CRMLS Class Descriptions


  • Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: In this course, we will introduce you to the CRMLS products and services that are indispensable to your real estate career. Whether you are a new real estate professional, getting back into the business, or just need a refresher on CRMLS-related basics, this is the course for you. You will learn search techniques, how to print and e-mail listings, how to set up client information in the CRMLS Matrix platform, and much more.

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: For broker office administrators – This class will teach and hone the specialized skillsets all office admins need. From managing your office listings to setting up statistics and quick access lists of your office inventory, you’ll learn how to use CRMLS Matrix to manage your brokerage’s listing data to the fullest.

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Creating a Comparative Market Analysis (CMA) presentation for your current and potential clients is one of the most important tools in your toolbox. It’s an appealing, informative demonstration of your knowledge and competency, and can both impress your clients and earn their trust.

    In this class, you will learn:

    • • How to create, save, and modify a CMA presentation in Matrix
    • • How to use the new Matrix 360 CMA for comparables and reports
    • • How to create netsheets for buyers or sellers
    • • How to use Map Search to find comparables
    • • Keyword search techniques and how to search by date

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Learn the top five most common mistakes that lead to citation, plus helpful tips on how to avoid making them. Gain a greater knowledge and appreciation of the MLS Rules & Regulations and how they protect your rights as a real estate professional and preserve the accuracy of MLS data.

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Did you know that you can manage client information in CRMLS Matrix? Learning to properly set up the features provided in CRMLS Matrix will improve your engagement and relationships with clients. This class will cover:

    • • Setting up contacts
    • • How to set up auto emails for your clients to receive new listings
    • • How to preview your clients’ emails to see what listings they have received
    • • How to view and manage customer and agent portals
    • • Setting up saved and favorite searches

    Duration: 1.5 hours Teaching Style: Instructor-Led Lecture or Web Conference

    Listing in CRMLS is critical to your professional success. Use this course to navigate your listings with confidence: sharpen your skills with listing input, modification, and maintenance, and improve your familiarity with the CRMLS Rules and Regulations.

    This course will cover:

    • • How to add and modify a listing, including images and supplements
    • • How to create an Open House
    • • A review of CRMLS Rules and Regulations
    • • Insight into best compliance practices and how to avoid violations

    Duration: 1.5 hours Teaching Style: Instructor-Led Lecture or Web Conference

    Description: CRMLS Matrix is an expansive platform that offers tools and advantages for every facet of real estate. Are you using it to its full capabilities? In this course, you will learn how to navigate through the Matrix platform and understand all that Matrix has to offer, including resources available to you as a CRMLS user. This course is great for new real estate professionals, those getting back into the business, or anyone looking for a refresher on the CRMLS Matrix platform.

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Learn to quickly discover the listings you want to see using the CRMLS Matrix platform. With techniques and tricks to locate listings, use a map search, email and print properties, and more, you’ll turn your searches into closings.

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Learn the latest features and enhancements that CRMLS offers in Matrix, including the new Matrix X redesign. Become adept in these new innovations and see how they will benefit your business and keep you ahead of the curve.

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Learn how to navigate through Matrix expertly, saving time and boosting your response rate with clients. See how you can use advanced search techniques to target specific listings that fit your clients’ criteria, making your searches quick and efficient. You will learn:

    • • Keyword searching techniques
    • • Date-specific searching
    • • Map searching techniques
    • • Matrix IDX

  • Duration: 1 Hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: In this course, we will introduce you to the CRMLS products and services that are indispensable to your real estate career. Whether you are a new real estate professional, getting back into the business, or just need a refresher on CRMLS-related basics, this is the course for you. You will learn search techniques, how to print and e-mail listings, how to set up client information in CRMLS Flex platform, and much more.

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: For broker office administrators – This class will teach and hone the specialized skillsets all office admins need. From managing your office listings to setting up statistics and quick access lists of your office inventory, you’ll learn how to use CRMLS Flex to manage your brokerage’s listing data to the fullest.

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Creating a Comparative Market Analysis (CMA) presentation for your current and potential clients is one of the most important tools in your toolbox. It’s an appealing, informative demonstration of your knowledge and competency, and can both impress your clients and earn their trust.

    In this class, you will learn:

    • • How to create, save, and modify a CMA presentation in Flex
    • • How to create netsheets for buyers or sellers
    • • How to use Map Search to find comparables
    • • Keyword search techniques and how to search by date

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Learn the top five most common mistakes that lead to citation, plus helpful tips on how to avoid making them. Gain a greater knowledge and appreciation of the MLS Rules & Regulations and how they protect your rights as a real estate professional and preserve the accuracy of MLS data.

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Did you know that you can manage client information in CRMLS Flex? Learning to properly set up the features provided in CRMLS Flex will improve your engagement and relationships with clients. This class will cover:

    • • Setting up contacts
    • • How to set up subscription emails for your clients to receive new listings
    • • How to preview your clients’ emails to see what listings they have received
    • • How to view and manage customer and agent portals
    • • Setting up saved and favorite searches

    Duration: 1.5 hours Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Listing in CRMLS Flex is critical to your professional success. Use this course to navigate your listings with confidence: sharpen your skills with listing input, modification, and maintenance, and improve your familiarity with the CRMLS Rules and Regulations.
    This course will cover:

    Benefits include:

    • • How to add and modify a listing, including images and supplements
    • • How to create an Open House
    • • A review of CRMLS Rules and Regulations
    • • Insight into best compliance practices and how to avoid violations

    Duration: 1.5 Hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: CRMLS Flex is an expansive platform that offers tools and advantages for every facet of real estate. Are you using it to its full capabilities? In this course, you will learn how to navigate through the Flex platform and understand all that CRMLS Flex has to offer, including resources available to you as a CRMLS user. This course is great for new real estate professionals, those getting back into the business, or anyone looking for a refresher.

    Duration: 1 Hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Learn to quickly discover the listings you want to see using the CRMLS Flex platform. With techniques and tricks to locate listings, use a map search, email and print properties, and more, you’ll turn your searches into closings.

    Duration: 1 Hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Learn the latest features and enhancements that CRMLS offers in Flex. Become adept in these new innovations and see how they will benefit your business and keep you ahead of the curve.

  • Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: If you’ve mastered the basic search, this course will take your skills to the next level. Learn how to create enhanced search templates and set them as your default, and how to search by features, map, multiple addresses, and key words. And that’s not all – customize your search results spreadsheet for a personal, optimized look.

    Duration: 1 hour, 1 hour Webinar Teaching Style: Instructor-Led Lecture or Web Conference

    Description: In this course, we will introduce you to the CRMLS products and services that are indispensable to your real estate career. Whether you are a new real estate professional, getting back into the business, or just need a refresher on CRMLS-related basics, this is the course for you. You will learn search techniques, how to print and e-mail listings, how to set up client information in the CRMLS Paragon platform, and much more. This course includes:

    • • An in-depth look at Paragon’s home page
    • • Setting up your email signature, photos, and message
    • • How to create, save, print, and email basic property searches

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: For broker office administrators. This class will teach and hone the specialized skillsets all office admins need. From managing your office listings to setting up statistics and quick access lists of your office inventory – you’ll learn how to use CRMLS Paragon to manage your brokerage’s listing data to the fullest.

    Duration: 1.5 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Learn how to connect with your clients through Paragon’s Collaboration Center. Set up automatic notifications and invite your contacts to view real-time property information on a mobile-friendly website that you control – no third-party agents, just your branding. This class will cover how to:

    • • Set up your Preferences and About Me pages
    • • View your contacts’ saved searches, comments, and their Favorite and Rejected properties
    • • Reap the benefits of Agent Preview

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Creating a Comparative Market Analysis (CMA) presentation for your current and potential clients is one of the most important tools in your toolbox. It’s an appealing, informative demonstration of your knowledge and competency, and can both impress your clients and earn their trust.

    This class includes:

    • • How to quickly create a CMA, and save time by setting up preferences
    • • How to develop colorful and comprehensive CMA presentations
    • • Creating netsheets for buyers or sellers

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Learn the top five most common mistakes that lead to citation, plus helpful tips on how to avoid making them. Gain a greater knowledge and appreciation of the MLS Rules & Regulations and how they protect your rights as a real estate professional and preserve the accuracy of MLS data.

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: CRS Tax can put powerful, accurate tax and public record data at your fingertips – and it’s included in CRMLS Paragon at no extra cost. Search properties throughout California with cutting-edge technology. Understanding this tool will enable you to identify, understand, and act based on tax data. This course will cover:

    • • Profile setup and personalized branding
    • • Creating Basic, Map, and Default Searches
    • • Best of all – how to create a CMA in two clicks!

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: If you’ve mastered the CRS Tax basics, this course will take your skills to the next level. Learn how to create in-depth property searches throughout California, bringing your clients the data they need for that extra competitive edge. This course includes:

    • • Advanced Search by map, criteria and school layers
    • • Power Prospecting Target Marketing Locating the Assessor Map
    • • Creating a Customized CMA in CRS Tax

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Three central pillars of your real estate services are hot sheets, tours, and open houses. Use this course to improve all three. Learn how to build and save your hot sheets in Paragon, so you always know what’s back on the market, just listed, and sold. Determine the best reports to show the results. Discover how to hunt for properties for Broker Tour/Caravans or Open Houses, plus how to add your properties to either or both.

    Duration: 1.5 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Listing in CRMLS is critical to your professional success. Use this course to navigate your listings with confidence: sharpen your skills with listing input, modification, and maintenance, and improve your familiarity with the CRMLS Rules and Regulations.

    This course will cover:

    • • How to enter and maintain listings efficiently using CRS Tax Auto fill
    • • How to add photos and advertising remarks
    • • Reverse Prospecting: see searches where your listed property appeared
    • • How to quickly add your properties to a Tour (caravan) or Open House
    • • A review of CRMLS Rules and Regulations

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Learn to quickly discover the listings you want to see using the CRMLS Paragon platform. With techniques and tricks to locate listings, use a map search, email and print properties, and more, you’ll turn your searches into closings. Learn how to:

    • • Create simple property searches and detailed map searches
    • • Search by Features: View, Pool, Terms, etc.
    • • Print and email reports

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Maximize and track your showings using ShowingTime software. It’s a straightforward, robust tool for online scheduling and management – and it’s already a part of CRMLS Paragon at no extra cost. Through this course, you’ll learn to:

    • • Set up showing schedules for your listing
    • • Submit a request as the Buyers’ agent
    • • Receive and review showing requests via email, call, or text

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: CRMLS is constantly working to provide cutting edge technology for its users. This class will spotlight the latest improvements and updated capabilities of your CRMLS Paragon system, along with how to avoid common mistakes that can lead to citations. Learn the latest functionalities added to the Paragon platform and how they will benefit your business.

    Duration: 1 hour Teaching Style: Instructor Led, Hands-On or Web

    Description: Learn how to navigate through Paragon effortlessly, saving time and boosting your response rate with clients. See how you can use advanced search techniques to target specific listings that fit your clients’ criteria (even on your mobile phone!), making your searches quick and efficient. This course will cover:

    • • Using Power Search
    • • Quick customization for detailed search templates
    • • Map-searching techniques
    • • Farming foreclosures
    • • Commute Time Search on Homesnap Pro Mobile

  • Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: In this course, we will introduce you to the various products and services that will help you effectively navigate your real estate career. Whether you are a new real estate professional, getting back into the business from a break, or just need a refresher on CRMLS Rapattoni-related basics, this is the course for you. You will learn how to perform search techniques, print and e-mail listings, set up client information in the Rapattoni platform, and much more.

    Duration: 1 hours, 1 hour Webinar Teaching Style: Instructor-Led Lecture or Web Conference

    Description: In this course, you will learn how to quickly find the listings you want to see using the CRMLS Rapattoni platform. Learn how to search for listings, use a map search, email and print properties, and more.

    Duration: 1.5 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Learning how to properly set up the features provided in CRMLS Rapattoni will help improve your engagement and relationships with clients. Manage client information in Rapattoni to your benefit. In this class, we will cover the following topics:

    • • How to set up contacts and prospects
    • • How to set up auto emails for clients to receive new listings that match their criteria
    • • How to preview your client’s portal
    • • HHow to view and manage a client’s portal

    Duration: 1.5 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Being able to create a Comparative Market Analysis (CMA) presentation for your clients and potential clients is one of the most important competencies a real estate professional can demonstrate.

    In this class, we will educate you on the following:

    • • How to create/save/modify a CMA presentation
    • • How to setup your CMA Preferences
    • • How to create a buyer and seller net sheet
    • • How to use Map Search

    Duration: 1.5 hours Teaching Style: Instructor-Led Lecture or Web Conference

    Description: LLearning how to input and modify your listings is critical to your professional success. Gain the confidence you need to properly conduct your business and avoid CRMLS rules violations. In this course, you will learn:

    • • How to add and modify a listing
    • • How to add, modify, and delete images
    • • How to add, modify, and delete a supplement
    • • How to create an Open House
    • • A review of CRMLS Rules and Regulations
    • • HAn understanding of the expectation CRMLS has of its users

  • Duration: 1.5 hours Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Three of the premium real estate tech products in the Cloud Agent Suite are available at no cost to CRMLS users. 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 informative class will familiarize you with:

    • • 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: Cloud CMA is an online comparative market analysis (CMA) report generator. Generate comprehensive, informative, personalized, and eye-catching reports for your buyers and sellers. This class will teach you how to use this Cloud Agent Suite product to generate CMAs, buyer tours, single property reports, and property flyers.

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Cloud MLX is an intuitive, customizable MLS front end that serves as the central hub for all Cloud Agent Suite products. Its design prioritizes search and communication by focusing on a smart search bar, personalized interface options, easy communication with clients and other agents, and a uniform look across all devices.

    This class will cover:

    • • Using Cloud MLX’s predictive search bar to search for listings
    • • How to create and search in different map areas
    • • How to find and communicate with other agents
    • • How to share listings with your clients
    • • Integrating Cloud MLX with other CRMLS products

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Learn Cloud Streams, a listing alert and client collaboration tool that lets you share listings with your clients and get instant feedback. Build your relationship with your clients as they like, dislike, and share the agent-branded listing alerts you tailor to their preferences. With Cloud Streams, you can narrow down the possibilities faster, find the most compatible properties, and quickly move forward to close.

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: When you’re away from your desk, the CRMLS App is your trusted companion. Search for listings, communicate with agents and clients, and view property information – all at your fingertips with the power of CRMLS data. Synchronizing your CRMLS Matrix carts and favorites is easy. Carry all the capabilities of your office with you anywhere.

    This class will take you through:

    • • App installation 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: CRMLS offers a multitude of products and services to help you promote your personal brand and engage clients in this competitive, fast-paced industry. In this course, we will introduce you to some of the marketing tools available to CRMLS users at no additional cost. We’ll help you understand the products that broadcast your listings and business brand to current and potential clients. See how CRMLS’s marketing tools can accelerate your business.

    Products include:

    • • Cloud CMA
    • • ListReports
    • • RPR
    • • RatePlug
    • • ePropertyWatch
    • • And many more

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Are you taking advantage of the multitude of CRMLS user benefits you have close at hand? Discover all that CRMLS offers to bolster your business. This presentation includes a snapshot of each product and service that CRMLS offers to its users. Learn what each offering is, how to access it, and how to reap all the advantages of CRMLS.

    Benefits include:

    • • Support 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 makes it easy for home buyers to learn about down payment assistance options. Fully integrated with your MLS platform, DPR tracks over 2,000 homeownership programs available from housing finance agency partners. Find the right programs to create opportunity for your clients.

    This class will cover how you can use Down Payment Resource to broaden your buyers’ possibilities, including:

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

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Discover Glide’s new offer management and MLS integration features. These features will simplify your offers experience, enabling you to create, manage, track, negotiate, and sign offers, then easily sync key dates to your calendar. Designed to be fast, simple, and safe, these new features specifically fit into your real estate workflows.

    We will highlight how to use our MLS integration to make offers on listings, as well as manage offers you’ve received on your listings.

    In this class, you will learn:

    • • The offer making process for buyer’s agents
    • • The offer management process for listing agents
    • • How to use no-cost eSignatures with Glide Signatures
    • • The ins and outs of the brand-new Glide iOS app

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Homesnap Pro is a robust, agent-only version of Homesnap that offers real-time MLS data to your mobile and desktop devices. CRMLS users can leverage Homesnap Pro to research homes, contact agents, and communicate instantly with clients as seamlessly in the field as in the office.

    In this class, you will learn:

    • • 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

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Translate local geographical information and housing variables into striking visual communication with InfoSparks. Customize your data reporting in a way that clients can understand and trust. This class will teach you how to use this tidy, easy-to-understand interface that is fully integrated with the CRMLS Matrix, Paragon, and Flex platforms.

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: With CRMLS Connect, agents can search listings collaboratively with clients. Your clients search, save favorites, and access real-time MLS data using the same intuitive interface that you, the agent, can control.

    This class will bring you up to speed on:

    • • Searching properties by listing status, property type, open house availability, keywords, and more
    • • Getting hyper-local: focusing on specific neighborhoods, down to street level
    • • Tracking your clients’ activity: see which properties they’ve viewed and saved
    • • Viewing hot sheets and premium market reports in real time

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: LionDesk is a simple, integrated customer relationship management (CRM) tool designed for real estate professionals. LionDesk brings contact management and automated follow-up together in one central hub. Never lose a lead or miss a chance to reestablish your connection and get that referral.

    This class will familiarize you with:

    • • How to collect, route, and follow up on leads in LionDesk
    • • How to automate follow-up reminders
    • • How to send direct communication to clients, including emails and texts
    • • How to integrate LionDesk with more CRMLS products

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Want to quickly access all your MLS listings directly from your phone or tablet? This app is your answer. MLS-Touch enables you to search by map or by additional advanced MLS filters. Use it to generate hot sheets, sales comparisons, or market statistics instantly. With his helpful mobile app, you can share with your clients, find other agents, and manage your contacts – no matter where you are.

    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 generate branded apps for your clients

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: The all-new Realist Tax is faster more responsive, and more feature-rich than ever before. With cutting-edge technology, Realist Tax delivers in-depth data on properties across California. Learn how to use this product to identify, understand, and act on the tax information you discover.

    This class will teach you:

    • • How to extract reliable, in-depth property data and local market information
    • • Customization, including integrated and advanced mapping
    • • Creating and sharing professional reports

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Impress your clients with comprehensive data, powerful analytics and dynamic reports on over 160 million properties in the United States. REALTORS® Property Resource® (RPR) provides in-depth property and market information: see school reports, historic data, geographic details including flood and heat maps, and more. Learn everything you need to know about using RPR to wow your clients to the close.

    Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: Maximize and track your showings using ShowingTime software. It’s a straightforward, robust tool for online scheduling and management – with full MLS integration, 24/7 system access, and immediate appointment confirmation. Through this course, you’ll learn how to:

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



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