A few Key Videos To Get Paragon MLS working right

Posted by PSAR Communication on Dec 10, 2020 1:50:50 PM

Step-by-Step Paragon Instructional & Quick Fix Videos for CRMLS Paragon (CRP) in San Diego County

Walk through the most important steps in setting up and using various CRMLS Paragon features. The Paragon Upgrade Resources page, hosted by CRMLS, also is loaded with information that will help you better perform day to day tasks as well as grow your business.

Issues?  CRMLS will address individual concerns via customer support. support@crmls.org. Please call or submit a trouble ticket if you experience  feature or function difficulties.  Submitting a ticket could surface a widespread problem and result in the resolution of it for all users.

Finding Documents for SDMLS Listings In CRMLS Paragon (CRP)
There is a glitch with Chrome.  Either use Firefox or follow these easy steps.

Search for Leased Property

Search for View Properties

Updating the Preference Wizard Will Fix Many Issues

 

Updating The Collab Center Preferences Wizard

 

Updating The CRMLS CMA Preference Wizard

 

Setting Up The Market Monitor

 

Results Options and Custom Exports

 

How To Edit A Saved Search

 

Creating A Custom Search Template

 

Check out our PSAR YouTube channel for more videos.

Topics: CRMLS, Technology

zillow the brokerage?

Posted by Richard D'Ascoli on Nov 30, 2020 5:13:22 PM

Zillow appears to be in the process of becoming a REALTOR brokerage. The story has been evolving during 2020.  As Zillow transitions from being a listing distribution or advertising platform to a REALTOR (member of NAR, CAR and also some local local Associations,) they will receive the same rights and benefits as other brokerages.

Among these rights is the right to access IDX (Internet Data Exchange) feeds.  

Today, Zillow receives listing data from brokers instructing CRMLS to provide their listing information through a specifically tailored listing distribution feed called a syndication feed. Once Zillow becomes a brokerage in the CRMLS area, they will access listings through the same feeds that brokers receive on their web pages today.

What could this change mean for agents and brokers?

Listing distribution control changes: 
The CRMLS system currently permits brokers to control which listing distribution partners receive their listings, including Realtor.com, Homes.com, Apartments.com, and Zillow. Those options will soon change. As Zillow will be a participating brokerage instead of a listing distribution partner, brokers will not be able to specifically exclude Zillow from receiving their listings. 

Changes to how listings display on Zillow
Because of the switch to IDX feeds, listing data will display on Zillow differently than it does today. Full details are still forthcoming. CRMLS shared, however, that their IDX licensing agreement does not permit advertising in the way you may be used to on Zillow.  Zillow will update its current listing displays to comply with CRMLS IDX standards, the same as any brokerage that uses that same IDX listing data feed. IDX rules can be found in section 12.16 of the CRMLS Rules and Regulations.

Changes to rental listing search on Zillow
You may have heard rumors that Zillow plans to start charging fees for rental listings. (In fact, per Zillow, Zillow has charged fees for rental listings for “about a year,” except for MLS-sourced listings.) As outlined above, Zillow is also moving to IDX feeds. It’s reasonable to wonder how these two things can coexist.

CRMLS reached out to Zillow and confirmed that Zillow will no longer combine rental and for-sale properties in the same search. In other words, their IDX feed for MLS-sourced for sale listings will not comingle with their feeds for rental listings.

Per Zillow, “None of the fees… will be implemented until Jan 2021 and will not be on any listings under [Zillow’s] current syndication license.”

Zillow continued: “Under IDX, [Zillow] will not be pulling or displaying any [rental] listings under the IDX license. The rentals search will be a completely separate search experience on the site.”

CRMLS and Zillow

Topics: Brokers/Managers, CRMLS, Market Information, Technology, Industry

New Agent/Client Preferred Reports You can Choose to Use.

Posted by PSAR Communication on Oct 29, 2020 8:26:59 PM

CRMLS Paragon has a new set of Client/Agent Reports called Agent Preferred 1 and Client Preferred 1. These are not the default reports that, for many agents, cut off the text in the remarks section.

The recent Paragon upgrade added more space to type in the public and private remark fields. The added text gets cut off on the standard old Paragon reports. CRMLS developed a new set of reports that address this issue and some other recent issues that have been around for many years. See if you can find what has been addressed?  PSAR will be working with CRMLS to create new reports for agents to choose from in the future.

Here is a look at the old report which is now called the Agent Preferred 2. In this report, you can see the text in the public remarks is cut off.  The text in the private remarks are also cut off.

Agent Preferred 2 cuts text off

 

The Agent Preferred 1, it looks like this.

Agent Preferred 1 not cut off

To make this new report your preferred detail report, meaning to see this view each time you search for property go to the Preferences Wizard and scroll through to page 7.

Preferences Wizard Select

 

Then in the 'Default Double Click Report' box, select the Agent Preferred 1 as your default report.

In the 'Default Manual Email Report' box, select the Client Preferred 1 as your default report.

Wizard page 7

 

Topics: CRMLS

Showing Coming Soon Listings Will Result in Fines Starting Nov 1.

Posted by PSAR Communication on Oct 28, 2020 2:15:00 PM

Coming Soon FinesThe NAR-mandated Clear Cooperation Policy was implemented in May.  CRMLS provided a period of limited enforcement and generous warnings to give subscribers the opportunity to learn the new rules.

Per a vote from the CRMLS Board of Directors which is made up of volunteer brokers, effective November 1st, 2020, CRMLS will eliminate the warning notice that is given to users who show a listing in the Coming Soon status.

Starting 11/1/20, if a CRMLS user shows a Coming Soon listing, that user will be subject to a fine of 1% of the list price, not less than $500 and not to exceed $2,500. This is the current fine structure for any Clear Cooperation Policy violation.

As a reminder, showing a listing in Coming Soon status is a violation of Rule 9.3 of the CRMLS Rules and Regulations. Rule 9.3 states:

9.3: Availability to Show or Inspect. Listing Brokers shall not misrepresent the availability of access to show or inspect a listed property. For any property in which Listing Broker selected a status of Coming Soon or Hold, Listing Broker represents that the property shall have no showings or tours, whether conducted by Listing Broker or otherwise, until such time as the Property is placed in the Active or Active Under Contract status.

Here are some additional resources that may be helpful:

 

Topics: CRMLS

Listing Appointment? PSAR has tools for that.

Posted by Richard D'Ascoli on Jun 5, 2020 9:57:43 AM

Make a Great First Impression with your CMA

First impressions are everything. When your prospective clients give you the opportunity to wow them with how hard you will work to sell their home – don’t let the opportunity pass you by! It’s your chance to make it happen and win the listing. Having the very best in real estate comparative market analysis (CMA) software will ensure that you have everything your client needs all in one simple, effective, and beautiful presentation.

How Can You Make a Good Impression with a Cloud CMA Presentation?

Cloud CMA presentations make it easy for you to look awesome. In just minutes, you can have a client-ready report in hand and win that listing on the spot! So, how can you expect to impress your clients with a Cloud CMA presentation?

One of the first questions your client may have is, “What is a CMA?” followed by questions pertaining to the data and what it’s supposed to convey. Each CMA created with our software begins with an explanation of the contents and the purpose of the information. This will help solidify your position as an authority on local real estate trends and prices, as well as build a trusted and secure relationship with the client.

In addition to this valuable introduction, you will be able to provide your clients with report pages covering the following information:

  • Your photo and contact information will be displayed so each client knows that you are the real estate professional who has provided them with the very best information.
  • QR code allows clients to download the entire PDF report on their smartphone or tablet.
  • Explanation of short sales and foreclosures and how they affect sale prices in your client’s neighborhood.
  • Information on what goes into calculating the value of a home.
  • Map of the comparable listings in the client’s area.
  • List of comparable properties in the client’s area with listing status and price.
  • Listing information and photos for all properties in the report used for comparison.
  • Property analysis for active, expired, canceled and sold listings.
  • The suggested listing price for the client’s listing.
  • Commission breakdown.
  • Additional information on why your client needs a real estate agent, strategic pricing and timing, and why first impressions with their property are important.

 

Customization and Mobile Access

You can customize your report in any way you like to communicate this information to your prospective clients. Choose your colors, fonts, page layout, and even create your own custom pages.

You can also create and send reports instantly. Just send an email from your computer, tablet, or smartphone and let us do the work!

Presentations can be shared via email, Twitter or Facebook, and work on all popular mobile devices, including the iPad®.

MLS Connection

Above all, Cloud CMA makes it easy to generate beautiful client reports by connecting directly with Paragon or Matrix. Cloud CMA pulls data directly from your MLS as well as top websites to create a winning real estate CMA with current listing information. Cloud CMA eliminates the guesswork for you, saves you time, and makes you look awesome.

cloud cma video

 

PSAR Members access Cloud CMA along with many other tools from the login screen in Paragon or Matrix. 

Don't belong wot PSAR or CRMLS?  CloudCMA is available for $45/month.

paragon screen cloud cma

 

Topics: CRMLS, Technology, Marketing, PSAR Benefits

Paragon NOW Combines MLS & Tax Records in Search.

Posted by Richard D'Ascoli on Jun 3, 2020 7:00:00 AM

 

Paragon received some new enhancements! (Due to Tech difficulties portions of this Upgrade have temporarily been delayed)

Changes include new integrations with CRS Tax, new system feature tours, and more. Read the CRMLS Knowledgebase article for a full list of updates. Here are three impact-full changes:

Display Public Records with Listings on Map
A new Premium Tax feature has been added, called Integrated Search, that gives users the ability to display both listings and public records that meet the same criteria on a single Map View.

Display Public Records with Listings on Map

CRS Data Property Report from Property Watch and Alerts
When the developers of Paragon introduced Property Watch, it lacked the ability to link to the CRS Data Property Report from the property panel that displays next to the Property Watch and Alerts grids. This feature has now been added.

CRS Data Property Report from Property Watch and Alerts

Tours of New System Features and Enhancements
Take a mini walk-through of new Paragon features and enhancements. The tour will pop up in Paragon automatically at selected features. Page through the tour or select Remind Me Later to view on your next visit to the page.

Tours of New System Features and Enhancements

A full list of changes is available on the CRMLS Knowledgebase. Click here to see the updates.

 

Topics: Brokers/Managers, CRMLS, Marketing

Now you can Market On Hold (or) without a listing contract.  Really?

Posted by Richard D'Ascoli on May 29, 2020 2:00:17 PM

Yes, Really!  Marketing Prior to a securing a listing agreement.

blog_email_200529_marketing

The CRMLS Board of Directors made a rules change this week.  The added language is in red below. Read it closely because the change is more significant than it may look at first glance. 

7.9 Mandatory Submission upon Marketing. Within one (1) business day of marketing or advertising a residential property to any member of the public, for sale which contains one to four units, or is a residential vacant land lot which is subject to any exclusive right to sell or seller reserved listing agreement, the Listing Broker must submit the property into the MLS for cooperation with other CRMLS participants. Marketing and advertising includes but is not limited to, any information about the property or its availability for sale displayed on any: signs, websites, social media, brokerage or franchise-operated websites, communications (verbal or written), multi-brokerage or franchise listing sharing networks, flyers or written material, or on any applications available to the public, or by conducting an open house. Any individual or entity that has signed within the previous year a Disclosure Regarding Real Estate Agency Relationship form in compliance with CA Civil Code section 2079.16 that identifies the Listing Broker shall not be considered a “member of the public” under this rule.  

The change is to Rule 7.9, “Mandatory Submission Upon Marketing.” This rule governs listing brokers’ submission of properties into the MLS. The previous version of this rule detailed how within one business day of marketing a property to the public, the listing broker must submit the property into the MLS. 

This new version makes clear that the listing broker must submit a property into the MLS within one day of marketing only if an exclusive listing contract exists.  If there is no contract, agents can talk about the listing that they "may secure."  Agents should use caution when discussing a listing prior to securing a listing contract.  The listing still remains open for a competitor to list with.  

The San Diego Old Paragon doesn't have "Hold" Yet.  Can I market a property when it's "Withdrawn?" 

The answer is YES!  The definition of the Withdrawn status does state that a property cannot be marketed or advertised, while remaining in our "old Paragon" system. But CRMLS will not be enforcing that aspect of the Rule until we actually get the CRMLS "Hold" status that is enjoyed by CRMLS Matrix users. CRMLS will allow marketing and advertising to occur the same as Hold listings in Matrix. A property in the status of "Withdrawn" can be marketed and advertised but cannot be shown.

The Withdrawn status in San Diego Paragon allows you to temporarily remove your listing from an “Active” status, without having to cancel it. This feature will allow you to place your listing in Withdrawn for a specified period of time. Marketing and Advertising as defined in Rule 7.5.1 is permitted. However, no showings are allowed, consistent with Rule 9.8.

To update your listing’s status to Withdrawn, follow the steps below.

Step 1: Navigate to your listings by clicking on the Listings tab and clicking on Maintain Listings.
p1

 

Step 2: Enter the MLS#, then click Go, or, enter the property address, then click Search. In the search results, click on the listing’s MLS# or Select an Action, then click on Maintain Listing.
p2

 

Step 3: Update the status to Withdrawn Then click Save Listing.
p3

 

 

 

Topics: Education, Brokers/Managers, CRMLS

New Coming Soon Status May 19th!

Posted by Richard D'Ascoli on May 15, 2020 7:00:00 AM

The Coming Soon status launches in San Diego Paragon Tuesday, May 19th. From that day forward, when entering listings for sale in San Diego Paragon, you may choose between Active and Coming Soon.

To prepare for this launch, Paragon will undergo scheduled maintenance from 10:00 PM PT Monday, May 18th to 6:00 AM PT on Tuesday, May 19th – a total of eight hours. Paragon will be unavailable during this time.

CRMLS prepared a video to help you understand the details of this status. Click below to watch.

 

 

How does Coming Soon work?

Coming Soon allows listing agents to take up to 21 days to stage the property, take interior photos, prepare it for showings, and so on, without Days on Market accruing.

How is Coming Soon similar to Active?

  • Marketing is allowed in both statuses, so long as Coming Soon listings are clearly marked as Coming Soon.
  • Both Coming Soon and Active listings are fully displayed to other professional users of MLS systems.
  • The listing agent offers a commission on both Coming Soon and Active listings.

How is Coming Soon unique?

  • Coming Soon listings have limited distribution: they will not go out from the MLS to portals like Zillow, Trulia, and Realtor.com, or to IDX broker and agent websites.
  • Showings are not permitted in Coming Soon.
  • Because of these limitations, Days on Market do not count in Coming Soon.
  •  

Listing input for Coming Soon in Paragon will look like this:

unnamed (2)

 

FAQ on Coming Soon Status

  1. Will Registered and Coming Soon listings appear in portals like Zillow, Trulia, and Realtor.com? No.
  2. Who can see listings in the “Coming Soon” status? All CRMLS users.
  3. Why are there no showings while a listing is in Coming Soon status?  There are no showings under Coming Soon status because marketing and showing a property means it is actively on the market, and it is not “coming soon” to the market. Showings are contrary to the stated purpose of Coming Soon, which is to prepare the property for “full marketing.
  4. What is the reason for the change in statuses? Registered status has been developed as an alternative to the current exclusion form process. This change simplifies workflow while at the same time satisfying the requirements of the longstanding mandatory delivery rule. Coming Soon is being introduced in response to a demand for time to get a property ready for full marketing while not accruing Days on Market.
  5. What does the CRMLS coming soon form look like?  Take a look here:

This new "Coming Soon" status is an important component needed in order to make compliance of NAR's Clear Cooperation Policy.  

 

 

 

Topics: Brokers/Managers, CRMLS

DRE canceling salesperson and broker exams

Posted by Richard D'Ascoli on May 14, 2020 12:05:49 PM

The Department of Real Estate (DRE) is canceling real estate salesperson and broker license exams in all exam centers through May 31, 2020. This action is being taken to comply with state and local public health agencies ordering residents to shelter in place to slow the spread of COVID-19.
 
Examinees affected by these cancellations will be allowed to reschedule their canceled exam dates using DRE’s eLicensing system. Exam rescheduling fees will be waived for canceled exams.
 
Examinees with questions or concerns regarding canceled exams can contact DRE’s Licensing program at (877) 373-4542 or by email at Ask.DRELicensing@dre.ca.gov.


Some Q&A from the DRE website:

If my exam is canceled, how do I reschedule it?
All examinees can reschedule canceled exams using our eLicensing system for free. If you do not have an eLicensing account, you can easily create one on our website.

If the county I live in has issued a shelter in place order, can I reschedule my exam date?
Yes. If the city or county issues a shelter in place order, your exam will be canceled and an email notification will be sent to you. Be sure to check your spam or junk email folders. When an exam is canceled, examinees are placed in a "self-schedule" status on eLicensing, which allows them to reschedule for free.

My real estate license will be expiring soon. What is the best way for me to complete my renewal?
The secure eLicensing online system offers expedited processing of salesperson, broker, and officer license renewals any time or day of the week. eLicensing is easy to use, paperless and interactive. Licensees enter information needed for license renewal into eLicensing, including the course number and completion date of continuing education courses taken. If continuing education is required, then Continuing Education Requirements must be completely satisfied in order to renew through eLicensing. Acceptable methods of payment include VISA, MasterCard, and American Express credit cards or debit cards bearing a VISA or MasterCard logo.

Unfortunately, officers renewing after the license expiration date and all restricted licensees cannot use eLicensing. Those renewal applications must be submitted by mail to the Department of Real Estate, P.O. Box 137003, Sacramento, CA 95813-7003.

Remember, you may use eLicensing or submit your renewal application 90 days prior to your license expiration date. Your renewal is on-time if your eLicensing transaction is completed or your application is postmarked before midnight on your license expiration date. If you submit your renewal on-time, Business and Professions Code Section 10156.2 permits you to continue operating under your existing license after its expiration date unless notified otherwise by the DRE.

How do I complete continuing education for my license renewal when I have been ordered to shelter in place?
Licensees can take continuing education courses by various means, including by correspondence or distance learning. Correspondence courses include courses offered online or by mail. You can search here for a list of continuing education courses that are offered by correspondence.

Please remember that continuing education courses follow strict regulations with regards to the amount of time required to be spent on a course and spacing of the final exams. See Continuing Education Regulations (RE 312) for additional information.

California Department of Real Estate.

 

Topics: Announcements, CRMLS, Industry

Clear Cooperation- Effective May 1st

Posted by Richard D'Ascoli on May 1, 2020 4:36:35 PM

By NAR mandate, CRMLS has implemented it's Clear Cooperation Policy.  This policy governs the public marketing of listings and their entry into the multiple listing service. Within one (1) business day of marketing a property to the public, the listing broker must submit the listing to the MLS for cooperation with other MLS participants.

After the Seller signs the contract, the Listing Broker has two (2) business days from the listing contract date to enter the listing into the MLS. Within one (1) business day of marketing the property, the Listing Broker must ensure that the listing is in the Coming Soon or Active status.  CRMLS will have a "Coming Soon" status by the end of May 2020.

To learn more about the policy and how it will be implemented, CRMLS General Counsel Ed Zorn recorded this Webinar.

Clear Cooperation Video

To download the slide deck below follow this link.

Clear Cooperation Rules

CRMLS also has this web page dedicated to Clear Cooperation, BUT the advantages that CRMLS provides are not available now. PSAR will join SDMLS in getting the Coming Soon status at the end of May, the Registered status and Hold status that are part of CRMLS now will be delayed until our migration to the Upgraded Paragon system in August.  They are also currently available for PSAR users who subscribe to Matrix.

 

Topics: Brokers/Managers, CRMLS, Industry