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CRMLS Class Descriptions

2020 Class Descriptions Logos Matrix

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:

Time is precious in a fast-moving industry and finding what your clients need quickly can be the difference between a sale and a missed opportunity. Get to the listings and comps you need faster and more efficiently by creating enhanced search templates, changing your defaults, and learning to search with features, multiple addresses, maps, and key words. This course will also cover skills such as:

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

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: This course covers the foundational skills that every real estate professional needs to succeed. Whether your career is just beginning, restarting, or you just need to reinforce your CRMLS Matrix knowledge, this course has everything you need. 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 the demands of office admin staff and the specialized skills needed to help your office run smoothly. Learn how to use CRMLS Matrix to manage your office’s listing data, from setting up statistics to accessing lists of inventory and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Comparative Market Analyses (CMAs) are a visually appealing way to present your expertise to your clients and give them a better understanding of the current market. Learning how to create CMAs from Matrix will not only go a long way towards impressing your clients, but also towards making sure you’re informed 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 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

Description: The most common Compliance violations come from real estate professionals making simple mistakes, most of which they’re not even aware of. Learn how to avoid the top 5 most common 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: Did you know that you can manage client information directly in CRMLS Matrix? Engage with your contacts and keep their information close at hand to boost your communications. This class covers:

  • Entering your contacts in Matrix
  • OneHome branding & 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: 1.5 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Listing in CRMLS Matrix is critical to your professional success. Accurate and engaging listings will not only boost your sales but also avoid common citations. Learn basic and advanced tips for listing input, modification, and maintenance, plus improve your knowledge of the CRMLS Rules and Policies. This course is designed for beginner and experienced users.

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

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 property listings, and turn your searches into closings that much faster.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: The industry is always changing, and so are the tools you use. Stay ahead of the curve regarding the latest features and enhancements CRMLS Matrix offers and learn how these and future developments can benefit your business.

2020 Class Descriptions Logos Flexmls

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: This course covers the foundational skills that every real estate professional needs to succeed. Whether your career is just beginning, restarting, or you just need to reinforce your CRMLS FlexMLS knowledge, this course has everything you need. Topics include:

  • Search techniques
  • Printing and emailing listings
  • Setting up client information in FlexMLS
  • and much more

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: For broker office administrators. This course focuses on the demands of office admin staff and the specialized skills needed to help your office run smoothly. Learn how to use CRMLS FlexMLS to manage your office’s listing data, from setting up statistics to accessing lists of inventory and more.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Comparative Market Analyses (CMAs) are a visually appealing way to present your expertise to your clients and give them a better understanding of the current market. Learning how to create CMAs from FlexMLS will not only go a long way towards impressing your clients, but also towards making sure you’re informed 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

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: The most common Compliance violations come from real estate professionals making simple mistakes, most of which they’re not even aware of. Learn how to avoid the top 5 most common violations that lead to 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: Did you know that you can manage client information directly in CRMLS FlexMLS? Engage with your contacts and keep their information close at hand to boost your communications. This class covers:

  • Entering, viewing, and managing your contacts in FlexMLS
  • 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: 1.5 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Listing in CRMLS FlexMLS is critical to your professional success. Accurate and engaging listings will not only boost your sales but also avoid common citations. Learn basic and advanced tips for listing input, modification, and maintenance, plus improve your knowledge of the CRMLS Rules and Policies. This course is designed for beginner and experienced users.

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

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 property listings, and turn your searches into closings that much faster.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: The industry is always changing, and so are the tools you use. Stay ahead of the curve regarding the latest features and enhancements CRMLS FlexMLS offers and learn how these and future developments can benefit your business.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: When you’re on the go, FlexMLS for Real Estate Pros goes with you. The mobile app version of your FlexMLS system lets you search for listings, view property info, share with your clients, and more, all with the power of CRMLS data and the functionality of FlexMLS.

This class will walk you through:

  • Installing the application and logging in
  • How to create, save, and share searches
  • An overview of property reports and listing collections
  • Creating and managing hotsheets
  • 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: Time is precious in a fast-moving industry and finding what your clients need quickly can be the difference between a sale and a missed opportunity. Get to the listings and comps you need faster and more efficiently by creating enhanced search templates, changing your defaults, and learning to search with features, multiple addresses, maps, and key words. This course will also cover skills such as:

  • Customizing and optimizing your search results spreadsheet
  • Using Power Search
  • Geographic searching with Maps
  • Using your homepage widgets

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: This course covers the foundational skills that every real estate professional needs to succeed. Whether your career is just beginning, restarting, or you just need to reinforce your CRMLS Paragon knowledge, this course has everything you need, 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

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: For broker office administrators. This course focuses on the demands of office admin staff and the specialized skills needed to help your office run smoothly. Learn how to use CRMLS Paragon to manage your office’s listing data, from setting up statistics to 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. With this shared platform you can set up automatic notifications and invites for your clients to see real-time property information.

Topics include how to:

  • Set up your Preferences and About Me pages
  • Use Paragon Connect on the go
  • View your contacts’ saved searches, comments, and their Favorite and Rejected properties

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: The most common Compliance violations come from real estate professionals making simple mistakes, most of which they’re not even aware of. Learn how to avoid the top 5 most common 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: The MLS Tax Suite powered by CRS Data, a.k.a. CRS Tax, puts accurate tax and public record data at your fingertips. Search properties throughout California for their sales history, tax, mortgage data, and more of the information vital for pricing, comparables, and more. This beginner’s course will teach you about:

  • 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

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Get the most of out of CRS Tax. Learn how to mine for more in-depth information for that extra competitive edge, plus how to use CRS Tax’s other features to generate leads, create customized CMAs, and more. This course covers:

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

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Hotsheets, tours, and open houses are three central pillars of your real estate career. Use this course to improve all three.

Know what’s happening in the market by building hotsheets in Paragon. Find properties through Broker Tours and Caravans and learn how to add your listings to both. Set up Open Houses and get your listings in front of potential buyers and their agents. You’ll also learn important marketing tips to help your properties stand out via each of these features.

Duration: 1.5 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Listing in CRMLS Paragon is critical to your professional success. Accurate and engaging listings will not only boost your sales but also avoid common citations. Learn basic and advanced tips for listing input, modification, and maintenance, plus improve your knowledge of the CRMLS Rules and Policies. This course is designed for beginner and experienced users.

This course will cover:

  • 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

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 property listings, and turn your searches into closings that much faster.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Comparative Market Analyses (CMAs) are a visually appealing way to present your expertise to your clients and give them a better understanding of the current market. Learning how to create CMAs from Paragon will not only go a long way towards impressing your clients, but also towards making sure you’re informed 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

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. Don’t get stuck in the office – take your business with you wherever you go.

This class will cover:

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

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: The industry is always changing, and so are the tools you use. Stay ahead of the curve regarding the latest features and enhancements CRMLS Paragon offers and learn how these and future developments can benefit your business.

2019 SolutionsIcon

Product Solutions

Duration: 1.5 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Enhance your MLS experience with CRMLS’s no-cost access to Cloud Agent Suite!

Grow your business with three premium real-estate tech products offered by Cloud Agent Suite. From the eye-catching reports of Cloud CMA to the “smart search” options in Cloud MLX to the lightning-fast branded alerts in Cloud Streams, learning how to master these products will help advance your real estate career.

This class will provide an overview for:

  • Cloud CMA: an online comparative market analysis report generator
  • Cloud MLX: a streamlined MLS front-end that prioritizes search and communication
  • Cloud Streams: a listing alert and client collaboration tool

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Create comprehensive, personalized, and eye-catching reports for your buyers and sellers with Cloud CMA, an online comparative market analysis (CMA) report generator. Make a great first impression on your clients using live data reports in interactive presentations. With Cloud CMA Live’s built-in integration with Zoom, Skype, and Google Meet, you can give amazing presentations to anyone, anywhere, anytime.

Topics include:

  • Creating CMAs
  • Buyer tours
  • Single property reports
  • Property flyers

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Cloud Streams is a listing alert and client collaboration tool that delivers immediate notifications for new or updated listings that match your client’s search criteria. With an interface similar to popular social media platforms, you can share listings and receive instant feedback from your clients. Build your relationship with your clients as they like, dislike, and share the agent-branded listing alerts you tailor to their preferences.

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, servicing over 110,000 real estate professionals just like you. Get an introduction to our state-of-the-art products and services, available to you at no additional cost.

This class will guide you through the basics and teach you more about what your new MLS can do for you and your day-to-day business. It will also guide you through the CRMLS website, where you can find system and product support, training, compliance, and other helpful resources.

We will introduce you to our:

  • Top-tier customer support
  • Ongoing training and resources
  • Extensive broker resources
  • Rule-based distribution of data
  • High-quality real estate technology products
  • And much more!

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Access your information anytime, anywhere with the CRMLS App. Search for listings, communicate with agents and clients, and view property information with the power of CRMLS data on your mobile device. Learn how to save time and effort by easily synchronizing your CRMLS Matrix carts and favorites between your computer and mobile device.

This class will take you through:

  • Installing the app and setting up your account
  • Accessing your contacts and saved searches
  • How to communicate with clients and other agents
  • How to search for listings

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: 

If you’re looking to better promote your personal brand and engage more closely with clients, CRMLS has the resources you need. Discover the multitude of products and services that are available to you at no additional cost.

This course covers some of the marketing tools CRMLS has to offer. Get to know the available products and services that can amplify your listings and build your brand to draw in more clients.

Products include:

  • Cloud CMA
  • REALTORS Property Resource (RPR)
  • Down Payment Resource
  • ListReports
  • RatePlug
  • And many more

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: 

Learn how to make the most of the many business solutions CRMLS has to offer. From sophisticated agent-based resources to effective digital marketing tools, CRMLS provides its users with an extensive library of products to get your business moving. This course covers the various CRMLS offerings, how to access them, and what they can do for your business.

Topics include:

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

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: 

Down Payment Resource (DPR) makes it easier than ever to find the right down payment assistance programs for your clients. This platform flags eligible homes for your clients by scanning over 2,000 home ownership programs available from housing finance agency partners. Best of all, DPR is seamlessly integrated with your MLS. With DPR you save time, generate leads, and provide your home buyers with a multitude of down payment assistance possibilities.

This class will cover how to navigate the platform, including:

  • How to access Down Payment Resource in your MLS platforms
  • How your clients can use Down Payment Resource in their portals
  • An overview of Down Payment Resource Connect
  • How to use Down Payment Resource as a lead generation and marketing resource tool

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Cut down on the hassle of lengthy paperwork exchanges with Glide: the fast, simple, and safe way to manage transactions. 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 agents
  • The offer management process for listing agents
  • An overview of Glide’s disclosure forms workflow
  • How to use no-cost eSignatures with Glide Signatures
  • The ins and outs of the Glide iOS app, and more

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Get real-time MLS data with Homesnap Pro, an agent-only desktop and mobile app. With Homesnap Pro you can research homes, contact other agents, and communicate with your clients easily from either the office or the field. With additional features such as virtual open houses and advanced search functions, Homesnap is a vital tool for real estate professionals.

This class will cover:

  • Getting started with a Homesnap Pro account
  • How to search for listings and generate Rapid CMA reports
  • Communicating with clients and other agents
  • Using Homesnap to learn valuable property data about homes just by taking a photo
  • Option to upgrade to a paid account that lets you advertise listings and boost ads on social media

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: InfoSparks’ easily accessible market statistics make curating statistical reports quick and easy. Translate local geographical information and housing variables into striking visual communication and customize your data reporting in a way that clients can understand and trust. This class covers how to use InfoSparks within all CRMLS MLS systems to create stunning, easy-to-understand visuals to help your clients make their next move.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: MLS-Touch enables you to search by map or additional advanced MLS filters. Share listings with your clients, find other agents, and manage your contacts – no matter where you are. CRMLS Matrix boasts a deeper integration with MLS-Touch, allowing users to generate hot sheets, sales comparisons, or market statistics instantly.

This course will teach you:

  • App installation and account setup
  • How to search for listings and comparables
  • How to access live market statistics on-the-go
  • How to share branded apps with your clients
  • How to edit partial listings
  • How to explore deeper integration options (for CRMLS Matrix users only) 

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Public records should be easy to find – and Realist Tax lets you do just that through an all-intuitive, feature-rich platform. With seamless MLS integration, Realist Tax offers extended access to professional reports, map-based searching, building permits, school zones, and so much more.

This class will cover:

  • How to extract reliable, in-depth property data and local market information
  • How to identify, understand, and act on the tax information
  • Farming techniques to employ with Realist Tax data, including mail label generation
  • Customization, including integrated and advanced mapping
  • Creating and sharing professional reports
  • How to use Realist Tax tools like the Value Map and Propensity to Sell

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Finding the perfect listing for your clients should be simple. 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. Its in-depth property and market information provides data on various details surrounding a property including school reports, historic data, geographic details (such as flood and heat maps), and more. Discover all the ways you can use RPR to amaze your clients and seal the deal. Available for desktop or mobile.

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

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

This course will teach you about key features, including:

  • Real-time referral notifications (with contact info)
  • Stand-alone websites for every property listing
  • Personally branded electronic business cards
  • Easy marketability on social media platforms

Duration: 1 hour

Teaching Style: Instructor-Led Lecture or Web Conference

Description: Scheduling showings can be exhausting and time-consuming. Simplify your showing experience using ShowingTime’s robust scheduling software. Discover how to track and maximize your showings and your business with online scheduling and management that’s never been easier. With full MLS integration, 24/7 system access, and immediate appointment confirmation, you can rest assured that your scheduling experience will be hassle-free.

Through this course, you’ll learn how to:

  • Access ShowingTime from a desktop or mobile device
  • Set up showing schedules for your listing and submit a request as a buyer’s agent
  • Add Showing Carts and Tours
  • Receive and review showing requests via email, call, and text
  • Instantly confirm appointments and set up Driving Directions

Sign up for Training Classes below

AOR/BOR Classroom Training

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

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