|
All classes are
free of charge. Click
here for a training calendar
| New Agent 101 |
| Duration: |
1
hour |
Teaching Style: |
Instructor
Led, Hands- On or Web Conference |
| Continuing Education
Offered: |
No |
Requirements: |
None |
Description:
If you are a new member to CRMLS, this class will help you familiarize
with all the products and services CRMLS has to offer. You
will learn how to perform basic search techniques, print and email
listings and setup your client contact information. |
- Basic
Search Techniques
- Print
Listings
- Email
Listings
|
- Setup
Client Contact
- Driving
Directions
- CRMLS
Product & Service Overview
|
New CRMLS Features |
| Duration: |
1
hour |
Teaching Style: |
Instructor
Led, Hands- On or Web Conference |
| Continuing Education
Offered: |
No |
Requirements: |
Basic Matrix or Agent 101 |
Description: Learn the latest
features and enhancements that CRMLS has to offer. CRMLS is
constantly looking and providing for cutting edge technology for its
members. Many of its enhancements are taught using CRMLS Matrix,
Realist, Smart Trac, Smart Fax, and others. You will learn how to
use these new features in its respective system. |
Tricks of the Trade |
| Duration: |
1
hour |
Teaching Style: |
Instructor
Led, Hands- On or Web Conference |
| Continuing Education
Offered: |
No |
Requirements: |
Basic Matrix or Agent 101 |
Description: Learn different
searching techniques to target specific listings that fit your
client’s needs. Learn how to incorporate a public MLS search page
on your website and how to search listings using your mobile phone. |
- Key Word Searching
Techniques
- Date Specific Searching
Technique
- Map Searching Technique
|
- Farming Foreclosure
- IDX Solution
- CRMLS Mobile
|
Create a Comparative Market Analysis Report |
| Duration: |
1
hour |
Teaching Style: |
Instructor
Led, Hands- On or Web Conference |
| Continuing Education
Offered: |
No |
Requirements: |
Basic Matrix or Agent 101 |
Description: Learn how to create a
comparative market analysis presentation using CRMLS Matrix. You
will learn how to save and modify your CMA presentation. And create a
Buyer and Seller’s Net sheet that you can give to your clients. |
- Buyer & Seller Net
Sheets
- Map Search
- Key word Search Techniques
|
- Date Search
- CMA Presentation
|
Prospect & Client Management |
| Duration: |
1
hour |
Teaching Style: |
Instructor
Led, Hands- On or Web Conference |
| Continuing Education
Offered: |
No |
Requirements: |
Basic Matrix or Agent 101 |
Description: Learn how to add and
manage client information using CRMLS Matrix. Set up your clients
to receive automatic emails of new listings that match their
criteria. Learn and preview your client’s email to help you
better understand what listings they are receiving. |
- How to set up Contacts
- Auto Email
|
- Customer & Agent
Portal
- Save Searches and Hot
Searches
|
Advanced Searching Techniques |
| Duration: |
1
hour |
Teaching Style: |
Instructor
Led, Hands- On or Web Conference |
| Continuing Education
Offered: |
No |
Requirements: |
Basic Matrix or Agent 101 |
Description: Learn different
searching techniques to help you find listings that specifically fit
your needs. |
- Matrix Speed Bar
- Map Searching Technique
|
- Date Searching Technique
- Property Feature
Inclusion/ Exclusion Searching
|
Customizing Matrix |
| Duration: |
1
hour |
Teaching Style: |
Instructor
Led, Hands- On or Web Conference |
| Continuing Education
Offered: |
No |
Requirements: |
Basic Matrix or Agent 101 |
Description: Learn how to
brand and customize your email signature, listing displays, exports,
and reports. CRMLS Matrix flexibility gives you the option to
control of what you see on your search pages. |
- Custom Signatures
- Custom Display
- Custom Export
|
- Custom Search Display
- Branding Reports and
Displays
|
Basic Matrix |
| Duration: |
2 hour |
Teaching Style: |
Instructor
Led, Hands- On or Web Conference |
| Continuing Education
Offered: |
Yes |
Requirements: |
None |
Description: Learn how to search,
print and email listings and learn other tools and products that are
available through CRMLS. |
- How to login to Matrix
- Search Listings
- Print Listings
|
- Map Search
- Email Listings
- CRMLS
Product & Service Overview
|
Intermediate Matrix |
| Duration: |
2 hour |
Teaching Style: |
Instructor
Led, Hands- On or Web Conference |
| Continuing Education
Offered: |
Yes |
Requirements: |
Basic Matrix or Agent 101 |
Description: Learn how to
setup and manage your prospects and clients. Create a hot sheet
for your farm area and learn advanced searching techniques. |
- Advanced Searching
Technique
- How to manage Prospects
- Email
|
|
Advanced Matrix |
| Duration: |
2 hour |
Teaching Style: |
Instructor
Led, Hands- On or Web Conference |
| Continuing Education
Offered: |
Yes |
Requirements: |
Basic Matrix or Agent 101 |
Description: Learn how to setup and
create a CMA report that you can present for your buyer or listing
appointments. Learn how to search for property history or an
agent roster. Learn how to reverse prospect to other agents who
have recently visited or emailed your listing to a prospective
buyer. |
- Comparative Market
Analysis Report
- Reverse Prospecting
- Custom Display
|
- Custom Export
- Listing History
- Search for Agent or
Office Roster
|
Listing Management |
| Duration: |
2 hour |
Teaching Style: |
Instructor
Led, Hands- On or Web Conference |
| Continuing Education
Offered: |
Yes |
Requirements: |
None |
Description: Learn how add and
manage your listing, photos and supplements to CRMLS Matrix. |
- How to Add and Modify a
Listing
- How to Add, Modify or
Delete a Photo
- How to Add/Modify or
Delete a Supplement
|
- How to create an Open
House
- Review CARETS Data
Integrity Standards
- CRMLS
Product & Service Overview
|
Realist Tax System |
| Duration: |
1
hour |
Teaching Style: |
Instructor
Led, Hands- On or Web Conference |
| Continuing Education
Offered: |
No |
Requirements: |
None |
Description: Learn how to
search for property Tax data and foreclosure activity throughout
California. Learn how to generate mailing labels, neighborhood profile
reports for school and crime data or generate flood maps or parcel maps. |
- Searching Techniques
- Generate a Foreclosure
Activity Search
- Get comparable and create
CMA Report
- Generate Neighborhood
Profile Reports
- Create mailing labels
|
- Print
- Email
- Get Parcel Maps
- Get Flood and Grant Deeds
images.
|
Smart Fax: Fax Management |
| Duration: |
30 minutes |
Teaching Style: |
Instructor
Led, Hands- On or Web Conference |
| Continuing Education
Offered: |
No |
Requirements: |
None |
Description: Smart fax provides you
with a simple way to receive faxes online. Share your Smart Fax
Coversheet with your client or with others to receive faxes digitally
in the Smart Fax inbox. Best of all, it is completely integrated with
Smart Trac for seamless access and efficiency. |
- Generate a Fax Coversheet
- Manage incoming faxes
|
- Manage your Smart Fax
inbox
|
Basic Smart Trac: Transaction Management |
| Duration: |
90 minutes or 1.5 hours |
Teaching Style: |
Instructor
Led, Hands- On or Web Conference |
| Continuing Education
Offered: |
No |
Requirements: |
None |
Description: Learn how to manage and
store your Real Estate Transaction online. You will learn how to
create a file, upload documents and add participants to your
file. Setup notifications to have Smart Trac remind you to get
important items finished to close on time. |
- Create a file
- Add a To Do list
- Work from your To Do
List
- Add participants
|
- Upload and Fax in
Documents
- Update Status
- Create a Document Package
- Set up Notifications
|
Advanced Smart Trac: Transaction Management |
| Duration: |
90 minutes or 1.5 hours |
Teaching Style: |
Instructor
Led, Hands- On or Web Conference |
| Continuing Education
Offered: |
No |
Requirements: |
None |
Description: Learn how to fine
tune your Smart Trac settings by creating customized To Do
Templates. Learn how to order services from a service provider
within Smart Trac. Modify your Smart Trac settings and defaults
to tailor your layout of Smart Trac. |
- Advanced Transaction File
Management
- How to fine tune your
Smart Trac Settings
- Add Favorite
Providers
|
- Order services
- Create a Customized To Do
Template
- Archive Report and
Audit logs
|
CARETS Commercial |
| Duration: |
1
hour |
Teaching Style: |
Instructor
Led, Hands- On or Web Conference |
| Continuing Education
Offered: |
No |
Requirements: |
None |
Description: Learn how to search, add and modify your Commercial/Industrial, Commercial Lease and Business Opportunity listings in the CARETS Commercial system. |
- How to Access CARETS Commercial
- Searching Techniques
- How to Add & Modify a Listing
- How to Generate a CMA Report
|
- Map Search
- Email & Print Listings
- How to Add & Modify a Photo
- How to Search for Agents
|
Wyldfyre 7 Basics |
| Duration: |
1
hour |
Teaching Style: |
Instructor
Led, Hands- On or Web Conference |
| Continuing Education
Offered: |
No |
Requirements: |
None |
Description: WyldFyre 7 is designed
to download MLS data to your computer's hard drive to enable on-demand
MLS searches from anywhere WITHOUT an Internet connection. You can
brand yourself greater than ever before and give you a portable
solution to use with your buyers and sellers. |
Wyldfyre 7 Advanced |
| Duration: |
1
hour |
Teaching Style: |
Instructor
Led, Hands- On or Web Conference |
| Continuing Education
Offered: |
No |
Requirements: |
Wyldfyre 7 Basics |
Description: Using the WyldFyre 7
Client Update feature, you can set up automatic email campaigns to
provide clients with timely property information. Use our standard
reports, or use design builder to build your own report! W Using
drag-and-drop desktop publishing tools, you completely control how
property information is presented to clients. You control the fonts,
layouts and graphic images to creatively combine MLS data for
everything from flyers to high-end analytical reports. |
Mercado |
| Duration: |
1
hour |
Teaching Style: |
Instructor
Led, Hands- On or Web Conference |
| Continuing Education
Offered: |
No |
Requirements: |
None |
Description: The Real estate
information on the Web is like fast food - widely available, quickly
consumed and easily forgotten. Professionally designed CMAs, BuyerTours
and Flyers from Mercado are more like gourmet fare that’s
prepared specifically for your prospect’s palate. When you are
meeting prospects, showing homes, delivering listing presentations or
holding open houses, the Mercado System can help you convert prospects
into buyers and sellers. |
|
|
- Buyer Tour
- Report Design Center
|
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