Month Flat Week Day
July 2023
September 2023

Thu. 3 Aug, 2023

REALTORS Roadmap to Mortgages-Part 1

Thu. 3 Aug, 2023 10:00 am - 11:00 am
Part 1
Fundamentals of the Home Loan Process & the 3 Loan Silos
Current “working” knowledge of the home loan process. This includes the application process, processing, underwriting, and funding. REALTORS® will learn the fundamentals of the loan journey to be able to speak intelligently with Home Buyers to set realistic expectations.

Participants will receive:
• PowerPoint Presentation
• Blank URLA (1003) Residential Loan Application
• Financial Needs List, Loan Process, 3 Loan Silo handouts
• List of “what NOT to do during the loan process”
• Buyer Financial Needs List
• List of “Key Players” in the home loan process.

Instructor: Jeffrey Scott

Mon. 7 Aug, 2023

Collaboration Center

Mon. 7 Aug, 2023 9:00 am - 10:00 am

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. With this shared platform you can set up automatic notifications and invites for your clients to see real-time property information.

Topics include how to:

  • Set up your Preferences and About Me pages
  • Use Paragon Connect on the go
  • View your contacts’ saved searches, comments, and their Favorite and Rejected properties

Professional Agent Success Series (All 13 classes)

Mon. 7 Aug, 2023 9:00 am - 3:45 pm
The Professional Agent Series has been Cancelled
       These series of classes are designed for New Agents or even Seasoned Agents
                   who want to brush up on their skills.  

For more information on each class, please review the attached flyer.
New Agent Series Flyer 

Thu. 10 Aug, 2023

REALTORS Roadmap to Mortgages-Part 2

Thu. 10 Aug, 2023 10:00 am - 11:00 am
Part 2
Fundamentals of the Home Loan Process & the 3 Loan Silos

Learn the three (3) loan silos available to Home Buyers today. This will educate REALTORS® to the many loan options available for both the W2 employee, Self-Employed and Retired Home Buyers. The overall course is to educates REALTORS® and real estate managers as to the basics of the home loan process, loan products and a general understanding of loan choices in today’s current market. 

Benefits gained by taking this course:
• Gain working” knowledge of mortgage lending to provide to their perspective Home Buyers. 
• Identify pertinent income questions to discern if a Buyer can qualify for a loan.
• Understand the Loan Process and the customer’s loan journey.
• Knowledge of credit reports & FICO scores.
• Knowledge of key people in the loan process and their roles.
• Knowledge of Qualified Mortgages vs. Non-QM Mortgages.
• Knowledge of different underwriting styles (i.e., the 3 loan Silo choices)

ALSO Participants will receive:
• PowerPoint Presentation
• Blank URLA (1003) Residential Loan Application
• Financial Needs List, Loan Process, 3 Loan Silo handouts
• List of “what NOT to do during the loan process”
• Buyer Financial Needs List
• List of “Key Players” in the home loan process.

                                                                                                                                                                                                              Instructor: Jeffrey Scott

Wed. 16 Aug, 2023

2023 San Diego County Summer Housing Update

Wed. 16 Aug, 2023 9:30 am - 11:30 am
Join us at the Hilton Garden Inn, Carlsbad
6450 Carlsbad Blvd., Carlsbad, CA

Registration & Continental Breakfast 9:30 - 10:30am
Program 10:30 - 11:30am


  • Where are rates headed?
  • When will more sellers list their homes?
  • Is it a good time to buy?
  • Are home values falling or rising?


Do you want to know what the housing market will look like this Summer?
Secure your spot for this event by registering today


Thu. 17 Aug, 2023

TikTok, Instagram Reels, and YouTube Shorts - Oh My! Short-Form Video Masterclass for Real Estate

Thu. 17 Aug, 2023 10:00 am - 11:00 am
          Unleash the power of viral, short-form videos on TikTok, Instagram Reels,
                                        and YouTube 
Shorts for real estate success.
 Katie Callaway 

Katie Callaway is a nationally awarded speaker and expert in the field of social media. With her extensive knowledge and passion for all things digital, Katie captivates audiences around the globe, helping individuals and organizations in the real estate space navigate the ever-evolving landscape of social media and digital marketing. As a sought-after speaker, Katie possesses a unique ability to distill complex social media concepts into practical and actionable insights. Her engaging presentations offer valuable strategies, practical tips, and real-world examples that empower attendees to harness the power of social media to drive their personal and professional success.

Mon. 21 Aug, 2023

Homesnap Pro App

Mon. 21 Aug, 2023 9:00 am - 10:00 am

Get real-time MLS data with Homesnap Pro, an agent-only desktop and mobile app. With Homesnap Pro you can research homes, contact other agents, and communicate with your clients easily from either the office or the field. With additional features such as virtual open houses and advanced search functions, Homesnap is a vital tool for real estate professionals.

This class will cover:

  • Getting started with a Homesnap Pro account
  • How to search for listings and generate Rapid CMA reports
  • Communicating with clients and other agents
  • Using Homesnap to learn valuable property data about homes just by taking a photo
  • Option to upgrade to a paid account that lets you advertise listings and boost ads on social media

Tue. 22 Aug, 2023

The Winning Formula: 10X Your Productivity In Business...And Life

Tue. 22 Aug, 2023 10:00 am - 11:00 am

Learn how to recapture that wasted time so you can Achieve Extraordinary Results in Your Business and Life!

Key Take-Aways

  • The Perfect Morning Routine For Entrepreneurs to 10X Their Productivity
  • How to Kill Procrastination And Wasted Time for Good
  • The Secret “Stacking” Technique That Could Allow You To Finish Your Workday by Lunchtime

Jarvis Leverson
Jarvis spent 15 years as a sales producer, first in technology and then in real estate. Shortly after getting married and becoming a father, he realized that there just wasn't enough time in the day to be effective at work and also be effective at home. Frustrated with having to choose, he became obsessed with productivity and time management. He wanted to prove that you can have it all... an awesome business, and an awesome family life! He engineered a productivity formula that allowed him to get all of his work done by lunchtime (#donebylunch). 

Wed. 23 Aug, 2023

Selling Sunset, YPN's Networking & Pitch Session

Wed. 23 Aug, 2023 4:00 pm - 6:00 pm

Mark your calendars for the next North San Diego County REALTORS® Young Professionals Network event!  Join us on August 23rd for our “Selling Sunset” networking & pitch session hosted at the CoLab Public House in Vista! Pitch your newest North County listings and expand your professional network!

Your $15 ticket includes appetizers & a drink AND the opportunity to learn from our special guest speaker Jovani Ruiz on his expert knowledge for building a successful team as well as his experiences in house flipping.

Get your ticket now; this event will sell out!

Mon. 28 Aug, 2023


Mon. 28 Aug, 2023 9:00 am - 12:00 pm

                                        This is an in-person CRMLS Training
                           REALTOR® Hub 1903 Wright Pl., Ste. 120, Carlsbad, CA 
InfoSparks’ easily accessible market statistics make curating statistical reports quick and easy. Translate local geographical information and housing variables into striking visual communication and customize your data reporting in a way that clients can understand and trust. This class covers how to use InfoSparks within all CRMLS MLS systems to create stunning, easy-to-understand visuals to help your clients make their next move.

   Topic Covered:
   Agent Essentials / Hotsheets, Tours & Open Houses/ Infosparks Market Statistics