Course curriculum

  • 1

    California Association of Realtors | Account Setup

    • CAR | Getting Started

    • Update Affiliated Brokerage Information
  • 2

    Create a Transaction in Zipforms

    • Setup | Profile & Settings

    • Create | New Transaction

    • Use | zipForm MLS-Connect

    • Zipform + Using a Signing Representative

    • ZipForm + Digital Signing w/Docusign

    • ZipForm + Digital Signing w/Authentisign
  • 3

    Zipforms Templates

    • VIDEO: Getting Started

    • VIDEO: Creating Purchase Agreement Template

    • VIDEOS: Creating Buyer Representation and Listing Templates

    • TEMPLATES | Listing Agreement Documents

    • TEMPLATES | Buyer Representation Agreement Documents

    • TEMPLATES | Purchase Agreement Documents
  • 4

    Required Documents for YOUR Transaction!

    • LISTINGS

    • PURCHASE AGREEMENT (Buyers)
  • 5

    Comparative Market Analysis (CMA) | How to create one

    • CMA | Videos
  • 6

    Submitting Your Listing to Palisade Realty Admin

    • Submitting your Listing Agreement to the Brokerage
  • 7

    Loan Process

    • Loan Flow Chart

    • Basic Loan Information | Dan Keyes

    • TRID Guidelines

    • FHA 203K Streamline vs Standard
  • 8

    BUYER | Contract Package

    • Purchase Agreement | Email Explanation

    • Offer | Digital Signatures

    • Present Offer to Listing Agent | Email Explanation
  • 9

    Transaction Coordinators

    • Transaction Coordinating | Service

    • Introduce & Communicate

    • TC Fee & Scope of Work

    • Upgraded TC Fee

    • Submitting a New Escrow to the Brokerage

    • Agent Expectations During Escrow
  • 10

    Disclosures

    • How to Complete a Agent Visual Inspection Disclosure

    • AB38 - Defensible Space Inspections

    • Buyer's Disclosure Packet

    • Seller's Disclosure Packet

  • 11

    Contingency Removal

    • Contingency Removals
  • 12

    Escrow Process

    • Escrow Guide

    • Escrow Process

    • End of Escrow
  • 13

    Palisade Realty's Best Practices

    • Best Practices When Representing a Buyer

    • Best Practices When Representing a Seller

    • What to Avoid at Each Transaction Stage

  • 14

    Resources - Info Search

    • Resource | Videos

    • Zoning | Municipal Info