Fraud Prevention Update - DA Summer Stephan & Asst. Chief Victor Barr

Posted by Kevin McElroy on Sep 29, 2023 9:00:00 AM

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The PSAR Government Affairs Committee invites you to an address by DA Summer Stephan in which she will detail recent trends in Real Estate fraud in San Diego County. This is a unique opportunity to gain knowledge to help you and your clients avoid falling victim to fraud.

In today's real estate marketplace, awareness is key to protecting both professionals and their clients from the threat of fraud. Be a step ahead of real estate fraud and help ensure a safer, more secure real estate environment for all. Featured speakers are Summer Stephan, San Diego County District Attorney, and Victor Barr, Assistant Chief of Economic Crimes.  They will share their singular expertise and unique insights. 

Join us in the fight against real estate fraud and be part of the solution!

Friday | October 20th, 2023
2:00 P.M. to 3:30 P.M
Live in the South County Office
880 Canarios Ct., #100 Chula Vista, CA 91910

Register Here

REAL ESTATE FRAUD AS IT RELATES TO:

  • Local Real Estate fraud schemes - uncovering Real Estate scams in San Diego

  • Recognizing red flags - know how to identify keys to suspected fraudulent activity

  • From complaint to prosecution - the full legal process of fraud cases 

  • Proactive protection - best practices for Real Estate professionals and consumers

  • Assisting authorities - what can you do to protect consumers and assist the DA's office

 

Meet our guest speakers

DA Summer Stephan

District Attorney Summer Stephan is a national leader devoted to protecting children, seeking justice, and fighting exploitation. In 2018, she was elected the DA of San Diego County’s second-largest prosecutor's office and re-elected in 2022.

A career prosecutor, DA Stephan has tried over 100 major cases, pioneered the Sex Crimes and Human Trafficking Division, and expanded victim services as DA. Nationally she holds leadership roles focused on human trafficking, school safety, and innovative reforms. Among her numerous honors, in 2022 she was named one of the top 5 prosecutors in America for her integrity, community relations, and responsible innovations. With deep expertise and tireless advocacy, DA Stephan embodies ethical prosecution in service of justice.

 

Victor Barr Victor Barr has been an attorney for 32 years.  He began his legal career in general civil litigation here in San Diego in 1991. He joined the San Diego City Attorney’s Office as a prosecutor in 1999.  In 2006 he was hired as a Deputy District Attorney at the San Diego County District Attorney’s Office.  He performed a variety of assignments in that capacity. In 2013 he joined the Economic Crimes Division which includes several units including Complex Theft, Cyber Crime, Real Estate Fraud, Consumer Protection and Environmental Protection.  He served as the Assistant Chief of the Economic Crimes Division for several years before ascending to his current position as Chief of the Economic Crimes Division for the San Diego County District Attorney’s Office.

 

 

Topics: Education, Market Information, Industry

Fall Prosperity: Property Management Forum 2023

Posted by Kevin McElroy on Sep 27, 2023 9:00:00 AM

Property Management Update 2023
A must-attend event this fall to know the latest updates and trends in Property Management. 

Successful property managers stay ahead of the latest industry developments and are keen to deliver exceptional client service. In 2023, there are several emerging trends and best practices that open new opportunities to unlock value in the properties you oversee. Be proactive and help clients capitalize on changing market conditions, optimize operations, reduce costs, increase profitability, and enhance tenant experiences. 

Don't miss this opportunity to network, learn, and grow as a property manager in the balance of 2023 and you can carry that momentum into next year!

Tuesday | October 17th, 2023
11:00 A.M. to 12:00 P.M
Live in the South County Office
880 Canarios Ct., #100 Chula Vista, CA 91910

Register Here

The session will highlight the following topics relevant today:

  • Tenant Protection Ordinance (TPO) reminders 
  • How to deal with REALTOR® assistance in selling the homes you are managing
  • Latest legal updates and evictions in 2023
  • Errors and Omission Insurance and Agent Assistance
  • Navigating emotional support animal letters

__________________________________________________________

Meet the panelists:
Peter Carlseen - REALTOR®
Mark Scott - REALTOR®, Past President of CA Chapter of NARPM

Watch out for more speakers coming up!
______________________________

This forum is intended for the benefit of PSAR housing providers, members of the Southern California Rental Housing Association, and members of the National Association of Residential Property Managers.  We respect differences in opinions on any subject matter. Out of respect to our guest speakers and other participants, we reserve the right to remove anyone from the meeting who is disruptive.

Pacific Southwest Association of REALTORS

NATIONAL ASSOCIATION OF RESIDENTIAL PROPERTY MANAGERS              Southern California Rental Housing Association

 

Topics: Education

Make some Room - PSAR Free Shredding and Recycle Event

Posted by Kevin McElroy on Sep 18, 2023 8:45:00 AM

Tell your clients To Bring their Shredding & Recycling to
PSAR for FREE!

PSAR Shredding and Recycling Event

 it's easy to do the right thing while
you make some room

Wednesday | October 18th | 10:00 a.m. - 1:00 p.m.
Open to PSAR members and their clients

Bring your shredding to:
PSAR East Parking Lot
1150 Broadway, El Cajon, CA 92021

 This will be a Drive-up and Drop-off protocolPlease stay in the car until your vehicle is called up to the drop-off area.

Spread the word with these links:

Shredding and Recycle Event Flyer              Shredding and Recycle Event Social Image

HubSpot Video

ACCEPTED SHREDDING - 10 FILE/LEDGER BOXES MAXIMUM (per company or business)*

All Paper • File Folders • Hanging Files • Checkbooks • Magazines • Notepads • Envelopes

*For larger shredding needs, ProShred will offer a discount rate at Convoy location on the day of event.
Arrangements must be made in advance. There will be no exceptions at the event.


ACCEPTED ELECTRONICS

Computers | Televisions | Monitors | Hard Drives | Printers | Power Supplies | Telephones |
Mice | Cabling | Fax Machines | Stereos | Notebooks | Plasma-Screens | Speakers | Metal | DVD Players | Cell Phones | Cords & Wires

NOT ACCEPTED

X-Rays | Cans/Bottles | Food Wrappers | Thick Metal | Printer Cartridges | Corrugated
Cardboard | Non-Recyclable Materials | Plastic | Kitchen Appliances | Light Bulbs


Thank you to our April Shredding Sponsors

 ProShred Security San Diego                psarlogo_50                Computers 2 Kids      

 

Farmer InsuranceBob Hillard

Fran Avendano with Mr Mortgage Corp Marcco Flood Restoration
Frank Avendano Marco Calderon
Aftermath Exterminating Inc02 (1)Raymundo Gill Old Republic Home Protection
Mona Cimental
   
Marina Vista Escrow 2022 360 Home Inspections
Jaymee Torres Mark Pollard

                                         

_____________________

PSAR's mission is to empower real estate professionals.

Since 1928, the Pacific Southwest Association of REALTORS® has played a significant role in shaping the history, growth & development of the Real Estate industry in San Diego County.

 

Topics: Education

Real Estate Mastery with Bryan Yarbor's Exclusive Mastermind Series!

Posted by Kevin McElroy on Sep 14, 2023 9:00:00 AM

Personal Training with Bryan YarborAwaken the Expert for an immersive mastermind experience and learn techniques used by industry leaders at the top of their game. This is not an ordinary training program - it's a transformative journey where discover how to unlock your true potential.

Model your success from the top producers in the industry and succeed in TODAY’s Real Estate Market!

These mastermind sessions go beyond surface-level learning. Leave behind conventional training and step into an experience designed to create breakthrough growth. Bryan Yarbor's Mastermind Programming brings together 40 years of proven Real Estate success. Build unstoppable confidence, skyrocket productivity, and gain the clarity to make your biggest vision a reality.

Don't wait for someone to give you permission to succeed on your own terms. Join our mastermind and invest in yourself at this pivotal moment. Discover what you're truly capable of and watch your life transform in ways you never thought possible. The expertise you seek is already within you - now it's time to awaken it!

This is a three-class series, but you have the option to take each class individually if you prefer.  The classes are offered on consecutive Wednesdays in our East County Office. 

Register now while seats remain for this exclusive Mastermind Series!

REGISTER FOR ALL THREE CLASSES IN THE SERIES

Wednesday, October 4th, 11th, and 18th
All classes will be in our East office

Register Here for All Classes!

or Register for an individual class below

 Wednesday | October 4th
1:00 PM - 2:30 PM
$39 for the 1st Session
Register now!

Top Producer Blueprint

Proven techniques for long-term success. Gain marketing secrets, opportunity conversion tactics, and top producer strategies from expert pros

 Wednesday | October 11th
1:00 PM - 3:00 PM
 2nd Session
Register now!

Turning Prospects into Profits

Master lead conversion and shine during client interactions with our consultation and communication class. Learn to convert leads into appointments, ace buyer/seller meetings, and collaborate smoothly

 Wednesday | October 18th
1:00 PM - 3:00 PM
3rd Session
Register now!

From Folio to Escrow 

Take your transactions to the next level by sharpening your negotiation abilities and your ability to leverage documents. Get coaching on negotiations, compliance, CAR forms, and referrals from transaction pros



Bryan Yarbor

Meet the Leader: 

Bryan Yarbor is a seasoned real estate guru with an impressive track record of over 35 years selling homes throughout Southern California. His career took off at a young age, propelling him to the top as a highly successful producer and a residential agent dealing in multimillion-dollar properties. His consistent excellence in the field has earned him prestigious accolades, including the Chairman's Circle and recognition as one of California's Top 100 Agents.

With his experience in luxury homes, residential transactions, and commercial brokerage, Bryan provides invaluable insights into the dynamic Southern California real estate market. He specializes in equipping agents with the strategies needed to thrive in this fast-paced industry.

Bryan's captivating speaking style has made him a highly sought-after presenter. He takes great pleasure in sharing the lessons he has gained over the years, enabling new professionals to avoid common pitfalls. When he's not leading his bustling brokerage, Bryan generously volunteers his time to train and uplift up-and-coming agents.

 

Topics: Education

Maximize Returns and Reduce Tax Liabilities

Posted by Kevin McElroy on Sep 13, 2023 9:00:00 AM

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Knowledge of tax benefits, and the efficient expense-tracking practices that validate your deductions, are essential for maximizing your returns while minimizing payments. 

Seats are limited, so be sure to register soon!
Wednesday, September 27th
11:30 AM - 1:00 PM
zoom Logo

Register here

Real estate professionals face unique tax challenges due to the nature of the industry. Understanding the tax benefits available and implementing efficient expense-tracking methods can maximize returns and reduce tax liabilities. 

Join Mike White (PSAR Technology Chair) and Tax Preparation Specialist Amanda Bettencourt as they discuss the following:

  • The latest tax deductions for Real Estate professionals
  • Accurately tracking mileage for real estate-related travel
  • Recordkeeping with software to organize expenses
  • Using escrow and title fees to offset tax liability
  • How the new tax law affects REALTORS®
  • How to leverage taxes for your benefit

Stay compliant and effectively use tax benefits to help sustain your business success. Make tax time stress-free and financially fruitful.

Amanda Bettencourt


Meet the Speaker: 
Amanda Bettencourt is a tax preparation specialist who joined her family's accounting practice in 2006. Leveraging her background in counseling psychology, Amanda has a keen ability to guide clients through financial stressors.

She stays up-to-date annually on the latest tax laws and regulations as a California Tax Education Council (CTEC) certified tax preparer. Amanda also holds deep expertise in small business incorporation filings and compliance.

After earning her Master of Science in Counseling Psychology from National University in 2006, Amanda obtained a Bachelor's in Gerontology from San Diego State in 2004.

With nearly 15 years of tax preparation experience under her belt, Amanda offers both the technical skills and interpersonal tact needed to optimize financial outcomes for clients. She specializes in minimizing liability through maximizing deductions for real estate investors and small business owners.

Amanda finds great fulfillment in empowering clients to overcome the complexities of taxes and make smart financial moves. Outside of tax season, she enjoys giving back by volunteering as a youth mentor.

Email education@psar.org Or Call: 619-421-7811 for more information


PSAR's Mission is to empower Real Estate Professionals

Since 1928, the Pacific Southwest Association of REALTORS® has played a significant role in shaping the history, growth and development of the Real Estate industry in San Diego County.

Topics: Education

Use zipForm® more efficiently! Receive In-PERSON Instruction

Posted by Kevin McElroy on Sep 11, 2023 8:00:00 AM

You use zipForm® every day, but do you take advantage of all the features
that can make your transaction life easier?

Use zipForm® more efficiently! Receive Hands-on Instruction
  This hands-on class is a must for agents who are new to zipForm® as well as those with experience. Don't pass up this unique opportunity!

Be sure to bring your laptop!   Learn how to create templates and increase your proficiency by using the advanced tips you will learn in this class.

_________________________________

Thursday, September 28th
10:30 am - 11:30 am

Live in the South County Office
880 Canarios Ct., #100 Chula Vista, CA 91910
Register Here

By harnessing the power of zipForm®, you can shift your focus from tedious paperwork to delivering exceptional sales and services for your clients. Say goodbye to administrative headaches and hello to seamless transactions that give you more time to excel at selling, finding listings, and closing deals. Don't miss out on transforming zipForm® Plus into your ultimate real estate productivity tool!

Instructor Jan Farley will cover the following features and techniques:

  1. Be Efficient - Unlock the full potential of zipForm® Plus to complete contracts and manage transactions better.
  2. Eliminate Mistakes - Practice on the updated interface and new tools designed to save time and avoid errors.
  3. Discover the power of zipForm® Plus - Transform zipForm Plus into your ultimate real estate productivity tool and excel in your transactions.
  4. Learn the new forms editor - Navigate with ease.
  5. And much more! We’ll include an extended Q&A for your specific scenarios.
Jan Farley - zipForm Trainer

Instructor:

Jan Farley 
Broker & CAR Director                                     
ZipForm and Glide Certified Trainer
Professional Standards Committee Member
Pacific Southwest Association of Realtors
2018 President Pacific Southwest Association of Realtors

 

___________________________________

PSAR's mission is to empower real estate professionals.

Since 1928, the Pacific Southwest Association of REALTORS® has played a significant role in the history, growth & development of the Real Estate industry in San Diego County.

Topics: Education

Join the Broker Breakfast this October 4th

Posted by Kevin McElroy on Sep 6, 2023 10:00:00 AM

Broker Breakfast on October 4thStart the day with breakfast while networking with fellow brokers, owners, and office managers. "Ask the DRE" with Supervising Special Investigator II, Veronica Kilpatrick.

Acquire a clear understanding and valuable insights into the up-to-date policies, requirements, and changes from the DRE that have a direct impact on the success of your real estate business.

Register Here for October 4th
(Limited to Brokers and Office Managers)
$10 to RSVP
Riverwalk Golf Club
9:00 am - 9:15 am : Networking/Breakfast
9:15 am - 10:30 am : Speakers/Discussion

1150 Fashion Valley Rd, San Diego, CA 92108, USA
If you need help registering, call our Support at 619-579-0333.

Brokers Nikki Coppa, Rick Hagen, & Jason Lopez will join guest speaker DRE Supervising Special Investigator II, Veronica Kilpatrick

If there are topics that you feel are important to cover or if you are seeing issues in the field, email ceo@psar.org with your thoughts.

Guest Speaker:

Veronica KilpatrickVeronica Kilpatrick

With over 15 years of public service, Veronica Kilpatrick has established herself as a leader in consumer protection and real estate regulation in California. She currently serves as the San Diego Enforcement District Manager for the California Department of Real Estate, overseeing a large portfolio of enforcement cases and regulatory compliance.

Veronica first joined the Department of Real Estate in 2007 as a Senior Deputy Commissioner, serving as a lead investigator and assisting with special projects like the Consumer Advocate Program. Her accomplishments led to her promotion to Managing Deputy Commissioner II in 2009. In this role, Veronica supervised specialized units handling translation services, non-English complaints, and sensitive legislative inquiries.

In 2012, Veronica was appointed to her current position leading the San Diego District Office. Under her leadership, the office has implemented metrics-driven systems to advance efficiency and efficacy. She has spearheaded extensive collaboration with law enforcement agencies to combat real estate fraud.

Prior to her public service career, Veronica gained sales and management experience as a Licensed Realtor and Director of Sales and Office Manager for a technology company.

Veronica holds a Master of Public Administration from the University of Southern California. She graduated with honors from UCLA with a B.A. in Political Science.

A sought-after speaker and subject matter expert, Veronica is deeply passionate about training and education for consumers. She actively gives back by volunteering as a youth mentor.

 

Topics: Education, Brokers/Managers, Leadership

Conflict Resolution with Fred Pfister (Deposit & Liquidated Damages)

Posted by Kevin McElroy on Sep 5, 2023 10:00:00 AM

Protect your hard-earned commissions from being tied up or lost in the midst of deposit disputes.

Conflict Resolution with Fred Pfister (Deposit & Liquidated Damages Decoded)

Tuesday | September 19th
10:00 AM - 11:00 AM 

PSAR South Center
880 Canarios Ct STE 100, Chula Vista, CA 91910
Free to PSAR Members

Register

In the competitive world of real estate, establishing and maintaining strong client relationships is crucial for success. As a professional in the industry, it is essential to have the knowledge and skills to effectively handle dispute issues that may arise during transactions. 

Attorney Fred Pfister, a real estate law specialist, will provide invaluable insights and strategies to navigate and resolve disputes in a way that enhances your professional worth. Attend this session to avert chaotic conflicts and ensure your success in the industry. Don't miss this opportunity to become a trusted expert. Register today!

Topics Covered:

  • Learn the most common triggers for disputes and how to avoid them through proactive measures. Avoid messy conflicts before they happen.

  • Gain understanding of key legal concepts like liquidated damages and cancellation rights that are crucial for resolving disputes.

  • Discover constructive dispute resolution methods like negotiation and mediation that serve your client's interests.

  • Get insider tips and best practices for representing your clients while mitigating risks and protecting your reputation.

  • Leave the session feeling empowered and self-assured in your capacity to gracefully navigate these delicate scenarios.

 

Topics: Education

Take your Real Estate Business International

Posted by Kevin McElroy on Aug 29, 2023 7:00:00 AM

Take Your Real Estate Business Internationally

This new tool makes it easier than ever to start doing business abroad.

Tuesday | September 26th
1:00 PM - 3:00 PM
Chula Vista Conference Room

     Register Here     

Free for PSAR Members

Award- winning chef

Discover the world of business abroad with Omni MLS & The Global Council. This exclusive presentation will unlock endless possibilities beyond the borders of the United States, allowing you to tap into new markets and expand your horizons. Don't miss out on this remarkable opportunity!

  • Extensive overview of Omni MLS
  • Search for properties outside of the United States
  • Post properties you own from Outside of the United States
  • Have your Question Ready for Q&A, after the meeting

Plus!  Enjoy Paella from an award-winning chef.   

Ross Buck

Ross Buck

Introducing Ross Buck, an accomplished executive with a passion for bringing transparency to the real estate industry. With an impressive track record spanning over 30 years in both the United States and Mexico, Ross has gained invaluable experience working with renowned Fortune 500 companies. Notably, he has also served as the president of AMPI Rosarito, a testament to his exceptional expertise and leadership in the field. Currently, Ross holds the esteemed position of General Director at OMNI MLS, where his primary objective is to foster connections between the real estate industries in the US and the rest of the world.

Thank you to our sponsor

La Revista Binacional

Michelle Hickin with LiveSmart Escrow

lleana Vega with Synergy One Lending

Sam Calvano Home Loans

Sponsors_230926_Global Event Ric-1

AREAA Global

Logo_GREC-2              OMNI MLS              PSAR LOGO FOR FACEBOOK________________________________________________

PSAR's Mission is to empower Real Estate Professionals

Since 1928, the Pacific Southwest Association of REALTORS® has played a significant role in shaping the history, growth and development of the Real Estate industry in San Diego County.

 

Topics: Announcements, Events

Grow Your Business with CRMLS Classes

Posted by Kevin McElroy on Aug 28, 2023 12:00:00 PM

CRMLS Live Zoom Classes (2023)
CRMLS has put together classrooms on Zoom to help teach some of the free tools our members have access to as part of PSAR. These are small class sizes that are scheduled for PSAR Members. Becoming proficient with these tools can help you build your business.

September 11th | 1:00 p.m.

Register

Access Accurate Tax and Public Record Data with CRS Tax

The MLS Tax Suite powered by CRS Data, a.k.a. CRS Tax, puts accurate tax and public record data at your fingertips. Search properties throughout California for their sales history, tax, mortgage data, and more of the information vital for pricing, comparables, and more. This beginner’s course will teach you about:

  • 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

September 18th | 1:00 p.m.

Register

Boost Sales With Accurate and Engaging Listings in Paragon

Listing in CRMLS Paragon is critical to your professional success. Accurate and engaging listings will not only boost your sales but also avoid common citations. Learn basic and advanced tips for listing input, modification, and maintenance, plus improve your knowledge of the CRMLS Rules and Policies. This course is designed for beginner and experienced users.

This course will cover:

  • Using CRS Tax autofill to enter and maintain listings
  • Creating an Open House
  • How to enter Registered Listings
  • Coming Soon listings
  • Reverse Prospecting: See searches where your listing appeared
  • Best compliance practices and insights

September 25th | 1:00 p.m.

Register

Cut Down on All Lengthy Paperwork Hassle with Glide

Cut down on the hassle of lengthy paperwork exchanges with Glide: the fast, simple, and safe way to manage transactions. Glide enables you to create, manage, track, negotiate, and sign all transaction documents while conveniently syncing key dates to your calendar. 

Topics include:

  • The offer-making process for buyer agents
  • The offer management process for listing agents
  • An overview of Glide’s disclosure forms workflow
  • How to use no-cost eSignatures with Glide Signatures
  • The ins and outs of the Glide iOS app, and more

Register for CRMLS Webinars Here

________________________________________________

PSAR's Mission is to empower Real Estate Professionals

Since 1928, the Pacific Southwest Association of REALTORS® has played a significant role in shaping the history, growth, and development of the Real Estate industry in San Diego County.

Topics: Education