ZipForms Workflows That Wow: Steps to Organized Transactions

Posted by Kevin McElroy on Feb 27, 2024 10:00:00 AM

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Whether you are a seasoned zipForms user or new to their use, this training is your gateway to working smarter and providing optimum service to your clients.

As part of your REALTOR® member benefit, this training is available at no additional cost! 

Real estate professionals need the right tools to efficiently manage the transactions that are critical to client and personal success. This one-hour live online training will equip REALTORS® with the skills and insights to revolutionize workflow and client interactions.

Secure your spot now and learn how to let zipForms handle the heavy lifting, allowing you to focus on what truly matters - building relationships and closing deals!

Wednesday | March 13th, 2024
11:00 AM to 12:00 PM
Live via Zoom
zoom Logo

          Register          

Here is what the session will cover: 

  • Digital Signatures: Go paperless and simplify signatures using zipForm's eSignature capabilities.
  • Form Editor: Easily create custom, professional forms within zipForm.
  • zipCommunity & Sharing: Securely collaborate and share forms with clients and agents.
  • Templates: Save time by setting up and reusing custom templates.
  • Checklists & Tasks: Stay organized with automated reminders for each transaction.
  • Logging Emails: Keep client communications organized in one place.
  • Q&A: Get expert answers to your zipForm questions.

Ed_10_24_19_SquareMeet the Speaker: 
Edward Charboneau is the REALTOR® Training and Transaction Manager at the California Association of REALTORS® and has been for the last 6 years. Ed is involved in zipForm® Plus product support, outreach, and education for REALTORS®. Ed is also running the Inspector Certification Program for C.A.R. Ed has been working in Real Estate for 15 years and has done everything from Website development for brokerages to real estate appraisals.

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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

tax hacks: how to scale your income

Posted by Kevin McElroy on Feb 23, 2024 11:43:01 AM

Tax Hacks

Take control of your financial future! Discover expert strategies to protect, mitigate, and build your income in this special tax hacks class.

The real estate industry affords great potential for financial success, but achieving sustained income growth requires careful planning and shrewd strategic decisions. 

Join Certified Tax Advisor and REALTOR®, Marcos Guevara, as he delves into the key strategies of scaling income as a REALTOR®. Valuable insights and expert guidance will be delivered that will empower real estate professionals to make informed decisions for long-term financial success. 

Wednesday | March 6th, 2024
11:00 AM to 12:00 PM

Live in the South County Office
880 Canarios Ct., Chula Vista, CA 91910

Register

Here is a glimpse of what will be imparted in this class: 

  • Maximized Income: Selecting the optimal business structure is crucial. Know how to create significant tax savings and legal protections.
  • Expert Guidance: Gain insights from tax experts with access to world-class tax strategies.
  • Strategic Planning: Discover practical tips to strategically plan your finances, allocate commissions effectively, and make informed decisions for long-term financial success.
  • Legal Compliance: Understand the importance of administrative discipline to ensure compliance with tax laws and pave the way for future growth.

 

Marcos Guevara

Meet the Speaker: 

Marcos Guevara is a Tax and Real Estate Advisor with over 5 years of experience at HomEstate Solutions. He is also an Insurance Consultant.

Marcos studied Business Management and Accounting at California College San Diego where he obtained his Associate's Degree. He holds an active Main Street Certified Tax Advisor (MSCTA) credential and previously held an Accident and Health Agent license in California.

With his diverse tax, real estate, insurance, hospitality, human resource, and business management experience, Marcos brings a well-rounded perspective to his work. He has demonstrated leadership, innovation, and an ongoing commitment to continuing his education in this field.

 

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

Need to complete your Ethics Requirement?

Posted by Kevin McElroy on Feb 22, 2024 7:00:00 AM

Code of Ethics

For REALTORS to maintain access to all REALTORS® services, periodic Code of Ethics certification is required  by the National Association of Realtors (NAR) 

Take note of this date: January 1, 2022.

If you have not re-certified for Code of Ethics on or after that date, you are not in compliance.

You must complete your COE training and certification before December 31, 2024.

Check Code of Ethics Status Here

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The NAR Code of Ethics Online Certification class* is FREE  and available any time

Just click this link:

NAR Code of Ethics

OR

Attend a FREE live PSAR Code of Ethics class, held once a month at PSAR Offices
(Training session runs from 8:00 AM to 12:00 PM)

Date Location Registration
March 8, 2024 PSAR Central Office Register
April 9, 2024 PSAR East Office Register
May 10, 2024 PSAR South Office Register
June 14, 2024 PSAR Central Office Register
July 9, 2024 PSAR East Office Register
August 9, 2024 PSAR South Office Register
September 13, 2024 PSAR Central Office Register
October 8, 2024 PSAR East Office Register
November 8, 2024 PSAR South Office Register
December 13, 2024 PSAR Central Office Register

Don't procrastinate on this essential REALTORS® class. Complete your Ethics requirements quickly!

_________________________________________________________________

Unsure if you have completed the requirement? Email education@psar.org and, the PSAR staff will verify your status.

Want more information about the NAR Ethics Traning Requirements? Click here.

If you have completed the ethics requirement via another method from NAR online or PSAR live sessions, please  email proof of completion to education@psar.org. You must include your name, NRDS ID#, and date completed.

Eligibility Note: Neither age nor honorary membership provides an exemption from COE certification. Periodic training and certification is a National Association of Realtors requirement for all active members.  Only REALTOR® Emeritus members are exempt.

*This course does not qualify for continuing education (CE) credits for license renewals.

Topics: Education

C.A.R. 2024 Housing Market Update

Posted by Kevin McElroy on Feb 5, 2024 1:00:00 PM

Be your clients' go-to professional on current housing market data for 2024!
CAR Market Update with Jordan Levine


Take advantage of an insider's view of the future of the housing market by attending the 2024 Housing Market Update. This high-value session is led by Jordan Levine, the Vice President and Chief Economist at the California Association of REALTORS® (C.A.R.).

The latest trends and forecasts will be presented, enhancing your understanding of the impact of legislative and governmental policies on the real estate industry. Mr. Levine has unparalleled expertise in housing market research, and economic analysis, and has a deep commitment to advancing homeownership for all.  Attendees will walk away with the knowledge and insight to effectively navigate the real estate market now and into the future! 

Thursday, February 29th

11:45 Enjoy Jersey Mike's Subs

12:00 PM to 1:30 PM Program

Live in the South County Office
880 Canarios Ct., Chula Vista, CA 91910

Member Registration           Non-member Registration

Members: $10 today, $20 Wednesday after Noon.   
Non-members: $15 today, $25 Wednesday after Noon.

 

Jordan will address the following:

  • 2024 Interest Rates Outlook: Projections and Impacts 
  • Buyer Demand
  • Housing Supply
  • Home Sales
  • Home Prices

Jordan Levine

About the speaker:

Jordan Levine has a Bachelor's degree in Economics from the University of California, Santa Barbara, and a Master’s degree with Merit in International Economics from the University of Sussex. Prior to joining C.A.R., Jordan worked in consulting as an economist and director of economic research.  In that capcity he oversaw all research on, and economic analysis of, California’s economy and housing market. He regularly addresses trade groups, public officials, businesses, and the media.

_______________________________________

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

How to Navigate the Legal Maze of Property Management

Posted by Kevin McElroy on Feb 5, 2024 7:00:00 AM

Register Here

Property Management Update

Constantly changing regulations and compliance demands in the property management business requires ongoing attention to the legal ramifications of these changes.

At our upcoming forum, "Navigate the Legal Maze of Property Management." key issues affecting the responsibilities and potential liabilities in property management will be imparted. Peer group interaction and strategy-sharing will also be a part of this dynamic event.

Secure your spot now at this essential forum to ensure that you stay ahead of the changes that will impact your property management business operations and legal standing.

Register Here

Wednesday | February 28th, 2024
1:30 PM to 3:30 PM
Live in the South County Office
880 Canarios Ct., Chula Vista, CA 91910
Light Snacks will be provided by our class sponsor

Topics of Interest for This Meeting:

  • Expanded balcony inspection mandates
  • New lead paint disturbance rules
  • Strict no-fault eviction guidelines
  • Vacation rental fee transparency requirements
  • Heightened security deposit caps

Meet the panelists:

Peter Carlseen - Broker

Olivia Galvez - Director & Advisor, Southern California Rental Housing Association

Mark Scott - Broker, Past President of PSAR & CA Chapter of NARPM

Eric Sutton - Warwick & Sutton Properties

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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.

 

Event Sponsor:

blogbanner_Bob_Farmers-1Knowledgeable Property Insurance Professional

________________________________________Pacific Southwest Association of REALTORS

NATIONAL ASSOCIATION OF RESIDENTIAL PROPERTY MANAGERS              Southern California Rental Housing Association

SDCRHA Provides a Robust Library of PM Forms Designed for the San Diego Area

Local Rental Forms

 

 

Topics: Education

Ensure Timely Escrow Completion by preventing Closing Delays

Posted by Kevin McElroy on Jan 26, 2024 7:00:00 AM

Ensure Timely Escrow Completion by preventing Closing Delays

The Best Strategies for Ensuring Rapid Real Estate Commission Payments!

Discover key strategies and essential practices to fast-track the payment process of post-escrow commission checks.  REALTORS® receives expert guidance in circumventing typical obstacles and the tools for adeptly avoiding potential delays.

(CANCELED)
Unfortunately, this class has had to be canceled

Wednesday | February 21st, 2024
11:00 AM - 12:30 PM
Live in the East Service Center

1150 Broadway, El Cajon, CA 92021

Topics:

  • Safeguard income and enhance financial efficiency
  • Ensure client satisfaction
  • How to make sure commissions are delivered on time
  • Elevate your Real Estate game to new heights

 

Lupe SotoLupe Soto, a distinguished figure in real estate, has garnered multiple accolades, including winning Realtor of the Year twice, Manager of the Year thrice, and earning the Board Instructor Award and Service Award. Recognized by CAR as a leading Latina businesswoman, she also dedicates time to volunteering.

Academic Credentials: M.S., Science of Education, University of Southern California, B.A., University of Southern California, Magna Cum Laude
Professional Contributions: Vice Chair, C.A.R. Standard Forms Advisory Committee, Member, Consumer Protection, Membership, Multiple Listing Service, and Educational Services Committees, Regional Representative for Education, Residential Education Sub-Committee"

______________________________________

PSAR's mission is to empower Realtors.

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

staying out of Court with Robert Brand

Posted by Kevin McElroy on Jan 24, 2024 7:00:00 AM

Robert Brand is returning for 2024!Staying Out of Court with Robert Brand

Attend this program, led by Robert Brand, to learn essential strategies for avoiding legal issues in real estate. Whether you are experienced or new to the industry, this session provides valuable insights for all.

Gain critical knowledge on circumventing courtroom challenges. Beneficial for both past attendees of 'Staying Out of Court' and first-time participants, the class delivers crucial tips for protecting real estate endeavors.

Going beyond teaching basic information, this class equips attendees with the skills to identify and avoid legal pitfalls. 

Wednesday, February 7, 2024
11:00 a.m. - 12:00 p.m.
via  zoom Logo

Register now!

Robert will cover the following:

⚖️🌊 Protecting against lawsuits during a changing market - a review of how shifting markets can increase risks like misrepresentation, with an outline of best practices for mitigating those risks.

📝✅The most effective AVID strategies to reduce litigation potential - an explanation of the key principles in avoiding, informing, and documenting to reduce liability in real estate transactions. 

🏡👨‍💻How to decrease liability when using social media - guidelines for properly leveraging social media to market listings without increasing legal risks.

❓📋Answers to the 5 most frequently asked disclosure questions - comprehensive answers to the top 5 disclosure questions agents face designed to limit disclosure-related liability. 

___________________________________________________________________________________________

Robert BrandRobert Brand, renowned for leading California's top seminars on property condition disclosure strategies, is a speaker known for his practical approach. He expertly translates courtroom strategies into real-world applications for real estate professionals. Formerly a licensed general contractor, Brand has conducted personal inspections of thousands of residential properties. His current roles include working as a litigation consultant, contributing to REALTOR magazine, and speaking about effective disclosure techniques. His presentations have been well-received by thousands of real estate agents, who have benefited from his insights.
_______________________________________

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

PSAR REAL Awards

Posted by Kevin McElroy on Jan 22, 2024 8:15:00 AM

email-REAL Awards Awards Title Script with B&W in Black

​A night to celebrate REAL ESTATE professionals for their ACHIEVEMENTS
and LEADERSHIP, brought to you by the
Pacific Southwest Association of REALTORS®.

TICKETS AND INFORMATION
THERE IS AN EARLYBIRD TICKET SPECIAL of $125/ticket*

REAL Awards Date Black

The 2024 REAL Awards Celebration will be held at:

Sycuan Casio Resort
Heritage Events Center
5469 Casino Way, El Cajon, CA 92019

● Black & White Cocktail Attire ●

REAL AWARDS  INSPIRATION

We have...
REAL Awards Sponsorship Script

To Sponsor please make your selection from the file below and submit your payment information.
(The file is continually updated with availability)

SPONSORSHIP PACKAGES
(Earlybird specials available until February 2nd)

REAL Awards CITY Webblog-2

Check out Last Year's 2023 REAL Awards

Thank you to this Year's REAL Awards Sponsors

Title Sponsor
Phana Par Group


Major Sponsor

CRMLS


Happy Hour Sponsors

Sentrilock
                         C21 Affiliated


Cigar Lounge Sponsor

PSAR YPN


Wine Sponsors

Gillz Building Services Inc
                Aftermath Exterminating Inc


Supporting Sponsors

NavyFederal_RealEstateLending
             Guild Mortgage


Contributing Sponsors
Morrison Plus Property Inspections
          The Qwikfix        Liberty Driving & Traffic

 Valerie Gardner Insurance           Sam Calvano Home Loans             REAL Broker

Metro South San Diego Real Producers Magazine                               San Diego Realty Gals

Insight Photos               Elizabeth Ireland Photography

 

Topics: Announcements, Industry

Navigating the Industry Changes and Beyond: Gov Hutchinson Live!

Posted by Kevin McElroy on Jan 9, 2024 12:00:00 AM

blogbanner_20240123_CAR Legal Update - Gov Hutchinson (2)

NEW LAWS, IMPACTS and STRATEGIES FOR 2024: What Realtors® Need to Know

Entering the new year, the real estate industry is gearing up for important changes in laws and regulations. The Pacific Southwest Association of Realtors (PSAR) wants Realtors® to be informed of these changes so they are able to adjust business practices accordingly. To that end, PSAR has scheduled a legal update event featuring a presentation by Gov Hutchinson, who serves as the Assistant General Counsel/Vice President of the California Association of Realtors (C.A.R.).

Gov Hutchinson will cover a range of key topics, from navigating new regulations to understanding the impacts of those regulations on Realtor® business transactions 

Keep current and able to comply with the latest legal requirements to serve clients better and safeguard their interests while navigating the changing real estate industry landscape.

Tuesday | January 23rd, 2024
12:00 PM - 1:30 PM
Live in the East Service Center
1150 Broadway, El Cajon, CA 92021

Register today and prepare for success in 2024.

  PSAR Member           Non PSAR Member  
     Members: $10                                        Non-Members:$20  

Gov Hutchinson Gov Hutchinson

With a membership dating back to 1985, Gov Hutchinson has been an invaluable asset to the California Association of Realtors (C.A.R.). As the overseer of the Member Legal Services Program in Los Angeles, he is dedicated to providing expert guidance to Realtors® through the "Hotline," offering advice on various aspects of real estate law. Moreover, his role extends beyond consultation, as he plays a vital part in training and supervising other attorneys who handle inquiries on the "Hotline."

Gov's impressive educational background includes a Bachelor's Degree in History from Princeton University and a Juris Doctorate from the University of Pennsylvania. This combination of academic achievement and extensive experience in the field makes him an exceptional resource for Realtors® seeking legal assistance.

 

Lunch Provided by our Class Sponsor: 

Sean Simon

________________________________________________________________________________________________

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, and development of the Real Estate industry in San Diego County.

Topics: Education

Network with industry leaders and discover the path to becoming one yourself!

Posted by Kevin McElroy on Dec 20, 2023 2:45:00 PM

Cocktails and Committees

 Attend - COCKTAILS & COMMITTEES

Committees at PSAR

  • Affiliate
  • Your Professional Network
  • Charity
  • Committee Council
  • CRMLS Advisory
  • Finance
  • Global Council
  • Government Affairs
  • Grievance
  • Professional Standards
  • Technology
  • Good Neighbor


4th Annual Cocktails and Committees
Wednesday | January 17th
3:00 PM - 6:00 PM

at buffalo widlwings Buffalo Wild Wings
1640 CAMINO DEL RIO N SUITE 1376, SAN DIEGO, CA 92108

     PLEASE RSVP HERE     

You will enjoy free delicious appetizers and two free drinks.
All PSAR members plus all REALTORS® in San Diego County, regardless of association membership, are invited to attend Committees and Cocktails.

 

SPONSORS:

MAC Printing                California-bank-trust-logo


West Ivy Home Inspections                           All in Lending

 

Topics: Industry