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CRMLS Class Descriptions

2020 Class Descriptions Logos Matrix

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Whether you’re just beginning your career, restarting it, or you’re looking to expand your expertise in CRMLS Matrix, this course has the foundational skills you need to succeed in real estate.

Topics include:

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

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: For broker office administrators. This course focuses on specific skills for office administrators to efficiently run their offices.

Topics include:

  • Managing 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? Discover how to actively interact with your contacts and easily access their information to enhance your communication efforts.

Topics include:

  • Entering your contacts into Matrix
  • Branding OneHome and viewing your clients’ activity
  • Setting up auto emails for your clients
  • Searching outgoing client emails for information you’ve already sent
  • Setting up saved and favorite searches for your clients

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Comparative Market Analyses (CMAs) are easy-to-read reports that provide your clients with a better understanding of the current market. Learning how to create CMAs in CRMLS Matrix will not only go a long way towards impressing your clients, but also will ensure you’re caught up with the latest market trends to stay on top of the real estate industry.

Topics include:

  • Creating, saving, and modifying CMA presentations in Matrix
  • Using the Matrix 360 CMA for comparables and reports
  • Finding comparables through Map Search and Date Range Searching

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference by CRMLS Compliance

Description: Many real estate professionals unknowingly make simple mistakes that lead to common Compliance violations. In this course, you’ll discover how to steer clear of the top five violations (which account for over 60% of all citations) and avoid possible citations. Plus, learn how the MLS Rules & Policies safeguard the MLS data you rely upon and ensure its accuracy. Click here to request training.

Duration: 1.5 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Creating top-quality listings in CRMLS Matrix is crucial to your success. Accurate and engaging listings not only increase your chance of making sales, but also help you avoid common violations. This course covers basic and advanced techniques for entering, updating, and managing listings, as well as improves your understanding of the MLS Rules and Policies. Whether you’re a beginner or an experienced user, this course can benefit you.

Topics include:

  • Adding and editing listings, images, and supplements
  • Creating an Open House
  • Registered Listings
  • Coming Soon listings
  • Compliance best practices and insights

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: Mastering Matrix search techniques takes you from search to sale in no time. This course runs through CRMLS Matrix’s search features, how to quickly find relevant listings, and printing/emailing results to your clients.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: In real estate, it’s not only the market that’s always changing— so are the tools at your disposal. See the latest features and enhancements offered by CRMLS Matrix and stay ahead of the curve. Discover how Matrix’s updates, developments, and future innovations can give your business the competitive edge it needs to thrive.

2020 Class Descriptions Logos Flexmls

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Master the foundational skills to succeed in real estate with this comprehensive course. Whether you’re just beginning your career, restarting it, or you’re looking to expand your expertise in CRMLS Flexmls, this course has what you need.

Topics include:

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

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: For broker office administrators. This course focuses on specific skills for office administrators to efficiently run their offices.

Topics include:

  • Managing your office’s listing data
  • Setting up stats
  • Accessing lists of inventory
  • …and much 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? Discover how to actively interact with your contacts and easily access their information to enhance your communication efforts.

Topics include:

  • Entering, viewing, and managing your contacts in Flexmls
  • Creating auto emails for your clients
  • Searching outgoing client emails for previously sent information
  • Creating saved and favorite searches for your clients

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Comparative Market Analyses (CMAs) are easy-to-read reports that provide your clients with a better understanding of the current market. Learning how to create CMAs in CRMLS Flexmls will not only go a long way towards impressing your clients, but also will ensure you’re caught up with the latest market trends to stay on top of the real estate industry.

Topics include:

  • Creating, saving, and modifying CMA presentations in Flexmls
  • Finding comparable properties through Map and Date Range Searching

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference by CRMLS Compliance

Description:Many real estate professionals unknowingly make simple mistakes that lead to common Compliance violations. In this course, you’ll discover how to steer clear of the top five violations (which account for over 60% of all citations) and avoid possible citations. Plus, learn how the MLS Rules & Policies safeguard the MLS data you rely upon and ensure its accuracy. Click here to request training.

Duration: 1.5 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Creating top-quality listings in CRMLS Flexmls is crucial to your success. Accurate and engaging listings not only increase your chance of making sales, but also help you avoid common violations. This course covers basic and advanced techniques for entering, updating, and managing listings, as well as improves your understanding of the MLS Rules and Policies. Whether you’re a beginner or an experienced user, this course can benefit you.

Topics include:

  • Adding and editing listings, images, and supplements
  • Creating an Open House
  • Registered Listings
  • Coming Soon listings

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Navigating through a database of listings can be overwhelming. This course runs through CRMLS Flexmls’s search features, how to quickly find relevant listings, and printing/emailing results to your clients. Mastering Flexmls’s search techniques takes you from search to sale in no time.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: In real estate, it’s not only the market that’s always changing— so are the tools at your disposal. See the latest features and enhancements offered by CRMLS Flexmls and stay ahead of the curve. Discover how Flexmls’s updates, developments, and future innovations can give your business the competitive edge it needs to thrive.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: When you’re on the go, the Flexmls Pro App is right there with you. This mobile app version of the CRMLS Flexmls system can search for listings, access property information, share details with clients, and much more.

Topics include:

  • Installing the application and logging in
  • Creating, saving, and sharing searches
  • An overview of property reports and listing collections
  • Creating and managing hot sheets
2020 Class Descriptions Logos Paragon

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Master the foundational skills to succeed in real estate with this comprehensive course. Whether you’re just beginning your career, restarting it, or you’re looking to expand your expertise in CRMLS Paragon, this course has what you need.

Topics include:

  • The CRMLS Paragon landing page
  • Search techniques
  • Setting up your email signature, agent photos, and messages
  • Printing and emailing listings

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: For broker office administrators. This course focuses on specific skills for office administrators to efficiently run their offices.

Topics include:

  • Managing your office’s listing data with CRMLS Paragon
  • Setting up statistics
  • Accessing lists of inventory
  • …and much more.

Duration: 1.5 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Connect with your clients using CRMLS Paragon’s Collaboration Center, a user-friendly client-facing site that you can personalize with your own branding. Unlike other platforms that involve third-party vendors or agents, the Collaboration Center is exclusively for you and your contacts.

Topics include:

  • Setting up your Preferences and About Me
  • Sending invites to your clients
  • Accessing data on the go with Paragon Connect
  • Viewing your contacts’ saved searches, comments, their favorites, or their rejected properties
  • Creating automatic notifications so your clients can see real-time property information

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference by CRMLS Compliance

Description: Many real estate professionals unknowingly make simple mistakes that lead to common Compliance violations. In this course, you’ll discover how to steer clear of the top five violations (which account for over 60% of all citations) and avoid possible citations. Plus, learn how the MLS Rules & Policies safeguard the MLS data you rely upon and ensure its accuracy. Click here to request training.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: This course introduces Paragon Connect, the mobile-friendly version of CRMLS Paragon that can still be access via desktop.

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 much more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Comparative Market Analyses (CMAs) are easy-to-read reports that provide your clients with a better understanding of the current market. Learning how to create CMAs in CRMLS Paragon will not only go a long way towards impressing your clients, but also will ensure you’re caught up with the latest market trends to stay on top of the real estate industry.

Topics include:

  • Creating, saving, and modifying CMA presentations in Paragon
  • Map searching to find comparables
  • Setting up your CMA preferences

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: The MLS Tax Suite powered by CRS Data, or “CRS Tax” for short, is your source for accurate tax and public record data. In this introductory course, learn how to easily find information about properties in California, including their sales history, tax details, mortgage information, and more.

Topics include:

  • Setting up your profile and branding
  • Creating basic, map, and default searches
  • Searching for and farming foreclosure information
  • Generating CMAs with just a few clicks

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: For those who are already familiar with the basics of CRS Tax and want to learn its more sophisticated capabilities. Discover how to uncover detailed information to gain a competitive advantage.

Topics include:

  • Advanced searching by map, criteria, and school layers
  • Power Prospecting through targeted marketing
  • Locating Assessor Maps
  • Customizing your CMAs in CRS Tax

Duration: 1.5 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Creating top-quality listings in CRMLS Paragon is crucial to your success. Accurate and engaging listings not only increase your chance of making sales, but also help you avoid common violations. This course covers basic and advanced techniques for entering, updating, and managing listings, as well as improves your understanding of the MLS Rules and Policies. Whether you’re a beginner or an experienced user, this course can benefit you.

Topics include:

  • Using CRS Tax data to autofill and maintain listings
  • Creating an Open House
  • Registered Listings
  • Coming Soon listings
  • Reverse Prospecting: see searches where your listing(s) appeared
  • Compliance best practices and insight

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Navigating through a database of listings can be overwhelming. This course runs through CRMLS Paragon’s search features, how to quickly find relevant listings, and printing/emailing results to your clients. Mastering Paragon’s search techniques takes you from search to sale in no time.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: In this busy industry, how fast you satisfy your clients’ needs can be the difference between a sale and a missed opportunity. Learn how to quickly access the right listings and comparable properties in CRMLS Paragon. This course covers essential skills such as utilizing enhanced search templates, adjusting your default settings, and mastering advanced searching techniques.

Topics include:

  • Customizing and optimizing your search results spreadsheet
  • Using Power Search
  • Searching with Maps
  • Using your homepage widgets
  • Making Hotsheets
  • Setting up Tours
  • Conducting Open Houses

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: In real estate, it’s not only the market that’s always changing— so are the tools at your disposal. See the latest features and enhancements offered by CRMLS Paragon and stay ahead of the curve. Discover how Paragon’s updates, developments, and future innovations can give your business the competitive edge it needs to thrive.

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 most recognized subscriber-based multiple listing service, serving over 103,000 real estate professionals just like you. This course introduces you to our organization and the no-cost, state-of-the-art core products available to you.

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: 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: 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: 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.

Sign up for Training Classes below​

AOR/BOR Classroom Training​

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

Request Training

Request dedicated training for your office, team, and more.