Mon FEB 6 | Global Listing Exchange The Global Listing Exchange is a platform where you can share real estate listings with other professional organizations worldwide, to promote international sales and referrals. And you can create a personal MLS webpage for your real estate needs.
Topic:
Create your User Profile
Set up and customize your webpage
How to manage your clients
Setup your languages and Styles
Search for listings outside the MLS coverage area | Location: SBAOR Computer Lab Time: 10:00am-11:00am Instructor: Miguel Ramos, CRMLS Fee: Free to SBAOR Members Click to Register
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Mon FEB 6 | CARETS Commercial Learn how to search, add and modify your Commercial/Industrial, Commercial Lease and Business Opportunity listings in the CARETS Commercial system.
•How to Access CARETS Commercial
•Searching Techniques
•How to Add & Modify a Listing
•How to Generate a CMA Report
Map Search
•Email & Print Listings
•How to Add & Modify a Photo
•How to Search for Agents
*REQUIREMENTS: NONE*
| Location: SBAOR Computer Lab Time: 11:00am-12:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY Click to Register
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Mon FEB 6 | Basic Matrix & Listing Management: Afternoon Class This Matrix Workshop covers an extensive overview each of the primary functionalities of the CRMLS and Matrix system. The first session is “Basic Matrix”. This Topic will give you a basic understanding of the MLS tools and resources which include: *Training resources *Support *Logging in *Matrix Overview of all Tabs: *home *search *matrix *add/edit * finance * roster *realist tax *pinpoint *smart trac *mlsl *help. This class will also include a basic search, a basic understanding of search results, email and printing of listings. The second session is “Listing Management”, Topics will include: *Logging in *CRMLS data policy *Getting Help *Adding a Listing *Managing Photos and supplements *Listing modifications and info *Open House.
This is a mandatory workshop for all new SBAOR members. This workshop is FREE to all SBAOR members and MLS only members in good standing.
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
| Location: SBAOR Computer Lab Time: 1:00pm-5:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
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Tue FEB 7 | ZipForms in Korean - Class will be translated in Korean Part 1 / 12:00pm – 2:00pm
Learn how to use Zipforms Online. This class will show you the basic features of the software including helping you register, create a transaction, fill out contracts, explain what the icons mean and how to use them. It will also cover some more advanced features such as emailing contracts, creating sticky notes, and auto-populating cover sheets. Additional resources such as Forms Advisor and How-To Training movies will also be included. The class does not cover Electronic Signatures or Relay as they are third party vendors that require registration and payment to use.
Part 2 / 2:00pm – 4:00pm
ZipForms offers many benefits, including:
. Easy-to-use navigation that lets agents move quickly through documents and transactions;
. Complete and e-mail/print forms without first having to create a transaction;
. Apply one or multiple templates at any time during a transaction;
. Drag and drop forms into transactions;
. Platform independent – runs on PC or MAC; and
. Compatible with Windows Vista.
It will cover all the new features that ZipForms has and explain the changes from WINForms. The advanced features covered will be emailing, templates, sticky notes, clauses and mortgage calculator, as well as showing additional resources such as Forms Advisor and How-To-Training movies. The class does not cover Electronic Signatures or Relay as they are third party vendors that require registration and payment to use.
Cancellations must be received 24 business hours in advance in order to receive a refund for the class. No-shows will not receive a refund and can not transfer fees to another class date.
| Location: SBAOR Hall Time: 12:00pm-4:00pm Instructor: Rob Morel / Translation by Becky Park Fee: $40 Member fee / Not open to non-members Click to Register
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Wed FEB 8 | Intermediate CRMLS Training (CE Credit) Learn how to setup and manage your prospects and clients. Create a hot sheet for your farm area and learn advanced searching techniques.
•Advanced Searching Technique
•How to manage Prospects
•Email
•Auto-Email
•Hot Sheets
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
*REQUIREMENTS: Basic Matrix or Agent 101
| Location: SBAOR Computer Lab Time: 9:30am-12:30am Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
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Wed FEB 8 | Advanced CRMLS Training (CE Credit) Learn how to setup and create a CMA report that you can present for your buyer or listing appointments. Learn how to search for property history or an agent roster. Learn how to reverse prospect to other agents who have recently visited or emailed your listing to a prospective buyer.
•Comparative Market Analysis Report
•Reverse Prospecting
•Custom Display
•Custom Export
•Listing History
•Search for Agent or Office Roster
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
*REQUIREMENTS: Basic Matrix or Agent 101*
| Location: SBAOR Computer Lab Time: 1:30pm-3:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
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Wed FEB 8 | Realist Tax CLASS IS FULL | Location: SBAOR Computer Lab Time: 3:00pm-4:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
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Fri FEB 10 | Advanced ZipForms Training Advanced ZipForms Training
This class is ONLY for REALTORS who already have a working knowledge of WINforms and have been using it, but would like to upgrade to the new ZipForms. Taking the Beginning Zipforms class first is highly recommended. ZipForms offers many benefits, including:
. Easy-to-use navigation that lets agents move quickly through documents and transactions;
. Complete and e-mail/print forms without first having to create a transaction;
. Apply one or multiple templates at any time during a transaction;
. Drag and drop forms into transactions;
. Platform independent – runs on PC or MAC; and
. Compatible with Windows Vista.
It will cover all the new features that ZipForms has and explain the changes from WINForms. The advanced features covered will be emailing, templates, sticky notes, clauses and mortgage calculator, as well as showing additional resources such as Forms Advisor and How-To-Training movies. The class does not cover Electronic Signatures or Relay as they are third party vendors that require registration and payment to use. Cancellations must be received 24 business hours in advance in order to receive a refund for the class. No-shows will not receive a refund and can not transfer fees to another class date. | Location: SBAOR Computer Lab Time: 2:00pm-4:00pm Instructor: Robert Morel Fee: $25 Members / This class is not open to non-members Click to Register
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Fri FEB 10 | Basic ZipForms Training Basic ZipForms Training
Learn how to use Zipforms Online. This class will show you the basic features of the software including helping you register, create a transaction, fill out contracts, explain what the icons mean and how to use them. It will also cover some more advanced features such as emailing contracts, creating sticky notes, and auto-populating cover sheets. Additional resources such as Forms Advisor and How-To Training movies will also be included. The class does not cover Electronic Signatures or Relay as they are third party vendors that require registration and payment to use.
Cancellations must be received 24 business hours in advance in order to receive a refund for the class. No-shows will not receive a refund and can not transfer fees to another class date. | Location: SBAOR Computer Lab Time: 12:00pm-2:00pm Instructor: Rob Morel Fee: $35 SBAOR members - This course is not open to non-members Click to Register
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Mon FEB 13 | Electronic Signatures and Document Storage Beginning in January 2011, C.A.R. began offering Digital Ink™ electronic signatures and a new document storage feature for free to C.A.R. members. Digital Ink is a digital signature solution for signing C.A.R. forms within zipForm® 6. Digital Ink™ works seamlessly with zipForm® 6, allowing REALTORS® to instantly e-mail real estate forms requiring signatures.
| Location: SBAOR Computer Lab Time: 2:00pm-4:00pm Instructor: Robert Morel Fee: $25 Members Only. This class is not open to non-members Click to Register
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Tue FEB 14 | Basic Matrix & Listing Management: Morning Class This Matrix Workshop covers an extensive overview each of the primary functionalities of the CRMLS and Matrix system. The first session is “Basic Matrix”. This Topic will give you a basic understanding of the MLS tools and resources which include: *Training resources *Support *Logging in *Matrix Overview of all Tabs: *home *search *matrix *add/edit * finance * roster *realist tax *pinpoint *smart trac *mlsl *help. This class will also include a basic search, a basic understanding of search results, email and printing of listings. The second session is “Listing Management”, Topics will include: *Logging in *CRMLS data policy *Getting Help *Adding a Listing *Managing Photos and supplements *Listing modifications and info *Open House.
This is a mandatory workshop for all new SBAOR members. This workshop is FREE to all SBAOR members and MLS only members in good standing.
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
| Location: SBAOR Computer Lab Time: 10:00am-3:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
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Tue FEB 14 | Tricks of The Trade: CRMLS Training Learn different searching techniques to target specific listings that fit your client’s needs. Learn how to incorporate a public MLS search page on your website and how to search listings using your mobile phone.
Topic:
Key Word Searching Techniques
Date Specific Searching Technique
Map Searching Technique
Farming Foreclosure
IDX Solution
CRMLS Mobile | Location: SBAOR Computer Lab Time: 3:00pm-4:00pm Instructor: Miguel Ramos, CRMLS Fee: Free to SBAOR Members Click to Register
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Thu FEB 16 | Transaction Management Secrets for the Real Estate Professional Outstanding Agents and Coordinators do more than push paperwork-They lead, encourage teamwork, use efficient systems, and understand ALL areas of the pending sale. Diana Turnbloom, author of Escrow Coordination Secrets, a Transaction Coordinator for over 14 years and popular instructor to thousands of Agents, Brokers and Coordinators will give information and time-saving tools you MUST HAVE to efficiently manage transactions! This 4 hour power packed class is like no other seminar you have attended! Diana addresses issues to help you efficiently manage pending sales, including;
Create bullet-proof systems that ensure each transaction is hassle-free
Identify and manage deal-killer challenges
The best time to remove contingencies
Understand team concepts and effectively solve problems
Locate the “meat and potatoes” of contracts, title and termite reports
Red Flags of an REO Addendum and Short Sale Approval letter
More than just theoretical ideas, these secrets have evolved and been perfected from Diana's 1000+ closed
transactions. You WILL be able to immediately apply concepts and close more transactions efficiently!
YOU RECEIVE: Outline of class discussion/sample custom forms and email letters/opportunity to purchase helpful educational products
Bonus: DRE approved for 4 hours Continuing Education credits for licensed agents in attendance
Category: Consumer Service Sponsor #4129 (you must take a test at the end of the class and pass
with a 70% or better grade to receive a certificate) * No prerequisite to attend this class! Open to both licensed and unlicensed real estate professionals!
Cost: $50
When: Tuesday April 19th 8:30-12:30pm (Registration and sign-in 8-8:30am)
Where: South Bay Association of REALTORS® 22833 Arlington Ave. Torrance, CA 90501
Testimonials: "...ties together all the pertinent aspects of real estate and clarified the transaction portion"
"This is one of the MOST helpful and real life knowledge classes I have attended!"
"Loaded with hands-on examples and time-saving systems!"
| Location: SBAOR Hall Time: 8:30am-12:30pm Instructor: Diana Turnbloom - Diana Turnbloom, author of Escrow Coordination Secrets, a Transaction Coordinator for over 14 years and popular instructor to thousands of Agents, Brokers and Coordinators Fee: $60 Members / $80 Non-members Click to Register
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Thu FEB 16 | Basic Matrix & Listing Management: Afternoon Class This Matrix Workshop covers an extensive overview each of the primary functionalities of the CRMLS and Matrix system. The first session is “Basic Matrix”. This Topic will give you a basic understanding of the MLS tools and resources which include: *Training resources *Support *Logging in *Matrix Overview of all Tabs: *home *search *matrix *add/edit * finance * roster *realist tax *pinpoint *smart trac *mlsl *help. This class will also include a basic search, a basic understanding of search results, email and printing of listings. The second session is “Listing Management”, Topics will include: *Logging in *CRMLS data policy *Getting Help *Adding a Listing *Managing Photos and supplements *Listing modifications and info *Open House.
This is a mandatory workshop for all new SBAOR members. This workshop is FREE to all SBAOR members and MLS only members in good standing.
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
| Location: SBAOR Computer Lab Time: 11:00am-4:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
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Thu FEB 16 | Prospects & Client Management Learn how to add and manage client information using MRMLS Matrix. Set up your clients to receive automatic emails of new listings that match their criteria. Learn and preview your ient’s email to help you better understand what listings they are receiving.
How to set up Contacts, Auto Email,
Customer & Agent Portal, Save Searches and Hot Searches
| Location: SBAOR Computer Lab Time: 3:00pm-4:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
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Tue FEB 21 | Intermediate CRMLS Training (CE Credit) Learn how to setup and manage your prospects and clients. Create a hot sheet for your farm area and learn advanced searching techniques.
•Advanced Searching Technique
•How to manage Prospects
•Email
•Auto-Email
•Hot Sheets
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
*REQUIREMENTS: Basic Matrix or Agent 101
| Location: SBAOR Computer Lab Time: 9:30am-12:30am Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
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Tue FEB 21 | CMA Suite The class topics will include: Cloud CMA, Matrix CMA and Realist Tax CMA
Learn how to create statistical reports using Cloud CMA, CRMLS Matrix, and Realist Tax. Learn the differences of each product to see which is a better fit for you.
Cloud CMA is a online comparable market analysis report generator. With Cloud CMA you can generate your buyers and sellers the most comprehensive, informative, personalized, and eye catching reports in real estate. Cloud CMA includes three report sets; including a buyer tour, a single property report.
Learn how to create a comparative market analysis presentation using CRMLS Matrix. You will learn how to save and modify your CMA presentation. And create a Buyer and Seller’s Net sheet that you can give to your clients.
Realist 2.0 allows you to create a CMA combing both MLS and Tax Data. Learn how to generate a comparative market analysis presentation using Realist 2.0.
| Location: SBAOR Computer Lab Time: 1:00pm-3:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY Click to Register
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Tue FEB 21 | Basic ZipForms Training - NIGHT CLASS Basic ZipForms Training
Learn how to use Zipforms Online. This class will show you the basic features of the software including helping you register, create a transaction, fill out contracts, explain what the icons mean and how to use them. It will also cover some more advanced features such as emailing contracts, creating sticky notes, and auto-populating cover sheets. Additional resources such as Forms Advisor and How-To Training movies will also be included. The class does not cover Electronic Signatures or Relay as they are third party vendors that require registration and payment to use.
Cancellations must be received 24 business hours in advance in order to receive a refund for the class. No-shows will not receive a refund and can not transfer fees to another class date. | Location: SBAOR Computer Lab Time: 6:30pm-8:30pm Instructor: Rob Morel Fee: $35 SBAOR members - This course is not open to non-members Click to Register
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Thu FEB 23 | Basic Matrix & Listing Management: Morning Class This Matrix Workshop covers an extensive overview each of the primary functionalities of the CRMLS and Matrix system. The first session is “Basic Matrix”. This Topic will give you a basic understanding of the MLS tools and resources which include: *Training resources *Support *Logging in *Matrix Overview of all Tabs: *home *search *matrix *add/edit * finance * roster *realist tax *pinpoint *smart trac *mlsl *help. This class will also include a basic search, a basic understanding of search results, email and printing of listings. The second session is “Listing Management”, Topics will include: *Logging in *CRMLS data policy *Getting Help *Adding a Listing *Managing Photos and supplements *Listing modifications and info *Open House.
This is a mandatory workshop for all new SBAOR members. This workshop is FREE to all SBAOR members and MLS only members in good standing.
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
| Location: SBAOR Computer Lab Time: 10:00am-3:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
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Thu FEB 23 | Facebook For REALTORS Facebook is the largest social networking site online so the chances of your friends, clients, and prospects being among the 500 million users is good. Learn how to add friends, make networks, add photos, adjust your privacy settings, receive notifications on your phone, make a Fan Page, post ads and much more. This class is made for REALTORS to help you get the most out of Facebook for your business. | Location: SBAOR Hall Time: 2:00pm-4:00pm Instructor: Rob Morel Fee: Members $20 / Non-members $30 Click to Register
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Thu FEB 23 | Statistics: CRMLS Training Learn how to create statistical reports using CRMLS Matrix. You will be able to set up and define your statistical criteria for a specific farm area. You will learn how to preview and generate your statistical report
Topic:
How to find your office roster
Setup your statistical criteria
Define and customize your statistical reports | Location: SBAOR Computer Lab Time: 3:00pm-4:00pm Instructor: Miguel Ramos, CRMLS Fee: Free to SBAOR Members
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Fri FEB 24 | How to Analyze & Sell Distressed Commercial Real Estate This seminar includes the basics of analyzing commercial properties for Bridge Loan Financing including Exit
Strategy to acquire distressed assets and or turnaround (reposition properties) and provide you with the
necessary information and tools to professionally present and analyze investment opportunities to investors
and educate sellers. Property Types include: Apartments (5 or more units), Mobile Home Parks, Commercial
& Industrial (Single Tenant, Multi‐Tenant and Owner User Commercial), Self Storage, Hotel and Assisted Living
Facilities.
Bridge Loan Analysis to acquire Turnaround (Reposition) and Distressed Assets
Introduction to the BridgeLoanPro Transaction Summary and Commercial Property Analysis forms
Basics of Structured Finance (Analysis & Underwriting) including Exit Strategy to Stabilization
Multifamily (Apartment Buildings) Exit Strategy ; Portfolio Bank vs. Agency (Tier 2, 3, 4) Financing
Commercial & Industrial property introduction (Single Tenant, Multi‐Tenant and Owner‐User)
Self Storage (Mini‐Storage) property introduction
Hotel‐Motel (Hospitality) property introduction
Assisted Living (Senior Healthcare Facilities) property introduction
Equity Participation Structured Financing
High Leverage Distressed Assets Acquisitions (100% Loan to Cost) | Location: SBAOR Hall Time: 9:30am-12:30pm Instructor: Lee O'Donnell Fee: Free to SBAOR members / non-members $20 Click to Register click here for flyer
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Mon FEB 27 | Do's & Don't of the CRMLS Compliance Come learn about the most common pitfalls that could affect your pocketbook! Hundreds of agents are fined every year for making common errors in the input of data to the CRMLS. Become informed now and avoid the headaches later.This class will review the most common CRMLS & CARETS rule infractions and how to prevent them. It’s FREE to all members who are not in a violation status. All members registered must show up on time. Anyone who is registered and does not show up or is more than 5 minutes late will not be allowed entrance to the class. If this is a mandatory class for you and you are late fines will be due immediately; the $50 class fee is non-refundable. NO EXCEPTIONS. If this is not a mandatory class for you, the $50 fee does not apply to you.
| Location: SBAOR Hall Time: 10:00am-12:00pm Instructor: Stephanie Espinosa, Data Integrity Director Fee: $50.00
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Tue FEB 28 | Listing Management Learn how add and manage your listing, photos and supplements to CRMLS Matrix.
Topic:
How to Add and Modify a Listing
How to Add, Modify or Delete a Photo
How to Add/Modify or Delete a Supplement
How to create an Open House
Review CARETS Data Integrity | Location: SBAOR Computer Lab Time: 10:00am-12:00pm Instructor: Miguel Ramos, CRMLS Fee: Free to SBAOR Members Click to Register
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Tue FEB 28 | Realist Tax Learn how to search for property Tax data and foreclosure activity throughout California. Learn how to generate mailing labels, neighborhood profile reports for school and crime data or generate flood maps or parcel maps.
•Searching Techniques
•Generate a Foreclosure Activity Search
•Get comparable and create CMA Report
•Generate Neighborhood Profile Reports
•Create mailing labels
•Print
•Email
•Get Parcel Maps
•Get Flood and Grant Deeds images.
*REQUIREMENTS: NONE* | Location: SBAOR Computer Lab Time: 1:00pm-2:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY Click to Register
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Tue FEB 28 | Understanding the California Real Estate Disclosures This seminar is a must for every Real Estate Agent. This course is designed to give you the latest disclosures pertaining to all Title and Real Estate transactions. In this course you will learn about the Military Ordinance disclosure, Transfer Disclosure Statement, Home Enviornmental Hazards, and many others. | Location: SBAOR Hall Time: 1:00pm-4:00pm Instructor: Joe Ramos - With over 35 years of experience in the real estate industry, Joe Ramos has acquired notoriety for his vast knowledge of real estate subjects. For more than 20 of those thirty-five successful years, Joe has been a teacher and trainer for the California Department of Real Estate. Joe is also an SRES instructor and a GRI instructor. As one of the state's finest Department of Real Estate speakers, Joe has taught DRE certified classes and presented seminars to over a half million real estate agents in California & Hawaii. Prior to becoming a DRE instructor, Joe owned and operated two highly successful real estate offices in addition to an escrow company. Even today, Joe continuos to hold a California Real Estate/Brokers License, credentials that he has held since 1967. As a respected leader in the real estate market and a member of both CAR and NAR, Joe is currently available to share his experience and knowledge at office meetings, speaking engagements and other presentations upon request.
Fee: SBAOR members $35 / non-members $45 Click to Register
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Tue FEB 28 | Customizing Matrix: CRMLS Training Learn how to brand and customize your email signature, listing displays, exports, and reports. CRMLS Matrix flexibility gives you the option to control of what you see on your search pages.
•Custom Signatures
•Custom Display
•Custom Export
•Custom Search Display
•Branding Reports and Displays
*REQUIREMENTS: Basic Matrix or Agent 101 | Location: SBAOR Computer Lab Time: 2:00pm-3:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY Click to Register
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Tue FEB 28 | Advanced ZipForms Training - NIGHT CLASS Advanced ZipForms Training
This class is ONLY for REALTORS who already have a working knowledge of WINforms and have been using it, but would like to upgrade to the new ZipForms. Taking the Beginning Zipforms class first is highly recommended. ZipForms offers many benefits, including:
. Easy-to-use navigation that lets agents move quickly through documents and transactions;
. Complete and e-mail/print forms without first having to create a transaction;
. Apply one or multiple templates at any time during a transaction;
. Drag and drop forms into transactions;
. Platform independent – runs on PC or MAC; and
. Compatible with Windows Vista.
It will cover all the new features that ZipForms has and explain the changes from WINForms. The advanced features covered will be emailing, templates, sticky notes, clauses and mortgage calculator, as well as showing additional resources such as Forms Advisor and How-To-Training movies. The class does not cover Electronic Signatures or Relay as they are third party vendors that require registration and payment to use. Cancellations must be received 24 business hours in advance in order to receive a refund for the class. No-shows will not receive a refund and can not transfer fees to another class date. | Location: SBAOR Computer Lab Time: 6:30pm-8:30pm Instructor: Robert Morel Fee: $25 Members / This class is not open to non-members Click to Register
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Thu MAR 1 | Joe Ramos Course TBA | Location: SBAOR Hall Time: 9:00am-12:00pm Instructor: Joe Ramos - With over 35 years of experience in the real estate industry, Joe Ramos has acquired notoriety for his vast knowledge of real estate subjects. For more than 20 of those thirty-five successful years, Joe has been a teacher and trainer for the California Department of Real Estate. Joe is also an SRES instructor and a GRI instructor. As one of the state's finest Department of Real Estate speakers, Joe has taught DRE certified classes and presented seminars to over a half million real estate agents in California & Hawaii. Prior to becoming a DRE instructor, Joe owned and operated two highly successful real estate offices in addition to an escrow company. Even today, Joe continuos to hold a California Real Estate/Brokers License, credentials that he has held since 1967. As a respected leader in the real estate market and a member of both CAR and NAR, Joe is currently available to share his experience and knowledge at office meetings, speaking engagements and other presentations upon request.
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Mon MAR 5 | Appraiser 1004MC Learn how to search for comparable within the MATRIX system and how to insert the properties onto1004 market condition form.
Topic:
Learn how to search for comparable in Matrix
How to Export Comparable Listings
How to Download the 1004MC form
How to fill in the 1004MC form
*REQUIREMENTS Basic Matrix, New Agent 101 & How to Create a CMA?* | Location: SBAOR Computer Lab Time: 10:00am-11:00pm Instructor: Miguel Ramos, CRMLS Fee: Free to SBAOR Members
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Mon MAR 5 | Statistics: CRMLS Training Learn how to create statistical reports using CRMLS Matrix. You will be able to set up and define your statistical criteria for a specific farm area. You will learn how to preview and generate your statistical report.
Topic:
How to find your office roster
Setup your statistical criteria
Define and customize your statistical reports
*REQUIREMENTS: Basic Matrix or Agent 101 | Location: SBAOR Computer Lab Time: 11:00am-12:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
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Mon MAR 5 | Basic Matrix & Listing Management: Afternoon Class This Matrix Workshop covers an extensive overview each of the primary functionalities of the CRMLS and Matrix system. The first session is “Basic Matrix”. This Topic will give you a basic understanding of the MLS tools and resources which include: *Training resources *Support *Logging in *Matrix Overview of all Tabs: *home *search *matrix *add/edit * finance * roster *realist tax *pinpoint *smart trac *mlsl *help. This class will also include a basic search, a basic understanding of search results, email and printing of listings. The second session is “Listing Management”, Topics will include: *Logging in *CRMLS data policy *Getting Help *Adding a Listing *Managing Photos and supplements *Listing modifications and info *Open House.
This is a mandatory workshop for all new SBAOR members. This workshop is FREE to all SBAOR members and MLS only members in good standing.
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
| Location: SBAOR Computer Lab Time: 1:00pm-5:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
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Tue MAR 6 | “How To List & Sell Commercial/Investment Property & “Marketing, leads, listings, leverage is where it’s at!"
Some of What You Will Discover Includes...
Michaels first hand stories & experiences including scheduling strategies to add additional revenue stream to your business & merge into Income property sales (full time and/or part time).
The 2nd Boot camp shifts to working with sellers for…..
• On market Listings
• Off market listings (pocket listings) to be more valuable, commodity.
• How to separate yourself, How to look different, sound different
• Use different approaches be unique
• In depth strategies for working the grid system, this system is truly based on (timing)
• How to show the seller how their property is truly operating, to help them maximize their return on "equity" (R.O.E.), a rare service that separates you from everyone else.
• Working through seller objections,
• Scripts Objection handling, watch Michael role play live!
• How to determine value using the income and cost approach.
• Getting the appointment
• Converting the appointment and pricing it right!
• Creating and using items of value to Consult (vs. sale)
• How to do needs analysis (including "risk tolerance scripts") for creating real estate investment plans with your clients (creating more value, commodity).
• Financing requirements and pre approval (of assets) process
• 1031, Reverse, delayed exchanges and other tax benefits
• Marketing tools and tips, where to network
• Where to market (and find) various types of Income producing properties
• Software systems, Appointment checklist, Pre listing package
• Listing presentation and proposal
• What and how to calculate (or use) Depreciation
• Interest paid, Principal reduction, Taxes saved (or paid)
“Having success in the commercial markets is not simply about “having listings” or getting business from referrals. In today’s market place an agent can compete with the largest of commercial agents WHEN they put into action key marketing methods. Beyond a simple answer of “a website” or “social networking” I share systems that deliver consistent and reliable business regardless of economic conditions” | Location: SBAOR Hall Time: 9:00am-5:00pm Instructor: Michael Simpson Fee: SBAOR members $59 / non-members $79 Click to Register
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Tue MAR 6 | Advanced ZipForms Training Advanced ZipForms Training
This class is ONLY for REALTORS who already have a working knowledge of WINforms and have been using it, but would like to upgrade to the new ZipForms. Taking the Beginning Zipforms class first is highly recommended. ZipForms offers many benefits, including:
. Easy-to-use navigation that lets agents move quickly through documents and transactions;
. Complete and e-mail/print forms without first having to create a transaction;
. Apply one or multiple templates at any time during a transaction;
. Drag and drop forms into transactions;
. Platform independent – runs on PC or MAC; and
. Compatible with Windows Vista.
It will cover all the new features that ZipForms has and explain the changes from WINForms. The advanced features covered will be emailing, templates, sticky notes, clauses and mortgage calculator, as well as showing additional resources such as Forms Advisor and How-To-Training movies. The class does not cover Electronic Signatures or Relay as they are third party vendors that require registration and payment to use. Cancellations must be received 24 business hours in advance in order to receive a refund for the class. No-shows will not receive a refund and can not transfer fees to another class date. | Location: SBAOR Computer Lab Time: 2:00pm-4:00pm Instructor: Robert Morel Fee: $25 Members / This class is not open to non-members
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Tue MAR 6 | Basic ZipForms Training Basic ZipForms Training
Learn how to use Zipforms Online. This class will show you the basic features of the software including helping you register, create a transaction, fill out contracts, explain what the icons mean and how to use them. It will also cover some more advanced features such as emailing contracts, creating sticky notes, and auto-populating cover sheets. Additional resources such as Forms Advisor and How-To Training movies will also be included. The class does not cover Electronic Signatures or Relay as they are third party vendors that require registration and payment to use.
Cancellations must be received 24 business hours in advance in order to receive a refund for the class. No-shows will not receive a refund and can not transfer fees to another class date. | Location: SBAOR Computer Lab Time: 12:00pm-2:00pm Instructor: Rob Morel Fee: $35 SBAOR members - This course is not open to non-members
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Wed MAR 7 | The Real Estate Group (TRG) office meeting | Location: SBAOR Hall Time: 9:00am-11:00am
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Wed MAR 7 | Basic Matrix & Listing Management: Morning Class This Matrix Workshop covers an extensive overview each of the primary functionalities of the CRMLS and Matrix system. The first session is “Basic Matrix”. This Topic will give you a basic understanding of the MLS tools and resources which include: *Training resources *Support *Logging in *Matrix Overview of all Tabs: *home *search *matrix *add/edit * finance * roster *realist tax *pinpoint *smart trac *mlsl *help. This class will also include a basic search, a basic understanding of search results, email and printing of listings. The second session is “Listing Management”, Topics will include: *Logging in *CRMLS data policy *Getting Help *Adding a Listing *Managing Photos and supplements *Listing modifications and info *Open House.
This is a mandatory workshop for all new SBAOR members. This workshop is FREE to all SBAOR members and MLS only members in good standing.
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
| Location: SBAOR Computer Lab Time: 10:00am-3:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
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Wed MAR 7 | How to create a CMA Report? Learn how to create a comparative market analysis presentation using CRMLS Matrix. You will learn how to save and modify your CMA presentation. And create a Buyer and Seller’s Net sheet that you can give to your clients.
•Buyer & Seller Net Sheets
•Map Search
•Key word Search Techniques
•Date Search
•CMA Presentation
* REQUIREMENTS: Basic Matrix or Agent 101* | Location: SBAOR Computer Lab Time: 3:00pm-4:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
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Fri MAR 9 | 45hr License Renewal Program **You must come into the association to register and pick up your study materials**
This course offers a fun, stress free way to get all your credits. It’s very informative on all subjects. Course includes a review of all 45 hours of study material to prepare you for your exams. According to new DRE regulations, only 15 hours of testing will be done during the course and certificates will be handed out upon completion. Other 30 hours will be tested through our EASY AND FREE online testing system; the certificate will be mailed upon completion.No Pass No Pay, Guarantee! THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. To register, contact Ernie Alonzo at 310-326-3010 x 706.
STUDY MATERIALS MUST BE PICKED UP AT THE ASSOCIATION AT THE TIME OF YOUR REGISTRATION.
| Location: SBAOR Hall Time: 9:00am-12:00pm Instructor: Joel Carlson - received his real estate salesman's license in 1976 and obtained his broker's license in 1980. Joel has a lifetime credential to teach real estate at the community college level and has taught at the University of California, Irvine. His academic and teaching credentials include a B. A. from Chapman University in Orange, California, and the designations of GRI, CRE and DREI.
Fee: $85 members $119 non-members
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Mon MAR 12 | Electronic Signatures and Document Storage Beginning in January 2011, C.A.R. began offering Digital Ink™ electronic signatures and a new document storage feature for free to C.A.R. members. Digital Ink is a digital signature solution for signing C.A.R. forms within zipForm® 6. Digital Ink™ works seamlessly with zipForm® 6, allowing REALTORS® to instantly e-mail real estate forms requiring signatures.
| Location: SBAOR Computer Lab Time: 12:00pm-2:00pm Instructor: Robert Morel Fee: $25 Members Only. This class is not open to non-members
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Tue MAR 13 | Intermediate CRMLS Training (CE Credit) Learn how to setup and manage your prospects and clients. Create a hot sheet for your farm area and learn advanced searching techniques.
•Advanced Searching Technique
•How to manage Prospects
•Email
•Auto-Email
•Hot Sheets
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
*REQUIREMENTS: Basic Matrix or Agent 101
| Location: SBAOR Computer Lab Time: 9:30am-11:30am Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
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Tue MAR 13 | Advanced CRMLS Training (CE Credit) Learn how to setup and create a CMA report that you can present for your buyer or listing appointments. Learn how to search for property history or an agent roster. Learn how to reverse prospect to other agents who have recently visited or emailed your listing to a prospective buyer.
•Comparative Market Analysis Report
•Reverse Prospecting
•Custom Display
•Custom Export
•Listing History
•Search for Agent or Office Roster
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
*REQUIREMENTS: Basic Matrix or Agent 101*
| Location: SBAOR Computer Lab Time: 1:00pm-3:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
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Tue MAR 13 | Realist Tax Learn how to search for property Tax data and foreclosure activity throughout California. Learn how to generate mailing labels, neighborhood profile reports for school and crime data or generate flood maps or parcel maps.
•Searching Techniques
•Generate a Foreclosure Activity Search
•Get comparable and create CMA Report
•Generate Neighborhood Profile Reports
•Create mailing labels
•Print
•Email
•Get Parcel Maps
•Get Flood and Grant Deeds images.
*REQUIREMENTS: NONE* | Location: SBAOR Computer Lab Time: 3:00pm-4:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
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Thu MAR 15 | New Agent 101 If you are a new member to CRMLS, this class will help you familiarize with all the products and services CRMLS has to offer. You will learn how to perform basic search techniques, print and email listings and setup your client contact information.
•Basic Search Techniques
•Print Listings
•Email Listings
•Setup Client Contact
•Driving Directions
•CRMLS Product & Service Overview
| Location: SBAOR Computer Lab Time: 10:00am-11:00am Instructor: Miguel Ramos, CRMLS Fee: Free to SBAOR Members
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Thu MAR 15 | CARETS Commercial Learn how to search, add and modify your Commercial/Industrial, Commercial Lease and Business Opportunity listings in the CARETS Commercial system.
•How to Access CARETS Commercial
•Searching Techniques
•How to Add & Modify a Listing
•How to Generate a CMA Report
Map Search
•Email & Print Listings
•How to Add & Modify a Photo
•How to Search for Agents
*REQUIREMENTS: NONE*
| Location: SBAOR Computer Lab Time: 11:00am-12:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
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Thu MAR 15 | Basic Matrix & Listing Management: Afternoon Class This Matrix Workshop covers an extensive overview each of the primary functionalities of the CRMLS and Matrix system. The first session is “Basic Matrix”. This Topic will give you a basic understanding of the MLS tools and resources which include: *Training resources *Support *Logging in *Matrix Overview of all Tabs: *home *search *matrix *add/edit * finance * roster *realist tax *pinpoint *smart trac *mlsl *help. This class will also include a basic search, a basic understanding of search results, email and printing of listings. The second session is “Listing Management”, Topics will include: *Logging in *CRMLS data policy *Getting Help *Adding a Listing *Managing Photos and supplements *Listing modifications and info *Open House.
This is a mandatory workshop for all new SBAOR members. This workshop is FREE to all SBAOR members and MLS only members in good standing.
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
| Location: SBAOR Computer Lab Time: 1:00pm-5:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
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Fri MAR 16 | New 2012 Short Sale Guidelines In this class, YOU will Learn….
► Know how and what is negotiable NOW!
► Learn the Techniques and Guidelines that will get your
Short Sales Approved!
► Learn how to Find Properties WITH Equity...that can close in 30 days
► Find the Right Short Sales to Pursue & Which Ones NOT to Touch!
► Approach Your Homeowners with the Right Information that will
have them Saying "Yes" to You!
► Know Exactly what the Banks are Looking for From YOU
► Have the Bank Send YOU Referrals
| Location: SBAOR Hall Time: 9:00am-12:00pm Instructor: Bob McManus Fee: Free to SBAOR Members / non-members $20.00 Click to Register Click here for flyer
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Mon MAR 19 | Basic Matrix & Listing Management: Morning Class This Matrix Workshop covers an extensive overview each of the primary functionalities of the CRMLS and Matrix system. The first session is “Basic Matrix”. This Topic will give you a basic understanding of the MLS tools and resources which include: *Training resources *Support *Logging in *Matrix Overview of all Tabs: *home *search *matrix *add/edit * finance * roster *realist tax *pinpoint *smart trac *mlsl *help. This class will also include a basic search, a basic understanding of search results, email and printing of listings. The second session is “Listing Management”, Topics will include: *Logging in *CRMLS data policy *Getting Help *Adding a Listing *Managing Photos and supplements *Listing modifications and info *Open House.
This is a mandatory workshop for all new SBAOR members. This workshop is FREE to all SBAOR members and MLS only members in good standing.
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
| Location: SBAOR Computer Lab Time: 10:00am-3:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
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Mon MAR 19 | Prospects & Client Management Learn how to add and manage client information using CRMLS Matrix. Set up your clients to receive automatic emails of new listings that match their criteria. Learn and preview your client’s email to help you better understand what listings they are receiving.
•How to set up Contacts
•Auto Email
•Customer & Agent Portal
•Save Searches and Hot Searches
| Location: SBAOR Computer Lab Time: 3:00pm-4:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
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Wed MAR 21 | Intermediate CRMLS Training (CE Credit) Learn how to setup and manage your prospects and clients. Create a hot sheet for your farm area and learn advanced searching techniques.
•Advanced Searching Technique
•How to manage Prospects
•Email
•Auto-Email
•Hot Sheets
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
*REQUIREMENTS: Basic Matrix or Agent 101
| Location: SBAOR Computer Lab Time: 9:30am-11:30am Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
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Wed MAR 21 | Realist Tax Learn how to search for property Tax data and foreclosure activity throughout California. Learn how to generate mailing labels, neighborhood profile reports for school and crime data or generate flood maps or parcel maps.
•Searching Techniques
•Generate a Foreclosure Activity Search
•Get comparable and create CMA Report
•Generate Neighborhood Profile Reports
•Create mailing labels
•Print
•Email
•Get Parcel Maps
•Get Flood and Grant Deeds images.
*REQUIREMENTS: NONE* | Location: SBAOR Computer Lab Time: 3:00pm-4:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
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Wed MAR 21 | Advanced CRMLS Training (CE Credit) Learn how to setup and create a CMA report that you can present for your buyer or listing appointments. Learn how to search for property history or an agent roster. Learn how to reverse prospect to other agents who have recently visited or emailed your listing to a prospective buyer.
•Comparative Market Analysis Report
•Reverse Prospecting
•Custom Display
•Custom Export
•Listing History
•Search for Agent or Office Roster
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
*REQUIREMENTS: Basic Matrix or Agent 101*
| Location: SBAOR Computer Lab Time: 12:30pm-2:30pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
|
Thu MAR 22 | Seniors Real Estate Specialist Designation (SRES) DAY 1 This course includes 12hrs of Consumer Protection DRE Credits.
The SRES® designation course seeks to instill knowledge and understanding of and empathy for 50+ real estate clients and customers. Develop the business building skills and resources needed for specialization in the 50+ real estate market.
The SRES® designation program provides professional training and development suitable for continuing education credit.
SRES® Designation Course Learning Objectives:
•Learn distinguishing characteristics and trends of the 50+ market so that you can discern them in your own market area.
•Evaluate your market area attractiveness to the 50+ market.
•Master the vocabulary of the range of housing options for the 50+ market.
•Learn the application of federal laws for Housing for Older Persons Act (HOPA).
•Develop business building outreach methods for communicating and gaining 50+ market share.
•Adapt methods for counseling the 50+ buyer and sellers.
•Stay focused on the transaction and avoid inappropriate involvement in family matters.
•Develop sensitivities to 50+ issues and priorities when counseling buyers and sellers, showing properties, and managing transactions.
•Develop services that win and sustain client and customer relationships and position you as a trusted real estate advisor.
•Assemble a team of experts to help you serve 50+ clients and customers.
•Learn about the uses, benefits, procedures, and issues involved in reverse mortgages.
•Learn about uses of pensions, 401k accounts, and IRAs in real estate transactions.
•Gain an understanding of how Medicare, Medicaid, and Social Security impact 50+ real estate decisions.
•Recognize mortgage finance and loan schemes and scams that victimize 50+ borrowers.
•Identify key life stages, viewpoints, and transitions in relation to housing choices.
•Recognize how a home can be adapted for safety, comfort, and aging in place.
•Help clients integrate disposition of real property into estate plans.
| Location: SBAOR Hall Time: 8:30am-4:00pm Instructor: Debbie Rodgers - Debbie entered the real estate industry in 1987, after working for several years in financial management as a regional trainer. She merged her real estate career with her strong administrative background and has worked as a Trainer, Sales Manager, Regional Director, and Vice President/Broker of various real estate firms during the past 21 years. She began teaching for the California Dept. of Real Estate in 1990 and is currently an instructor for NAR designation courses, Womens Council of REALTORS® courses, the e-PRO certification course and the Seniors Real Estate Specialist (SRES) designation. Debbie was named "2007 Distinguished SRES" and NAR Hall of Fame instructor by the SRES council, a division of the National Association of REALTORS®.
Debbie has presented at over 25 REALTOR® Associations in California, Arizona, Arkansas and has also presented at the California Association of REALTORS® annual business expo and the National Association of REALTORS® annual business expo.
Fee: $250.00 Reduced Fee Click to Register Click here for flyer
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Fri MAR 23 | Seniors Real Estate Specialist Designation (SRES) DAY 2 This course includes 12hrs of Consumer Protection DRE Credits.
The SRES® designation course seeks to instill knowledge and understanding of and empathy for 50+ real estate clients and customers. Develop the business building skills and resources needed for specialization in the 50+ real estate market.
The SRES® designation program provides professional training and development suitable for continuing education credit.
SRES® Designation Course Learning Objectives:
•Learn distinguishing characteristics and trends of the 50+ market so that you can discern them in your own market area.
•Evaluate your market area attractiveness to the 50+ market.
•Master the vocabulary of the range of housing options for the 50+ market.
•Learn the application of federal laws for Housing for Older Persons Act (HOPA).
•Develop business building outreach methods for communicating and gaining 50+ market share.
•Adapt methods for counseling the 50+ buyer and sellers.
•Stay focused on the transaction and avoid inappropriate involvement in family matters.
•Develop sensitivities to 50+ issues and priorities when counseling buyers and sellers, showing properties, and managing transactions.
•Develop services that win and sustain client and customer relationships and position you as a trusted real estate advisor.
•Assemble a team of experts to help you serve 50+ clients and customers.
•Learn about the uses, benefits, procedures, and issues involved in reverse mortgages.
•Learn about uses of pensions, 401k accounts, and IRAs in real estate transactions.
•Gain an understanding of how Medicare, Medicaid, and Social Security impact 50+ real estate decisions.
•Recognize mortgage finance and loan schemes and scams that victimize 50+ borrowers.
•Identify key life stages, viewpoints, and transitions in relation to housing choices.
•Recognize how a home can be adapted for safety, comfort, and aging in place.
•Help clients integrate disposition of real property into estate plans.
| Location: SBAOR Hall Time: 8:30am-4:00pm Instructor: Debbie Rodgers - Debbie entered the real estate industry in 1987, after working for several years in financial management as a regional trainer. She merged her real estate career with her strong administrative background and has worked as a Trainer, Sales Manager, Regional Director, and Vice President/Broker of various real estate firms during the past 21 years. She began teaching for the California Dept. of Real Estate in 1990 and is currently an instructor for NAR designation courses, Womens Council of REALTORS® courses, the e-PRO certification course and the Seniors Real Estate Specialist (SRES) designation. Debbie was named "2007 Distinguished SRES" and NAR Hall of Fame instructor by the SRES council, a division of the National Association of REALTORS®.
Debbie has presented at over 25 REALTOR® Associations in California, Arizona, Arkansas and has also presented at the California Association of REALTORS® annual business expo and the National Association of REALTORS® annual business expo.
Fee: $250.00 Reduced Fee Click to Register
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Mon MAR 26 | What You Need To Know About Credit Reporting & FICO Scores | Location: SBAOR Hall Time: 9:00am-12:00pm Instructor: Jerry Friedman Fee: Free to SBAOR Members in Good Standing
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Mon MAR 26 | Do's & Don't of the CRMLS Compliance Come learn about the most common pitfalls that could affect your pocketbook! Hundreds of agents are fined every year for making common errors in the input of data to the CRMLS. Become informed now and avoid the headaches later.This class will review the most common CRMLS & CARETS rule infractions and how to prevent them. It’s FREE to all members who are not in a violation status. All members registered must show up on time. Anyone who is registered and does not show up or is more than 5 minutes late will not be allowed entrance to the class. If this is a mandatory class for you and you are late fines will be due immediately; the $50 class fee is non-refundable. NO EXCEPTIONS. If this is not a mandatory class for you, the $50 fee does not apply to you.
| Location: SBAOR Hall Time: 10:00am-12:00pm Instructor: Stephanie Espinosa, Data Integrity Director Fee: $50.00
|
Tue MAR 27 | Tricks of The Trade: CRMLS Training Learn different searching techniques to target specific listings that fit your client’s needs. Learn how to incorporate a public MLS search page on your website and how to search listings using your mobile phone.
Topic:
Key Word Searching Techniques
Date Specific Searching Technique
Map Searching Technique
Farming Foreclosure
IDX Solution
CRMLS Mobile | Location: SBAOR Computer Lab Time: 11:00am-12:00pm Instructor: Miguel Ramos, CRMLS Fee: Free to SBAOR Members
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Tue MAR 27 | Basic Matrix & Listing Management: Afternoon Class This Matrix Workshop covers an extensive overview each of the primary functionalities of the CRMLS and Matrix system. The first session is “Basic Matrix”. This Topic will give you a basic understanding of the MLS tools and resources which include: *Training resources *Support *Logging in *Matrix Overview of all Tabs: *home *search *matrix *add/edit * finance * roster *realist tax *pinpoint *smart trac *mlsl *help. This class will also include a basic search, a basic understanding of search results, email and printing of listings. The second session is “Listing Management”, Topics will include: *Logging in *CRMLS data policy *Getting Help *Adding a Listing *Managing Photos and supplements *Listing modifications and info *Open House.
This is a mandatory workshop for all new SBAOR members. This workshop is FREE to all SBAOR members and MLS only members in good standing.
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
| Location: SBAOR Computer Lab Time: 1:00pm-5:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
|
Wed APR 4 | The Real Estate Group (TRG) office meeting | Location: SBAOR Hall Time: 9:00am-11:00am
|
Wed APR 4 | Advanced ZipForms Training Advanced ZipForms Training
This class is ONLY for REALTORS who already have a working knowledge of WINforms and have been using it, but would like to upgrade to the new ZipForms. Taking the Beginning Zipforms class first is highly recommended. ZipForms offers many benefits, including:
. Easy-to-use navigation that lets agents move quickly through documents and transactions;
. Complete and e-mail/print forms without first having to create a transaction;
. Apply one or multiple templates at any time during a transaction;
. Drag and drop forms into transactions;
. Platform independent – runs on PC or MAC; and
. Compatible with Windows Vista.
It will cover all the new features that ZipForms has and explain the changes from WINForms. The advanced features covered will be emailing, templates, sticky notes, clauses and mortgage calculator, as well as showing additional resources such as Forms Advisor and How-To-Training movies. The class does not cover Electronic Signatures or Relay as they are third party vendors that require registration and payment to use. Cancellations must be received 24 business hours in advance in order to receive a refund for the class. No-shows will not receive a refund and can not transfer fees to another class date. | Location: SBAOR Computer Lab Time: 2:00pm-4:00pm Instructor: Robert Morel Fee: $25 Members / This class is not open to non-members
|
Wed APR 4 | Basic ZipForms Training Basic ZipForms Training
Learn how to use Zipforms Online. This class will show you the basic features of the software including helping you register, create a transaction, fill out contracts, explain what the icons mean and how to use them. It will also cover some more advanced features such as emailing contracts, creating sticky notes, and auto-populating cover sheets. Additional resources such as Forms Advisor and How-To Training movies will also be included. The class does not cover Electronic Signatures or Relay as they are third party vendors that require registration and payment to use.
Cancellations must be received 24 business hours in advance in order to receive a refund for the class. No-shows will not receive a refund and can not transfer fees to another class date. | Location: SBAOR Computer Lab Time: 12:00pm-2:00pm Instructor: Rob Morel Fee: $35 SBAOR members - This course is not open to non-members
|
Mon APR 9 | CRMLS Features: CRMLS Training Learn the latest features and enhancements that CRMLS has to offer. CRMLS is constantly looking and providing for cutting edge technology for its members. Many of its enhancements are taught using CRMLS Matrix, Realist, Smart Trac, Smart Fax, and others. You will learn how to use these new features in its respective system.
*REQUIREMENTS: Basic Matrix or Agent 101 | Location: SBAOR Computer Lab Time: 10:00am-11:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
|
Mon APR 9 | Realist Tax Learn how to search for property Tax data and foreclosure activity throughout California. Learn how to generate mailing labels, neighborhood profile reports for school and crime data or generate flood maps or parcel maps.
•Searching Techniques
•Generate a Foreclosure Activity Search
•Get comparable and create CMA Report
•Generate Neighborhood Profile Reports
•Create mailing labels
•Print
•Email
•Get Parcel Maps
•Get Flood and Grant Deeds images.
*REQUIREMENTS: NONE* | Location: SBAOR Computer Lab Time: 11:00am-12:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
|
Mon APR 9 | Basic Matrix & Listing Management: Afternoon Class This Matrix Workshop covers an extensive overview each of the primary functionalities of the CRMLS and Matrix system. The first session is “Basic Matrix”. This Topic will give you a basic understanding of the MLS tools and resources which include: *Training resources *Support *Logging in *Matrix Overview of all Tabs: *home *search *matrix *add/edit * finance * roster *realist tax *pinpoint *smart trac *mlsl *help. This class will also include a basic search, a basic understanding of search results, email and printing of listings. The second session is “Listing Management”, Topics will include: *Logging in *CRMLS data policy *Getting Help *Adding a Listing *Managing Photos and supplements *Listing modifications and info *Open House.
This is a mandatory workshop for all new SBAOR members. This workshop is FREE to all SBAOR members and MLS only members in good standing.
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
| Location: SBAOR Computer Lab Time: 1:00pm-5:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
|
Wed APR 11 | Tricks of The Trade: CRMLS Training Learn different searching techniques to target specific listings that fit your client’s needs. Learn how to incorporate a public MLS search page on your website and how to search listings using your mobile phone.
Topic:
Key Word Searching Techniques
Date Specific Searching Technique
Map Searching Technique
Farming Foreclosure
IDX Solution
CRMLS Mobile | Location: SBAOR Computer Lab Time: 10:00am-11:00pm Instructor: Miguel Ramos, CRMLS Fee: Free to SBAOR Members
|
Wed APR 11 | How to create a CMA? Learn how to create a comparative market analysis presentation using CRMLS Matrix. You will learn how to save and modify your CMA presentation. And create a Buyer and Seller’s Net sheet that you can give to your clients.
•Buyer & Seller Net Sheets
•Map Search
•Key word Search Techniques
•Date Search
•CMA Presentation
| Location: SBAOR Computer Lab Time: 11:00am-12:00pm Instructor: Miguel Ramos, CRMLS Fee: Free to SBAOR Members
|
Wed APR 11 | Basic Matrix & Listing Management: Afternoon Class This Matrix Workshop covers an extensive overview each of the primary functionalities of the CRMLS and Matrix system. The first session is “Basic Matrix”. This Topic will give you a basic understanding of the MLS tools and resources which include: *Training resources *Support *Logging in *Matrix Overview of all Tabs: *home *search *matrix *add/edit * finance * roster *realist tax *pinpoint *smart trac *mlsl *help. This class will also include a basic search, a basic understanding of search results, email and printing of listings. The second session is “Listing Management”, Topics will include: *Logging in *CRMLS data policy *Getting Help *Adding a Listing *Managing Photos and supplements *Listing modifications and info *Open House.
This is a mandatory workshop for all new SBAOR members. This workshop is FREE to all SBAOR members and MLS only members in good standing.
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
| Location: SBAOR Computer Lab Time: 1:00pm-5:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
|
Tue APR 17 | Intermediate CRMLS Training (CE Credit) Learn how to setup and manage your prospects and clients. Create a hot sheet for your farm area and learn advanced searching techniques.
•Advanced Searching Technique
•How to manage Prospects
•Email
•Auto-Email
•Hot Sheets
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
*REQUIREMENTS: Basic Matrix or Agent 101
| Location: SBAOR Computer Lab Time: 9:30am-11:30am Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
|
Tue APR 17 | Advanced CRMLS Training (CE Credit) Learn how to setup and create a CMA report that you can present for your buyer or listing appointments. Learn how to search for property history or an agent roster. Learn how to reverse prospect to other agents who have recently visited or emailed your listing to a prospective buyer.
•Comparative Market Analysis Report
•Reverse Prospecting
•Custom Display
•Custom Export
•Listing History
•Search for Agent or Office Roster
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
*REQUIREMENTS: Basic Matrix or Agent 101*
| Location: SBAOR Computer Lab Time: 1:00pm-3:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
|
Tue APR 17 | Statistics: CRMLS Training Learn how to create statistical reports using CRMLS Matrix. You will be able to set up and define your statistical criteria for a specific farm area. You will learn how to preview and generate your statistical report.
Topic:
How to find your office roster
Setup your statistical criteria
Define and customize your statistical reports
*REQUIREMENTS: Basic Matrix or Agent 101 | Location: SBAOR Computer Lab Time: 3:00pm-4:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
|
Wed APR 18 | Joe Ramos Course TBA | Location: SBAOR Hall Time: 9:00am-12:00pm Instructor: Joe Ramos - With over 35 years of experience in the real estate industry, Joe Ramos has acquired notoriety for his vast knowledge of real estate subjects. For more than 20 of those thirty-five successful years, Joe has been a teacher and trainer for the California Department of Real Estate. Joe is also an SRES instructor and a GRI instructor. As one of the state's finest Department of Real Estate speakers, Joe has taught DRE certified classes and presented seminars to over a half million real estate agents in California & Hawaii. Prior to becoming a DRE instructor, Joe owned and operated two highly successful real estate offices in addition to an escrow company. Even today, Joe continuos to hold a California Real Estate/Brokers License, credentials that he has held since 1967. As a respected leader in the real estate market and a member of both CAR and NAR, Joe is currently available to share his experience and knowledge at office meetings, speaking engagements and other presentations upon request.
|
Wed APR 18 | Electronic Signatures and Document Storage Beginning in January 2011, C.A.R. began offering Digital Ink™ electronic signatures and a new document storage feature for free to C.A.R. members. Digital Ink is a digital signature solution for signing C.A.R. forms within zipForm® 6. Digital Ink™ works seamlessly with zipForm® 6, allowing REALTORS® to instantly e-mail real estate forms requiring signatures.
| Location: SBAOR Computer Lab Time: 2:00pm-4:00pm Instructor: Robert Morel Fee: $25 Members Only. This class is not open to non-members
|
Thu APR 19 | Basic Matrix & Listing Management: Morning Class This Matrix Workshop covers an extensive overview each of the primary functionalities of the CRMLS and Matrix system. The first session is “Basic Matrix”. This Topic will give you a basic understanding of the MLS tools and resources which include: *Training resources *Support *Logging in *Matrix Overview of all Tabs: *home *search *matrix *add/edit * finance * roster *realist tax *pinpoint *smart trac *mlsl *help. This class will also include a basic search, a basic understanding of search results, email and printing of listings. The second session is “Listing Management”, Topics will include: *Logging in *CRMLS data policy *Getting Help *Adding a Listing *Managing Photos and supplements *Listing modifications and info *Open House.
This is a mandatory workshop for all new SBAOR members. This workshop is FREE to all SBAOR members and MLS only members in good standing.
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
| Location: SBAOR Computer Lab Time: 10:00am-3:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
|
Thu APR 19 | Facebook For REALTORS Facebook is the largest social networking site online so the chances of your friends, clients, and prospects being among the 500 million users is good. Learn how to add friends, make networks, add photos, adjust your privacy settings, receive notifications on your phone, make a Fan Page, post ads and much more. This class is made for REALTORS to help you get the most out of Facebook for your business. | Location: SBAOR Hall Time: 2:00pm-4:00pm Instructor: Rob Morel Fee: Members $20 / Non-members $30
|
Thu APR 19 | Prospects & Client Management Learn how to add and manage client information using CRMLS Matrix. Set up your clients to receive automatic emails of new listings that match their criteria. Learn and preview your client’s email to help you better understand what listings they are receiving.
•How to set up Contacts
•Auto Email
•Customer & Agent Portal
•Save Searches and Hot Searches
| Location: SBAOR Computer Lab Time: 3:00pm-4:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
|
Mon APR 23 | Global Listing Exchange The Global Listing Exchange is a platform where you can share real estate listings with other professional organizations worldwide, to promote international sales and referrals. And you can create a personal MLS webpage for your real estate needs.
Topic:
Create your User Profile
Set up and customize your webpage
How to manage your clients
Setup your languages and Styles
Search for listings outside the MLS coverage area | Location: SBAOR Computer Lab Time: 9:30am-10:30am Instructor: Miguel Ramos, CRMLS Fee: Free to SBAOR Members
|
Mon APR 23 | Realist Tax Learn how to search for property Tax data and foreclosure activity throughout California. Learn how to generate mailing labels, neighborhood profile reports for school and crime data or generate flood maps or parcel maps.
•Searching Techniques
•Generate a Foreclosure Activity Search
•Get comparable and create CMA Report
•Generate Neighborhood Profile Reports
•Create mailing labels
•Print
•Email
•Get Parcel Maps
•Get Flood and Grant Deeds images.
*REQUIREMENTS: NONE* | Location: SBAOR Computer Lab Time: 10:30am-11:30am Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
|
Mon APR 23 | How to create a CMA Report? Learn how to create a comparative market analysis presentation using CRMLS Matrix. You will learn how to save and modify your CMA presentation. And create a Buyer and Seller’s Net sheet that you can give to your clients.
•Buyer & Seller Net Sheets
•Map Search
•Key word Search Techniques
•Date Search
•CMA Presentation
* REQUIREMENTS: Basic Matrix or Agent 101* | Location: SBAOR Computer Lab Time: 1:00pm-2:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
|
Mon APR 23 | Listing Management Learn how add and manage your listing, photos and supplements to CRMLS Matrix.
Topic:
How to Add and Modify a Listing
How to Add, Modify or Delete a Photo
How to Add/Modify or Delete a Supplement
How to create an Open House
Review CARETS Data Integrity | Location: SBAOR Computer Lab Time: 2:00pm-4:00pm Instructor: Miguel Ramos, CRMLS Fee: Free to SBAOR Members
|
Wed APR 25 | Basic Matrix & Listing Management: Morning Class This Matrix Workshop covers an extensive overview each of the primary functionalities of the CRMLS and Matrix system. The first session is “Basic Matrix”. This Topic will give you a basic understanding of the MLS tools and resources which include: *Training resources *Support *Logging in *Matrix Overview of all Tabs: *home *search *matrix *add/edit * finance * roster *realist tax *pinpoint *smart trac *mlsl *help. This class will also include a basic search, a basic understanding of search results, email and printing of listings. The second session is “Listing Management”, Topics will include: *Logging in *CRMLS data policy *Getting Help *Adding a Listing *Managing Photos and supplements *Listing modifications and info *Open House.
This is a mandatory workshop for all new SBAOR members. This workshop is FREE to all SBAOR members and MLS only members in good standing.
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
| Location: SBAOR Computer Lab Time: 10:00am-3:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
|
Wed APR 25 | CARETS Commercial Learn how to search, add and modify your Commercial/Industrial, Commercial Lease and Business Opportunity listings in the CARETS Commercial system.
•How to Access CARETS Commercial
•Searching Techniques
•How to Add & Modify a Listing
•How to Generate a CMA Report
Map Search
•Email & Print Listings
•How to Add & Modify a Photo
•How to Search for Agents
*REQUIREMENTS: NONE*
| Location: SBAOR Computer Lab Time: 3:00pm-4:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
|
Mon APR 30 | Customizing Matrix: CRMLS Training Learn how to brand and customize your email signature, listing displays, exports, and reports. CRMLS Matrix flexibility gives you the option to control of what you see on your search pages.
•Custom Signatures
•Custom Display
•Custom Export
•Custom Search Display
•Branding Reports and Displays
*REQUIREMENTS: Basic Matrix or Agent 101 | Location: SBAOR Computer Lab Time: 9:30am-10:30am Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
|
Mon APR 30 | Do's & Don't of the CRMLS Compliance Come learn about the most common pitfalls that could affect your pocketbook! Hundreds of agents are fined every year for making common errors in the input of data to the CRMLS. Become informed now and avoid the headaches later.This class will review the most common CRMLS & CARETS rule infractions and how to prevent them. It’s FREE to all members who are not in a violation status. All members registered must show up on time. Anyone who is registered and does not show up or is more than 5 minutes late will not be allowed entrance to the class. If this is a mandatory class for you and you are late fines will be due immediately; the $50 class fee is non-refundable. NO EXCEPTIONS. If this is not a mandatory class for you, the $50 fee does not apply to you.
| Location: SBAOR Hall Time: 10:00am-12:00pm Instructor: Stephanie Espinosa, Data Integrity Director Fee: $50.00
|
Mon APR 30 | Appraiser 1004MC Learn how to search for comparable within the MATRIX system and how to insert the properties onto1004 market condition form.
Topic:
Learn how to search for comparable in Matrix
How to Export Comparable Listings
How to Download the 1004MC form
How to fill in the 1004MC form
*REQUIREMENTS Basic Matrix, New Agent 101 & How to Create a CMA?* | Location: SBAOR Computer Lab Time: 10:30am-11:30am Instructor: Miguel Ramos, CRMLS Fee: Free to SBAOR Members
|
Mon APR 30 | Advanced CRMLS Training (CE Credit) Learn how to setup and create a CMA report that you can present for your buyer or listing appointments. Learn how to search for property history or an agent roster. Learn how to reverse prospect to other agents who have recently visited or emailed your listing to a prospective buyer.
•Comparative Market Analysis Report
•Reverse Prospecting
•Custom Display
•Custom Export
•Listing History
•Search for Agent or Office Roster
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
*REQUIREMENTS: Basic Matrix or Agent 101*
| Location: SBAOR Computer Lab Time: 2:30pm-4:30pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
|
Mon APR 30 | Intermediate CRMLS Training (CE Credit) Learn how to setup and manage your prospects and clients. Create a hot sheet for your farm area and learn advanced searching techniques.
•Advanced Searching Technique
•How to manage Prospects
•Email
•Auto-Email
•Hot Sheets
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
*REQUIREMENTS: Basic Matrix or Agent 101
| Location: SBAOR Computer Lab Time: 12:30pm-2:30pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
|
Tue MAY 1 | The Real Estate Group (TRG) office meeting | Location: SBAOR Hall Time: 9:00am-11:00am
|
Tue MAY 1 | Advanced ZipForms Training Advanced ZipForms Training
This class is ONLY for REALTORS who already have a working knowledge of WINforms and have been using it, but would like to upgrade to the new ZipForms. Taking the Beginning Zipforms class first is highly recommended. ZipForms offers many benefits, including:
. Easy-to-use navigation that lets agents move quickly through documents and transactions;
. Complete and e-mail/print forms without first having to create a transaction;
. Apply one or multiple templates at any time during a transaction;
. Drag and drop forms into transactions;
. Platform independent – runs on PC or MAC; and
. Compatible with Windows Vista.
It will cover all the new features that ZipForms has and explain the changes from WINForms. The advanced features covered will be emailing, templates, sticky notes, clauses and mortgage calculator, as well as showing additional resources such as Forms Advisor and How-To-Training movies. The class does not cover Electronic Signatures or Relay as they are third party vendors that require registration and payment to use. Cancellations must be received 24 business hours in advance in order to receive a refund for the class. No-shows will not receive a refund and can not transfer fees to another class date. | Location: SBAOR Computer Lab Time: 2:00pm-4:00pm Instructor: Robert Morel Fee: $25 Members / This class is not open to non-members
|
Tue MAY 1 | Basic ZipForms Training Basic ZipForms Training
Learn how to use Zipforms Online. This class will show you the basic features of the software including helping you register, create a transaction, fill out contracts, explain what the icons mean and how to use them. It will also cover some more advanced features such as emailing contracts, creating sticky notes, and auto-populating cover sheets. Additional resources such as Forms Advisor and How-To Training movies will also be included. The class does not cover Electronic Signatures or Relay as they are third party vendors that require registration and payment to use.
Cancellations must be received 24 business hours in advance in order to receive a refund for the class. No-shows will not receive a refund and can not transfer fees to another class date. | Location: SBAOR Computer Lab Time: 12:00pm-2:00pm Instructor: Rob Morel Fee: $35 SBAOR members - This course is not open to non-members
|
Wed MAY 2 | The Real Estate Group (TRG) office meeting | Location: SBAOR Hall Time: 9:00am-11:00am
|
Mon MAY 7 | CRMLS Features: CRMLS Training Learn the latest features and enhancements that CRMLS has to offer. CRMLS is constantly looking and providing for cutting edge technology for its members. Many of its enhancements are taught using CRMLS Matrix, Realist, Smart Trac, Smart Fax, and others. You will learn how to use these new features in its respective system.
*REQUIREMENTS: Basic Matrix or Agent 101 | Location: SBAOR Computer Lab Time: 10:00am-11:00am Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
|
Mon MAY 7 | Tricks of The Trade: CRMLS Training Learn different searching techniques to target specific listings that fit your client’s needs. Learn how to incorporate a public MLS search page on your website and how to search listings using your mobile phone.
Topic:
Key Word Searching Techniques
Date Specific Searching Technique
Map Searching Technique
Farming Foreclosure
IDX Solution
CRMLS Mobile | Location: SBAOR Computer Lab Time: 11:00am-12:00pm Instructor: Miguel Ramos, CRMLS Fee: Free to SBAOR Members
|
Mon MAY 7 | Basic Matrix & Listing Management: Afternoon Class This Matrix Workshop covers an extensive overview each of the primary functionalities of the CRMLS and Matrix system. The first session is “Basic Matrix”. This Topic will give you a basic understanding of the MLS tools and resources which include: *Training resources *Support *Logging in *Matrix Overview of all Tabs: *home *search *matrix *add/edit * finance * roster *realist tax *pinpoint *smart trac *mlsl *help. This class will also include a basic search, a basic understanding of search results, email and printing of listings. The second session is “Listing Management”, Topics will include: *Logging in *CRMLS data policy *Getting Help *Adding a Listing *Managing Photos and supplements *Listing modifications and info *Open House.
This is a mandatory workshop for all new SBAOR members. This workshop is FREE to all SBAOR members and MLS only members in good standing.
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
| Location: SBAOR Computer Lab Time: 1:00pm-5:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
|
Tue MAY 8 | Electronic Signatures and Document Storage Beginning in January 2011, C.A.R. began offering Digital Ink™ electronic signatures and a new document storage feature for free to C.A.R. members. Digital Ink is a digital signature solution for signing C.A.R. forms within zipForm® 6. Digital Ink™ works seamlessly with zipForm® 6, allowing REALTORS® to instantly e-mail real estate forms requiring signatures.
| Location: SBAOR Computer Lab Time: 12:00pm-2:00pm Instructor: Robert Morel Fee: $25 Members Only. This class is not open to non-members
|
Wed MAY 9 | Realist Tax Learn how to search for property Tax data and foreclosure activity throughout California. Learn how to generate mailing labels, neighborhood profile reports for school and crime data or generate flood maps or parcel maps.
•Searching Techniques
•Generate a Foreclosure Activity Search
•Get comparable and create CMA Report
•Generate Neighborhood Profile Reports
•Create mailing labels
•Print
•Email
•Get Parcel Maps
•Get Flood and Grant Deeds images.
*REQUIREMENTS: NONE* | Location: SBAOR Computer Lab Time: 10:00am-11:00am Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
|
Wed MAY 9 | How to create a CMA Report? Learn how to create a comparative market analysis presentation using CRMLS Matrix. You will learn how to save and modify your CMA presentation. And create a Buyer and Seller’s Net sheet that you can give to your clients.
•Buyer & Seller Net Sheets
•Map Search
•Key word Search Techniques
•Date Search
•CMA Presentation
* REQUIREMENTS: Basic Matrix or Agent 101* | Location: SBAOR Computer Lab Time: 11:00am-12:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
|
Wed MAY 9 | Basic Matrix & Listing Management: Afternoon Class This Matrix Workshop covers an extensive overview each of the primary functionalities of the CRMLS and Matrix system. The first session is “Basic Matrix”. This Topic will give you a basic understanding of the MLS tools and resources which include: *Training resources *Support *Logging in *Matrix Overview of all Tabs: *home *search *matrix *add/edit * finance * roster *realist tax *pinpoint *smart trac *mlsl *help. This class will also include a basic search, a basic understanding of search results, email and printing of listings. The second session is “Listing Management”, Topics will include: *Logging in *CRMLS data policy *Getting Help *Adding a Listing *Managing Photos and supplements *Listing modifications and info *Open House.
This is a mandatory workshop for all new SBAOR members. This workshop is FREE to all SBAOR members and MLS only members in good standing.
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
| Location: SBAOR Computer Lab Time: 1:00pm-5:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
|
Tue MAY 15 | Intermediate CRMLS Training (CE Credit) Learn how to setup and manage your prospects and clients. Create a hot sheet for your farm area and learn advanced searching techniques.
•Advanced Searching Technique
•How to manage Prospects
•Email
•Auto-Email
•Hot Sheets
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
*REQUIREMENTS: Basic Matrix or Agent 101
| Location: SBAOR Computer Lab Time: 9:30am-11:30am Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
|
Tue MAY 15 | Advanced CRMLS Training (CE Credit) Learn how to setup and create a CMA report that you can present for your buyer or listing appointments. Learn how to search for property history or an agent roster. Learn how to reverse prospect to other agents who have recently visited or emailed your listing to a prospective buyer.
•Comparative Market Analysis Report
•Reverse Prospecting
•Custom Display
•Custom Export
•Listing History
•Search for Agent or Office Roster
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
*REQUIREMENTS: Basic Matrix or Agent 101*
| Location: SBAOR Computer Lab Time: 1:00pm-3:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
|
Tue MAY 15 | Realist Tax Learn how to search for property Tax data and foreclosure activity throughout California. Learn how to generate mailing labels, neighborhood profile reports for school and crime data or generate flood maps or parcel maps.
•Searching Techniques
•Generate a Foreclosure Activity Search
•Get comparable and create CMA Report
•Generate Neighborhood Profile Reports
•Create mailing labels
•Print
•Email
•Get Parcel Maps
•Get Flood and Grant Deeds images.
*REQUIREMENTS: NONE* | Location: SBAOR Computer Lab Time: 3:00pm-4:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
|
Thu MAY 17 | 45hr License Renewal Program **You must come into the association to register and pick up your study materials**
This course offers a fun, stress free way to get all your credits. It’s very informative on all subjects. Course includes a review of all 45 hours of study material to prepare you for your exams. According to new DRE regulations, only 15 hours of testing will be done during the course and certificates will be handed out upon completion. Other 30 hours will be tested through our EASY AND FREE online testing system; the certificate will be mailed upon completion.No Pass No Pay, Guarantee! THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. To register, contact Ernie Alonzo at 310-326-3010 x 706.
STUDY MATERIALS MUST BE PICKED UP AT THE ASSOCIATION AT THE TIME OF YOUR REGISTRATION.
| Location: SBAOR Hall Time: 9:00am-12:00pm Instructor: Joel Carlson - received his real estate salesman's license in 1976 and obtained his broker's license in 1980. Joel has a lifetime credential to teach real estate at the community college level and has taught at the University of California, Irvine. His academic and teaching credentials include a B. A. from Chapman University in Orange, California, and the designations of GRI, CRE and DREI.
Fee: $85 members $119 non-members
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Thu MAY 17 | Basic Matrix & Listing Management: Morning Class This Matrix Workshop covers an extensive overview each of the primary functionalities of the CRMLS and Matrix system. The first session is “Basic Matrix”. This Topic will give you a basic understanding of the MLS tools and resources which include: *Training resources *Support *Logging in *Matrix Overview of all Tabs: *home *search *matrix *add/edit * finance * roster *realist tax *pinpoint *smart trac *mlsl *help. This class will also include a basic search, a basic understanding of search results, email and printing of listings. The second session is “Listing Management”, Topics will include: *Logging in *CRMLS data policy *Getting Help *Adding a Listing *Managing Photos and supplements *Listing modifications and info *Open House.
This is a mandatory workshop for all new SBAOR members. This workshop is FREE to all SBAOR members and MLS only members in good standing.
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
| Location: SBAOR Computer Lab Time: 10:00am-3:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
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Thu MAY 17 | CARETS Commercial Learn how to search, add and modify your Commercial/Industrial, Commercial Lease and Business Opportunity listings in the CARETS Commercial system.
•How to Access CARETS Commercial
•Searching Techniques
•How to Add & Modify a Listing
•How to Generate a CMA Report
Map Search
•Email & Print Listings
•How to Add & Modify a Photo
•How to Search for Agents
*REQUIREMENTS: NONE*
| Location: SBAOR Computer Lab Time: 3:00pm-4:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
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Mon MAY 21 | Basic Matrix & Listing Management: Morning Class This Matrix Workshop covers an extensive overview each of the primary functionalities of the CRMLS and Matrix system. The first session is “Basic Matrix”. This Topic will give you a basic understanding of the MLS tools and resources which include: *Training resources *Support *Logging in *Matrix Overview of all Tabs: *home *search *matrix *add/edit * finance * roster *realist tax *pinpoint *smart trac *mlsl *help. This class will also include a basic search, a basic understanding of search results, email and printing of listings. The second session is “Listing Management”, Topics will include: *Logging in *CRMLS data policy *Getting Help *Adding a Listing *Managing Photos and supplements *Listing modifications and info *Open House.
This is a mandatory workshop for all new SBAOR members. This workshop is FREE to all SBAOR members and MLS only members in good standing.
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
| Location: SBAOR Computer Lab Time: 10:00am-3:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
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Mon MAY 21 | Statistics: CRMLS Training Learn how to create statistical reports using CRMLS Matrix. You will be able to set up and define your statistical criteria for a specific farm area. You will learn how to preview and generate your statistical report.
Topic:
How to find your office roster
Setup your statistical criteria
Define and customize your statistical reports
*REQUIREMENTS: Basic Matrix or Agent 101 | Location: SBAOR Computer Lab Time: 3:00pm-4:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
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Wed MAY 23 | Intermediate CRMLS Training (CE Credit) Learn how to setup and manage your prospects and clients. Create a hot sheet for your farm area and learn advanced searching techniques.
•Advanced Searching Technique
•How to manage Prospects
•Email
•Auto-Email
•Hot Sheets
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
*REQUIREMENTS: Basic Matrix or Agent 101
| Location: SBAOR Computer Lab Time: 9:30am-12:30am Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
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Wed MAY 23 | Advanced CRMLS Training (CE Credit) Learn how to setup and create a CMA report that you can present for your buyer or listing appointments. Learn how to search for property history or an agent roster. Learn how to reverse prospect to other agents who have recently visited or emailed your listing to a prospective buyer.
•Comparative Market Analysis Report
•Reverse Prospecting
•Custom Display
•Custom Export
•Listing History
•Search for Agent or Office Roster
Any member who does not show up or attend the entire class or who has not cancelled at least 48 hours before the date of the scheduled class or is more than 15 minutes late will have to reschedule.
All mandatory attendees must attend the entire class in order to receive attendance credit.
THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. You must register in advance to attend.Due to the high demand for this course and the increased number of absent registrants, the no show fee has been increased to $50.
To register, contact Charlotte Law 310-326-3010.
*REQUIREMENTS: Basic Matrix or Agent 101*
| Location: SBAOR Computer Lab Time: 1:30pm-4:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY ** $50 No Show Fee**
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Mon MAY 28 | Do's & Don't of the CRMLS Compliance Come learn about the most common pitfalls that could affect your pocketbook! Hundreds of agents are fined every year for making common errors in the input of data to the CRMLS. Become informed now and avoid the headaches later.This class will review the most common CRMLS & CARETS rule infractions and how to prevent them. It’s FREE to all members who are not in a violation status. All members registered must show up on time. Anyone who is registered and does not show up or is more than 5 minutes late will not be allowed entrance to the class. If this is a mandatory class for you and you are late fines will be due immediately; the $50 class fee is non-refundable. NO EXCEPTIONS. If this is not a mandatory class for you, the $50 fee does not apply to you.
| Location: SBAOR Hall Time: 10:00am-12:00pm Instructor: Stephanie Espinosa, Data Integrity Director Fee: $50.00
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Tue MAY 29 | Appraiser 1004MC Learn how to search for comparable within the MATRIX system and how to insert the properties onto1004 market condition form.
Topic:
Learn how to search for comparable in Matrix
How to Export Comparable Listings
How to Download the 1004MC form
How to fill in the 1004MC form
*REQUIREMENTS Basic Matrix, New Agent 101 & How to Create a CMA?* | Location: SBAOR Computer Lab Time: 10:00am-11:00pm Instructor: Miguel Ramos, CRMLS Fee: Free to SBAOR Members
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Tue MAY 29 | Customizing Matrix: Learn how to brand and customize your email signature, listing displays, exports, and reports. CRMLS Matrix flexibility gives you the option to control of what you see on your search pages.
•Custom Signatures
•Custom Display
•Custom Export
•Custom Search Display
•Branding Reports and Displays
*REQUIREMENTS: Basic Matrix or Agent 101 | Location: SBAOR Computer Lab Time: 11:00am-12:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
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Tue MAY 29 | Global Listing Exchange The Global Listing Exchange is a platform where you can share real estate listings with other professional organizations worldwide, to promote international sales and referrals. And you can create a personal MLS webpage for your real estate needs.
Topic:
Create your User Profile
Set up and customize your webpage
How to manage your clients
Setup your languages and Styles
Search for listings outside the MLS coverage area | Location: SBAOR Computer Lab Time: 1:00pm-2:00pm Instructor: Miguel Ramos, CRMLS Fee: Free to SBAOR Members
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Tue MAY 29 | Prospects & Client Management Learn how to add and manage client information using MRMLS Matrix. Set up your clients to receive automatic emails of new listings that match their criteria. Learn and preview your ient’s email to help you better understand what listings they are receiving.
How to set up Contacts, Auto Email,
Customer & Agent Portal, Save Searches and Hot Searches
| Location: SBAOR Computer Lab Time: 2:00pm-3:00pm Instructor: Miguel Ramos, CRMLS Fee: Free for SBAOR Members ONLY
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Wed JUN 6 | The Real Estate Group (TRG) office meeting | Location: SBAOR Hall Time: 9:00am-11:00am
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Wed JUN 6 | Advanced ZipForms Training Advanced ZipForms Training
This class is ONLY for REALTORS who already have a working knowledge of WINforms and have been using it, but would like to upgrade to the new ZipForms. Taking the Beginning Zipforms class first is highly recommended. ZipForms offers many benefits, including:
. Easy-to-use navigation that lets agents move quickly through documents and transactions;
. Complete and e-mail/print forms without first having to create a transaction;
. Apply one or multiple templates at any time during a transaction;
. Drag and drop forms into transactions;
. Platform independent – runs on PC or MAC; and
. Compatible with Windows Vista.
It will cover all the new features that ZipForms has and explain the changes from WINForms. The advanced features covered will be emailing, templates, sticky notes, clauses and mortgage calculator, as well as showing additional resources such as Forms Advisor and How-To-Training movies. The class does not cover Electronic Signatures or Relay as they are third party vendors that require registration and payment to use. Cancellations must be received 24 business hours in advance in order to receive a refund for the class. No-shows will not receive a refund and can not transfer fees to another class date. | Location: SBAOR Computer Lab Time: 2:00pm-4:00pm Instructor: Robert Morel Fee: $25 Members / This class is not open to non-members
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Wed JUN 6 | Basic ZipForms Training Basic ZipForms Training
Learn how to use Zipforms Online. This class will show you the basic features of the software including helping you register, create a transaction, fill out contracts, explain what the icons mean and how to use them. It will also cover some more advanced features such as emailing contracts, creating sticky notes, and auto-populating cover sheets. Additional resources such as Forms Advisor and How-To Training movies will also be included. The class does not cover Electronic Signatures or Relay as they are third party vendors that require registration and payment to use.
Cancellations must be received 24 business hours in advance in order to receive a refund for the class. No-shows will not receive a refund and can not transfer fees to another class date. | Location: SBAOR Computer Lab Time: 12:00pm-2:00pm Instructor: Rob Morel Fee: $35 SBAOR members - This course is not open to non-members
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Wed JUN 13 | Electronic Signatures and Document Storage Beginning in January 2011, C.A.R. began offering Digital Ink™ electronic signatures and a new document storage feature for free to C.A.R. members. Digital Ink is a digital signature solution for signing C.A.R. forms within zipForm® 6. Digital Ink™ works seamlessly with zipForm® 6, allowing REALTORS® to instantly e-mail real estate forms requiring signatures.
| Location: SBAOR Computer Lab Time: 12:00pm-2:00pm Instructor: Robert Morel Fee: $25 Members Only. This class is not open to non-members
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Mon JUN 25 | Do's & Don't of the CRMLS Compliance Come learn about the most common pitfalls that could affect your pocketbook! Hundreds of agents are fined every year for making common errors in the input of data to the CRMLS. Become informed now and avoid the headaches later.This class will review the most common CRMLS & CARETS rule infractions and how to prevent them. It’s FREE to all members who are not in a violation status. All members registered must show up on time. Anyone who is registered and does not show up or is more than 5 minutes late will not be allowed entrance to the class. If this is a mandatory class for you and you are late fines will be due immediately; the $50 class fee is non-refundable. NO EXCEPTIONS. If this is not a mandatory class for you, the $50 fee does not apply to you.
| Location: SBAOR Hall Time: 10:00am-12:00pm Instructor: Stephanie Espinosa, Data Integrity Director Fee: $50.00
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Wed JUL 11 | The Real Estate Group (TRG) office meeting | Location: SBAOR Hall Time: 9:00am-11:00am
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Fri JUL 20 | 45hr License Renewal Program **You must come into the association to register and pick up your study materials**
This course offers a fun, stress free way to get all your credits. It’s very informative on all subjects. Course includes a review of all 45 hours of study material to prepare you for your exams. According to new DRE regulations, only 15 hours of testing will be done during the course and certificates will be handed out upon completion. Other 30 hours will be tested through our EASY AND FREE online testing system; the certificate will be mailed upon completion.No Pass No Pay, Guarantee! THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. To register, contact Ernie Alonzo at 310-326-3010 x 706.
STUDY MATERIALS MUST BE PICKED UP AT THE ASSOCIATION AT THE TIME OF YOUR REGISTRATION.
| Location: SBAOR Hall Time: 9:00am-12:00pm Instructor: Joel Carlson - received his real estate salesman's license in 1976 and obtained his broker's license in 1980. Joel has a lifetime credential to teach real estate at the community college level and has taught at the University of California, Irvine. His academic and teaching credentials include a B. A. from Chapman University in Orange, California, and the designations of GRI, CRE and DREI.
Fee: $85 members $119 non-members
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Mon JUL 30 | Do's & Don't of the CRMLS Compliance Come learn about the most common pitfalls that could affect your pocketbook! Hundreds of agents are fined every year for making common errors in the input of data to the CRMLS. Become informed now and avoid the headaches later.This class will review the most common CRMLS & CARETS rule infractions and how to prevent them. It’s FREE to all members who are not in a violation status. All members registered must show up on time. Anyone who is registered and does not show up or is more than 5 minutes late will not be allowed entrance to the class. If this is a mandatory class for you and you are late fines will be due immediately; the $50 class fee is non-refundable. NO EXCEPTIONS. If this is not a mandatory class for you, the $50 fee does not apply to you.
| Location: SBAOR Hall Time: 10:00am-12:00pm Instructor: Stephanie Espinosa, Data Integrity Director Fee: $50.00
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Wed AUG 1 | The Real Estate Group (TRG) office meeting | Location: SBAOR Hall Time: 9:00am-11:00am
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Mon AUG 27 | Do's & Don't of the CRMLS Compliance Come learn about the most common pitfalls that could affect your pocketbook! Hundreds of agents are fined every year for making common errors in the input of data to the CRMLS. Become informed now and avoid the headaches later.This class will review the most common CRMLS & CARETS rule infractions and how to prevent them. It’s FREE to all members who are not in a violation status. All members registered must show up on time. Anyone who is registered and does not show up or is more than 5 minutes late will not be allowed entrance to the class. If this is a mandatory class for you and you are late fines will be due immediately; the $50 class fee is non-refundable. NO EXCEPTIONS. If this is not a mandatory class for you, the $50 fee does not apply to you.
| Location: SBAOR Hall Time: 10:00am-12:00pm Instructor: Stephanie Espinosa, Data Integrity Director Fee: $50.00
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Wed SEP 5 | The Real Estate Group (TRG) office meeting | Location: SBAOR Hall Time: 9:00am-11:00am
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Thu SEP 13 | 45hr License Renewal Program **You must come into the association to register and pick up your study materials**
This course offers a fun, stress free way to get all your credits. It’s very informative on all subjects. Course includes a review of all 45 hours of study material to prepare you for your exams. According to new DRE regulations, only 15 hours of testing will be done during the course and certificates will be handed out upon completion. Other 30 hours will be tested through our EASY AND FREE online testing system; the certificate will be mailed upon completion.No Pass No Pay, Guarantee! THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. To register, contact Ernie Alonzo at 310-326-3010 x 706.
STUDY MATERIALS MUST BE PICKED UP AT THE ASSOCIATION AT THE TIME OF YOUR REGISTRATION.
| Location: SBAOR Hall Time: 9:00am-12:00pm Instructor: Joel Carlson - received his real estate salesman's license in 1976 and obtained his broker's license in 1980. Joel has a lifetime credential to teach real estate at the community college level and has taught at the University of California, Irvine. His academic and teaching credentials include a B. A. from Chapman University in Orange, California, and the designations of GRI, CRE and DREI.
Fee: $85 members $119 non-members
|
Mon SEP 24 | Do's & Don't of the CRMLS Compliance Come learn about the most common pitfalls that could affect your pocketbook! Hundreds of agents are fined every year for making common errors in the input of data to the CRMLS. Become informed now and avoid the headaches later.This class will review the most common CRMLS & CARETS rule infractions and how to prevent them. It’s FREE to all members who are not in a violation status. All members registered must show up on time. Anyone who is registered and does not show up or is more than 5 minutes late will not be allowed entrance to the class. If this is a mandatory class for you and you are late fines will be due immediately; the $50 class fee is non-refundable. NO EXCEPTIONS. If this is not a mandatory class for you, the $50 fee does not apply to you.
| Location: SBAOR Hall Time: 10:00am-12:00pm Instructor: Stephanie Espinosa, Data Integrity Director Fee: $50.00
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Wed OCT 3 | The Real Estate Group (TRG) office meeting | Location: SBAOR Hall Time: 9:00am-11:00am
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Tue OCT 9 | Local Candidates Recommendation Committee | Location: SBAOR Board Room Time: 11:00am-12:00pm
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Mon OCT 29 | Do's & Don't of the CRMLS Compliance Come learn about the most common pitfalls that could affect your pocketbook! Hundreds of agents are fined every year for making common errors in the input of data to the CRMLS. Become informed now and avoid the headaches later.This class will review the most common CRMLS & CARETS rule infractions and how to prevent them. It’s FREE to all members who are not in a violation status. All members registered must show up on time. Anyone who is registered and does not show up or is more than 5 minutes late will not be allowed entrance to the class. If this is a mandatory class for you and you are late fines will be due immediately; the $50 class fee is non-refundable. NO EXCEPTIONS. If this is not a mandatory class for you, the $50 fee does not apply to you.
| Location: SBAOR Hall Time: 10:00am-12:00pm Instructor: Stephanie Espinosa, Data Integrity Director Fee: $50.00
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Wed NOV 7 | The Real Estate Group (TRG) office meeting | Location: SBAOR Hall Time: 9:00am-11:00am
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Fri NOV 9 | 45hr License Renewal Program **You must come into the association to register and pick up your study materials**
This course offers a fun, stress free way to get all your credits. It’s very informative on all subjects. Course includes a review of all 45 hours of study material to prepare you for your exams. According to new DRE regulations, only 15 hours of testing will be done during the course and certificates will be handed out upon completion. Other 30 hours will be tested through our EASY AND FREE online testing system; the certificate will be mailed upon completion.No Pass No Pay, Guarantee! THIS COURSE IS SUBJECT TO CANCELLATION AND CHANGE. To register, contact Ernie Alonzo at 310-326-3010 x 706.
STUDY MATERIALS MUST BE PICKED UP AT THE ASSOCIATION AT THE TIME OF YOUR REGISTRATION.
| Location: SBAOR Hall Time: 9:00am-12:00pm Instructor: Joel Carlson - received his real estate salesman's license in 1976 and obtained his broker's license in 1980. Joel has a lifetime credential to teach real estate at the community college level and has taught at the University of California, Irvine. His academic and teaching credentials include a B. A. from Chapman University in Orange, California, and the designations of GRI, CRE and DREI.
Fee: $85 members $119 non-members
|
Wed NOV 14 | Do's & Don't of the CRMLS Compliance Come learn about the most common pitfalls that could affect your pocketbook! Hundreds of agents are fined every year for making common errors in the input of data to the CRMLS. Become informed now and avoid the headaches later.This class will review the most common CRMLS & CARETS rule infractions and how to prevent them. It’s FREE to all members who are not in a violation status. All members registered must show up on time. Anyone who is registered and does not show up or is more than 5 minutes late will not be allowed entrance to the class. If this is a mandatory class for you and you are late fines will be due immediately; the $50 class fee is non-refundable. NO EXCEPTIONS. If this is not a mandatory class for you, the $50 fee does not apply to you.
| Location: SBAOR Hall Time: 10:00am-12:00pm Instructor: Stephanie Espinosa, Data Integrity Director Fee: $50.00
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Wed DEC 5 | The Real Estate Group (TRG) office meeting | Location: SBAOR Hall Time: 9:00am-11:00am
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Wed DEC 12 | Do's & Don't of the CRMLS Compliance Come learn about the most common pitfalls that could affect your pocketbook! Hundreds of agents are fined every year for making common errors in the input of data to the CRMLS. Become informed now and avoid the headaches later.This class will review the most common CRMLS & CARETS rule infractions and how to prevent them. It’s FREE to all members who are not in a violation status. All members registered must show up on time. Anyone who is registered and does not show up or is more than 5 minutes late will not be allowed entrance to the class. If this is a mandatory class for you and you are late fines will be due immediately; the $50 class fee is non-refundable. NO EXCEPTIONS. If this is not a mandatory class for you, the $50 fee does not apply to you.
| Location: SBAOR Hall Time: 10:00am-12:00pm Instructor: Stephanie Espinosa, Data Integrity Director Fee: $50.00
|