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

NAR just launched an SBA Loan FAQ

Posted by Richard D'Ascoli on Apr 2, 2020 12:21:57 PM

National Association of Realtors has FAQ

NAR just launched an SBA Loan FAQ which covers the Paycheck Protection Program (PPP) and Economic Disaster Injury Loans (EDIL) included in the CARES Act and are available to self-employed workers, independent contractors, sole proprietors, and individuals who work on Commission: Coronavirus: NAR SBA CARES Act FAQs.  We expect another FAQ on the Pandemic Unemployment Assistance (Unemployment Insurance) to be released later today or first thing tomorrow.


Topics: Brokers/Managers, PSAR Benefits, Industry

Two New Forms Released by C.A.R.

Posted by Richard D'Ascoli on Apr 1, 2020 9:37:25 AM

To help agents navigate practicing real estate during these challenging times, C.A.R. has released these best practice guidelines that reflect C.A.R.'s understanding of Governor Newsom’s stay-at-home order. This document details recommended best practices for marketing, showing and closing on properties while maintaining compliance with CDC recommendations.

To compliment new guidelines released by CAR yesterday, today two new forms were released:

  • One is a Listing Agreement Coronavirus Addendum or Amendment (RLA-CAA) for sellers and listing agents to sign, and
  • The other is a Property Viewing Advisory and Declaration (PEAD) that is to be given to and signed by the seller, buyer, agents and anyone else who will be entering a property.

The forms can be accessed here.  These forms will be added to Zipforms.

Successful non-essential businesses, while remaining open, are changing the way they do business.  For example, while they remain open, restaurants may not serve food.  The first priority needs to be safety. If the public, the client and the Realtors is careful and safe, we will get through this crisis more quickly.

Topics: Brokers/Managers, PSAR Benefits, Industry

Looking to improve agent retention and productivity?

Posted by Richard D'Ascoli on Jan 31, 2020 1:37:58 PM

IMG_20190124_123203 (3)

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.


Have a Trainer Visit Your Office


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 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!



Topics: Education, Brokers/Managers, PSAR Benefits

make ZipForm Plus work for you

Posted by Kevin McElroy on Jul 11, 2019 4:51:59 PM

CAR training

  • Gain knowledge you need to maximize zipForm Plus to complete contracts and manage transactions.
  • Practice on the new and updated interface along with new tools designed to save time and protect you from mistakes.
  • Discover features such as templates, MLS Connect, Photos and adding non-C.A.R. documents to your transaction, clause manager and more...

WEDNESDAY, JULY 24, 2019 | 10 AM TO 12 PM

Jan Farley-2018-eastcounty

Instructor: Certified zipForm Trainer, Jan Farley

Cost: FREE for PSAR and NSDCAR Members, $20 for Non-Members


Or call (619)579-0333 to register. 

Topics: Education, PSAR Benefits

Access the Sentrilock educational toolbox for Real Estate app!

Posted by PSAR Communication on Jul 11, 2019 7:00:00 AM

The new SentriKeyTM Real Estate app offers you a simple design and action-based layout so you can get potential buyers in the home and get it sold. Simply download the app at Google Play or the App Store and get those showings scheduled.

You can learn more about the app and its versatile features by accessing our collection of educational tools that are sure to meet the needs of all types of users.

Educational Tools (click the links below)


These are just a few of the tools available to help you learn more about the SentriKey Real Estate app. Find how-to videos and frequently asked questions on the support page.

Topics: Announcements, Technology, PSAR Benefits

SentriLock a psar service, just made your job A bit easier.

Posted by Richard D'Ascoli on Jun 27, 2019 10:49:20 AM

The new SentriKeyTM Real Estate app is now available, and we think you're going to love it!

SentriKey Real Estate App

The app is an updated version of the SentriSmart® mobile app and it features a new look, clearer prompts, and an action-based layout so you can perform key tasks in just seconds. You can download it now at Google Play or the App Store, or just go to the new icon on your phone to get started if your device is set for automatic updates.  

Now, with just a few clicks in the app, you can easily:

  • Open the key compartment
  • Remove the shackle
  • Find, sort and review access reports
  • Grant secure temporary access
  • And much more!

Android users will be delighted that the app features enhanced Bluetooth® technology to improve Android connectivity.

Check out our webinar video that provides a quick overview of the new app and its enhanced features. You can also review our iOS User Guide or Android User Guide for more information.

SentriLock just made your job easier with the SentriKey Real Estate app. And we think you’re going to love it!

Topics: Announcements, PSAR Benefits, Industry

$59 PSAR Sentrilock boxes. It's true.

Posted by Rozina Horta on Jun 11, 2019 11:51:04 AM

PSAR and NSDCAR Members!  Get ready for your next listing with $59 lockboxes from PSAR service centers. PSAR is currently fully stocked with inventory in our Chula Vista, El Cajon and Clairemont offices. Through our shared service agreement with NSDCAR, PSAR can provide boxes and service to one another's members.

Bring your SentriLock Card and a friendly PSAR staff member will help register the lockbox to your name. Visit PSAR today and purchase a lockbox before these lock boxes fly off the shelf! 


880 Canarios Ct. #100
Chula Vista, CA 91910

bigstock-Phone-Icon-Isolated-On-White-B-266982088 619-421-7811
200_X 200_Printer (1) 619-421-0087


1150 Broadway
El Cajon, CA 92021

bigstock-Phone-Icon-Isolated-On-White-B-266982088 619-579-0333
200_X 200_Printer (1) 619-421-0087


4340 Genesee Ave. #203 
San Diego, CA 92117

bigstock-Phone-Icon-Isolated-On-White-B-266982088 619-319-1324
200_X 200_Printer (1) 619-421-0087



  • MONDAYS .............. 8:30 A.M. TO 5:00 P.M. 
  • TUESDAYS-FRIDAY 8:00 A.M. TO 5:00 P.M.


Topics: PSAR Benefits