Events under 'Education Webinar'

Join us at 1903 Wright Pl., #120, Carlsbad, CA, 92008

Agent Essentials: Whether you’re just beginning your career, restarting it, or you’re looking to expand your expertise in CRMLS Matrix, this course has the foundational skills you need to succeed in real estate.

Topics include:

• Search techniques
• Printing and emailing listings
• Setting up client information in CRMLS Matrix
• …and much more

CRMLS Marketing Solutions: This course covers some of the marketing tools CRMLS has to offer. With these products, you can boost your brand and increase your listings’ reach. 

Topics include:

• Cloud CMA
• REALTORS Property Resource (RPR)
• Down Payment Resource
• ListReports
• RatePlug
• …and more.

Cubi-Casa: Floor plans are one of the most requested listing features, and CRMLS core product CubiCasa makes generating one easy. All it takes to get a custom floor plan is a few minutes and your smart phone.

Topics include:

• Installing the CubiCasa app and account set-up
• Best practices for scanning
• Floor plan options
• Reviewing and managing orders
• An overview of the CubiCasa site and app features
• …and more.

Federal oversight of real estate transactions is expanding, and REALTORS® need to be prepared. The Financial Crimes Enforcement Network (FinCEN) has finalized new reporting requirements that will impact residential real estate transactions nationwide, with an effective date of March 1, 2026.

This webinar is designed to help REALTORS® understand what’s coming, who is affected, and how these new regulations may impact transactions already in the pipeline. With increased scrutiny on cash purchases, beneficial ownership, and anti–money laundering efforts, early awareness is critical to protecting your business and your clients.

Don’t wait until a transaction triggers a reporting requirement; learn what to watch for and how to stay compliant before the rules take effect.

Key Takeaways:

• What FinCEN is and why real estate is under increased scrutiny
• What changed on March 1, 2026, and which transactions may be affected
• Red flags that may indicate reportable activity
• How to reduce risk and protect your license

Presented By

Jesse Lipscomb, Roadmap Tax Services, Inc.

Members: $15

All Others (Outside of NSDCR): $25 (To register, This email address is being protected from spambots. You need JavaScript enabled to view it. - This email address is being protected from spambots. You need JavaScript enabled to view it.)

 1031 Tax Exchanges Should Not Be A Mystery

Learn the ins and outs of a 1031 Tax Exchange & Delaware Statutory Trust (DST):

• Learn about Forward, Reverse, Improvement and Zero Equity 1031 Exchanges
• Learn how to safeguard funds while held with a Qualified Intermediary
• Can you do a partial 1031 Exchange?
• How long must you hold property to qualify for 1031 Exchange treatment?
• How does a DST work?
• What is the minimum investment for a DST
• What are the risks of a 1031 exchange DST?
• Who does DST benefit the most?
• AND...So Much More

Presenter: William L. Exeter, Chief Executive Officer, Exeter 1031 Exchange Services, LLC.

Members: $15

All Others  (Outside of NSDCR): $25 (To register, This email address is being protected from spambots. You need JavaScript enabled to view it. - This email address is being protected from spambots. You need JavaScript enabled to view it.)

This course introduces Paragon Connect, the mobile-friendly version of CRMLS Paragon that can still be accessed via desktop.

Topics include:

• Logging into Paragon Connect
• A tour of the Paragon Connect home page
• An overview of your Contact Manager
• Creating and saving searches
• …and much more.

REALTORS® Property Resource®: REALTORS Property Resource® (RPR) makes it easy to impress your clients by offering comprehensive data, powerful analytics, and dynamic reports that cover 160 million properties.

Topics include:

• School reports
• Historic data
• Geographic details (such as flood and heat maps)
• …and more.

In real estate, the fortune is in the follow-up.  You can generate leads, meet buyers, and win listing appointments, but without consistent follow-up, opportunities will slip away. Follow-up is one of the most overlooked yet most profitable parts of the sales process. Too often, it becomes a scattered task or gets delayed.  In this focused session, Wanda gets to the root of why follow-up gets neglected and how to fix it.

REALTORS will leave with a clear understanding of the fundamentals that will make follow-up effective.  

Key Takeaways:

• Why using a follow-up system is critical for long-term sales success
• Common follow-up systems that don’t work and what to do instead
• How mindset directly impacts consistency and confidence in follow-up
• Eye-opening sales statistics that reinforce the importance of follow-up.
• Three simple, immediately actionable strategies to boost follow-up performance

Bottom line: The agent who consistently follows up is the one who gets the business.

Presenter: Wanda Allen

Members: $10

All Others (Outside of NSDCR): $15 (To register, This email address is being protected from spambots. You need JavaScript enabled to view it. - This email address is being protected from spambots. You need JavaScript enabled to view it.)

Avoid CRMLS Violations: Learn How to Navigate Recent Rule Changes!

This must-attend webinar will ensure you stay current with the latest CRMLS compliance requirements. We’ll review recent rule changes, highlight common violations, and share best practices for keeping your listings compliant, before issues turn into penalties. You’ll gain timely insights on how to avoid fines, maintain a smooth workflow, and uphold the highest standards of real estate professionalism. Essential for agents who want to stay informed, compliant, and protected in an evolving market.

Topics Include: 

• CRMLS Rules & Policies 
• Compensation Rules
• Clear Cooperation Policy
• Coming Soon Status 
• Showings and Buyer Rep Agreements
• Registered Process 
• CA AB 723 (Digitally Enhanced Images) takes effect January 1, 2026 
• CRMLS Updates!

            Instructor: Jeffrey W. Smetana, Esq.
   Director of Compliance/Assistant General Counsel

Members: FREE

How to Serve More Military & Veteran Buyers!

San Diego County has one of the largest active-duty and veteran populations in the country, yet many agents still misunderstand how VA financing works. This practical workshop breaks down the VA home loan from a real-world transaction perspective — covering veteran demographics, common myths, and the contract strategies that help agents confidently serve military buyers and get more VA offers accepted. 

Key Topics Covered:

• Understanding the VA Buyer: Military demographics in San Diego and where the opportunities are for agents
• VA Loan Fundamentals: Zero down, VA entitlement, funding fees, and how VA compares to conventional financing
• Writing Strong VA Offers: Appraisals, tidewater, seller concessions, and negotiation strategies
• Common VA Misconceptions: Minimum property requirements, VA Condos, timelines, and why VA deals don’t have to be harder
• Transaction Tips for Agents: Working with PCS timelines, active-duty clients, and smooth escrow management

Presenter: Dan Lehman

Daniel Lehman is a Marine Corps veteran and mortgage industry leader specializing in VA home loans. After his time in the U.S. Marine Corps, he transitioned into finance to help military families build wealth through homeownership. As founder of The Lehman Group, Daniel has spent more than two decades educating veterans, real estate professionals, and military families on maximizing their VA benefits. He is the author of The VA Home Loan Field Manual and an advocate for financial education within the San Diego military and veteran communities.

Members: $10

All Others  (Outside of NSDCR): $20 (To register, This email address is being protected from spambots. You need JavaScript enabled to view it.) 

For those who are already familiar with the basics of CRS Tax and want to learn its more sophisticated capabilities. Discover how to uncover detailed information to gain a competitive advantage.

Topics include:

• Advanced searching by map, criteria, and school layers
• Power Prospecting through targeted marketing
• Locating Assessor Maps
• Customizing your CMAs in CRS Tax

Learn how to use Down Payment Resource (DPR) to scan over 2,000 home ownership programs from housing finance agency partners to find the right down payment assistance programs for your clients.

Topics include:

• Accessing Down Payment Resource
• How clients can use Down Payment Resource in their portals
• An overview of Down Payment Resource Connect
• …and more.

We’re inviting commercial real estate agents to join us for a practical discussion on commercial real estate financing and how strategic lending partnerships can help move deals forward more efficiently. This session will outline conventional, SBA 504, SBA 7(a), and USDA options with a focus on structuring transactions early, identifying financing challenges upfront, and aligning buyers with the right capital sources. Our goal is simple: to serve as a reliable financing partner that helps you reduce uncertainty, strengthen offers, and get to closing with fewer surprises.

Topics Covered:

• Collaborate early to structure financeable transactions
• Identify underwriting considerations (LTV, DSCR, recourse, prepayment) before issues arise
• Align buyers with appropriate lending programs based on property and use
• Improve certainty of execution with prequalification and deal analysis
• Leverage a 700+ lender network to support diverse property types and deal sizes

Presenter-Darius Mahajer, MBA

Hustle Up Extra Listings in 2026 - Understand How Reverse Mortgages Can Create New Opportunities. As more homeowners age and explore financial options, reverse mortgages can provide a pathway to downsizing, relocation, or strategic home sales. By understanding how these products work, you can better advise clients, identify motivated sellers, and establish yourself as a trusted resource, ultimately securing additional listings while delivering real value to your clients.

Members: FREE

All Others (Outside of NSDCR): $10 (To register, This email address is being protected from spambots. You need JavaScript enabled to view it. - This email address is being protected from spambots. You need JavaScript enabled to view it.)

Collaboration Center: Connect with your clients using CRMLS Paragon’s Collaboration Center, a user-friendly client-facing site that you can personalize with your own branding. Unlike other platforms that involve third-party vendors or agents, the Collaboration Center is exclusively for you and your contacts.

Topics include:

• Setting up your Preferences and About Me
• Sending invites to your clients
• Accessing data on the go with Paragon Connect
• Viewing your contacts’ saved searches, comments, their favorites, or their rejected properties
• Creating automatic notifications so your clients can see real-time property information

Rayse is the best tool on the market to communicate agent value, showcase expertise, and offer the most complete real estate experience to consumers. This session introduces the Rayse platform and dives into the features that support both buyers and sellers from the first meeting to closing day, including milestone tracking, presentations, and more. Participants will have the opportunity to explore the platform and engage in a live Q&A. Start your journey with Rayse by learning how to:

Topis Covered

• Navigate the Dashboard
• Add Your Branding
• Add Clients Create a Journey
• Access the Rayse Assistant App

Are you looking to get more out of zipForm® and Learn More About Transact? Join us for a Live Q&A session designed to help REALTORS® navigate these essential tools with confidence.

This is your opportunity to ask questions, troubleshoot issues, and learn tips directly from an expert. Whether you’re experiencing functionality problems or simply want to work more efficiently, we’re here to help.

What to Expect:

• Live Q&A with knowledgeable support staff
• Tips to streamline your transactions
• Open forum to bring your questions

Come ready to ask, learn, and get answers in real time. Bring your questions, and let’s get them solved!

Presenter: Jackson Beaudelaire

Senior Transaction and Training Supervisor 

Members: $10

All Others (Outside of NSDCR): $15 (To register, This email address is being protected from spambots. You need JavaScript enabled to view it. - This email address is being protected from spambots. You need JavaScript enabled to view it.)