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.

Learn:
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

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.)

In-Person Event - REALTOR® Hub, 1903 Wright Pl., #120, Carlsbad, 92008 

MLS-Touch is a mobile app that connects you to the MLS when you’re on the go. Search by map, share listings with your clients, find other agents, and manage your contacts, all right from your phone. MLS-Touch features a special integration with CRMLS Matrix for additional capabilities.

Topics include:

• App installation and account setup
• Searching for listings and comparables
• Accessing live market statistics on-the-go
• How to share branded apps with your clients
• Additional Matrix-only integration options
• …and more. 

Open Houses in a Post-NAR Settlement World

A practice change required by the NAR settlement is that all MLS participants working with a buyer must enter into a written agreement before the buyer tours any home.  This has raised questions about how agents should handle visitors to open houses.

• Open House Visitor Non-Agency Disclosure and Sign-In (C.A.R. Form OHNA-SI)
• Buyer Non-Agency Agreement (C.A.R. Form BNA)
• Buyer Representation and Broker Compensation Agreement (C.A.R. Form BRBC)
• Property Showing and Representation Agreement (C.A.R. Form PSRA)

Learn the answers to these questions and so much more!

• Should all visitors to the property sign in using the OHNA-SI?
• What if the visitor refuses to sign anything but instead only wants to look at the property?
• When a buyer signs the OHNA-SI, is a separate form required for each buyer?

Instructor: Nancy Layne

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.)

Disclaimer: Information provided in this presentation will be updated as necessary to remain consistent with any changes to the C.A.R. forms.

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

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.)

Meeting new clients and showing properties alone can pose safety risks. This webinar is designed to prioritize your personal safety by covering essential protocols for in-person showings and client meetings. You will learn to identify potential threats, leverage technology for safety, and effectively handle emergencies.

Why Attend:

• Gain best practices for staying safe during property showings.
• Explore safety apps and tools to enhance personal security.
• Learn how to conduct client meetings safely, both in and out of the office.
• Hear real-life safety scenarios and learn effective response strategies.

REALTORS® are members of the National Association of REALTORS®. 

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

Are you seeking to deepen your comprehension of the California Residential Purchase Agreement (RPA)? You’ve come to the right place!

This in-person training offers comprehensive coverage of the latest version of the RPA, delving into its intricacies step-by-step. Gain valuable insights into handling special situations that commonly arise during real estate transactions. From start to finish, you'll receive detailed instructions on how to accurately complete and effectively utilize the RPA form in all your transactions. Seize this opportunity to refine your skills and enhance your success in the California real estate market. Register now to secure your spot.

Learn:

• Familiarize yourself with recent changes
• Understand the language used in the clauses
• Understand changes regarding personal property items
• Learn how to create, modify, cancel, or close a transaction

Instructor: Fred Pfister, White and Bright, LLP

Members: $15 | At the Door $25

All Others  (Outside of NSDCR): $25 | At the Door $50 (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: September 21st at 9:00pm.  This event will NOT be recorded.

Need Ethics? We Got You Covered!

The deadline to complete NAR’s required Ethics course for this cycle, Cycle 7, is December 31. 2024

NAR's Board of Directors approved a change to the Code of Ethics training requirement, extending it from every two years to every three years. This extends the current cycle deadline from March 1, 2022, to Dec. 31, 2024.

REALTORS® are required to complete ethics training of not less than 2 hours, 30 minutes of instructional time. The training must meet specific learning objectives and criteria established by the National Association of REALTORS®. 

Training may be completed through NAR’s online courses or through another method, such as online or classroom courses via local/state associations. Read the consequences for failing to complete Code of Ethics training.

Members: FREE

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.)

Deadline to Register is September 19, 2024, at 3:00pm due to course material being emailed.

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