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CRMLS Class Descriptions

2020 Class Descriptions Logos Matrix

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Learn the Matrix skills that every real estate professional – beginning, restarting, or refreshing – needs to succeed.

Topics include:

  • Search techniques
  • Printing and emailing listings
  • Setting up client information in CRMLS Matrix
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: For broker office administrators. This course focuses on the demands & specialized skills needed to help your office run smoothly.

Topics include:

  • Using CRMLS Matrix to manage your office’s listing data
  • Setting up statistics
  • Accessing lists of inventory
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Did you know that you can manage client information directly in CRMLS Matrix? Engage with your contacts and keep their information close at hand.

Topics include:

  • Entering your contacts in Matrix
  • OneHome branding
  • Viewing your clients’ activity
  • Setting up auto emails for your clients
  • Searching outgoing client emails
  • Setting up saved and favorite searches for your clients
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: A Comparative Market Analysis (CMA) is the expert way to present market data to your clients. Learning how to create CMAs from Matrix will not only impress clients but will provide great reference about the latest market trends to better assist your real estate business.

Topics include:

  • Creating, saving, and modifying CMA presentations in Matrix
  • How to use Map Search to find comparables
  • Finding comparables through Map Search and Date Range Searching
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: The most common Compliance violations can come from simple mistakes that most real estate professionals aren’t even aware of making. Learn how to avoid the top five violations that can lead to a citation, plus more about how the MLS Rules & Policies protect your business and the accuracy of the MLS data you rely on.

Duration: 1.5 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Whether you’re a new agent or old pro, listing in CRMLS Matrix is critical to your professional success. Learn basic and advanced tips for listing input, modification, and maintenance, plus improve your knowledge of the CRMLS Rules & Policies.

Topics include:

  • Adding and modifying listings, images, and supplements
  • How to create an Open House
  • How to enter Registered Listings
  • Coming Soon listings
  • Best compliance practices and insights
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Speed and efficiency can sometimes be the difference between a sale and a missed opportunity, so be sure you’re using Matrix to its full potential.

Topics include:

  • Keyword searching strategies
  • Date-specific searches
  • Geographic searching with Maps
  • Customizing your Matrix homepage for efficiency
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: With access to an immense database of listings, how do you find what you need? This course dives into CRMLS Matrix’s multiple search options to locate listings, print and email them to clients, and turn your searches into closings that much faster.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Get up-to-speed on the latest features and enhancements that CRMLS Matrix offers and how these developments can benefit your business.

2020 Class Descriptions Logos Flexmls

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Learn the Flexmls skills that every real estate professional – beginning, restarting, or refreshing – needs to succeed.

Topics include:

  • Search techniques
  • Printing and emailing listings
  • Setting up client information in Flexmls
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: For broker office administrators. This course focuses on the demands and specialized skills needed to help your office run smoothly.

Topics include:

  • Using CRMLS Flexmls to manage your office’s listing data
  • Setting up statistics
  • Accessing lists of inventory
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Did you know that you can manage client information directly in CRMLS Flexmls? Engage with your contacts and keep their information close at hand.

Topics include:

  • Entering, viewing, and managing your contacts in Flexmls
  • Setting up auto emails for your clients
  • Setting up saved and favorite searches for your clients
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: A Comparative Market Analysis (CMA) is the expert way to present market data to your clients. Learning how to create CMAs from Flexmls will not only impress clients but will provide great reference about the latest market trends to better assist your real estate business.

Topics include:

  • Creating, saving, and modifying CMA presentations in Flexmls
  • How to use Map Search to find comparables
  • Date Range searching within Flexmls
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: The most common Compliance violations can come from simple mistakes that most real estate professionals aren’t even aware of making. Learn how to avoid the top five violations that can lead to a citation, plus more about how the MLS Rules & Policies protect your business and the accuracy of the MLS data you rely on.

Duration: 1.5 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Whether you’re a new agent or old pro, listing in CRMLS Matrix is critical to your professional success. Learn basic and advanced tips for listing input, modification, and maintenance, plus improve your knowledge of the CRMLS Rules & Policies.

Topics include:

  • Adding and modifying listings, images, and supplements
  • How to create an Open House
  • How to enter Registered Listings
  • Coming Soon listings
  • Best compliance practices and insights
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: With access to an immense database of listings, how do you find what you need? This course dives into CRMLS Flexmls’s multiple search options to locate listings, print and email them to clients, and turn your searches into closings that much faster.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Get up-to-speed on the latest features and enhancements that CRMLS Flexmls offers and how these developments can benefit your business.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Get a walkthrough of the Flexmls Pro App, which provides on-the-go access to the power of CRMLS data and the functionality of Flexmls.

Topics include:

  • Installing the application and logging in
  • How to create, save, and share searches
  • An overview of property reports and listing collections
  • Creating and managing hot sheets
  • …and more.
2020 Class Descriptions Logos Paragon

CRMLS provides two IDX solutions at no additional cost. Each has a different process to generate. What are the options and what is the difference?

1. IDX Standard
These links are generated within Matrix.

The search functionality includes all CRMLS and data share listings. You may tailor the capabilities of your search by including a map search and contact request form. CRMLS provides support for generating the IDX links, but does not provide support for the design and process of implementing the IDX links into a website. This option is available to all CRMLS users at no additional cost.

Learn More


2. IDX Plus
These frameable links, with Google Maps, offer CRMLS and data share listings, the features of the Matrix solution above, PLUS the following features: multiple languages, Office Listings links, and school data. Features are not customizable.

CRMLS provides support for generating the IDX links, but does not provide support for the design and process of implementing the IDX link into a website. This option is available to all CRMLS users at no additional cost.

Generate IDX Link


Compare Frameable Options

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Learn the Paragon skills that every real estate professional – beginning, restarting, or refreshing – needs to succeed.

Topics include:

  • An in-depth look at the CRMLS Paragon landing page
  • Search techniques
  • Setting up your email signature, agent photos, and messages
  • Printing and emailing listings
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: For broker office administrators. This course focuses on the demands and specialized skills needed to help your office run smoothly.

Topics include:

  • Using CRMLS Paragon to manage your office’s listing data
  • Setting up statistics
  • Accessing lists of inventory
  • …and more.

Duration: 1.5 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Connect with your clients through CRMLS Paragon’s Collaboration Center, a mobile-friendly website you can customize with your personal branding. The Collaboration Center has no third-party vendors or agents – just you and your contacts.

Topics include:

  • Setting up automatic notifications and invites for your clients
  • Customizing your Preferences and About Me pages
  • Using Paragon Connect on the go
  • Viewing your contacts’ saved searches, comments, and Favorite and Rejected properties
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: The most common Compliance violations can come from simple mistakes that most real estate professionals aren’t even aware of making. Learn how to avoid the top five violations that can lead to a citation, plus more about how the MLS Rules & Policies protect your business and the accuracy of the MLS data you rely on.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Access your MLS via your mobile device wherever you are with Paragon Connect, the on-the-go version of the Paragon MLS system.

Topics include:

  • Logging into Paragon Connect
  • A tour of the Paragon Connect Home page
  • An overview of your Contact Manager
  • Creating and Saving searches
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: A Comparative Market Analysis (CMA) is the expert way to present market data to your clients. Learning how to create CMAs from Paragon will not only impress clients but will provide great reference about the latest market trends to better assist your real estate business.

Topics include:

  • Creating, saving, and modifying CMA presentations in Paragon
  • How to use Map Search to find comparables
  • Setting up your CMA preferences
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: The MLS Tax Suite powered by CRS Data, a.k.a. CRS Tax, puts accurate tax and public record data for properties throughout California at your fingertips. This course is an intro to accessing sales history, tax, mortgage data, and more vital real estate information.

Topics include:

  • Profile setup and personalized branding in CRS Tax
  • Creating basic, map, and default searches
  • Searching for and farming foreclosure information
  • Generating CMAs with just a few clicks
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Get the most of out of CRS Tax and learn how to mine for more in-depth information for that extra competitive edge.

Topics include:

  • Advanced searches by map, criteria, and school layers
  • Power Prospecting through targeted marketing
  • Locating Assessor Maps
  • How to customize your CMA in CRS Tax
  • …and more.

Duration: 1.5 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Whether you’re a new agent or old pro, listing in CRMLS Paragon is critical to your professional success. Learn basic and advanced tips for listing input, modification, and maintenance, plus improve your knowledge of the CRMLS Rules & Policies.

Topics include:

  • Using CRS Tax autofill to enter and maintain listings
  • Creating an Open House
  • How to enter Registered Listings
  • Coming Soon listings
  • Reverse Prospecting: see searches where your listing appeared
  • Best compliance practices and insights
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: With access to an immense database of listings, how do you find what you need? This course dives into CRMLS Paragon’s multiple search options to locate listings, print and email them to clients, and turn your searches into closings that much faster.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Speed and efficiency can sometimes be the difference between a sale and a missed opportunity, so be sure you’re using Matrix to its full potential.

Topics include:

  • Customizing and optimizing your search results spreadsheet
  • Using Power Search
  • Geographic searching with Maps
  • Using your homepage widgets
  • Creating hotsheets, tours, and open houses
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Get up-to-speed on the latest features and enhancements that CRMLS Paragon offers and how these developments can benefit your business.

2019 SolutionsIcon

Product Solutions

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Create comprehensive, personalized, and interactive reports for your buyers and sellers with Cloud CMA, an online comparative market analysis (CMA) report generator. Featuring built-in integration with Zoom, Skype, and Google Meet, you can give presentations to anyone, anywhere, anytime.

This course will teach you how to create:

  • CMAs
  • Buyer tours
  • Single property reports
  • Property flyers
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Welcome to California Regional MLS! We’re the nation’s largest and most recognized subscriber-based multiple listing service, serving over 110,000 real estate professionals just like you. This course introduces you not only to our organization but also to our state-of-the-art core products and services, all available to you at no additional cost.

Topics include:

  • The crmls.org website
  • Our top-tier customer support
  • Ongoing training options and resources
  • Our extensive broker resources
  • The rule-based distribution of data
  • Our many high-quality real estate technology products
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Search for listings, communicate with agents and clients, and view property information anytime, anywhere with the CRMLS App. Learn how to save time and effort by synchronizing your carts and favorites between your desktop and mobile device.

Topics include:

  • Installing the app and setting up your account
  • Accessing your contacts and saved searches
  • Synchronizing your carts and favorites between your computer and mobile device
  • Communicate with clients and other agents
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: This course covers some of the marketing tools CRMLS has to offer. With these products, you can boost your brand and increase your listings’ reach. 

Topics include:

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: This course covers the extensive library of agent-based resources from CRMLS, how to access them, and what they can do for your business.

Topics include:

  • Our support channels available 7 days a week
  • Education and training resources available in person (where permitted) and online
  • 20+ state-of-the-art real estate products, many at no additional cost
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Learn how to use Down Payment Resource (DPR) to scan over 2,000 home ownership programs from housing finance agency partners to find the right down payment assistance programs for your clients.

Topics include:

  • Accessing Down Payment Resource
  • How clients can use Down Payment Resource in their portals
  • An overview of Down Payment Resource Connect
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Glide enables you to create, manage, track, negotiate, and sign all transaction documents while conveniently syncing key dates to your calendar. 

Topics include:

  • The offer-making process for buyer and listing agents
  • An overview of Glide’s disclosure forms workflow
  • How to use no-cost eSignatures with Glide Signatures
  • The Glide iOS app
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: The Homes Pro app (formerly Homesnap), powered by Homes.com, offers tools for client collaboration, lead capture, and building your business.

Topics include:

  • Getting started with your Homes Pro account
  • Accessing your Homes Pro account on desktop and mobile
  • How to search for listings 
  • Using collaboration tools with your clients and other agents 
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: MLS-Touch is a mobile app that connects you to the MLS when you’re on the go. Search by map, share listings with your clients, find other agents, and manage your contacts, all right from your phone. MLS-Touch features a special integration with CRMLS Matrix for additional capabilities.

Topics include:

  • App installation and account setup
  • Searching for listings and comparables
  • Accessing live market statistics on-the-go
  • How to share branded apps with your clients
  • Additional Matrix-only integration options
  • …and more. 

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Realist Tax makes finding public records easy. Learn how to search through professional reports, building permits, school zones, map-based searches, and so much more.

Topics include:

  • How to extract reliable, in-depth property data and local market information
  • Farming techniques to employ with Realist Tax data, including mail label generation
  • Creating and sharing professional reports
  • How to use Realist Tax tools
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: REALTORS Property Resource® (RPR) makes it easy to impress your clients by offering comprehensive data, powerful analytics, and dynamic reports that cover 160 million properties.

Topics include:

  • School reports
  • Historic data
  • Geographic details (such as flood and heat maps)
  • …and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Track and maximize your showings with ShowingTime, the online scheduling and management solution. With full MLS integration, online scheduling, 24/7 system access, and immediate appointment confirmation, you can maximize your showings and make them hassle-free.

Topics include:

  • Accessing ShowingTime from a desktop or mobile device
  • Setting up showing schedules for your listing and submit a request as a buyer’s agent
  • Adding Showing Carts and Tours
  • Receiving and reviewing showing requests via email, call, and text
  • Confirming appointments and setting up Driving Directions
  • …and more.

30-Minute Webinar Series

Duration: 30 minutes

Teaching Style: Web Conference Only

Description: Floor plans are one of the most requested listing features, and CRMLS core product CubiCasa makes generating one easy. All it takes to get a custom floor plan is a few minutes and your smart phone.

Topics include:

  • Installing the CubiCasa app and account set-up
  • Best practices for scanning
  • Floor plan options
  • Reviewing and managing orders
  • An overview of the CubiCasa site and app features
  • …and more.

Duration: 30 minutes

Teaching Style: Web Conference Only

Description: InfoSparks’s accessible market statistics translates local geographical information and housing variables into easy-to-understand graphs and charts. This class covers how to use InfoSparks within all CRMLS MLS systems.

Duration: 30 minutes

Teaching Style: Web Conference Only

Description: Strengthen your online presence with SavvyCard’s online marketing. With personalized “SavvyCards” for you and your properties, you can generate leads and expand your network with the push of a button.

Topics include:

  • Real-time referral notifications (with contact info)
  • Standalone websites for every property listing
  • Personally-branded electronic business cards
  • Easy marketability on social media platforms
  • …and more.

Duration: 30 minutes

Teaching Style: Web Conference Only

Description: Generate a drip email report for all your individual clients with ePropertyWatch that’s loaded with relevant information about their home and neighborhood. 

Topics include: 

  • How to log into ePropertyWatch and customize your branding
  • How to import contacts and invite clients to start receiving ePropertyWatch reports
  • What data clients can view from an ePropertyWatch report

 

Duration: 30 minutes

Teaching Style: Web Conference Only

Description: Use REALTORS Property Resource® (RPR) provides in-depth property and market information that can be packaged in an easy-to-use comparable analysis tool. This 30-minute course covers how to use RPR’s standard workflow CMA for your next listing presentation.

Topics include:

  • How to use RPR’s Comparative Analysis tool
  • How to search for comparables
  • How to create customized reports

Duration: 30 minutes

Teaching Style: Web Conference Only

Description: REALTORS Property Resource® (RPR) provides you with the easy-to-understand market snapshots, charts, and graphs that will help you illustrate what your clients can realistically expect. This 30-minute course covers how RPR helps you maintain a constant eye on your market and generate reports.

Topics include:

  • Overview of market trend statistics
  • How to search for property market trends
  • How to create your own market report
  • How to use the AI Chat GPT market trends scriptwriter

 

Duration: 30 minutes

Teaching Style: Web Conference Only

Description: Whether you are targeting potential sellers or current buyers, REALTORS Property Resource® (RPR) has you covered. This 30-minute course covers how to effectively use Realtors Property Resource to make prospecting a priority.

Topics include:

  • How to search MLS and public records
  • Prospecting tips for potential sellers or buyers
  • How to create mailing labels

Duration: 30 minutes

Teaching Style: Web Conference Only

Description: Search both MLS and public property records all in one place with REALTORS Property Resource® (RPR), which provides in-depth property and market information. This 30-minute course teaches the top techniques for in-depth property searching in RPR.

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Training sessions tailored for members of specific CRMLS Associations and Boards.

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