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

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  Can I market a property when it's "Withdrawn?"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  The definition of the Withdrawn status does state that a property cannot be marketed or advertised, while remaining in our "old Paragon" system.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.

 

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.

 

Step 3: Update the status to Withdrawn Then click Save Listing.

 

 

 

Looking for ways to make your client feel safer throughout the buy/sell process?  By this time, most everyone is familiar with virtual meeting applications such as Zoom, Google Meet, Webex and the like.   But they require downloading their software utilities and managing accounts on their systems.

There is an alternative tool with which you may not be aware—zipConsult^®, available within zipForm Plus^®. With zipConsult^®, you can conduct online meetings with your clients to review contracts, conduct virtual tours, go over required paperwork prior to sending documents for signatures, or simply to stay connected.  And the best feature - it’s already in your technology toolbox if you are a San Diego county realtor and a PSAR member!

The great thing about this program is that it resides inside Zipforms Plus^®, so working with documents is easier. And you can host conference calls and meetings with multiple clients in multiple locations at the same time. 

Here are some of the feature/functions of zipConsult:

• Share your screen with clients online and review zipForm transactions: Once the meeting begins simply start screen sharing and display the document you’d like to share – it’s that easy. For further privacy, the screen sharing feature allows you to share only a specific application (program). The rest of your desktop will be hidden from the attendees’ view.

• Meet faster-- invite attendees utilizing saved contacts in your zipForm address book: zipConsult is integrated directly with zipForm Plus, so starting a meeting online is simple and quick. Select clients from the address book with no typing then connect, communicate and review faster than ever.
  
  
• Plan meetings and schedule them in advance: Within the advanced options the Schedule a Meeting option allows you to setup the date, time, and attendees in advanced. Also included in this interface is an email message editor to craft the personal invite that your attendees will receive.
  
  
• Video conferencing allows face to face client meetings online: Add a personal touch to meetings with a webcam. When you share your webcam feed it’s like being there in person. Up to six people can video conference at once
  
  
• Conference calling and text chat keep participants engaged: Your zipConsult account includes a conference call number with PIN codes, so participants can join by phone or computer mic and speakers. Encourage engagement with easy communication via easy conference calling and text chat.
  
  
• Meeting Notes: Keep detailed notes during the meeting for later review or reference. Notes can be kept private or public. Upon the conclusion of the meeting all notes can be emailed to attendees to share the results of the meeting or assigning follow up tasks.
  
  
• Create unlimited online meetings: Feel free to explore the value of meeting with clients online. Review zipForm transactions, review property disclosures, or discuss aspects of the transaction process.

So enhance your clients’ sense of well-being while at the same making your own virtual activities more efficient cost-free!  Just contact CAR to find out how to get started with zipConsult.

Don't want to watch the video?  Check out the slide deck here.

Not sure how  to use this?  Check how Realtor Wes Young used zipConsult on a transaction.

 

Today, May 7th, Governor Newsom released updated industry guidance to begin reopening with modifications that reduce risk and establish a safer environment for workers and customers. This guidance includes, among other things, information pertaining to real estate transactions.  Use these guidelines to responsibly plan and reopen for business.

The California Department of Real Estate advises all licensees to review the newly posted "COVID-19 Industry Guidance for Real Estate Transactions" and "COVID-19 General Checklist for Real Estate Transactions" found in the links below.

The Resilience Roadmap is a plan for modifying the statewide stay at home order to gradually reopen. When modifications are advanced and the state’s six indicators show we’ve made enough progress, we can move to the next stage of the roadmap. We are now moving into Stage 2, where some lower-risk workplaces can gradually open with adaptations.

This Guidance for Real Estate Document  provides guidance for businesses operating in the real estate industry including sales and rentals of single-family, multi-family, apartment, commercial, and industrial properties to support a safe, clean environment for workers.

For workplaces and showing property, it contains:

• Specific plan
• Physical distancing
• Cleaning and disinfecting protocols for workplaces

It also has topics for employee training and individual control measures and screening, 

The COVID-19 General Checklist for Real Estate Transactions
This checklist is intended to help people involved in real estate transactions implement their plan to prevent the spread of COVID-19 in the workplace and is supplemental to the Guidance for Real Estate Transactions. This checklist is a summary and contains shorthand for some parts of the guidance; familiarize yourself with the guidance before using this checklist.

The U.S. House passed legislation Thursday providing a fresh round of funding for coronavirus small-business relief programs championed by the NAR.

Watch Video

President Trump is expected to sign the measure, which will clear the way for lending to resume as early as Friday under two Small Business Administration programs, the Paycheck Protection Program (PPP) and the Economic Injury Disaster Loan (EIDL) Program.

Under the agreement, the PPP will receive $310 billion in new cash, while the EIDL fund will receive an additional $60 billion. The bill sets aside $60 billion of the PPP funding for small and medium-sized community banks, which will provide extra help for self-employed individuals and small businesses that don’t have relationships with larger banks.

“The PPP and EIDL had tremendous demand. Although the rollout was rocky, this latest bill should provide enough funds for everyone who needs a loan to get it. REALTORS® still waiting should contact their lender again and keep trying,” says Shannon McGahn, senior vice president of advocacy for NAR. “We have a wealth of resources to help you through the process, including a new video just posted last night.”

Quick Guidance for REALTORS® on the PPP and EIDL

• If you’ve already applied for an EIDL: The SBA is processing applications already in their system on a first-come, first-served basis. You do not need to reapply.
• If you have not already applied for an EIDL: Check back at the SBA application page once the additional funding is signed into law. 
• If you’ve already applied for a PPP loan through an SBA lender but have not been approved yet: Check with your lender to see if they are maintaining a queue of applications during the lapse or if you will need to reapply when the renewed funding comes through.
• If you have not applied yet for a PPP loan through an SBA lender: Have the application form filled out and your documentation ready to provide to your lender. (For businesses with employees, have payroll documentation; for independent contractors, have your 2019 Form 1040, Schedule C, and 1099-MISC.) If you have an existing relationship with an SBA lender, you should go to that lender first once the program reopens, but be prepared to try multiple lenders, which you can find on the SBA site.

Also see:

• NAR's Coronavirus Topic
• Coronavirus: SBA CARES Act FAQ
• Keys to Getting SBA Assistance: Persistence and Patience (REALTOR® Magazine)
• Coronavirus Aid, Relief, and Economic Security Act
• Center for REALTOR® Financial Wellness

The CRMLS app, designed specifically for CRMLS users, has added a Virtual Open House feature. Keep your business moving during this uncertain time by hosting or attending open houses from your mobile device. 

CRMLS App features include:

• Seamless integration with CRMLS data including:

– Your listings
– Your saved searches
– Your full list of contacts
– Your carts
– The CRMLS agent roster

• HomeSpotter tool: just point your phone in the direction of a listing to find out listing info
• Edit your listing details on-the-go, including:

– List Price
– Agent Remarks
– Public Remarks

• Free download on Android and iOS
• Agent-branded apps to share with clients
• Supports Matterport 3D tours
• In-app messaging
• Search by schools or drive-time
• Mortgage payment calculations

The CRMLS app is available as a free download in iOS and Android for CRMLS users.

 

The Department of Real Estate (DRE) posted FAQ’s for business practices on the DRE's COVID-19 Updates page. The DRE also recently launched an “Ask DRE Licensing” email feature.

In addition to real time updates provided on DRE’s website, you can also subscribe to their Twitter and Facebook pages for important alerts.

In particular, this page on Business Practices is of particular importance.

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Have training in your office.  PSAR & CRMLS will help.

• Three trainers available to train in San Diego
• Trainers will come to your office
• PSAR offers meeting space for free to host office meetings.
• Free training on 33 benefits that will make your team better.
• Office training also available on PSAR's exclusive benefit called Savvycard.

As a Broker, what is your value proposition?  Brokers looking to improve agent productivity, professionalism and retention, should bring training and resources to their agents in-house. Brokers who show agents how to use these tools, provide added value.  As members of CRMLS, firms have many free or enhanced tools to choose from.  These tools help agents do a better job serving their clients.

When PSAR joined CRMLS, the CEO of Sandicor, and many important staff including three of the four Sandicor trainers became full time employees of CRMLS.  This knowledge is deep and it remains part of our organization.  These trainers are located here in San Diego to educate and support our Realtor members.  They will even train your team locally right in your office. Regular training and coaching can help your agents grow as professionals and enhance your broker/agent relationship. 

Some brokerages don't have the facilities to train all of their agents in one space. If this is an issue for you, PSAR will provide you with free meeting space to train your own at an office meeting hosted in our location?  In return, we only request the opportunity to spend two minutes outlining the benefits of being a PSAR Realtors.

 

 

Here are some of the topics CRMLS will train on.  All of these tools are included for PSAR/CRMLS subscribers at no additional cost to agents or the brokerage. Savvy Card and Glide are two programs offered by PSAR.  PSAR staff can direct brokers to training resources for these benefits.  PSAR can also help brokers identify training for Zipforms and other CAR and NAR programs.

For a syllabus, class length and description, please check out more detailed information here.

• Cloud Agent Suite 
• Cloud CMA 
• Cloud Streams
• CRMLS Apps
• CRMLS Marketing Tools
• CRMLS System and Products Overview
• Homesnap Pro App
• Infosparks Market Statistic
• Infosparks Marketview
• LionDesk CRM
• Matrix: Agent Essentials
• Matrix: Broker Office Admin
• Matrix: Creating a CMA in Matrix
• Matrix: Realist Tax 2.0
• Matrix: Searching 101
• Matrix: System Updates
• Matrix: Time-Saving Tips
• MLS-Touch App
• Paragon: Advanced Searching
• Paragon: Agent Essentials
• Paragon: Broker Office Admin
• Paragon: Collaboration Center
• Paragon: Creating a CMA in Paragon
• Paragon: CRS Tax 101
• Paragon: Hot Sheets/Tours/Open Houses
• Paragon: Managing Listings in Paragon
• Paragon: Searching 101
• Paragon: ShowingTime for the MLS
• Paragon: System Updates
• Paragon: Time-Saving Tips
• REALTORS® Property Resource®
• Remine

Want to improve MLS rules compliance and avoid citations and fines?  

• CRMLS Compliance Top Violations Overview is a great class.

Do you have a boutique office, or need a smaller training session?

Brokers with fewer than ten agents, are welcome to bring their team to training hosted at PSAR each month in each of our three offices.  Bring your entire office to any of these training sessions. Check out our education calendar and register your entire office for training.

 

Not using SavvyCard for lead generation and property marketing?  You should be.

PSAR also offers Savvy Card.  This is a unique marketing platform that includes Seller Share, Free Property websites and much more.  Savvy Card will train in your office as well!  Just email support@psar.org and request office training on Savvycard. Learn more about Savvy Card here.

Need more information, or have a question? Please comment in the form below and a friendly PSAR service member will get back to you!

 

 

Need gift ideas for your fellow
REALTORS®, Broker, Vendors, Coworkers?

Whether it be Hardware, Software, Gadgets or Subscriptions, learn about great gifts that
will bring happiness to recipients all year long.

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Wednesday, December 18th
11:30am - 1:00pm
PSAR East

1150 Broadway #100, El Cajon CA 92021

Or Call: 619-421-7811

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

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Agent SavvyCards™ for Real Estate uses your data in the MLS to automatically create web-pages for you AND for your listings! Use these SavvyCards to generate leads online through Social Media and through your customer's friends and family, quickly and inexpensively!

Provided to you as a member benefit from Pacific Southwest Association of REALTORS®

Claim Your Free Account Now

 

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This benefit is fully paid for. NO UP-SELL or ADDED Services.

WANT SOME LIVE HELP TO GET YOUR ACCOUNT SET UP?
REGISTER FOR A CLASS TODAY:

FRIDAY NOVEMBER 22ND | TWO LOCATIONS

South | 9:00am - 11:00am

 

East | 1:00pm - 3:00pm

Unlike many classes, this class will empower you to start growing your business from the moment you leave the room!

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A mobile marketing platform that features:
     • No app downloads  
     • Uses your data in the MLS
     • Automatically creates web pages for you AND for your listings!
     • Use these these web-pages to generate leads online through Social Media and through your customer's
        friends and family, quickly and inexpensively!

Agent SavvyCards™ for Real Estate uses your data in the MLS to automatically create web-pages for you AND for your listings! Use these SavvyCards to generate leads online through Social Media and through your customer's friends and family, quickly and inexpensively!

Provided to you as a member benefit from Pacific Southwest Association of REALTORS®, this training course combines an overview of the Agent & Property SavvyCard solutions with a series of real-life use cases. 

This benefit is fully paid for. NO UP-SELL or ADDED Services.

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PSAR | CENTRAL	PSAR | EAST	PSAR | SOUTH
4340 Genesee Ave., #203 San Diego, CA 92117	1150 Broadway, #100 El Cajon, CA 92021	880 Canarios Ct., #100 Chula Vista, CA 91910

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Paragon: Searching 101
In this course, you will learn how to quickly find the listings you want to see using the CRMLS Paragon platform. • Create and save basic property searches and detailed map searches • Search by Features including View, Pool, Terms, etc. • Print and email reports
CENTRAL | November 14 @ 10 AM	............... REGISTER
EAST | November 20 @ 10 AM	............... REGISTER
SOUTH | November 26 @ 10 AM	............... REGISTER

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Paragon: Create Custom Reports
Create dynamic and custom reports using existing MLS reports and spreadsheets then save them as favorites for quick access or set them as your default.
CENTRAL | November 14 @ 11 AM	............... REGISTER
EAST | November 20 @ 11 AM	............... REGISTER
SOUTH | November 26 @ 11 AM	............... REGISTER

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Homesnap Pro App
Homesnap Pro is a robust, agent-only version of Homesnap that offers real-time MLS data. Access real-time MLS data on the go with this robust app and website. Features include Rapid CMA generation, automated ad creation, in-platform messaging, and the ability to snap photos of homes – listed or not – and find out all about them.
CENTRAL | November 14 @ 1 PM	............... REGISTER
EAST | November 20 @ 1 PM	............... REGISTER
SOUTH | November 26 @ 1 PM	............... REGISTER

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Proxio Pro
ProxioPro is a global marketing and networking tool that connects real estate professionals from all over the world in a single place to advertise properties and expand referral options. Features include the Multicultural IDX Widget, which translates property information into 18 languages – ProxioPro also converts currencies, measurements, and date formats, creating intuitive marketing materials for clients around the world.
CENTRAL | November 14 @ 2 PM	............... REGISTER
EAST | November 20 @ 2 PM	............... REGISTER
SOUTH | November 26 @ 2 PM	............... REGISTER

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