Live - Paragon: Searching 101, Collaboration Center & SavvyCard

Monday, May 20, 2024 9:00 am - 12:00 pm
This event does not repeat

Location: REALTOR® Hub, 1903 Wright Pl., #120, Carlsbad CA 92008

Topics Covered:

Searching 101 - With access to an immense database of listings, how do you find what you need? This course dives into CRMLS Paragon’s multiple search options to locate listings, print and email them to clients, and turn your searches into closings that much faster.

Collaboration Center - Connect with your clients through CRMLS Paragon’s Collaboration Center, a mobile-friendly website you can customize with your personal branding. The Collaboration Center has no third-party vendors or agents – just you and your contacts.

  • Setting up automatic notifications and invites for your clients
  • Customizing your Preferences and About Me pages
  • Using Paragon Connect on the go
  • Viewing your contacts’ saved searches, comments, and Favorite and Rejected properties
  • …and more.

SavvtCard - Strengthen your online presence with SavvyCard’s online marketing. With personalized “SavvyCards” for you and your properties, you can generate leads and expand your network with the push of a button.

  • Real-time referral notifications (with contact info)
  • Standalone websites for every property listing
  • Personally-branded electronic business cards
  • Easy marketability on social media platforms
  • …and more.

Fair Housing Fundamentals Training

Tuesday, May 21, 2024 9:30 am - 12:30 pm
This event does not repeat

Join us at the Carlsbad by the Sea Hotel, 850 Palomar Airport Rd., Carlsbad 92011  

Kimball, Tirey & St. John’s fair housing training is a 3-hour course, covering both federal and California and fair housing laws.

Some of the key issues covered:

  • Origins of fair housing laws
  • Federal, state, and local protected classes
  • Enforcement of fair housing laws
  • Disability; it's definition, the process of handling requests such as assistance animals and parking
  • Hoarding and mental disabilities
  • Marketing and leasing process; resident selection; establishing rental criteria and community policies; Termination of tenancy
  • AND, many other practical day-to-day applications of fair housing in California

Instructor: Tracey Merrell

Managing Partner of Education for Kimball, Tirey & St. John LLP.

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. - This email address is being protected from spambots. You need JavaScript enabled to view it.)

At the Door: Members $15  All Others:$25

NOTE: Receive a Fair Housing Certificate for completing this course by Kimball, Tirey & St. John

Annual Meeting & Member Appreciation Day Lunch!

Thursday, June 06, 2024 12:00 pm - 2:00 pm
This event does not repeat

Live - CubiCasa, Paragon: Managing Listings

Monday, June 24, 2024 9:00 am - 12:00 pm
This event does not repeat

Location: REALTOR® Hub, 1903 Wright Pl., #120, Carlsbad CA 92008

CubiCasa - 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.

  • 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.+

Managing Listings - Whether you’re a new agent or old pro, listing in CRMLS Paragon is critical to your professional success. Learn basic and advanced tips for listing input, modification, and maintenance, plus improve your knowledge of the CRMLS Rules & Policies.

  • Using CRS Tax autofill to enter and maintain listings
  • Creating an Open House
  • How to enter Registered Listings
  • Coming Soon listings
  • Reverse Prospecting: see searches where your listing appeared
  • Best compliance practices and insights
  • …and more.

C.A.R. Forms Revision & Legal Update

Thursday, June 27, 2024 10:00 am - 11:30 am
This event does not repeat

Join us at the San Diego Oasis, Rancho Bernardo, 17170 Bernardo Center Dr.,  San Diego, 92128

This presentation will provide an update on the most recent form changes, new laws taking effect soon, and the hottest risk management issues currently facing REALTORS®.

Don't miss this opportunity to stay up-to-date with the latest real estate forms and contracts changes. In this informative session, you'll discover which forms have been revised and what new forms have been introduced. Ensuring you use the right forms and contracts is crucial for accurate and successful real estate transactions.

Topics will include:

  • Important changes to the RPA, Buyer Representation Agreement, and Listing Agreement
  • Other significant forms revisions
  • New “Flipper” Disclosure
  • New Security Deposit Limits
  • Hottest Topics on the Legal Hotline

Instructor: Jana Gardner, Senior Counsel, C.A.R

Jana Gardner is Senior Counsel with the California Association of REALTORS®.  Since joining C.A.R. in 2014, she has primarily focused on advising members through the Legal Hotline as well as presenting legal update outreaches and teaching classes on disclosures and the RPA. Additionally, Jana prepares legal resources such as the Legal Q&As and Quick Guides, and also co-hosts C.A.R.'s Legal Matters Podcast.

Members: $20

All Others  (Outside of NSDCR): $40 (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.)

Deadline to Register: 5:00pm, June 24, 2024

At the Door: $35

Live - Paragon: Quick Tips; Paragon: CRS Tax; Infosparks

Monday, July 29, 2024 9:00 am - 12:00 pm
This event does not repeat

Location: REALTOR® Hub, 1903 Wright Pl., #120, Carlsbad CA 92008

The MLS Tax Suite powered by CRS Data, a.k.a. CRS Tax, puts accurate tax and public record data for properties throughout California at your fingertips. This course is an intro to accessing sales history, tax, mortgage data, and more vital real estate information.

Topics include:

  • Profile setup and personalized branding in CRS Tax
  • Creating basic, map, and default searches
  • Searching for and farming foreclosure information
  • Generating CMAs with just a few clicks
  • …and more.

Speed and efficiency can sometimes be the difference between a sale and a missed opportunity, so be sure you’re using Matrix to its full potential.

Topics include:

  • Customizing and optimizing your search results spreadsheet
  • Using Power Search
  • Geographic searching with Maps
  • Using your homepage widgets
  • Creating hotsheets, tours, and open houses
  • …and more.

2024 Summer Housing Market Update

Wednesday, August 21, 2024 10:30 am - 11:30 am
This event does not repeat

Join us at the San Diego Oasis at Rancho Bernardo, 17170 Bernardo Center Drive, Torrey Pine Assembly Hall, San Diego, 92128

Staying informed about the housing market is crucial to your business. Whether it's a buyer looking for their dream home or a seller aiming to maximize their property's value. Having a comprehensive understanding of the housing market allows you to offer valuable insights and guidance to your clients.

Topics Covered:

  • When Will More Homes Come On The Market?
  • Will Interest Rates Drop Soon And Affordability Improve?
  • Inventory – Interest Rate - Delinquency Rates
  • Where Are Home Values Headed?
  • Sales Are Low – Prices Trending Up
  • How Is The Market Shifting?
  • Recession Market Conditions

Jordan Levine is the Senior Vice President & Chief Economist at the California Association of REALTORS® (C.A.R.), a statewide trade organization of real estate professionals with more than 200,000 members. Jordan is responsible for C.A.R.’s housing market and economic research as well as policy analysis for C.A.R.’s legislative and governmental affairs efforts. He has a passion for homeownership, fair housing, and housing supply, and regularly represents C.A.R. to its members, industry groups, policymakers, and in the media. Jordan has a bachelor’s degree in Business Economics from the University of California, Santa Barbara and a master’s degree with merit in International Economics from the University of Sussex. Prior to joining C.A.R., Jordan worked in consulting for clients ranging from cities, counties, and the state to private businesses and academic institutions.

Members: FREE

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.)

Registration: 9:30-10:30am

Program: 10:30-11:30am

Deadline to Register: 3:00pm, August 19, 2024

At the Door: Members $20  All Others $35

Paragon: Creating a CMA; Realtors Property Resource, SavvyCard

Monday, August 26, 2024 9:00 am - 12:00 pm
This event does not repeat

Location: REALTOR® Hub, 1903 Wright Pl., #120, Carlsbad CA 92008

A Comparative Market Analysis (CMA) is the expert way to present market data to your clients. Learning how to create CMAs from Paragon will not only impress clients but will provide great reference about the latest market trends to better assist your real estate business.

Topics include:

  • Creating, saving, and modifying CMA presentations in Paragon
  • How to use Map Search to find comparables
  • Setting up your CMA preferences
  • …and more.

 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.

Strengthen your online presence with SavvyCard’s online marketing. With personalized “SavvyCards” for you and your properties, you can generate leads and expand your network with the push of a button.

Topics include:

  • Real-time referral notifications (with contact info)
  • Standalone websites for every property listing
  • Personally-branded electronic business cards
  • Easy marketability on social media platforms
  • …and more.

Live-Paragon: Client Collaboration; Homes Pro App, ePropertyWatch

Monday, September 30, 2024 9:00 am - 12:00 pm
This event does not repeat

Location: REALTOR® Hub, 1903 Wright Pl., #120, Carlsbad CA 92008

Connect with your clients through CRMLS Paragon’s Collaboration Center, a mobile-friendly website you can customize with your personal branding. The Collaboration Center has no third-party vendors or agents – just you and your contacts.

Topics include:

  • Setting up automatic notifications and invites for your clients
  • Customizing your Preferences and About Me pages
  • Using Paragon Connect on the go
  • Viewing your contacts’ saved searches, comments, and Favorite and Rejected properties
  • …and more.

The Homes Pro app (formerly Homesnap), powered by Homes.com, offers tools for client collaboration, lead capture, and building your business.

Topics include:

  • Getting started with your Homes Pro account
  • Accessing your Homes Pro account on desktop and mobile
  • How to search for listings 
  • Using collaboration tools with your clients and other agents 
  • …and more.

 Generate a drip email report for all your individual clients with ePropertyWatch that’s loaded with relevant information about their home and neighborhood. 

ePropertyWatch

Topics include: 

  • How to log into ePropertyWatch and customize your branding
  • How to import contacts and invite clients to start receiving ePropertyWatch reports
  • What data clients can view from an ePropertyWatch report