JCal Pro Calendar

Paragon: Creating a CMA
2024-05-06 09:00 - 10:00 (America/Los_Angeles)
A Comparative Market Analysis (CMA) is the expert way to present market data to your clients. Learning how to create CMAs from Paragon will not only impress clients but will provide great references about the latest market trends to better assist your real estate business.

Topics include:

- Creating, saving, and modifying CMA presentations in Paragon

- How to use Map Search to find comparables

- Setting up your CMA preferences

- …and more.

REALTORS Roadmap to Mortgages-Part 1
2024-05-09 10:00 - 11:00
Part 1
Fundamentals of the Home Loan Process & the 3 Loan Silos

Learn:
Current “working” knowledge of the home loan process. This includes the application process, processing, underwriting, and funding. REALTORS® will learn the fundamentals of the loan journey to be able to speak intelligently with Home Buyers to set realistic expectations.

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

Instructor:

Jeffrey Scott

Members: $10

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

Paragon: CRS Tax
2024-05-13 09:00 - 10:00
The MLS Tax Suite powered by CRS Data (https://go.crmls.org/solutions/crs-tax/), a.k.a. CRS Tax, puts accurate tax and public record data for properties throughout California at your fingertips. This course is an intro to accessing sales history, tax, mortgage data, and more vital real estate information.

Topics include:

- Profile setup and personalized branding in CRS Tax

- Creating basic, map, and default searches

- Searching for and farming foreclosure information

- Generating CMAs with just a few clicks

- …and more.

RLA - Residential Listing Agreement
2024-05-13 10:00 - 11:00
Learn About the Upcoming Changes to the RLA!

Understanding how to correctly complete a Residential Listing Agreement is crucial for you, the real estate professional, to effectively serve your clients, particularly sellers.

By completing the Residential Listing Agreement accurately and thoroughly, you can demonstrate your professionalism and commitment to serving your client's best interests, ultimately facilitating successful transactions and satisfying buyers and sellers.

Instructor: Nancy Layne

This Will Not Be Recorded

Members: FREE

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

How to Navigate Compensation Conversations with Compliance and Integrity
2024-05-15 13:00 - 15:00
Join us for this Dynamic in-person event at the San Diego Oasis, Torrey Pine Assembly Hall, 17170 Bernardo Center Dr., San Diego 92128

Let's face it, the real estate industry is in the midst of a transformation, and it's high time for agents to evolve and adapt. This industry finds itself in an ongoing battle, primarily rooted in the lack of transparency surrounding compensation. It's imperative that we change and adapt to better serve our clients at an elevated level.

Key Takeaways:

- Learn how to properly explain compensation and how you are paid whether you are speaking to a seller or buyer.

- Master the art of communicating compensation details in an ethical and compliant way while fostering transparent and trustworthy client relationships.

- Gain insight into the profound impact of 'commission decoupling' on our real estate practices.

- Understand the benefit and importance of buyer representation agreements and how to implement them effectively in your business.

- Learn how to navigate the complex compliance landscape of the real estate industry with confidence.

Presenter: Barb Betts

Join Barb in this truly transformative keynote experience, where you'll not only gain practical strategies but also the inspiration to implement them immediately. These strategies will empower you to initiate transparent conversations about compensation, whether you're representing a buyer or seller. Additionally, you'll understand the benefit and importance of buyer representation agreements and how to implement them effectively in your business. Discover how to navigate these discussions with ethics at the forefront, ensuring compliance while always placing your clients' best interests front and center. It's time to revolutionize your approach and thrive in this ever-changing real estate landscape!

Members: $25

All Others (Outside of NSDCR): $40 (To register, This email address is being protected from spambots. You need JavaScript enabled to view it. - This email address is being protected from spambots. You need JavaScript enabled to view it.)

Registration: 12:30pm - 1:00pm

Program: 1:00pm - 3:00pm

Deadline to Register: 5:00pm, May 14, 2024

At the Door: $55

Broker Boot Camp: Starting Your Own Brokerage-Zoom
2024-05-16 10:00 - 12:00
Learn how to start your Real Estate Brokerage and find out if it is the right fit for you.

Having a clear plan is essential for your success. This webinar will help you map out the specifics of your business and discover some unknowns. A few important topics to consider are:

- What you need to know to start a brokerage

- Steps to setting up a brokerage

- Responsibilities of a Broker of Record

- DBA's

- Insurance

- AND More...

Presenters: Melissa “Mel” Engle & Elizabeth “Liz” Baker, White & Bright, LLP

Members: $20

All Others (Outside of NSDCR): $39 (To register, This email address is being protected from spambots. You need JavaScript enabled to view it..com

REALTORS Roadmap to Mortgages-Part 2
2024-05-16 13:00 - 14:00
Part 2
Fundamentals of the Home Loan Process & the 3 Loan Silos

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

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

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

Instructor: Jeffrey Scott

Members: $10

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

Live - Paragon: Searching 101, Collaboration Center & SavvyCard
2024-05-20 09:00 - 12:00
Location: REALTOR® Hub, 1903 Wright Pl., #120, Carlsbad CA 92008

Topics Covered:

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

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

- Setting up automatic notifications and invites for your clients

- Customizing your Preferences and About Me pages

- Using Paragon Connect on the go

- Viewing your contacts’ saved searches, comments, and Favorite and Rejected properties

- …and more.

SavvtCard - Strengthen your online presence with SavvyCard (https://go.crmls.org/savvycard/)’s online marketing. With personalized “SavvyCards” for you and your properties, you can generate leads and expand your network with the push of a button.

- Real-time referral notifications (with contact info)

- Standalone websites for every property listing

- Personally-branded electronic business cards

- Easy marketability on social media platforms

- …and more.

Fair Housing Fundamentals Training
2024-05-21 09:30 - 12:30
Join us at the Carlsbad by the Sea Hotel, 850 Palomar Airport Rd., Carlsbad 92011

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

Some of the key issues covered:

- Origins of fair housing laws

- Federal, state, and local protected classes

- Enforcement of fair housing laws

- Disability; it's definition, the process of handling requests such as assistance animals and parking

- Hoarding and mental disabilities

- Marketing and leasing process; resident selection; establishing rental criteria and community policies; Termination of tenancy

- AND, many other practical day-to-day applications of fair housing in California

Instructor: Tracey Merrell

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

Members: $10

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

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

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