Work Smarter - Tips & Tricks using Zipforms - Improve Your Contracting

Posted by Kevin McElroy on Nov 22, 2023 9:00:00 AM

Work Smarter - Tips & Tricks using Zipforms

Revolutionize the way you handle contracts and manage transactions!

Wednesday | December 6th
11:30 AM to 12:30 PM

This is a live zoom Logo class

Register

Join Mike White (PSAR Technology Chair) and Jan Farley as they discuss how to work smarter and more productively with ZipForms. Our expert speakers will discuss the following:
  1. Efficient Contract Completion: Discover tips and tricks to swiftly complete contracts and manage transactions with ease. Say goodbye to time-consuming processes and hello to a streamlined workflow.

  2. Mistake Avoidance Through Practice: Learn by doing! Navigate the updated interface and new tools through hands-on practice sessions. Avoid common pitfalls and ensure error-free transactions every time.

  3. Transforming ZipForms Plus into Your Productivity Ally: Discover the full potential of ZipForms Plus as your ultimate real estate productivity tool. Supercharge your daily operations with document management and task organization knowledge.

  4. Navigating the New Forms Editor: Don't let the new forms editor intimidate you. We'll guide you step-by-step, ensuring you can navigate it with confidence.

A day of learning, practice, and transformation. Elevate your real estate game by mastering ZipForms Plus – your key to efficient, mistake-free transactions.

__________________________________________

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

Cracking The Foundation - wake-up ypn

Posted by Kevin McElroy on Nov 21, 2023 10:00:00 AM

Wake-Up YPN

Don't miss the last Wake-Up YPN event of the year!

Join PSAR's YPN on December 1st for our Wake-Up event featuring insightful presentations on property inspections, and the power of home warranties.

This month's Wake-up YPN will meet at The Daily Grind Cafe for coffee, pastries, and some enlightenment. 

Danielle Wolters of Morrison Property Inspections educates us on:

    • The meticulous process of property inspections, where expert evaluation and attention to detail provide invaluable insights for informed negotiators in real estate transactions.

 

Anthony Castaneda from Home Warranty America will tackle:
    • Discover how home warranties can protect the value of your real estate investment as you review plans that are customizable to meet each homeowner's specific coverage requirements.

Whether you're new to real estate or a seasoned pro, you'll walk away from this event with actionable takeaways to implement in your business immediately.

Friday | December 1st, 2023
10:00 a.m. - 11:00 a.m.
The Daily Grind Cafe
image (1) (1)
6695 El Cajon Blvd., San Diego, CA 92115
NO RSVP NECESSARY - JUST COME!
______________________________________

Thank You to our 2023 Annual Sponsors!

Gillz Building Services Inc          Wild Wild Pest Control

Rancho Ted Real Estate lending     Morrison Plus Property Inspections

Marina Vista Escrow 2023      The Laver Group Crosscountry Mortgage

Pacific Southwest Association of Realtors YPN

 

Topics: Education, YPN

Understand The Purchase and Listing Agreement Revisions.

Posted by Kevin McElroy on Nov 7, 2023 2:00:00 PM

Learn the latest revisions C.A.R. has made to their forms

🔥 Attention PSAR REALTORS®! This is the C.A.R. Forms training event that you will not want to miss!

Get ready for an exclusive and essential update on the latest C.A.R. Forms! This in-depth discussion will provide you with the crucial updates that are a game-changer for your business.

Included in the coverage are vital Leasing Form changes, plus revisions to Purchase and Listing Agreements.

🌟 Here are the powerful takeaways from this event:

  • On the cutting edge of form changes.
  • How these changes impact your business.
  • Ins and outs of compliance and protecting your clients.
  • Networking opportunity with fellow PSAR REALTORS®.

đźš« Don't Risk Falling Behind.

Participating in this event will supercharge your real estate success through year's end and on into 2024!

Wednesday | December 13th, 2023
10:30 AM - 11:30 AM
Live in the East Service Center
1150 Broadway, El Cajon, CA 92021

         Members Register Here        Non-members Register Here

                                FREE for PSAR Members   |   $20 for Non-Members

 

Nikki_Coppa
About the speaker:

Esteemed broker Nikki Coppa, a former Chair and 2024 Vice Chair of the Standard Forms Advisory Committee for C.A.R., brings a wealth of knowledge and expertise to share in this class. She has a depth of knowledge of the industry's regulations and best practices.

___________________________

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

A deep dive into the RLA and the related actions that surround it

Posted by Kevin McElroy on Oct 23, 2023 9:00:00 AM

Understanding the RLA with Nikki Coppa

 

Constructing an effective Residential Listing Agreement (RLA) means adopting a strategy that aligns with today's market realities. REALTORS® must have a solid understanding of recent functional changes in the RLA in order to set expectations for both sellers and buyers. 

Expert speaker Nikki Coppa will address the following key topics:

  • Leveling of expectations - Setting clear expectations with sellers based on an understanding of the functional changes in the current listing agreement document.
  • Developing confidence - Contingencies and the use of forms that allow you to create them with relative ease. 
  • Avoiding post-closing disputes - Best approaches to explaining California disclosure law to your sellers and their buyers.

This class is FREE for PSAR Members!

Wednesday | November 1st, 2023
10:00 a.m. to 12:00 p.m.
Live in the East County Office
1150 Broadway, El Cajon, CA 92021

Members Register Here      Non-members Register Here

Free for PSAR Members | $20 for non-PSAR members

Nikki Coppa


Esteemed broker Nikki Coppa, a former Chair and 2024 Vice Chair of the Standard Forms Advisory Committee for C.A.R., brings a wealth of knowledge and expertise to share in this class. She has a deep understanding of the industry's regulations and best practices.

 

Class Sponsor
Eric Gillman with Sharp Retention

_____________________________________________________

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

Unlocking AI's Potential in Real Estate: An Introductory Briefing

Posted by Kevin McElroy on Oct 4, 2023 9:00:00 AM

Unlocking AI's Potential in Real Estate: An Introductory BriefingArtificial intelligence is transforming industries, and real estate is no exception. Future-proof your Real Estate business with AI!

AI is a hot topic.  But what is it? What does it do? AI properly applied can elevate the business services you offer and your level of client communications. PSAR is offering its members an insightful, one-hour introduction to generative AI, including direction on utilizing it cost-free!

Join Mathew D'Ascoli as he introduces the business uses of Artificial intelligence.

In this session, you can expect some dynamic discussions that will help you cultivate a better understanding of, and appreciation for, AI's wide-ranging application within the real estate industry. Your presenter will cover the essential knowledge needed to tap into AI's capabilities to gather insights, enhance client interactions, and streamline your operations

Register now to unlock the power of AI to help drive your business success!

Wednesday | October 25th, 2023
11:00 A.M to 12:00 P.M
Stick around for Q&A afterward


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

Register Here

Matt D'AscoliMeet the Expert: Mathew D'Ascoli is a results-driven leader with a proven track record in innovation, strategic alignment, and market responsiveness. He brings a unique blend of educational insight and business acumen to any endeavor. Notably, Matt led groundbreaking initiatives at Dell Technologies, where he orchestrated product launches, designed targeted sales strategies, and fostered strategic partnerships with industry leaders. Matt's deep-seated skills in consulting have been pivotal in guiding clients to embrace generative AI tools, a move that has initiated systemic, forward- thinking change within their organizations.

Simplexity

Simplexity's mission is to demystify Artificial Intelligence (AI) and empower organizations to harness its potential. AI should be shaped by diverse perspectives and used ethically to solve real human problems.

Topics: Education

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

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

blogbanner_20231020_Fraud_Report

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

This Property Management Forum may save your bacon.

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

1-4
The latest updates and trends in Property Management. 

PSAR's Government Affairs has teamed up with the best sources of property management insights and trends. Listen to an amazing team of experts from the Southern California Rental Housing Association, the "Leave No Veteran Homeless" initiative of the County of San Diego, and industry experts. 

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 - Broker

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

Molly Kirkland - Southern California Rental Housing Association

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

Eric Sutton - Warwick & Sutton Properties

 

Guest Speakers:

Amy Castaneda - Office of Supervisor Vargas

Matthew Brown - Chief, Agency Operations (Department of Homeless Solutions and Equitable Communities)

Gary Johnson - Project Lead, Ending Veteran Homelessness

______________________________

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:

Maids in San Diego

Pacific Southwest Association of REALTORS

NATIONAL ASSOCIATION OF RESIDENTIAL PROPERTY MANAGERS              Southern California Rental Housing Association

Local Rental Forms

 

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


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

Maximize Returns and Reduce Tax Liabilities

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

blogbanner_230927_tax_benefits (2)

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