HomeSnap-Pro Becomes Homes-Pro

Posted by Communications on Oct 13, 2023 4:46:10 PM

Homesnap pro is on the way out

The Homesnap app, which is a listing search product for both listing and buyer agents, will be changed to the Homes Pro app, a LISTING-Agent search and advertising platform. While Homesnap is still currently available, the Homesnap app will fully become the Homes Pro app on October 23.   

This update comes from Homesnap: Most elements of Homesnap will forward to the Homes Pro app or redirect to, regardless of whether or not you're a CRMLS user. In fact, many MLSs that had relied upon Homesnaphomespro app have already made the transition to Homes Pro, so we're hoping for an easy change to the different platforms. 

When opening the Homesnap app or accessing the website, you'll see this splash screen informing you of the switch taking place on 10/23.

CoStar's business model is to steer all leads to the listing broker or agent and not to the buyer's agent working with a client. The business plan is to see advertising to the listing agents. 

Finding a suitable replacement for a familiar tool can be a daunting task, and the process of replacing it is no easy feat. However, below is a comprehensive list of comparable product solutions tailored to your particular MLS system. Carefully review each offer and determine whether the Homes Pro app or another CRMLS core product is a better fit for you.  Advantages of these tools include the client portal, the ability to Add/Edit, 

Paragon App Comparison
Matrix App Comparison

Learn more about the Paragon Connect Moblie Web Site

Learn more about MLS Touch
Learn more about the CRMLS App

CoStar's move to discontinue Homesnap came nearly three years after CoStar acquired Homesnap for $250 million in 2020, initially intending to enter the residential real estate market. In 2021, CoStar acquired for $156 million and decided to make it their primary consumer brand. 

By the end of the year, Homesnap's website will redirect home searchers to, and eventually, Homesnap will be completely phased out.

For now, Homes Pro will remain free for agents and multiple listing services (MLSs).


Topics: CRMLS, PSAR Benefits, Industry, Paragon


Posted by Rick Griffin on Nov 30, 2021 11:00:22 AM


PSAR is proud to announce the signing of a bi-national memorandum of understanding (MOU) agreement with La Asociación Panameña de Corredores y Promotores de Bíenes Raices (ACOBIR, translated: Panamanian Association of Real Estate Brokers and Developers).

ACOBIR, with about 500 members, is the Republic of Panama’s nationwide real estate trade association. It was founded in 1973. ACOBIR’s multiple listing service currently serves roughly 400 brokers affiliated with more than 200 real estate agencies in the transcontinental country that connects Central America and South America.

The MOU calls for a cooperative alliance between PSAR and ACOBIR to include business collaboration and facilitation for the benefit of each association’s members, as well as sharing information about properties, referrals about investment opportunities, and insights into local practices and laws.

In addition, the MOU calls for scheduling trade missions and joint representation at professional events and conferences, including the Expo Immobiliaria ACOBIR and National Association of REALTORS® meetings.

Also, the MOU calls for further promotion of professional designations available through NAR, including the International Realtor Member (IRM) and the Certified International Property Specialist (CIPS) Institute designations.

Both the IRM and CIPS professional designations recognize its designees as expert resources in the international real estate market with information, research, network, and tools to globalize their real estate practices and an understanding of financial, legal, and cultural differences for real estate transactions in various countries.

The MOU between PSAR and ACOBIR was signed by Fransisco Cheng, ACOBIR president, and Ditas Yamane, 2021 PSAR president.

“We are excited to establish a mutually beneficial relationship for the members of both associations,” said Yamane.

“We affirm the value of international collaboration,” said Cheng, “and we look forward to working collaboratively to generate more transnational business opportunities for our members.”

ACOBIR currently has several existing affiliations with societies and councils in the Republic of Panama, including the U.S. Business Council in Panama, Panamanian Chamber of Tourism and Construction Industry Integremial Alliance. ACOBIR’s international affiliations include the International Federation of Realtors and Central American Federation of Panama and the Caribbean of Chambers and Real Estate Brokers, as well as NAR.

PSAR also has previous existing MOUs with other international entities. In 2014, PSAR signed an MOU with Mexico’s national real estate association, the Asociacion Mexicana de Profesionales Immobiliarios (AMPI, translated: Mexican Association of Realtors). In 2018, PSAR signed a cross-border MOU with CEPIBC, the Consejo Estatal de Profesionales Inmobiliarios de Baja California, (CEPIBC), a statewide real estate trade group in the Mexican state of Baja California.

The MOU between PSAR and Panama was initiated and facilitated by PSAR members who are actively involved with the association’s Global Real Estate Council (GREC). The GREC serves PSAR members who are interested in cross-border opportunities and who want to network with other international real estate practitioners. Founded in 2013, GREC provides PSAR members with a platform to connect with individuals internationally and the opportunity to learn and expand their niche market in real estate internationally.

 PSAR’s GREC is dedicated to assisting the needs of PSAR members who desire to expand their international outreach and help international capital investment clients make informed transactions with effective counsel across multiple jurisdictions. The vision of the Council is to provide and facilitate educational opportunities to enable PSAR members to expand their practice and organize global-themed events.

In recent years, GREC has hosted several educational events designed to assist PSAR members in helping international capital investment clients to make informed transactions with effective counsel across multiple jurisdictions. The training sessions have focused on cultural customs and diversity, as well as panel discussions and forums with international partners.

Global Council and Panama

Topics: Global Real Estate Council, Government Affairs, PSAR Benefits

PSAR - Empowering REALTORS - Video

Posted by Richard D'Ascoli on Aug 3, 2021 10:44:21 AM

With direction from PSAR's 2021 President Ditas Yamane, this week PSAR released a short promotional video highlighting PSAR's Mission to Empower Realtors.   

Serving San Diego County, PSAR empowers Realtors with help from the largest MLS in the Country, CRMLS.   PSAR Advocates for Private Property Rights and Homeownership. The organization adheres to the highest levels of professionalism.

It is common knowledge that PSAR's Members Services Team takes pride in providing the highest level of service in the industry. Service is so important that our three service centers in Clairemont, Chula Vista, and El Cajon remained open throughout the pandemic while adhering to local, state, and national guidelines. 

Check it out!


Topics: Announcements, Leadership, CRMLS, PSAR Benefits

Renew Membership for a chance to Win an iPad Pro

Posted by Richard D'Ascoli on Dec 8, 2020 10:49:35 AM

Pay Dues and win an iPad Pro
Win an iPad Pro & avoid additional fees by simply paying 2021 REALTOR® dues on time by December 31st, 2020**.

  • All current active members on the PSAR monthly payment plan for 2021 qualify!
  • Those on autopay for annual dues will also be entered to win!

Watch the drawing on the Thursday, January 14th Rally and Ride Pitch Session at 9:00am. We will also be streaming on PSAR's Facebook Group!  Members do not need to be present to win.

To watch on Facebook, join the new NEW Private PSAR Facebook Group in advance.

Sponsored by:
Rancho Ted - Private Money Lending
• REALTOR® Dues are not MLS fees
• MLS fees and key fees are billed separately and are not considered for this promotion

**Payments can be made on the PSAR Portal, or by calling one of our three offices - South: 619-421-7811, Central: 858-286-6080, East: 619-579-0333.

PSAR members have access to the most data, most coverage and most tools in San Diego County.
Our annual fees are also the LOWEST.
We value our members and strive to show it every day.

Topics: Brokers/Managers, PSAR Benefits

CRMLS Paragon Upgrade is Here

Posted by Richard D'Ascoli on Sep 21, 2020 1:30:00 PM

Check out the links, video and details below for the facts about the CRMLS Paragon upgrade. 

  • CRMLS subscriber's contacts and  saved searches will migrate over to the upgraded version of Paragon. 
  • Since the national data standard is different, some searches may need to be edited. 
  • CRMLS subscribers see the listing information from the 145,000 agents who share listings right through CRMLS. 
  • This upgrade provides agents with service from the biggest and most advanced MLS in the Country.


CRMLS is launching a major upgrade to the Paragon system on September 21st. You will get more photos, more listing distribution control, and more input on how your version of Paragon works.

  • NO LISTING INPUT or Add/edit Sept 17th until 8 am on Sept 21
  • Rules changes
  • Better, faster, more features

To help prepare you for the upgrade, CRMLS launched a Paragon Upgrade Resources page full of valuable information on the differences between the old and new systems.

Check out the San Diego Paragon Resources Center here.

While it already contains FAQs and a guide to critical rules differences between systems, it will be expanded to contain even more critical information and action items in the coming weeks.

Pro Tips: 

Other AOR's listing in San Diego: Agents around the state who use CRMLS Matrix will still be listing in San Diego during the upgrade.  Agents who list through CRMLS data-share partners will still be listing in San Diego. 

Absolutely Need to List?: PSAR also is a provider of Matrix for $6.50/month as a second MLS.  Matrix will be still active while the MLS is inactive.  This might be a good time to try it out.

See New Listings: While Paragon is being updated, tools like Homesnap-Pro will continue to be updated and searchable. Agents can see confidential remarks and search new listings from agents listing using systems other than Paragon. 


Paragon Upgrade

Important Training

Pre-recorded Video, watch or listen here on YouTube.

Live Webinars were hosted on the these days days.

Tuesday 9/8  Tuesday 9/15
9am-10am (Register Here)
1pm-2pm (Register Here)
10am-11am (Register Here
2pm-3pm (Register Here)

Monday 9/14
Broker, Office-Manager, IT & Broker Support Staff Discussion
3pm-4pm (Register Here)


Important Dates:

Thursday, September 17 at 12:00pm until Monday, September 21, 8:00 am The CRMLS system Goes into Read Only ModeAll input locked out, contacts, saved searches available, changes made at this time will not transfer. 


When the system Goes Live on 9/21, CRMLS will have Live Support via Zoom
CRMLS staff will be live and available to answer your questions in real time.
Please have your name, email and username ready so we can assist you with your questions.
These will be live forums to help you with any issues you may be having, not a presentation.
You can join anytime and leave at your leisure.

Monday, September 21st, 8:30am - 5:00pm (Join Here)

Tuesday, September 22nd, 8:30am - 5:00pm (Join Here)

Wednesday, September 23rd, 8:30am - 5:00pm (Join Here)

Friday, September 25th, 8:30am - 5:00pm (Join Here)

Monday Sep. 28th - Friday Oct. 2nd @ 12:00pm  (Register Here)

Thursday, October 15th, 12:00pm (Join Here)

Monday, October 19th, 2:00pm (Join Here)

Wednesday, October 28th, 2:00pm (Join Here)

Can't make it to the live
training? Here is the Recorded Training.
CRMLS YouTube Upgrade

Also two classes on the Upgraded Paragon Enhancements

Thursday, September 24th, 10:00am - 11:00am (Join Here)

Thursday, September 24th, 2:00pm - 3:00pm (Join Here)

We are upgrading this system to get a faster, more modern MLS engine for your business.  CRMLS and PSAR continue to grow listing inventory, and technology to empower Realtors by providing more tools, more data, wider coverage while protecting Realtor data.  This upgrade furthers PSAR’s mission to empower you. This is one of the reasons that PSAR is the fastest growing Realtor Association in San Diego County.

FAQ will be updated continuously: California Regional Multiple Listing Service

What will and will not carry over: California Regional Multiple Listing Service

Paragon Differences:

Rules Differences:


PSAR's Mission is to empower Realtors to flourish while being accountable to
each other,our clients, and our community.

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 class is free of charge.


Topics: Education, PSAR Benefits


Posted by Rick Griffin on Sep 11, 2020 4:53:54 PM


PSAR is proud to announce the completion of the “Robert Calloway Memorial Veteran Housing Grant” program.

In a joint partnership with the California Association of REALTORS® (C.A.R.) Housing Affordability Fund (HAF), on Memorial Day, PSAR launched a special grants program named in honor of 2019 PSAR President Robert Calloway, a military veteran and PSAR Past Immediate-President.

The PSAR Robert Calloway Memorial Veteran Housing Grant program helped first-time military homebuyers with closing-cost assistance of $1,500. 

A total of 34 grants were available. The grants program was scheduled to continue for up to one year or until the available $51,000 was exhausted. Less than three months later, on Aug. 26, the final available closing-cost grant was approved and distributed.

“This grants program was a tremendous success for our veterans,” said Robert Cromer, 2020 PSAR President. “PSAR was honored to give-back to our military community and provide closing-cost assistance to our hometown heroes and their families who were searching to find a place to call home. I am proud to have been part of this effort to help these courageous men and women who have sacrificed and served to protect this beautiful country and our values and freedoms that have kept us free.”

Robert Calloway 1965-2020

“We felt that naming this grant after Robert Calloway was a fitting tribute to his legacy as a veteran and a member of the PSAR family,” said Rich D’Ascoli, CEO of PSAR. “Our Association was proud to team-up with C.A.R. and give back to those who have worked hard to protect our everyday lives. The Robert Calloway Memorial Veteran Housing Grant program has truly been an across-the-board, undeniable success story that everyone can be proud of.”

The joint partnership with PSAR and C.A.R. was initiated by the late Robert Calloway, who suddenly passed away May 4 this year from heart disease. He was 54. Prior to his real estate sales career as a REALTOR®, Calloway served in the U.S. Navy for 26 years, from June 1985 to June 2011, retiring as a Senior Chief Navy Counselor. He specialized in human resources and counseling for the Navy during 20 of his 26 years. In 2008, Calloway started selling real estate while still serving in the Navy. He joined PSAR at the start of his real estate sales career and was elected to the PSAR board of directors in 2014.

At the time of his passing, Calloway was serving as a current PSAR board member and as a C.A.R. director, including as Vice Chair of C.A.R.’s Southern California Region 30. In addition, Calloway was serving as an advisor to Ernie Dronenburg, San Diego County assessor-recorder-clerk. With the assistance of  Calloway’s leadership, Dronenburg introduced a number of housing initiatives that assisted disabled military veterans achieve homeownership, stay in their homes and save money on their property taxes.

“It’s wonderful to learn of PSAR’s success with the Robert Calloway Memorial Veteran Housing Grant program,” said Dronenburg. “It was an honor to work with Robert, who made San Diego a better place to live. His life was marked by service, starting in the Navy and ending as a super professional in the real estate industry. His legacy of service will live on in the homes of the veteran families who were able to achieve homeownership thanks to the Robert Calloway Memorial Veteran Housing Grant.”

Prior to serving as PSAR president, Calloway also served as the founding president of the Veterans Association of Real Estate Professionals (VAREP), San Diego chapter. Established in 2011 and based in Corona, Calif., VAREP is a non-profit, HUD-approved housing counseling organization dedicated to increasing sustainable homeownership, financial-literacy education, VA loan awareness, and economic opportunity for the active-military and veteran communities.

“Our gratitude and congratulations are extended to PSAR for working to enhance lives of our veterans over the long haul,” said Son Nguyen, founder and president, VAREP. “On behalf of our 6,000 members nationwide, we applaud PSAR for their efforts to create housing opportunities for veterans and remove barriers to homeownership. We are very grateful to PSAR.”

HAF, a nonprofit dedicated to addressing California’s growing housing affordability crisis, was established by C.A.R. in November 2002 to provide more options to first-time homebuyers. It was created by REALTORS® who bore witness to working families being denied the American dream of homeownership. The HAF mission statement states the nonprofit plays an active role in addressing ongoing housing affordability challenges facing Californians.

HAF receives donations from C.A.R. members, non-members and other institutions that are committed to addressing housing challenges in California. HAF donations are then distributed through local REALTOR® associations who have submitted funding requests for local housing affordability and housing supply programs. For maximum impact, HAF funds are leveraged with local associations and their housing partners.

“We were honored to work with PSAR on the Robert Calloway Memorial Veteran Housing Grant program,” said Sharon Barron, 2020 HAF chair. “We applaud PSAR for their innovative leadership and allocation of HAF funds that are intended to provide more options for first-time homebuyers’ entry into homeownership. We especially appreciate the support of C.A.R. members for their unwavering support and contributions to the Housing Affordability Fund so that we can continue to address California’s housing affordability crisis in the midst of skyrocketing housing costs. Their participation allows us to continue to help Californians achieve the dream of homeownership.” 

“As a first-time, military veteran homebuyer, I went through different moods and feelings going through the home purchase process, and shock and fear were some of those feelings,”

Several first-time veteran homebuyers who were recipients of Robert Calloway Memorial Veteran Housing Grant, along with their agents, spoke with PSAR to express their gratitude to PSAR for the grants program.

Renales Family“As a first-time, military veteran homebuyer, I went through different moods and feelings going through the home purchase process, and shock and fear were some of those feelings,” said Efren Renales Jr., a 20-year retired U.S. Air Force veteran. “However, the PSAR closing-cost assistance proved to be a huge help. This program, along with an awesome realtor, gave the boost of confidence and security we needed to know we can have the home we envisioned building our legacy in. After living in 13 different homes across seven U.S. and overseas locations, we consider ourselves blessed to be able to ground roots and watch our children grow in our hometown, which the PSAR closing-cost assistance program greatly contributed to.”

Renales and his wife have three children. PSAR REALTOR® member Brynn Gonzales represented the Renales family in their home transaction.

“It was a great honor and enjoyable experience to be able to help my clients find a place to call home, especially the Renales family,” said Gonzales. “As a PSAR REALTOR® member, it feels good to be able to give back to our military families. I think building wealth for families is important and it excites me because it provides unique wealth building opportunities for future investments. It’s important for homeowners to invest in and take ownership of their community because they can help improve the sales of their surrounding area when purchasing their home. The community also benefits from the homeowner paying real estate taxes.”

“I am thrilled to finally be done renting, start building equity and calling my new place home,”

Brennan and Tafeshnia

Justin Brennan is a U.S. Navy submarine veteran who served aboard the USS Olympia (SSN 717). The native of Northern Virginia joined the Navy at age 23. Brennan was represented by REALTOR® Amir Tafreshnia in his home purchase.

“I am thrilled to finally be done renting, start building equity and calling my new place home,” said Brennan. “I don’t think it would have been achievable without my veteran benefits and the zero-down VA loan. With the added PSAR closing-cost assistance, it really made a difference during my homebuying journey. The PSAR closing-cost assistance allowed me more flexibility in creating a competitive offer. It also provided big relief when it came to closing time. Closing is expensive and with the additional money in my pocket I was able to finance my move, purchase needed items for my new home and it made me feel very appreciated. I am proud to have served this great country. There are so many great programs out there for us veterans and I can not thank the PSAR team enough for their assistance.”

“Thanks to the PSAR grants, it helps spread awareness of possibility of homeownership and the pride of ownership in the community,” said Tafreshnia. “There is no better feeling, and the best part of my job, to help someone get into a home they love, in an area they love and ultimately reach one of the goals they’ve been working so hard towards. It means the world to me and motivates me daily. Thanks to the PSAR team for making it happen.”

"Being a homeowner and sharing this positive energy with my family is the highlight of my recent retirement."

Clemons Family

Corey Clemons spent 26 years in the Navy. Corey, his wife and three children recently moved into their new home.

“It was truly rewarding to serve our amazing country for 26 years, and I understand what sacrifice really means,” said Clemons. “I served for all those years because this journey was bigger than me. I wanted to give back and anticipated that my sacrifice would pay dividends for my family. We are extremely appreciative and proud to be brand new homeowners in sunny San Diego for the first time. Being a homeowner and sharing this positive energy with my family is the highlight of my recent retirement. The PSAR closing-cost assistance meant a lot to my family and I. This assistance was more like icing on a cake especially when blessed to purchase a brand new home in California for the first time. Thanks abundantly to PSAR for such a kind gesture that my family and I will be forever grateful for.”

“Being a first-time buyer was stressful and, at the same time, exciting,”

Kristopher Mangrbang is in his 29th year of active duty in the U.S. Navy. He was represented in his recent home purchase by PSAR REALTOR® member Merrie Espina.Mangrbang Family

“Being a first-time buyer was stressful and, at the same time, exciting,” said Mangrbang. “I and my family are very grateful for the PSAR assistance as it covered our HOA fees for the whole year. And, of course, we wouldn’t have this type of assistance without our agent Merrie.”

PSAR REALTOR® member Marielena Beatie represented homebuyer Agustin Villasenor.

“I received news about the Robert Calloway VA grant as soon as we opened escrow and I quickly contacted Sally Valdez from PSAR and she guided us through the application process,” said Beatie. “It was a pleasure to work with Agustin and Daniela Villasenor. The VillasenorsThey were approved as one of the grant recipients and this was definitely an added bonus. They were very grateful for this additional help with their closing costs. This was their first home purchase and it was exciting to be able to make their dream of home ownership come true. It was truly an honor to help a veteran in his first investment.  It is exciting to help veterans be able to own a part of the American Dream. Military families sacrifice for our freedom and it is truly an honor to be able to give something back to them. I hope they enjoy their beautiful home, they deserve it.”

To qualify for a Robert Calloway Memorial Veteran Housing Grant, the homebuyer’s mortgage loan had to be already approved through regular Desktop Underwriting (DU) industry standards and have an executed Residential Purchase Agreement (RPA) in escrow. Homebuyers also had to use a Veterans Administration (VA) loan for their home purchase. All San Diego County-area REALTORS®, regardless of Association membership, were invited to participate in the grant program.

Topics: Announcements, PSAR Benefits, Industry

Now you Can Create, Track, and Manage PEAD-V Forms with Glide

Posted by Richard D'Ascoli on Aug 6, 2020 12:15:00 PM

COVID-19 has resulted in countless challenges for agents across California. Perhaps chief among them are the new compliance requirements for showings, namely the Coronavirus Property Entry Advisory and Declaration - Visitor (PEAD-V) form. Given that each visitor to a property must sign a PEAD-V form and deliver it electronically to the listing agent in advance of a visit, it creates a significant burden for agents on both sides of a transaction.TRACK, AND MANAGE PEAD-V FORMS WITH GLIDE
To help solve this problem, Glide has created the first-of-its-kind integrated system that allows you to create, send, and manage PEAD-V forms across all of your listings and clients in a single place. Key benefits of using this tool include:

  • Save Time: Eliminate duplicate entry and and quickly generate new forms for reach property your clients want to visit.
  • Reduce Errors: Automatically pull in all property info from our MLS partners and connect directly to your DocuSign and ZipForm accounts to send to clients.
  • Protect Your Clients (and Yourself!): Don’t expose home sellers to unnecessary risk and ensure all visitors are free of COVID-19 symptoms. If an issue does arise, all of your forms are in a single location.

Zoom Class, Dates and Times
        Register Here        
Classes are offered several times a week

Glide is developed based on feedback from agents across the state, Glide’s tool gives you access to a number of features that make your life easier while ensuring full compliance:

  • Visitor Log: Share your personal PEAD-V listing URL with all visitors to generate and track forms for signature on-the-go without the hassle of manual coordination.
  • Reusable Parties: Don’t waste time re-typing by reusing previously entered buyers, agents, or other visitors/vendors.
  • Reduced Clutter in ZipForm: Keep your ZipForm account clean and uncluttered. Buyer Prospects and PEADs you create in Glide do not interfere with your transactions list in ZipForm.
  • One-Click Creation from MLS: When you create a PEAD-V directly from an MLS listing page, Glide will automatically pull all of your listing information to the form - saving you time and hassle.
  • Integration with DocuSign®: Send your PEAD-V forms using DocuSign and Digital Ink, complete with the signature and initial tabbing auto-placed for all visitors. Includes basic support for Digital Ink.

Learn More

Or Get started today at

Best of all, it’s free to agents who belong to the Pacific Southwest Association of REALTORS® and takes less than a minute to create your first form.  Glide is a PSAR member benefit. The program is usable now. It is also currently integrated with CRMLS Matrix.  Paragon integration is coming soon.  We are told it should be available within a week or so.

.glide - real estate forms management


PSAR Mission is to empower Realtors to flourish while being accountable to
each other,our clients, and our community.

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


Topics: Education, PSAR Benefits

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

For a safer client environment - Virtual Meetings - At No Cost

Posted by Richard D'Ascoli on May 20, 2020 2:57:47 PM

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.


Topics: Education, Technology, PSAR Benefits

Clerk of the Board office now by Appointment Only

Posted by Richard D'Ascoli on Apr 3, 2020 12:02:54 PM

County of San Diego

I wanted to inform everyone that since the Sheriff Deputies are not letting members of the public into the building without an escort by an employee, the Clerk of the Board, has had to change the Map Recording Process that was previously set in place. In order to ensure we have staff available and can escort customers from the building entrance,  we will now be providing map services by appointments only. If a customer’s map requires approval/signature of the Clerk of the Board (COB), the customer can call us at (619) 531-5600 or email us at to schedule an appointment. Our website has been updated to reflect this information & I will also be posting signs at the entrances of the CAC.

Best Regards,

Samantha Lanham

Board Assistant
County of San Diego - Clerk of the Board of Supervisors
1600 Pacific Highway, Rm. 402, San Diego, CA 92101

Recorder’s Office
When a customer has a map to be recorded, they may call the supervisor line at (619) 531-5007, or email,  and to arrange a time to do so. A supervisor or the map staff will go out of the office to get the map and payment from the customer. If it meets all requirements and is recorded, the map staff will take the receipt for payment back out to the customer. If rejected, the map will be taken back to the customer for correction.

Please note: the above process will apply while the office remains closed to the public. Once the office re-opens, map recording will once again be processed on a walk-in basis.


Clerk of the Board
If the map first requires approval/signature of the Clerk of the Board (COB), the customer must first call the Clerk of the Board at (619) 531-5600 or email them at for an appointment. They are only available Monday-Friday between 8-4 for map transactions. Once they have an appointment, they should then contact us at the above information to let us know their appointment time with the COB. Once done with the COB, the clerk or customer will call the Recorder’s Office, then they will walk the map down to the hall outside our office doors, where the supervisor or map staff will retrieve the map and fees for recording. Staff will return the receipt after transaction is completed.


Treasurer Tax Collector
If a Map Tax Clearance Certificate is required from the Treasurer-Tax Collector (TTC), the customer may request it by mail. They need to include the Map Tax Clearance Questionnaire, a 26” x 18” copy of the map and the $108.00 fee, mailed to: San Diego County Treasurer-Tax Collector, 1600 Pacific Hwy, Rm 162, San Diego CA 92101. The TTC will mail the original clearance back to the customer. If an immediate drop off or pick up is needed, contact the TTC staff at (619) 685-2622 or email (she is out of the office on Thursdays).

The Map Tax Clearance Certificate may be filed by mailing the original, along with the $8.00 filing fee to the San Diego Recorder/County Clerk, P.O.Box 121750, San Diego CA 92112-1750. The certificate may also be filed at the same appointment time the map is being recorded. We will not be making appointments to file the certificate only.


Topics: Brokers/Managers, PSAR Benefits, Industry