CRMLS Class Descriptions




  • 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 free to all CRMLS users. Learn how to master them in this informative class. From the eye-catching reports of Cloud CMA to the “smart search” options in Cloud MLX to the lightning-fast branded alerts of Cloud Streams, these products will help develop your skill set as a real estate professional.

    The products are:

    • • 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 report generator. Generate comprehensive, informative, personalized, and eye-catching reports for your buyers and sellers. Cloud CMA includes four report sets, including a CMA, a buyer tour, a single property report, and a property flyer. Learn how to generate and navigate each of these reports in this class.

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

    Description: Cloud MLX is a streamlined MLS front-end that prioritizes search and communication. It delivers a fluid and efficient MLS experience by focusing on core features, like a smart search bar, personalized interface options, easy communication with clients and other agents, and a uniform look across desktop, mobile, and tablet.

    In this class, you will learn:

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

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

    Description: Learn how to use Cloud Streams, a listing alert and client collaboration tool for CRMLS agents available on desktop, tablet, or mobile app. The Property Streams feature, modeled after familiar social media feeds, allows agents to set up communication streams for clients based on specific search criteria. Email listing alerts are branded to the agent and include large property photos. Clients can organize their home search by liking or discarding properties, as well as share their property stream with others.

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

    Description: The MLS Rules & Regulations are necessary to protect your rights as a real estate professional and preserve the accuracy of MLS data. But no one wants to receive a citation for an MLS rules violation. This course reviews the top five most common rules violations to enhance agents’ understanding of the system, and provides helpful tips on how to avoid these common mistakes than can result in citations.

  • 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 at a glance – all with the power of CRMLS data. This app’s exclusive features include the ability to sync carts & favorites from the CRMLS Matrix portal.

    In this class, you will learn:

    • • How to install the app and set up your account
    • • How to search for listings
    • • How to access your contacts and saved searches
    • • How to communicate with clients and other agents

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

    Description: CRMLS offers a multitude of products and services to assist you with marketing your personal brand and engaging clients in this competitive, fast-paced industry.

    In this course, we will introduce the tools available to CRMLS users to easily create flyers and other marketing assets that will not only market your listings and business brand, but also leave a lasting impression on current and potential clients.

    Products include:

    • • System branding customization
    • • Cloud CMA
    • • ListReports
    • • RPR
    • • RatePlug
    • • ePropertyWatch
    • • …and more

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

    Description: Are you aware of the multitude of free CRMLS user benefits you have at your disposal? Let us educate you on the systems and products that are available to you as a CRMLS user so you can leverage them to your advantage.

    This presentation will include a snapshot of each product and service that CRMLS offers to its members. Take control of your business and reap the benefits of CRMLS.

    Benefits include:

    • • Support 7 days a week
    • • Education and training available in person 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: Homesnap Pro is a robust, agent-only version of Homesnap that offers real-time MLS data to mobile and desktop users, arming them with the power of their MLS whether they are in the field or at the office. Homesnap Pro gives agents the flexibility to research homes, contact agents, and communicate instantly with clients from any modern device. Agents and consumers can use Homesnap Pro to seamlessly share real estate information and communicate directly.

    In this class, you will learn:

    • • How to get started with a Homesnap account
    • • How to search for listings
    • • How to generate Rapid CMA reports
    • • How to communicate with clients and other agents
    • • How to photograph homes to learn valuable property data about them

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

    Description: InfoSparks gives you the ability to visually communicate the reality of the market through charts that combine local geography and numerous housing variables. Fully integrated with CRMLS Matrix, InfoSparks has over a million possible data reporting combinations. In this class, you will learn how to use this clean, easy-to-understand interface that places fresh market perspectives into visually pleasing graphs.
  • Duration: 1 hour Teaching Style: Instructor-Led Lecture or Web Conference

    Description: In this course, you will be introduced 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-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 CRMLS Matrix platform, and much more.

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

    Description: For broker office administrators. This class is designed to teach the special skill sets all office admins need to know. Learn how to manage your office listings, how to set up office listing statistics, and how to set up a quick access list of your office inventory in CRMLS Matrix. Topics include:
    • • How to modify, transfer and update a listing status for an agent in your office
    • • How to set up an automatic list of your office listings
    • • How to generate your office statistics

  • Duration: 1 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 create a buyer and seller net sheet
    • • How to use Map Search
    • • Keyword search techniques
    • • How to search by date

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

    Description: Learning how to properly set up the features provided in CRMLS Matrix will help improve your engagement and relationships with clients. Manage client information in CRMLS Matrix to your benefit. In this class, we will cover the following topics:
    • • How to set up contacts
    • • How to set up auto emails for clients to receive new listings that match their criteria
    • • How to preview your client’s emails to see what listings they have received
    • • How to view and manage a customer and agent portal
    • • How to set up saved searches and favorite searches

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

    Description: Learning 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
    • • An understanding of the expectation CRMLS has of its users

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

    Description: Realist 2.0 delivers in-depth data on properties across California and cutting-edge technology that provides agents and brokers with the perspective necessary to identify, understand, and act based on that data.

    In this class, you will learn about Realist’s powerful and flexible capabilities, such as:

    • • Reliable, in-depth property data and local market information
    • • Customization, including integrated and advanced mapping
    • • Professional, customizable reports

  • Duration: 1 hour 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 Matrix platform. Learn how to search for listings, use a map search, email and print properties, and more.

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

    Description: Learn the latest features and enhancements that CRMLS offers in Matrix. CRMLS is constantly looking at and providing cutting edge technology for its users. In this class, we will go over the most recent changes made to the Matrix platform and how they will benefit your business. You will also learn about the top five violations of MLS rules and what to do to avoid them.

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

    Description: We will show you how to use advanced search techniques to target specific listings that fit your clients’ criteria. Learn how to navigate through Matrix expertly to save time and increase your response rate with clients. In this course, you will learn about:
    • • Keyword searching techniques
    • • Date-specific searching
    • • Map searching techniques
    • • Matrix IDX

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

    Description: MLS-Touch allows you to quickly access all your MLS listings directly from your phone or tablet. Search by map or by additional advanced MLS filters. Generate hot sheets, sales comparisons, or market statistics instantly. Share with your clients, find other agents, and manage your contacts – all with this helpful mobile app.

    In this class, you will learn:

    • • How to install the app and set up your account
    • • How to search for listings
    • • How to access live market statistics on-the-go
    • • How to search for comparables
    • • How to generate branded apps for your clients

  • 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. Customize your search results spreadsheet, as well.

  • Duration: 2 hours, 1 hour Webinar Teaching Style: Instructor-Led Lecture or Web Conference

    Description: This course will provide you with an overview and solid foundation on how to use the CRMLS Paragon platform. Whether you are a new real estate professional, or getting back into the business, this course is a great place to start. In this course, you will learn:

    • • What’s on the Home Page
    • • How to set up your email signature, photos, and message
    • • How to create, save, print, and email basic property searches

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

    Description: For broker office administrators. This class is designed to teach the special skill sets all office admins need to know. Learn how to manage your office listings, how to set up office listing statistics, and how to set up a quick access list of your office inventory in the CRMLS Paragon platform. Topics include:

    • • How to modify, transfer, and update a listing status for an agent in your office
    • • How to set up an automatic list of your office listings
    • • How to generate your office statistics

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

    Description: Learn how to set up automatic notifications and invite your contacts to view real-time property information on your mobile-friendly website from the Paragon platform. No third-party agents, just your branding. In this class, we will cover:

    • • Setting up your Preferences and About Me pages
    • • Viewing your contacts’ saved searches, comments, and their Favorite, Possible, and Rejected properties
    • • Understanding the benefits of Agent Preview

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

    Description: In this advanced class, you’ll learn how to create dynamic and custom reports using existing MLS reports and spreadsheets. Save them as favorites for quick access or set them as your default.

  • Duration: 1 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 develop colorful and comprehensive CMA Presentations
    • • How to save time by setting up your CMA preferences
    • • How to quickly create a CMA

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

    Description: Learn how CRS Tax can put powerful, accurate data at your fingertips. Search properties throughout California, with cutting-edge technology that provides agents and brokers the tools needed to identify, understand, and act based on that data.

    • • Set up your profile and personalized branding
    • • Create Basic or Map Searches; find properties in Default
    • • Create a CMA in two clicks

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

    Description: Need to know what’s back on the market, just listed, or sold? This is the class for you. Learn how to build and save your Hotsheets and choose the best report to show the results. You’ll also see how to search for properties on a Broker Tour/Caravan or Open House, and how to add your properties to one or both.

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

    Description: Learning how to input, modify and maintain 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 enter/maintain listings quicker, better, and faster using CRS Tax Auto fill
    • • The importance of adding 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: In this course, you will learn how to quickly find the listings you want to see using the CRMLS Paragon platform. Learn how to:

    • • Create and save basic property searches and detailed map searches
    • • Search by Features; including View, Pool, Terms, etc.
    • • Print and email reports

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

    Description: In this course, you will learn how to maximize and track your showings using ShowingTime software. It’s a simple to use, robust tool for online scheduling and management.

    • • Learn how to set up showing schedules for your listing.
    • • Buyers’ agents can quickly submit a request.
    • • Receive showing requests via email, phone call, or text.

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

    Description: See the latest features and enhancements that CRMLS offers in Paragon. CRMLS is constantly working to provide cutting edge technology for its users. In this class, we will review the most recent changes, see improved workflow, and learn the latest functionalities added to the Paragon platform and how they will benefit your business. You will also learn about the top five MLS rules violations and what to do to avoid them.

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

    Description: Learn how to use ProxioPro, a B2B platform where you can share real estate listings with other professional organizations worldwide to promote international sales and referrals. See how you can use ProxioPro to translate property information, currencies, measurements, and date formats into different languages and standards, and learn how to network with real estate professionals around the globe.

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

    Description: Impress your most demanding clients with comprehensive data, powerful analytics and dynamic reports on over 160 million properties in the United States. Learn everything you need to know about REALTORS® Property Resource®, which provides you with access to the following information:

    • • Detailed property and market information
    • • School information
    • • Foreclosures
    • • Average income
    • • Historic data
    • • FEMA flood maps
    • • Demographic information
    • • Thematic and heat maps

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

    Description:Remine is a powerful tool combining visualization of in-depth property data with predictive analytics. Learn how to make the most of Remine’s over two billion property records, map visualizations, and tracking features in this informative seminar. You will learn:

    • • How Remine enriches the information you see in your MLS front end
    • • How to search for advanced data fields to improve your farming
    • • How to build your own property tracking databases in Remine
    • • How to make the most of Remine’s predictive analytics features

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

    Description: ShowingTime takes the hassle out of scheduling property showings once and for all. It saves you valuable time you’d otherwise spend scheduling appointments with full MLS integration, 24/7 system access, and instant appointment confirmation.

    In this class, you will learn how to:

    • • Schedule showings within the MLS
    • • Instantly confirm appointments
    • • Use ShowingTime two-way texting
    • • Access the system from phone, desktop, or mobile device