Course curriculum

  • 1

    Required Documents for YOUR Transaction!

    • LISTINGS

    • PURCHASE AGREEMENT (Buyers)
  • 2

    California Association of Realtors | Account Setup

    • CAR | Resources

    • CAR | Getting Started

    • Setup | Profile & Settings

    • Change Company Information
  • 3

    Create a Transaction in Zipforms

    • Create | New Transaction

    • Use | zipForm MLS-Connect

    • zipForm + Digital Signing w/Docusign

    • zipForm + Digital Signing w/Authentisign
  • 4

    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
  • 5

    Comparative Market Analysis (CMA) - How to create one

    • CMA | Videos
  • 6

    Submitting Your Listing to Palisade Realty Admin

    • Submit your Documents Using JotForm
  • 7

    BUYER | Contract Package

    • Contract Package | Document Checklist

    • Purchase Agreement | Email Explanation

    • Offer | Digital Signatures

    • Present Offer to Listing Agent | Email Explanation
  • 8

    BUYER | SELLER: Contract Acceptance

    • Accepted Offer | Document Checklist

    • Sending New Escrow Documents to Your TC

    • ZILLOW | Transaction Reporting
  • 9

    Escrow Process

    • Zillow Closing Services | ZCS

    • Escrow Process

    • An Easier Way to Close Escrow

    • End of Escrow

    • Escrow Process

    • SPP Marketing Piece
  • 10

    Loan Process

    • Loan Flow Chart

    • Basic Loan Information | Dan Keyes

    • TRID Guidelines

    • Rocket Mortgage | Incentives (Nov. & Dec. 2021)

    • FHA 203K Streamline vs Standard
  • 11

    Disclosure Packet

    • How to Complete a Agent Visual Inspection Disclosure

    • Buyer's Disclosure Packet

    • Seller's Disclosure Packet

  • 12

    Contingency Removal

    • Contingency Removals
  • 13

    Palisade Realty's | Transaction Coordinators

    • Transaction Coordinating | Service

    • Introduce & Communicate

    • New Listing OR Transaction

    • New Escrow: Zillow Flex Lead

    • New Escrow: Agent Procured Lead OR PR Lead (excluding Zillow Flex)

    • TC FEE
  • 14

    Resources - Info Search

    • Resource | Videos

    • Zoning | Municipal Info