– Standards Setting – Technical in nature Monitor and report progress made in the eMortgage, eNotary and eRecording technical arenas by utilizing
alliances created with:–PRIA – Property Records Industry Association–MISMO – Mortgage Industry Standards Maintenance Organization
– PREP – Educational in naturePromote and report on member participation in the PREP educational alliance
created among AEA, ALTA, NACRC & IACREOT by –Helping to create local teams to conduct local alliance meetings–Creation of standardized web page for PREP on each association’s website –Participation as time and funding allows in each allied industry’s nationaleducational programs
Lenders Recorders
Secondary Market
Underwriting
Title
Escrow
Servicing
PREP explained
an alliance of American Escrow Association (AEA)
American Land Title Association (ALTA)
National Association of County Recorders, Election Officials and Clerks (NACRC)
International Association of Clerks, Recorders, Election Officials and Treasurers (IACREOT)
PREPPREP – – PropertyProperty Records Education Partners
PREP – Property Records Education Partners
Created in 2002 as “Property Records Education Project” and is a direct result of AEA Conference 2002 attendees’ questions of e-mortgage panelist, Mark Monacelli, St. Louis County, MN Recorder
Modeled after Minnesota Task Force First PREP National Workgroup conference call
November, 2002
PREP – Property Records Education Partners
The Minnesota Task Force model Formed in 1997 Mission: “To ensure quality representation for the home buying
public we need to improve communication between title industry and the counties to make this process easier.”
The title companies were requesting the forum to discuss specific needs such as standardization, consistent recording procedures and reduced timing for recording.
The counties needed a forum to express concern over the document rejection rate. Also wanted a vehicle to communicate with the appropriate people in the industry.
PREP – Property Records Education Partners
Minnesota Task Force Accomplishments Since 1997 held regular meetings every six to eight weeks During the past five years, there have been over one-half dozen
joint education programs Mutually supported each others legislation Shared detailed reports tracking document rejections, recording
times, etc. Effective forum to disseminate information, discuss
changes/policies/procedures, etc.
PREP – Property Records Education Partners
The PREP purpose:To provide a structure to improve localworking relationships by opening and enhancing lines of communication, creating networking channelsand expanding education opportunities.
The title, escrow and recording industries all work for the public to consummate real estate transactions. Serving
constructive notice by the proper and timely recordation of the real estate transaction is paramount to a free and open society.
PREP – Property Records Education Partners
• First Project – January, 2003 - “The Survey” - 383 Responses• 139 Title• 107 Escrow• 119 Recorders• 17 Others • 1 Skipped
• Do you think a joint work group among escrow, title, and county recorders would be a benefit in your area?
• 343 Yes• 30 No• 10 Skipped Question• 90% Yes
• Would you find value in educational opportunities among escrow, title and county recorders?
• 352 Yes• 22 No• 8 Skipped the question• 93% Yes
PREP – Property Records Education Partners
The PREP objective: Organize local alliance meetings in order to enhance
working relationships between and benefit industry stakeholders - escrow, title, recorders - with the mutual goals of…
CommunicationNetworking
Education
PREP – Property Records Education Partners
• Accomplishments:• PREP Training Guide PowerPoint developed & presented to AEA
Board of Directors in November, 2003• National PREP Coordinator – Ardis Schmit,• California PREP Coordinator – Phyllis Yanagihara• Very active group in Washington • Very active group in central Florida • Newsletter & web page in the hopper
Massachusetts
Colorado
Iowa
Oregon
California
Florida
Pennsylvania
Washington
New Jersey
PREP PilotsVolunteers signed up at partner conferences
Minnesota
Arizona
Wisconsin
North Dakota
Kansas
Idaho
Oklahoma
Texas
Nebraska
Alaska
Map courtesy of Mark Monacelli
PREP – Property Records Education Partners
PREParing for a local meeting:1. Create initial PREP Steering Committee consisting of at least one
representative from each allied sector – title, escrow, recording 2. Provide copy of PREP’s “PREParing for a LOCAL ALLIANCE
MEETING” to each committee member for review and discussion. This informational document contains:
• PREP Background • PREP Purpose• Understanding Industry Changes• PREP Model – Minnesota Task Force• GETTING STARTED
• Initial PREP Steering Committee• Guidelines for local alliance meetings
3. Arrange for first local meeting by following “Guidelines for local alliance meetings” contained in GETTING STARTED noted above
PREP – Property Records Education Partners
Training tools available 1. Summary of Responses-Education Alliance Summary 2003
2. PREParing for a Local Alliance Meeting Pages 1 & 2:
PREP Background, PREP Purpose, Understanding Industry Changes, PREP Model-Minnesota Task Force
Page 3:
GETTING STARTED: Initial Local Steering Committee; Guidelines for Local Meetings
3. PREP contact list National Workgroup including National Coordinators State & Association Volunteers
4. Floppy disk – PowerPoint – Word documents
California PREP Beginnings
Members of CEA National Affairs Committee were charged with establishing alliances with the county recorders in their area.
Several informal groups scattered throughout California; County Recorders invited to speak at escrow functions
Governor signs AB578 2004 County Recorder’s Association of California joins California
Escrow Association to combine resources and become a formal PREP Chapter
Established initial structure: California Prep Chapter and 5 District Chapters
California Organization
National PREP Coordinator
Ardis Schmitt
California PREP CoordinatorPhyllis Yanagihara
Public Sector Chair: Brenda DavisPrivate Sector Chair: Carolyn Marcial
Bay District
Motherlode District
Central District
Northern District
Southern District
Core Committee
CEA – represented by Carolyn Marcial, CSEO, CEA Past President and Private Sector Co-Chair; Phyllis Yanagihara, CEO, CEA’s AEA Director and Calif. PREP Coordinator
CRAC – represented by Brenda Davis, Santa Clara Recorder, Public Sector Co-Chair; Theresa Rabe, San Mateo; Sharon Gonterman, Los Angeles
CLTA – represented by Chuck Bennett, President CAMB – invitation to John Eberhardt, President CAR – invitation sent to Jim Hamilton, President; George Irvin, Contra Costa Others – Patty Sanchez, title svc provider;
Initial Focus
Establish working groups in the 5 identified districts Exchange of legislative positions Educate members about PREP Provide speakers for one another’s events Discuss issues of importance to each industry Discuss ways each group can help each other
Bay Area Workgroup
Counties Represented: Alameda, Contra Costa, Marin, Monterey, Napa, San Benito, San Francisco, San Mateo, Santa Clara, Santa Cruz, Solano, Sonoma
Co-Chairs:
Central Workgroup
Counties Represented: Fresno, Kings, Madera, Mariposa, Merced, San Joaquin, San Luis Obispo, Stanislaus, Tulare
Co-Chairs
Motherlode Workgroup
Counties Represented: Alpine, Amador, Butte, Calaveras, El Dorado, Mono, Nevada, Placer, Sacramento, Sierra, Sutter, Tuolomne, Yolo, Yuba
Co-Chairs:
Northern Workgroup
Counties represented: Colusa, Del Norte, Glenn, Humboldt, Lake, Lassen, Mendocino, Modoc, Plumas, Shasta, Siskiyou, Tehama, Trinity
Co-Chairs:
Southern Workgroup
Imperial, Inyo, Kern, Los Angeles, Orange, Riverside, San Bernardino, San Diego, Santa Barbara, Ventura
Co-Chairs:
Thank you!
To participate, contact: Phyllis Yanagihara, [email protected]
Brenda Davis, [email protected] Marcial, [email protected]
