New Member Orientation - Orange County Association ...

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New Member Orientation - Orange County Association ...
New Member Orientation
New Member Orientation - Orange County Association ...
Who Am I? (Pam Pedego)
 • 2018 OCR Education Chair
 • 2018 C.A.R. Board of Directors
 •   OCR Member: Bylaw Committee, 2009-2018
 •   OCR Member: Professional Standards, 2012-2018
 •   Dispute Resolution Specialist
 •   Ombudsman: California Assn. of REALTORS®

                                                                 •   Professional Affiliations
                                                 •     SRES: Seniors Real Estate Specialist
                                             •       Notary Public for the State of California
                               •   Director / Consumer Protection Committee / C.A.R.
                                         •       Orange County Realtor of the Year: 2001
New Member Orientation - Orange County Association ...
Who Am I? (Scott White)
  • 2018 OCR Board of Directors
  • 2018 NAR Director
  • 2018 C.A.R. Board of Directors
  • 2018 OCR Education Committee
       Member:
       Political Affairs, LGR, Elections Committee, 2014-2018
       Local Government Relations South Committee, 2014-2016
       MLS and Member Benefits Committee
New Member Orientation - Orange County Association ...
Who Am I? (Chip McAllister)

            • 2018 OCR Education Committee
            • 2018 Orientation Work Group
            • Amazing Race Season 5 Winners!
New Member Orientation - Orange County Association ...
ORANGE COUNTY             REALTORS ®

MANAGEMENT TEAM STAFF
INTRODUCTIONS

Dave Stefanides
Chief Executive Officer

                                       Packet Page
                                        11
New Member Orientation - Orange County Association ...
How the REALTOR® Associations and the MLS Fit Together

                                                                       narrpr.com

                                    OCAR.org             REALTOR.org

                      gocrmls.org              CAR.org

                                                                                    Packet Page
                                                                                       3-4
New Member Orientation - Orange County Association ...
Where Does My Money Go?
                        REALTOR® Dues ($1,003 Renewal in 2018)
  .

                                      16%

                                                       National (NAR Dues)
                                                       State (C.A.R. Dues)
                  41%
                                                       Local (OCR Dues)
                                                       MLS Fees (CRMLS)

                                             28%

                              15%
                                                                             Packet Page
                                                                                3-4
New Member Orientation - Orange County Association ...
Pathways to Professionalism

 ✓ Respect for the Public
 ✓ Respect for Property
 ✓ Respect for Peers

                              Packet Page
                               21-22
New Member Orientation - Orange County Association ...
National Association of REALTORS®
                   Code of Ethics Mandatory Requirement
*The National Association of REALTORS® online Code of Ethics course must be completed every two years.

   Must be completed online again between January 1, 2019 and December 31, 2020*

                                                  COURSE OBJECTIVES:
                         • to heighten member awareness of the key tenets of the Code of Ethics;
     • to create an awareness of and appreciation for the role the Code can and should play in their professional lives;
                                    • to enhance professionalism and competency; and
              • to encourage REALTORS® to view their Code of Ethics as a living, viable guide in their daily
                                  dealings with clients, customers, and the public.
New Member Orientation - Orange County Association ...
TECH TIPS
FOR
REALTORS                          ®

Anthony Bried
Member Outreach and MLS Trainer

                                      Packet Page
                                       11
Tip 9.                                                     Helps!
Realist Tax helps in Several Ways:

• Whether a property is vested in a Trust, an LLC or Owner
• View assessed recorded information about a property before creating a
  Comparative Market Analysis (CMA) or Listing a Property.
   • Square Footage
   • Bed/Bath
   • Tax information
• Create a CMA if there’s not enough in the MLS
• Create mailing labels
• And Much More!                                                      Pg 11
Tip 8.         Brand
• OC FastStats provides a statistical data around Orange County,
  for every city, and every area of the city.

• Great information to make you the “Market Expert” that your clients
  will love and appreciate.

• Good for conversation at an open house, when door knocking a
  neighborhood or even a great topic for a video.

• You need to brand it; if you are going to hand this out!

                                                                   Pg 11
Tip 7.
  • MLSTouch is an OCR FREE member benefit.

  • Find properties quickly and easily while on the move.

  • More accurate data (updated every hour)

  • Steer clients away from using applications like
    Zillow or Trulia by sharing this application with them.

  • Send Clients a Branded App Use MLSTouch!

                                                              Pg 11
Tip 6.

• Access your zipForm Online Account through your mobile tablet device.
   • Write up contracts
   • Sign contracts!! Feature called TouchSign®

• Strike while the iron is HOT!
  No more waiting or cooling off period for your clients!

• Free to ALL C.A.R. members!

                                                                     Pg 11
Tip 5. Create Videos
 • 1 out of 2 people on the internet go to YouTube to watch over 4 billion videos every day.

 • People remember 70% of what they see and hear versus
   20% of just what they hear or 30% of what they read.

 • Creating videos doesn’t have to take a lot of time or even a lot of money.
   It is the best DIY thing we all can do.

 • Create a video in less than 5 minutes. There are tons of applications to utilize.
     • iMovie
     • Videolicious
     • Animoto

                                                                                               Pg 11
Tip 5. Videos Continued
 • Depending on the type of video, length should be
   about 2-3 minutes.
 • Pick your topics:
    •   What’s going on in the community
    •   Quarterly update in the real estate market
    •   Instructional
    •   Client Testimonials
 • Have fun and be relaxed:
    • This is the hard part. We have to practice. No one likes the way they look or
      sound on camera.
    • Truth is that this is how everyone sees and hears you.
      Be comfortable with yourself.
    • The more videos you do the easier it will be.                                   Pg 11
Tip 4. Capture Leads Using
 • Tool allows agents to capture leads during an open house and sync
   that lead across their systems.

 • Why this works…98% more people are willing to give 98.9%
   more accurate information about themselves if they get to input
   information about themselves on an electronic device.

 • Agents using OpenHome Pro capture 3 to 4 viable leads per
   open house.

                                                                       Pg 11
Tip 3.

• ShowingTime is a quick and easy way to schedule showings either
  for one listing or multiple listings.

• Setting your route of the properties that you’re showing today
  doesn’t have to be hard.

• ShowingTime, an OCR/MLS FREE benefit, can route the properties
  for you quickly and easily!

                                                                    Pg 11
Tip 2. Activate Your Profile
 • REALTOR.com is #1 with minutes spent on the website
    • 7.3 min. vs. Zillow.com which is 4.2 min.
    • Data is accurate.
 • Most of the tools offered an agent can use are FREE!
    •   Flyers
    •   Property advertising
    •   Newsletters
    •   Lead Generation
 • Set-up your Profile to take advantage of the these products
 • More free REALTOR.com marketing tools
    • http://marketing.realtor.com/newagent/oc

                                                                 Pg 11
Tip 1. Encrypt Files and Emails!
  • 90,000 new viruses hit the internet every day!
    30,000 Americans everyday are hacked!
  • Code of Ethics: Article 1-9 says:
   “The Obligation of REALTORS® is to preserve confidential information provided by their clients in the course
   of any agency relationship….”, This means it is YOUR responsibility to make sure that not only is your
   data safe but any client data that is given to you is secured.
     • Tax records
     • Bank statements
     • Any document that has personal information about your client.
  • We need to make sure proper precautions are taken to secure data.

                                    Four things you should be encrypting
                                                                                                            Pg 11
Tip 1. Continued Encryption
    • Encrypt your data files on your computer.
       • Veracrypt (free download)

    • Encrypt files/folders on your cloud drives
       • BoxCryptor (free - $48/yr)

    • Encrypt your mobile device
       • Activate your fingerprint or face recognition software to protect your
         phone’s data

    • Encrypt Emails!
       • Mailvelope.com will allow you to create encrypted emails. Tell your clients to
         send you encrypted emails if they are going to send you their private
         documents.
                                                                                     Pg 11
Upcoming
classes can
be located at
www.ocar.org
MLS Features, Applications
& REALTOR Tools
          ®
DISCOVER THE PORTFOLIO OF PRODUCTS AND SERVICES

Sandra Lopez
Director of Member Services

                                                  Packet / Pg 6
REALTORS® Property Resource

  • NAR's exclusive online real estate database (accessed within the MLS),
    allows you to:
  • Research hundreds of datasets on over 160 million properties
  • Includes data such as zoning, permits, and mortgage and lien data,
    schools and the largest database of foreclosure information in the
    industry.
  • Allows REALTORS® to create custom reports to provide to clients and
    customers.
  • Available only to REALTORS®
  • RPR® Mobile gives you access to RPR from anywhere, at any time (app
    available via Google Play or iTunes)
REALTORS® Property Resource
REALTORS® Property Resource
REALTORS® Property Resource
LOGIN TO My Account at www.OCAR.org!

             Member Services Menu
                          you can

        Pay Your Bills Online / Access Billing History
      Change Your Personal Information and Password
             Class Registration / Information
             Event Registration / Information
          Courses Offered at OC REALTORS®
“Will
  my
Supra
 work
in that
area?”
SUPRA

        Pg 8
SUPRA
• In CRMLS, you can find the listing. With Supra, you can access that listing locally.

• Access properties via the smartphone application eKEY. The easy-to-use eKEY application is
  available with Android & iOS mobile devices.

• If you are representing a seller, the Supra iBox BTLE is for you. This is the latest lock box
  compatible with Bluetooth™ technology that you can customize access hours and retrieve the
  last 100 records of keybox access.

• SupraWEB helps to communicate price adjustments or status changes to agents that have shown
  the listing. In addition, this tool allows you to generate reports of what properties that you may
  have shown and who is visiting your listing(s).

• For additional information regarding the key service, lock boxes, and SupraWEB, please visit one
  of our two offices, refer to our web site, http://www.ocar.org/Supra.html

                                                                                                  Pg 8
HOW TO:   LOGIN TO CRMLS via OC REALTORS®!
IMPORTANCE OF PERSONALIZING YOUR PROFILE: My Matrix/Settings
IMPORTANCE OF PERSONALIZING YOUR PROFILE:   Add/Edit
Dashboard and Navigation Tabs:

   Search,
 Customize,
 Auto e-mail,
  and CMA
MLS Rules and Policies
MLS Rules and Policies

 Found within CRMLS’ Matrix
          platform
MLS Status

    A = Active
       Property is for Sale and offers are being solicited

    U = Under Contract
       Property has an accepted offer, additional offers are being solicited.

    P = Pending
       Property is in Escrow. No more offers are being solicited

    S = Closed/Sold
          Escrow has closed. Property is off the market
                                                                                Pg 6
MLS Status
       H = Hold Do Not Show
         Temporarily request no showings. (30 days/time)
         Reasons: Repairs, Illness, Visitors, Holidays, etc.

       W = Withdrawn
         Property is not being marketed. Listing still belongs to the Broker. May not
         solicit Listing.

       K = Canceled
         Property is off the market. Last broker has no further claim (with contractual
         exceptions for named parties)

       X = Expired
         Property is off the market. The listing agreement has expired. The time frame
         of the existing listing contract has run out.                               Pg 6
Accuracy of Information

    Listing Input:
    ➢ Cooperating agents rely on the accuracy of the
      information
    ➢ MLS information must be updated within two (2)
      business days
    ➢ You are responsible for compensation as set forth
      in the MLS
    ➢ Buyers rely on the information
Images in the MLS

  ➢ Must have at least one photo of
    the property within five (5)
    calendar days
     ➢ One photo must be of the home
       from street level

 ➢   May not use any other agents’ photos without written permission
 ➢   No People or Pets
 ➢   No Signs
 ➢   No Contact Information Permitted
Days On Market / Cumulative Days On Market

 DOM: Days on Market
   ➢Tied to MLS Number
   ➢Resets on new MLS number

 CDOM: Cumulative Days on Market
   ➢Tied to Assessors Parcel Number (APN)
   ➢Resets after 90 days out of the MLS in cancelled or
   expired status
Helpful
MLS Links
Additional
Helpful
MLS Links
Visit www.OCAR.org for upcoming classes
Weekly - Marketing Meetings & Previews & it’s Importance

➢   Build Relationships with the
    industry influential leaders
➢   Agents Promote Properties
➢   Forum for Real Estate
    Information & Updates
➢   Learn Property Details not
    available through other
    sources
Modern
                                      Family

RESOURCES: REALTOR® Online Magazine
REALTOR ®MARKETING
 AND AFFINITY
 PARTNERSHIPS
Alyssa Corsini
Membership Representative
New Name

Orange County Association of   Orange County REALTORS®
    REALTORS® (OCAR)
Three valuable member benefits resources

       ocar.org               car.org   realtor.org
(soon to be ocrealtors.org)
Communications
Go to www.ocar.org, under Services click on OC REALTOR®
Magazine and then log in.

• OC REALTOR® Magazine
    •   Access archived magazine issues

•   Email Communications

    •
    •   Access archived emails
    •   Subscribe or Unsubscribe to our emails
Member Benefits
Go to www.ocar.org/benefits

•   Education & Training

•   Market Data
•   Business Solutions
•   Risk Management
•   Insurance
•   Member Relief

•   Retail Discounts
Member Benefits
                 •   Auto, Home, & Renters Insurance
                 •   E&O Insurance
                 •   Medical, Vision & Dental Insurance

                             www.CAR.org          www.REALTOR.org
  www.OCAR.org
Member Benefits

•   Retail Discounts

    •   Office Depot & OfficeMax
    •   Movie Tickets
    •   Wild At Work / BenefitHub
    •   The Hills Hotel
MANAGING YOUR RISKS
Pam Pedego
Education Vice Chair

                       Pg 12-13
Antitrust: A Video
Sherman Antitrust Act of 1890

• First Federal act that outlawed monopolistic business practices
• Violation occurs when there is an agreement or understanding among
  competitors that unreasonably restrains competition
• In real estate, price fixing and group boycotts are the most common
  antitrust violations

One of the bedrock principles of antitrust compliance is that neither associations nor their members
collectively set the price of services provided by real estate professionals.
That is a decision made independently by each firm.
                                                                                                    Packet
                                                                                                  Pg 12-13
Antitrust

• Price Fixing is a per se offense
• This means there are no exceptions or extenuating circumstances
  that will excuse an antitrust violation
• Most price fixing violations are unwritten or verbal agreements
• These “agreements” can take place in casual settings... Country club
  or a coffee shop
• Don’t assume your comments will be kept private!

                                                                           Packet
                                                                         Pg 12-13
Antitrust: Price Fixing
Competitors may not agree to:
• List properties or represent buyers only on the same terms and
  conditions
• Offer the same co-op compensation through the MLS
Don’t be lazy when responding to a client about your commission...
• “It’s the rate we all charge.”
• This sounds like all REALTORS® have agreed to charge a set
   commission.
                                                                       Packet
                                                                     Pg 12-13
Antitrust: Group Boycotts

Beware of those who agree as a group to:
• Not cooperate with a particular broker
• Not show a certain broker’s listings
• Not advertise in certain media
• Not use a particular vendor

Pocket Listings may be fodder for potential antitrust violations... if you’re marketing a property
outside the MLS to a set group (i.e. investors group), it could be seen as anticompetitive. When in
doubt, consult your broker, brokerage’s attorney, or call C.A.R.’s Legal Hotline (it’s free).
                                                                                                        Packet
                                                                                                      Pg 12-13
REALTORS® continue Focus on Fair Housing,
Commemorate 50th Anniversary of Act

“Fair Housing for All”
• NAR firmly believes in equal opportunity in housing.
• No person of this country should have the right to rent or purchase shelter of choice
  abridged because of race, color, religion, sex, handicap, familial status, national origin,
  sexual orientation, or gender identity.
• Furthermore, these rights should not be limited because of existing or desired ethnic, racial,
  or religious proportions in any defined area.
        The nation and NAR did not always support fair housing rights. In fact, NAR opposed passage of the Fair Housing Act,
                       and at one time allowed local Associations to exclude members based on race or sex.
          Our understanding of fair housing rights changed over time and today NAR leads efforts to expand those rights.

                                                      www.nar.realtor.org or
REALTOR® Safety

                  Pg 15
REALTOR® Safety Stats 2003-2015
Fatal Occupational Injuries due to Homicides in Real Estate Sub-Category
                   2003                        18
                   2004                        17
                   2005                        10
                   2006                        15
                   2007                        16
                   2008                        23
                   2009                        19
                   2010                        23
                   2011                        17
                   2012                        15
                   2013                        25
                   2014                        17
                   2015                        18
HOW GOVERNMENT CAN RUIN
YOUR BUSINESS – THE
IMPORTANCE OF ADVOCACY
Robyn Spiller                     Tony Capitelli
C.A.R. Government Affairs Field   OC REALTORS® Government Affairs Director
Representative

                                                                              Packet
                                                                             Page 17
Government Affairs

What does the REALTOR® Action Fund do?
• Supports the passage of laws that benefit the real estate industry
  (i.e. the homebuyer tax credit) and defeat laws that will harm the
  industry (i.e. eliminating mortgage interest deductions)
• Helps REALTOR®/business friendly candidates get elected to
  local, state and federal level offices
• Helps NAR, C.A.R., and OCAR maintain strong working
  relationships with elected officials
• Is non-partisan (neither Democrat nor Republican)
PROFESSIONAL STANDARDS
PANEL Q&A: MEDIATE,
ARBITRATE OR LITIGATE?
Top 7 Code
       of
Ethics Violations

                      Packet
                    Pg 18-20
Upcoming
RESIDENTIAL PURCHASE AGREEMENT
                  (RPA)
      classes with CE or without CE credit
Orientation Wrap-Up

 ✓ Please take a moment to complete our Volunteer Interest Form and

   our Orientation Feedback form in your packet!

 Next Steps:
    ✓ Take additional OCR training Classes (many are free!)
    ✓ Attend events
    ✓ Attend the weekly Marketing Meetings and Preview
    ✓ Volunteer!
The REALTORS® Pledge – Membership Initiation

 ✓ To protect the individual right of real estate ownership:

 ✓ To be honorable and honest in all my dealings

 ✓ To better represent my clients by increasing my knowledge and
   competence

 ✓ To act fairly to all in the spirit of the Golden Rule

 ✓ To serve my community and my country

 ✓ To act in accordance with REALTORS® Code of Ethics and with its ideals
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