Join us at 1903 Wright Pl., #120, Carlsbad, CA, 92008

Agent Essentials: Whether you’re just beginning your career, restarting it, or you’re looking to expand your expertise in CRMLS Matrix, this course has the foundational skills you need to succeed in real estate.

Topics include:

• Search techniques
• Printing and emailing listings
• Setting up client information in CRMLS Matrix
• …and much more

CRMLS Marketing Solutions: This course covers some of the marketing tools CRMLS has to offer. With these products, you can boost your brand and increase your listings’ reach. 

Topics include:

• Cloud CMA
• REALTORS Property Resource (RPR)
• Down Payment Resource
• ListReports
• RatePlug
• …and more.

Cubi-Casa: Floor plans are one of the most requested listing features, and CRMLS core product CubiCasa makes generating one easy. All it takes to get a custom floor plan is a few minutes and your smart phone.

Topics include:

• Installing the CubiCasa app and account set-up
• Best practices for scanning
• Floor plan options
• Reviewing and managing orders
• An overview of the CubiCasa site and app features
• …and more.

Federal oversight of real estate transactions is expanding, and REALTORS® need to be prepared. The Financial Crimes Enforcement Network (FinCEN) has finalized new reporting requirements that will impact residential real estate transactions nationwide, with an effective date of March 1, 2026.

This webinar is designed to help REALTORS® understand what’s coming, who is affected, and how these new regulations may impact transactions already in the pipeline. With increased scrutiny on cash purchases, beneficial ownership, and anti–money laundering efforts, early awareness is critical to protecting your business and your clients.

Don’t wait until a transaction triggers a reporting requirement; learn what to watch for and how to stay compliant before the rules take effect.

Key Takeaways:

• What FinCEN is and why real estate is under increased scrutiny
• What changes on March 1, 2026, and which transactions may be affected
• Red flags that may indicate reportable activity
• How to reduce risk and protect your license

Presented By

Jesse Lipscomb, Roadmap Tax Services, Inc.

Members: $15

All Others (Outside of NSDCR): $25 (To register, This email address is being protected from spambots. You need JavaScript enabled to view it. - This email address is being protected from spambots. You need JavaScript enabled to view it.)

 1031 Tax Exchanges Should Not Be A Mystery

Learn the ins and outs of a 1031 Tax Exchange & Delaware Statutory Trust (DST):

• Learn about Forward, Reverse, Improvement and Zero Equity 1031 Exchanges
• Learn how to safeguard funds while held with a Qualified Intermediary
• Can you do a partial 1031 Exchange?
• How long must you hold property to qualify for 1031 Exchange treatment?
• How does a DST work?
• What is the minimum investment for a DST
• What are the risks of a 1031 exchange DST?
• Who does DST benefit the most?
• AND...So Much More

Presenter: William L. Exeter, Chief Executive Officer, Exeter 1031 Exchange Services, LLC.

Members: $15

All Others  (Outside of NSDCR): $25 (To register, This email address is being protected from spambots. You need JavaScript enabled to view it. - This email address is being protected from spambots. You need JavaScript enabled to view it.)