Newly revised C.A.R. Forms

Posted by Kevin McElroy on Dec 11, 2024 1:30:00 PM

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Join us for a brisk walk-through 65 updated forms followed by Q&A. Be prepared to put them into action on your next transaction. 

This year, 7 new forms (and newly revised forms) became available in zipForms and other form platforms.

The NAR settlement agreement and inquiries from the Department of Justice have driven changes in how REALTORS® conduct their business and the language utilized in their business forms. REALTORS® needs to adapt and be aware of all forms of updates! 

Friday, December 20th
12:00 PM - 2:00 PM
Live zoom-png-logo-download-transparent-201 zoom-png-logo-download-transparent-202 Webinar 
 This class is offered FREE of Charge! 

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Instructor:

Broker Nikki Coppa, the Vice-Chair of the C.A.R. Standard Forms Advisory Committee, is a C.A.R. Certified Forms Trainer who brings a wealth of knowledge and expertise to this class. She is a Director for both C.A.R. and N.A.R. and possesses a comprehensive understanding of industry regulations and best practices.

Testimonials from Nikki's Past Classes:

"Nikki is absolutely amazing! Her detailed, step-by-step explanation of the form was very insightful. She confidently shared her views on how to tackle various issues." - Betty

"Thank you Nikki. You go above and beyond. Sincerely," - Tammy Ogle

"Nikki Coppa is the best instructor I have never met for over 30 years of my real estate career." - Shuzo Wakita

"It would be great to have more classes with Nikki" - Mike Campbell

__________________________

The information provided in this training session is intended for educational purposes only. The Pacific Southwest Association of REALTORS® (PSAR) does not guarantee the accuracy or completeness of any information presented. The instructors are not providing legal advice, and attendees should consult their brokers, attorneys, or the California Association of REALTORS® Legal Hotline for legal guidance. PSAR is not responsible for any actions taken based on the information provided in this session. Attendance at this session does not create a broker-client relationship.

Topics: Education

FREE Professional Headshots All Year! EXCLUSIVE For PSAR MEMBERS

Posted by Kevin McElroy on Dec 1, 2024 11:15:00 PM

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PSAR will help you put your best "face" forward!

REALTORS® know how important it is to project a polished, professional image. A great headshot can make a huge impact on your online presence, in your marketing materials, and overall branding. Don't overlook this key component of your real estate market profile!

Insight Photos, brought to you by PSAR, will create professional, brand-enhancing headshot photos for you-- at no charge!  Take advantage of this great offer to create a winning first impression.

The FREE headshots are held once a month at PSAR Offices*
(Photo sessions run from 11:30 AM to 1:00 PM no appointment necessary.)

Date Location
January 10, 2025 PSAR South Office
February 14, 2025 PSAR Central Office
March 11, 2025 PSAR East Office
April 11, 2025 PSAR South Office
May 9, 2025 PSAR Central Office
June 10, 2025 PSAR East Office
July 11, 2025 PSAR South Office
August 8, 2025 PSAR Central Office
September 9, 2025 PSAR East Office
October 10, 2025 PSAR South Office
November 14, 2025 PSAR Central Office
December 2, 2025 PSAR East Office

*Live Code of Ethics Classes at PSAR will be hosted from 8:30 am-12 pm the day of shooting. Ethics training is required for all REALTORS® every three years.  Members are welcome to attend FREE Ethics training before getting a headshot! 

_______________________________________

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, Announcements, PSAR Benefits

AI-Powered Marketing Hacks for REALTORS®

Posted by Kevin McElroy on Nov 27, 2024 9:00:00 AM

AI-Powered Marketing Hacks for REALTORS®

Are you ready to unlock the magic of AI and supercharge your real estate marketing?

Led by Mike White, Chairman of the PSAR Tech Committee, this session delivers the knowledge REALTORS® need  to integrate AI tools into marketing and operations to remain competitive in today's fast-paced real estate market.

Key "How To" takeaways from this AI class:

  • Save Time: Automate repetitive tasks so you can focus on building relationships and closing deals.
  • Boost Engagement: Craft professional, engaging content that stands out in a competitive market.
  • Enhance Client Experience: Personalize every interaction with clients, making them feel valued and heard.
  • Increase Reach: Use optimized content to attract more leads and strengthen your online presence.


This class will cover:

  • Video and multimedia content creation - Filmora, Opus Clip, Descript
  • Personalized client engagement - AI Voice Cloning, Hey Libby, Banter AI
  • Written content for autopilot - Blog Booster, Claude
  • Seamless operations and productivity - Otter, Synthesia
  • Graphic design made easy - Canva


Wednesday, December 4th
11:30 AM to 1:00 PM
PSAR East Service Center

 __________________________________

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. Workshops are open to all REALTORS® and Affiliated Members. This event is free of charge.

Topics: Education

Aligning your communications with client personality traits!

Posted by Kevin McElroy on Nov 13, 2024 9:00:00 AM

Aligning your communications with client personality traits!

Strengthen client bonds, foster loyalty, and generate referrals through positive interactions

Have you ever wondered why some client interactions flow seamlessly while others feel like an uphill battle? The answer may lie in understanding personality types and adapting your approach accordingly.

Here's what you'll gain from this transformative session:

  • Discover Your Communication Style: Use the DISC Model to identify and leverage your communication strengths with different personalities.
  • Master Client-Centric Interactions: Tailor your communication to each client, reducing friction and building trust.
  • Stand Out: Offer a unique client experience and connect with diverse personalities for a competitive edge.

Don't miss this chance to elevate your real estate practice through the power of personality-based communication. Happy customers send referrals!

Limited seating available!
Tuesday, December 10th
10:00 - 12:00
PSAR East Meeting Room
1150 Broadway, El Cajon, CA 92021

Free to attend ($99 value)

Angel Tucker

 

Speaker: Angel Tucker

Expert personality profiler, best-selling author, and motivational speaker!
Angel is a dynamic speaker with nearly 3 decades of experience. Through her easy-to-use ideas, Angel has empowered hundreds and thousands of people to have better communication and connections. With Angel, sessions are fun, engaging, and life-changing.
 
 

Class sponsored by:

Alliance Escrow Inc.                     Beach Moving Co. 

 
 
Questions?  Contact education@psar.org or call (619) 421-7811. 

__________________________________________

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, Announcements

Help More Home Buyers with CalHFA’s Down Payment Assistance Programs

Posted by Kevin McElroy on Nov 6, 2024 10:00:00 AM

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Tap into a new business opportunity by helping first-time home buyers realize their dream!

Who?

Hear Directly from Natasha Dowdy - Lender Training Program Analyst, CalHFA

What's in it for you?

  • Understand the latest updates: Learn what has changed in CalHFA's suite of down payment assistance programs, and qualify more first-time buyers for seller listings.
  • Increase purchasing power: Educate clients on how to leverage CalHFA's down payment and closing cost assistance programs so they can afford homes previously beyond their means.
  • Add a competitive tool: Showcase expertise in opening the door to down payment assistance options thereby adding value in the eyes of buyer clients. 

What you'll learn?

  • California Dream For All Shared Appreciation Loan: A program for first-time homebuyers to use with the Dream For All Conventional first mortgage for down payment and/or closing costs.
  • MyHome Assistance Program: Offers deferred-payment junior loans for down payment and/or closing costs on CalHFA Government Loans (FHA) and CalHFA Conventional Loans.
  • CalPLUS ZIP: Provides closing cost assistance for eligible borrowers.
 
Tuesday, December 3rd
9:00 AM to 10:30 AM
Live Zoom Webinar
Questions?  Contact education@psar.org or call (619) 421-7811. 

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For over 45 years, the California Housing Finance Agency (CalHFA) has been a trusted partner in supporting low- and moderate-income homebuyers and renters. As a self-supported state agency, CalHFA provides financing and programs focused on increasing equity and access to affordable housing.

 

photo_smallMeet the speaker:
 
An advocate on making dreams of affordable homeownership a reality for California residents. Natasha Dowdy is the Lender Training Program Analyst for the California Housing Finance Agency. With over 15 years of experience in the mortgage lending industry, she brings a wealth of knowledge and expertise. Her passion for the field drives her commitment to educating others and bridging the gap to homeownership. Natasha’s work not only helps prospective homeowners navigate the complexities of the lending process but also ensures that they have the tools and information needed to achieve their dream of owning a home. 

 

Class sponsored by:
Lief Tolleson US Bank Home Mortgage
__________________________________________

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

Mastering the Residential Listing Agreement (RLA)

Posted by Kevin McElroy on Oct 31, 2024 12:00:00 AM

Understanding the Residential Listing Agreement (RLA)

A REALTORS® business success and professional standing require current C.A.R. Forms knowledge!

This November, join Nikki Coppa for the "Residential Listing Agreement (RLA)", a class for new and experienced REALTORS® alike. 

What's in it for you?

  • Master the RLA: Line-by-line instruction will prepare you to explain every detail to clients.
  • Stand out from the competition: Insider tips on how and when to use the RLA effectively will give you an edge in client negotiations.
  • Minimize legal risks: Understanding of the intricacies of this contract will protect you and your clients.
  • Enhance your professional profile: Leverage in-depth knowledge to build client trust and secure more listings.
  • Adapt to all client types: Learn how to tailor your approach to both first-time sellers and experienced property owners.
  • Network with peers: Share experiences with, and learn from, fellow REALTORS® during the brown bag lunch break.
 
Stay on top of current industry standards and best practices. These classes are FREE!
 
November 13th | Wednesday
11:00 AM to 1:00 PM
PSAR South Office

November 20 | Wednesday
11:00 AM to 1:00 PM
PSAR East Office

Questions?  Contact education@psar.org or call (619) 421-7811. 


Nikki Coppa

About the Speaker:

Broker Nikki Coppa, The Vice-Chair of the C.A.R. Standard Forms Advisory Committee, brings her depth of knowledge and expertise to bear in this class. As a C.A.R. and N.A.R. Director, she has a broad-based understanding of the industry's regulations and best practices.

 

Testimonials from Nikki's Past Classes

"Nikki does such a thorough job i love taking her class. She is the best facilitator for this, she really shines in the class"

"Thank you for providing the platform for someone like Nikki Coppa to share her knowledge with us. We are better because of it. Keeping the REALTOR bar high."

"Nikki Coppa is absolutely THE BEST. We're SO SO SO SO lucky to have her do this for us PSAR members."

"Nikki was great and easy to understand"

 

Class sponsored by:
emailbanner_ Eric GillmanLight Snacks will be provided.

__________________________________________

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

Need to complete your Ethics Requirement?

Posted by Kevin McElroy on Oct 18, 2024 9:00:00 AM

Code of Ethics

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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.

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

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

Date Location Time Registration
March 8, 2024 PSAR Central Office 8:00 AM to 12:00 PM Register
April 9, 2024 PSAR East Office 8:00 AM to 12:00 PM Register
May 10, 2024 PSAR South Office 8:00 AM to 12:00 PM Register
June 14, 2024 PSAR Central Office 8:00 AM to 12:00 PM Register
July 9, 2024 PSAR East Office 8:00 AM to 12:00 PM Register
August 9, 2024 PSAR South Office 8:00 AM to 12:00 PM Register
September 13, 2024 PSAR Central Office 8:00 AM to 12:00 PM Register
October 8, 2024 PSAR East Office 8:00 AM to 12:00 PM Register
October 30, 2024 PSAR South Office 1:00 PM - 4:00 PM Register
November 8, 2024 PSAR South Office 8:30 AM- 12:00 PM Register
November 26, 2024 PSAR East Office 9:00 AM - 12:00 PM Register
December 13, 2024 PSAR Central Office 8:30 AM- 12:00 PM Register
December 19, 2024 PSAR South Office 9:00 AM - 12:00 PM 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

Reverse engineering success: break down goals to create daily actions

Posted by Kevin McElroy on Oct 15, 2024 9:00:00 AM
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Energized actions yield dynamic results!

Whether you’re a real estate veteran or just getting your feet wet in the business, this class will teach agents how to reverse engineer your success process. Then, turn small, consistent actions into a powerful momentum engine that will drive your real estate business growth.

The steps to success covered in this class:

  • The importance of consistent tracking
  • How to implement the "Greatness Tracker" in daily operations
  • Strategies for achieving each category's weekly targets
  • The concept of "Green Time" and its significance
  • Balancing multiple interaction activities (face-to-face meetings,. phone calls, etc.)
  • The role of networking and relationship-building
  • Importance of follow-up and gratitude expressions (e.g., thank you cards)
  • Converting leads into deals: strategies and best practices
  • The impact of consistent small actions on overall business growth

 

Use the lens of this class to analyze your business growth methods and how to improve them!

Tuesday, October 22nd
11:00 AM to 12:00 PM
PSAR South Center

 

Meet the Speaker:

RaulRaul de la Vega boasts a career spanning finance, real estate, and public service. Currently serving as Branch Manager at Patriot Home Loans, he oversees operations, marketing, staff management, and lending practices. His early career highlights include a "Rookie of the Year" award at the Network Financial, showcasing his dedication.

Raul also served as Deputy Sheriff and Correctional Officer with integrity and community commitment. He received his Bachelor's in Business Administration from National University.  Raul is dynamic and knowledgeable, with insights across a broad spectrum of topics.

_____________________

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

Leverage the BRBC for Success

Posted by Kevin McElroy on Oct 10, 2024 9:00:00 AM

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Michael Shenkman instructs on the Buyer Representation and Broker Compensation Agreement post-settlement. Learn how to use the BRBC to ensure professional, transparent transactions.

BRBC class content highlights:

  • What is the BRBC and why it matters
  • Overview of the agreement, key clauses, and how it formalizes the buyer-broker relationship.
  • Compensation models (fixed fees, commission, etc.) and legal transparency in transactions
  • Practical application and benefits
  • Real-life transaction examples, advantages to buyers and brokers, and addressing buyer concerns

Monday, October 21st
11:00 AM to 12:00 PM
Cost: This class is offered at no charge 

 
Testimonials from Mike's Past Classes:
 
"This was the first time I heard this speaker. He was very knowledgeable on the subject and provided valuable insights on how agents can improve in the future. As a broker, I appreciated hearing these suggestions. It was an excellent learning tool, and I valued his teaching style, which kept us informed throughout the entire class"
-Mayra Swanson, Chula Vista Broker
 
"Mike is a very engaging and informative personality who makes the class interesting"
-Gio Alegrado, San Diego Agent
   

Michael Shenkman (1)About the Instructor:

A Southern California native, Mike Shenkman boasts a distinguished career spanning over two decades in the real estate industry. His extensive experience includes roles in training, development, and management in some of Southern California's leading real estate firms. Beyond his expertise in sales and management, Mike's background encompasses affordable housing, community development, property management, redevelopment, and mortgage finance.

Mike is actively involved in the San Diego real estate community and frequently instructs agents at various career stages. He co-hosted the “First Home California” podcast for the California Department of Real Estate (DRE) in 2023, serves as a transportation policy liaison for the California chapter of the American Planning Association (APACA), and has contributed to real estate legislative policy for both the city & county of San Diego and the state of California. His professional designations include Accredited Buyer Representative (ABR), Short Sale & Foreclosure Resource (SFR), Property Management Certification (PMC), Certified International Property Specialist (CIPS), and Military Relocation Professional (MRP).

______________________________________

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

Grow Your Business with CRMLS Classes

Posted by Kevin McElroy on Oct 7, 2024 7:00:00 AM

Grow Your Business with CRMLS Classes
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.

October 7th | 1:00 PM

Register

Paragon: Managing Listings

Whether you’re a new agent or old pro, listing in CRMLS Paragon is critical to your professional success. Learn basic and advanced tips for listing input, modification, and maintenance, plus improve your knowledge of the CRMLS Rules & Policies.

Topics include:

  • 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
    …and more.

October 21st| 1:00 PM

Register

 

Down Payment Resource

Connect your clients to the down payment assistance they need. Learn how to use Down Payment Resource (DPR) to scan over 2,000 home ownership programs from housing finance agency partners to find the right down payment assistance programs for your clients.

Topics include:
  • Accessing Down Payment Resource 
  • How clients can use Down Payment Resource 
  • An overview of Down Payment Resource Connect
    …and more.

October 28th | 1:00 PM

Register

 

Paragon: Quick Tips

Speed and efficiency can sometimes be the difference between a sale and a missed opportunity, so be sure you’re using Matrix to its full potential.

Topics include:

  • Keyword searching strategies
  • Date-specific searches
  • Geographic searching with Maps
  • Customizing your Matrix homepage for efficiency
    …and more.

November 4th | 1:00 PM

Register

 

Homes Pro App

The Homes Pro app (formerly Homesnap), powered by Homes.com, is a high-traffic search site for potential buyers that offers tools for client collaboration, lead capture, and building your business. 

Topics include:
  • Getting started with your Homes Pro account
  • Accessing your Homes Pro account on desktop and mobile
  • How to search for listings 
  • Using collaboration tools with your clients and other agents 
    …and more.

November 18th | 1:00 PM

Register

 

Paragon: 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.

Topics include:

  • 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.

November 25th | 1:00 PM

Register

 

Glide Offers

Simplify your real estate 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 and listing agents
  • An overview of Glide’s disclosure forms workflow
  • How to use no-cost eSignatures with Glide Signatures
     …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