Broker Risk Management Forum

Broker Discussion Facilitated by Nikki Coppa, NAR & CAR Director

with special guests:

Chris Hasvold Broker, CRMLS Director and NSDCAR President &
Jeff Kahn* Law Offices of Spile, Leff and Goor also the current Chair- CAR Defense Strategy Advisory Committee- 2019.

Discussion Topics:

• • 9 COVID-19 forms - intent & usage information
  • State & local "activity' guideline changes
  • State and local guidelines for Opening offices
  • Open Q&A and discussion

This meeting is open to all San Diego County REALTOR Brokers & Office Managers, so we can work together to inform, educate and raise the bar of professionalism in San Diego County.

* Jeff Kahn managed several large real estate brokerages for approximately 25 years, including Berkshire Hathaway and Prudential California Realty. Jeff is a Risk Management Attorney for Spile, Leff, and Goor. He is on the front line answering the questions and assisting the agents with their real estate issues. Jeff has been a CAR Director for many years and has been Chairperson of the Standard Forms Committee a couple of times. He has been involved in the drafting of the Statewide CAR standardized forms for many years going back to the mid-1980s. He is also involved at the Southland Regional Association of Realtors, he trains on Contracts and Disclosures and is responsible for drafting the local forms used by SRAR.

Pre-Registration Required
Thursday, May 28 | 2:00 - 4:00 pm

Save the Date for the next broker meeting: Thursday, October 22, 2020, 12:30 PM to 2:30 PM, 

Thank you to our sponsor: Michelle Adcock with

Mike White, Chairman of the PSAR tech committee will show you how to use free or near free tools to create your own website.

As a REALTOR®, it is crucial to maintain an online presence, establish a brand, and expedite your lead generation. This course will instruct you on how to do just that while on a budget. It will cover your personal site and a property site.

Wednesday, May 27th
11:30am - 1:00pm
zoom meeting

Questions? Call: 619-421-7811

Workshops are open to all REALTORS and Affiliated Members regardless of association membership.
All classes are free of charge.

End your week with your friends and fellow agents while absorbing some information and wine-down.

Friday | May 15th | 4:00 pm

Virtual Wine-Down

We will be chatting about virtual open houses with Anthony Manzon and get an update from Zoe Khetani and Katrina Sigler regarding mortgage forbearance!  

Thank You to our Wake-Up YPN Sponsor

and Thank You to our Annual Sponsors 

"Avoid litigation through property condition disclosures" 

Brand is the foremost trainer of real estate agents in the most litigious state in the country. In the context of California’s ‘sue-crazy’ climate, he addresses the issues of agent best practices and simplifies the ‘red flag’ disclosure process, making it easier than ever to keep your transactions out of court.

Friday | May 15th | 10:00 am
Zoom Discussion

Discussion Topics

• The absolute best disclosure strategies
• Updates on new litigation trends, plus a review of common TDS/AVID errors
• Applying risk management principles to every transaction, even those with investor clients

Presented by Robert Brand, Litigation Consultant

Robert Brand is a high content speaker with a unique ability to translate successful court practices and apply them to the real-world experiences of real estate professionals. He now works as a litigation consultant, a contributing author to REALTOR^® magazine and a speaker on effective disclosure strategies. Thousands of agents have enjoyed his informative and entertaining presentation style.

Our Guest speaker, attorney Tracey Merrell, will give a legal perspective on current events pertaining to COVID-19 protocols that have created many new challenges for property management professionals.  Along with Tracey, we have assembled our distinguished panel of speakers who will facilitate a discussion on best practices, and answer your questions about how to continue operating during this pandemic.

Friday | May 8th | 2:00 pm
Zoom Discussion

Discussion Topics

• Safety, showings and access
• Three-day notice vs eviction moratorium
• Different regulations (state and local municipalities)
• Payment plans
• Rental housing legislation update
• A legal perspective on current events
• Q & A.

Speakers for the event:

• • • Tracey Merrell - Attorney from Kimball, Tirey & St. John law firm
    • Brad Wilson - REALTOR^®
    • Eric Sutton - REALTOR^®
      
    • Mark Scott - REALTOR^®, President for CA Chapter of NARPM,
                           Past President of PSAR
    • Molly Kirkland - SCRHA Public Affairs Director

This forum is intended for the benefit of PSAR members who practice property management, but is open to all active PSAR members.  We respect differences in opinions on any of the subject matter.  Out of respect to our guest speakers and other participants, we reserve the right to remove anyone from the meeting who intentionally disrupts the meeting.

Nikki Coppa will walk you through the new C.A.R. Forms.

Presenter: Nikki Coppa, PSAR REALTOR / Broker
                                       2020 N.A.R. Risk Management Issue Chair

• 9 NEW Coronavirus related forms now in the zipForms library
• Update on the multiple revisions made in April

Join to hear the latest iterations of, and guidance on, the various forms and which to use for transactions!

Monday, May 4th
1:00 PM
Live Zoom Discussion

If you missed the meeting here are Nikki's slides from the meeting - Here -

Or Call: 619-421-7811

Amber Tannehill hosts Mike Ferry in a live interview to ask and get the
answer to many of the questions we are all looking for.

April 30th | 1:30 PM | Zoom Meeting

Join our virtual conversation as PSAR YPN Chair, Amber Tannehill interviews real estate sales coach Mike Ferry to ask question about the real estate market relevant to the times we are experiencing right now.

April 30th | 1:30 PM | Zoom Meeting

For over 45 years, the Mike Ferry organization has been dedicated to helping Real Estate professionals increase their productivity and income through Coaching and seminars.

CRMLS Live Interactive Discussions

CRMLS has put together class rooms on zoom meeting to help teach some of the free tools our members have access to as part of PSAR.

April 28th | 9:00 am - Set-up you own field office (Homesnap) - Register Here

May 14th | 10:30 am - Be the master of paragon (Paragon Essentials) - Register Here

May 20th | 10:30 - Amazing, Impressive & Powerful Reports (RPR) - Register Here

May 26th | 10:30 - Easily collaborate and invite your clients (Paragon) - Register Here

Have Questions / Need help - Call: 619-421-7811

Workshops are open to all REALTORS and Affiliated Members regardless of association membership.
All classes are free of charge.

Become a zipForms^® Expert.
Classes that will get you there.

zipFroms^® has put together several live, online zoom classes to teach you all you need to know!

April 21st | 1:00pm  Advanced Features of zipForms^® Plus and Zip TMS - REGISTER HERE

April 22nd | 1:00pm - Contracts on the go - zipForms^® Mobile - REGISTER HERE

April 23rd | 10:00am - Virtualize your Transactions (w/ Jan Farley) - REGISTER HERE

April 23rd | 2:00pm - Broker/Team Edition Best Practices - REGISTER HERE

have questions / Need help - Call: 619-421-7811

Workshops are open to all REALTORS and Affiliated Members regardless of association membership.
All classes are free of charge.

Friday | March 20th | 8:30 am - 9:30 am

Virtual Meet-Up

Zoom meeting will download when you join or you can download manually ahead of time - HERE -

We will plan to begin at 8:30 am with end time planned for 9:30 am but anyone can stay to chat longer if they want or leave early if needed.

Topics:

• Life working from home - Mindset and daily activities (how do you find work/life balance) -Julie Lupo
• How is our business evolving with the new regulations/recommendations  - or is it staying the same? 
• What can we do to be ambassadors for our neighborhoods and communities moving forward?
• How can we keep our children engaged and limit screen time? - Denisse Newell 
• What solutions have we found with the new challenges presented for showing homes, meeting clients, etc.

Thank You to our Wake-Up YPN Sponsor

and Thank You to our Annual Sponsors