MLS Tools & Benefits

Members rely on fast and easy access to MLS information to grow their business. Paragon, Black Knight’s comprehensive, leading-edge MLS solution, is so easy to use that members and their clients can instantly benefit from its advanced features.

• Compatible with the industry’s most popular browsers
• Accessible from both PC and MAC
• Multi-tasking capabilities within the system
• Client Connect enables agents to collaborate directly with their clients
• Wizards for contacts, CMAs, and user preferences
• Agent/client hit counts which reflect listing activity
• Easy-to-use dashboard widgets
• Data entry autocomplete
• Intuitive navigation and workflow

Login to Paragon
Quick How To Videos
MLS Support

Bay East provides MLS-access to participating Datashare MLS platforms via Single Sign-On(SSO) within Paragon MLS System. What does this mean to you? It means you can access the MLSs named below from Paragon MLS. You can search, add listings, create CMA, and much more. The Participating MLSs are:

• MLSListings: Covers following Counties: Santa Clara, Santa Cruz, San Mateo, Merced, Monterey, and San Benito
• MetroList: Covers following Counties: Sacramento, San Joaquin, Stanislaus, El Dorado, Merced, Placer, Yolo and Nevada
• San Francisco: Covers San Francisco County
• BAREIS: Covers following Counties: Marin, Mendocino, Napa, Solano, and Sonoma

We also have SSO access to MLS down South; these are “READ ONLY” access.

• CRMLS
• San Diego MLS

How do I access:

• Login to Paragon
• Click on the MLS Names in the center of the homepage
• or under the “Resources” tab on top menu

Where do I call for support: Call Bay East MLS Support at 925.730.7100 M-F 8 am to 5 pm.

Cloud MLX is a simple and powerful interface that allows you to find the listings you need faster. Just start typing and immediately shows you results. Searching for real estate, just like Google. Save your searches, mapped areas, and collections in seconds. The more you use Cloud MLX, the more personalized it becomes. Cloud MLX makes it easier than ever to share listing data with your clients, chat with other agents, and integrate with the products you already love, like Cloud CMA and Cloud Streams. Cloud MLX works on any mobile phone or tablet.

CloudMLX covers the following counties: Alameda, Contra Costa, San Francisco, Marin, Mendocino, Napa, Solano, Sonoma, Santa Clara, Santa Cruz, San Mateo, Merced, Monterey, and San Benito

How Can you access Cloud MLX? Login to Paragon MLS and click on the “Resources” button on the top menu

Learning Resources

REALTORS® Property Resource (RPR®): is a comprehensive online library of property, school, demographic, neighborhood, and tax data. RPR® delivers on-the-go access to an all-encompassing real estate platform, available exclusively to REALTORS®, and offered at no additional cost. Easily accessed through desktop, iOS, and Android devices.

How do I access: Login to Paragon, Click on Recourses Tab

RPR® Training

CRS Tax Data – offering powerful features, intuitive tools, browser compatibility and mobile device optimization for users to easily find the information they need – anytime, anywhere.

• Access to robust property tax data directly from Paragon
• One-click access to helpful documents and tax maps
• The ability to create a new listing in Paragon MLS using existing public record and tax data from CRS Data
• Single-sign-on access from Paragon to CRS Data
• One-click access to Paragon Detail Report from a matching CRS Data public record

How do I access: Login to Paragon, Click on the Tax Tab

realtor.com® Professional Search leverages and shares the innovative technology and search experience of realtor.com® while delivering a best-in-class professional search experience.

Using Professional Search, agents can now perform a property search nationwide. Agents are granted unfettered access to active listing data, including community and demographic information, school reports, search and activity trends and much more.
Where does the data come from? Data is fed live from over 850 MLSs across the US.

How do I access:

• Log onto Paragon
• Click on realtor.com PRO or click on Realtor.com Professional under the Resources tab

Training Videos

HomesOpenToday – A public site to search Open Houses.

How does Open House information get added to this site? When you add an open house to your listing in Paragon, it will automatically transfer to HomesOpenToday’s website.

I need help adding an Open House: Call Bay East MLS Support at 925.730.7100 Monday-Friday 8 a.m. to 5 p.m.

Go to Homes Open Today
How do I add an Open House to my Listing

New Home Source Professional is a large collection of new home listings available. Think of it as an MLS for new home developers. New home listings are delivered by the builders daily which ensures the New Home Source database remains accurate and current. Paragon users can access new home data directly in one central place with New Home Source Professional. In addition to property and location details, you will have access to:

• Contact information for builders
• Weekly updates on new inventory and incentives
• Floor plans
• Exclusive promotions
• Local builder events
• School, Community information and more

How Can you access New home Source Procession? Login to Paragon MLS and click on the “Resources” button on the top menu

Homesnap is the industry’s national search portal, giving agents and their client’s real-time access to the most accurate MLS information available.

Members will have immediate mobile access to your Paragon contacts, saved searches, and listing carts. You can also maintain your on-market listings directly from the Homesnap Pro App.

MLSs Covered: Agents detail listing information for Paragon MLS, MLSListings, & Metrolist.

Training & Webinars

Download the Homesnap Pro App for Apple & Android

HomeSpotter is a beautiful mobile real estate search with built-in chat that makes collaboration fast, easy, and fun.

Search accurate and up to date listings direct from the MLS, including active, contingent, pending, sold, expired, and withdrawn statuses.

Access private agent only information about listings including agent remarks, showing and listing agent information.

Share an agent-branded version of the HomeSpotter app with your clients and use the app as your centralized location for all your agent/client messaging and collaboration needs.

MLSs Covered: Agents detail listing information for Paragon MLS, MLSListings, San Francisco MLS, BAREIS & Metrolist.

Training Videos

To get started, search for HomeSpotter in the iTunes or Google Play store and Sign in with your Bay East MLS credentials.

RPR® Mobile™ is a property research app exclusively for REALTORS®. Easily search properties, create and send branded reports, and view local market statistics, anytime, anyplace.

Search MLS & Public Records: MLS and public records to mortgage history and school attendance zones.
Add Notes and Photos: Add your notes and photos to any property. They’re private to you, but you can easily include them in your reports.
Reports: Customizable reports for any property are available from your iOS or Android device. Send reports directly to your clients, with your branding, with almost no effort.
Big Data you can use: RPR® gathers all available data on a property and organizes it for your benefit. Add your local market knowledge, and you’re set.

RPR® Mobile App Training

zipForm® Mobile keeps transactions readily accessible, no matter where the day takes you. From a mobile device, you can create transactions, import listing data, send e-signatures, and much more.

To begin using zipForm® Mobile:

• 1. Log in to car.org on a mobile device and tap on Access zipForm® to launch zipForm® Mobile.
• 2. Choose “C.A.R. Credentials” from the drop-down menu
• 3. Enter your username and password used for www.car.org website
• 4. Click “Login”

More Information
Training & Webinars

Real Safe Agent is not a personal safety app; it’s a crime prevention system built specifically for the Real Estate Industry. Based on behavioral science, Real Safe Agent empowers the entire real estate community to cooperate and collaborate to keep each member safe.

Download on the App Store or Get it on Google Play.
How to Activate and Install RSA Video
How to Use Real Safe Agent – On Demand Webinar

myTheo mobile app provides MLS data. It enables direct email/in-app chat communications synchronized across all devices. Manage Broker Tour information, monitored and customized anytime, anywhere.

10% discount – Basic subscription

20% discount – Pro subscription

To sign up and more information

Kleard mobile app provides Smart Open House Technology for an amazing open house sign in-app that verifies a visitor’s info on-the-spot which means correct info and better leads. Kleard also includes a ton of safety tools for both open houses and showings to help deter crime and give agents peace-of-mind.

Kleard Lite (Free) includes:

• 3 free open house credits
• 3 free seller reports
• Offline mode
• Unlimited showings
• Buyer cell phone and email verifications for showings
• Email safety alerts
• Safety siren
• End showing reminders
• Email notifications when an open house or showing starts/ends

*** Upgrade to Kleard Pro as a Bay East member for a special price of $7.99/month (normally $19.99/month) to gain access to these additional features:

• Unlimited open houses (host as many open houses as you’d like using Kleard)
• Unlimited seller reports
• Unlimited cell phone and email verifications at showings and open houses
• Automated open house follow-up
• SMS safety alerts
• Phone call safety alerts
• Kleard CRM (organize and keep track of your leads on mobile or web)
• CRM integration via Zapier (link an existing CRM)
• Email and SMS Follow-Up (stay in touch with your leads and contacts with personalized mail-merged messages)

Start using Kleard Lite today for Free.

Agents can download the realtor.com® app for professionals for iOS or Android devices in the app stores. Once you login to the app, you will get notified of new leads and be able to track existing leads, manage communication with the leads and contacts, and track your communication history in a convenient timeline view within the pro app.  Best of all, all of your data will sync between your desktop, mobile web and the native pro app.

Glide allows you and your clients to complete the TDS, SPQ, AVID, and other disclosure forms online using a friendly and secure interface that saves time, ensures nothing is missed and integrates directly with your existing zipLogix® account. Glide replaces today’s dense PDF and paper forms with an easy-to-use, step-by-step wizard experience that ensures all required questions have been answered, all responses are neatly typed, information can be easily updated at any time, and a full audit trail is available. Receive your completed PDF documents instantly via email and directly inside your zipLogix® account.

How do I access:

• Create your no-cost account on www.glide.com
• After that, you can access Glide under the Resources tab within Paragon

Login to Paragon
Webinar Training

Disclosures.io enables users to quickly and easily create clean professional disclosure packages, eliminating the hassle of preparing listing documents and simplifying the entire document management and tracking process–all from a single dashboard.
Disclosers.io BASIC is a member benefit.

• Unlimited space (no fee for storage)
• Create and share Property Info Packets
• Receive offers
• Powerful PDF manipulation tools
• Docusign integration
• PDF quick search
• iOS App

Disclosures.io PRO may be purchased for the discounted price of $399/year.

• Video tutorials and chat support
• 1-on-1 customer support
• Custom branding
• Custom document templates
• Group messaging to clients
• Custom dashboard for your sellers
• Track the diligence activity on every buyer party
• Offers dashboard and CSV export
• Additional iOS app functionality

How do I access: Login to Paragon, Click on Resources Tab
Is there an App for it: Yes but only on the App Store for iOS devices

Login to Paragon
Training Video
Apple App Store

Cloud CMA gives you the power to quickly, and easily, develop powerful Comparative Market Analysis packages to present clients. With a newly updated look and a variety of pages that can be added, you can be sure that you can always create the perfect package for any client. Cloud CMA helps you raise the bar into the clouds.

How do I access: Login to Paragon, Click on Resources Tab

Training Videos

Cloud Streams is a professional tool for creating a simple, and easy search that feeds directly to your client. Designed to be intuitive and quick, Cloud Streams is meant to streamline your world so you have more time to take care of your client. Be sure your clients are seeing the right properties faster than the competition.

How do I access: Login to Paragon, Click on Resources Tab

Training Videos

RatePlug displays valuable, interactive mortgage payment and product information from your lending partners on property reports you send through the MLS system. Your buyers can use this information to become better educated on financing options and home affordability.

How do I access: 2 ways to access it

• Login to Paragon, Click on Recourses Tab
• Bring up a listing display, click on “Reports” Click on “Details folder and Select “Rate Plug”

More Information

ReboGateway’s Tract Utility is provided to you as a Member benefit. It offers a data system for real estate brokers and agents looking to grow their business by acquiring more real estate listings. ReboGateway’s Tract Utility tool provides turnover (sales) rates that can be associated with a much higher level of home sales. Knowing where the housing tracts or census tracts are located that have higher levels of sales (turnover rate) occurring gives an agent a very real and very distinct edge. This turnover rate data allows you to focus your efforts on the housing or census tracts that are more likely to sell… saving you time and money in acquiring new listings.

How to Gain Access:
1. Bay East Member’s go to bayeast.rebogateway.com (do not put www. before bayeast.rebogateway.com).
2. Click on the red “Login” button
3. Above the box, click on “Current member of the Bay East? Click here to get your MLS Benefit” to get your password.
4. Enter the email address you have on ­file with Bay East (they must match), click “Retrieve Login Information”.
5. A password will be emailed to you.
6. Use the same email address and the emailed password to gain access to this powerful Tract Utility

More Information

Title Toolbox provides REALTORS® instant access to Net Sheets and Property Profiles. Property Profiles and Net sheets are among the most popular and valuable resources for Realtors.

The Seller’s Net Sheet provides the home seller with an estimate of their net proceeds from the sale of their home. This dynamic document comes with prepopulated closing costs based on the geographic location of the property.

The Property Profile is based on the latest Title and Assessors data and provides agents with a comprehensive look at an individual property. It includes detailed property information, property history, current and historical listing photos, local market statistics, listing activity, foreclosure activity, neighborhood demographics, and additional features.

How do I access: Login to Paragon, Click on Resources Tab

Login to Paragon

Collaboration Center offers a secure branded portal for clients to interact with listings from a saved search. Clients are able to tag listings as “Favorite”, “Possible” or “Rejected”; modify the search criteria, and send and receive comments to or from their agent. Help your clients find their perfect home with Collaboration Center. This password-protected real estate portal lets your home buying clients interact with listings from a saved search based upon their desired criteria. Collaboration Center is integrated into Paragon which ensures listing information is accurate and current.
Here are some new features of the Collaboration Center:

• Modern Look and Feel
• Responsive, Mobile-First Design
• Competitive Features – comparable with the most popular Portals
• Multiple Views – Thumbnail, Tile, Map View and Detail View.
• Robust Detail View – featuring integrated content and functions to keep Clients engaged!
• Social Media Integration
• Simplified, Consumer Friendly Search
• User Guide

Login to Paragon

The simple, integrated CRM tool for sales professionals.

Client management has never been easier. With LionDesk’s wealth of features, you’ll never let another lead slip through the cracks.

LionDesk is an end-to-end solution for collecting, routing, and following up on leads. It ingests leads from a wide variety of sources, including Zillow, Facebook, Realtor.com, and more. It generates automated drip campaigns to help keep you in front of your clients. It automates your calendars and tasks. It helps you manage your contacts. It even allows for video email.

Bay East members can purchase it at a discounted rate of 40% discount – $15/month instead of $25/month, Starter version. The 40% discount also applies to the “Pro” version.

How do I access: Login to Paragon, Click on Resources Tab

RateMyAgent is an agent review and marketing platform that allows you to generate, share, promote, and syndicate client reviews on listings. Unlike other review platforms, all client reviews of agents are verified and linked to a transaction, and in turn, trusted by consumers. New potential leads will see how you perform when you’re doing what you do best.

RateMyAgent technology offers:

• Comprehensive, branded and visually appealing profile dashboard
• Client review request functionality by agent invitation
• Listing review pages – each with unique web page/URLs for maximum searchability
• A Social Media Manager to efficiently share reviews to all social mediums
• The ability to aggregate positive reviews from other social and online platforms
• A Review Widget that allows for sharing reviews to your website
• Ability to create online display ads with your reviews and target them to a specific audience through the Google Display Network, Facebook Ads and Instagram Ads
• Ability to collect Google Reviews through the RateMyAgent platform at the same time as collecting RateMyAgent reviews (new product)

Why should I use RateMyAgent?
RateMyAgent is for agents. Helps you build your SEO and your online reputation. Make it easy for potential clients to contact you, and we do not put barriers in front of your contact information, or charge for leads.

Unlike some other sites, RateMyAgent reviews are not stuck on our platform, expecting users to come and find them. RateMyAgent builds your profile and SEO, but the marketing platform does so much more. You can:

• Capture positive ratings from past clients and promote them to future clients through your websites and social media (Facebook, Twitter, and LinkedIn) accounts.
• When submitting a RateMyAgent review, consumers can also post a Google Review for you at the same time.
• Have your branding automatically appear on the review, along with the sold date, sold price and the address of the property.
• Copy reviews from other online rating sites (i.e., Yelp, Google, etc.) and paste them into your RateMyAgent account and in turn, make them a verified and trusted review
• Improve Google rankings and Search Engine Optimization (SEO) based on the ratings and reviews you generate.
• Turn ratings and reviews into Google ads by selecting your spend and zip code.

So how does RateMyAgent help?
RateMyAgent provides a platform where property buyers and sellers can review the agents and brokerages they’ve worked with and rate them so that other sellers in the market can make better-informed decisions when choosing the right agent for them, based on recent reviews.

How do members access: Login to Paragon, Click on the Resources tab.

RateMyAgent Training Center includes training videos and daily webinars.

Homebot drives repeat and referral business for real estate agents and loan officers by helping their clients build wealth. It positions agents as the home value expert by putting automated home values to work for you.

• Engage your clients with custom, monthly digests: A major portion of your new business comes from existing homeowner relationships. The automated disgust provides a real-time wealth snapshot of your client’s homes and averages over 50% engagement every month.
• Empower your clients with the tools and knowledge to build wealth: Help your clients understand the wealth-power for extra principal payments, their total cash-out value, and other valuable metrics.
• Convert your renters, investors and new leads into buyers: Help buyers discover things like the market condition of their target area, comparisons between their favorite neighborhoods, short-term rental possibilities, and much more.
• Generate Leads & New Deals: Make your database a referral engine to generate a consistent flow of new prospects.

See how it works

Learn more about it  – Free for 7 Days – Access it via Paragon under the “Resources” tab.

Listing syndication is a method of advertising whereby Broker Must Opt-In to send firm listing information to a wide variety of websites, mobile apps, and print publications to reach diverse consumers searching for properties to buy.

ListHub allows brokers to have control of their internet marketing by sending their office listings to real estate search websites. Bay East has arranged for brokers to have the ability to opt-in for posting their listings. All you have to do is register.

• Go to ListHub
• Click “Create Account.”
• Follow the on-screen instructions
• When your account is created, click “Channels” and select from the channels available.
• CAUTION: We recommend that you do not use the “select all” button until you have reviewed the list of all Primary and Secondary channels it will go to.
• Find your listings online within 72 hours!

How do I access: Login to Paragon, Click on Resources Tab

Training Videos
Webinar Registration

Broker has the control to opt-in their office’s listings to go to Zillow Group Sites.

What are Zillow Group Sites: Zillow, Trulia, HotPads, StreetEasy

How does the Broker Opt-In:

• Login to Paragon MLS
• Click on Resources Tab
• Select Bridge Interactive
• Follow the prompts to opt-in

WiseAdvertise is an eLearning program which can help brokers gain control of their listing syndication through ListHub and answer important questions on listing syndication.

Do you use a tool to syndicate your listings? How familiar are you with the syndication process? Did you know Bay East offers ListHub, a free syndication tool, and WiseAdvertise, an eLearning program which covers a variety of important listing syndication topics? How does ListHub help you?

• Listing Control: You choose the real estate portals, lead management settings and where to drive consumer traffic according to your company’s business policies.
• Listing Accuracy: ListHub pulls the most up-to-date listing data and distributes it to your online settings.
• Automation: As new properties are added to Paragon or existing listings are updated, ListHub distributes the data automatically to your preferred real estate websites.
• Reporting: ListHub collects online metrics and generates reports that provide you with critical marketing intelligence.

How does WiseAdvertise help you? WiseAdvertise is an eLearning program which covers a variety of important listing syndication topics to help answer your questions.

• Online Listing Accuracy
• Data Protection
• Selecting The Best Real Estate Websites
• Listing Duplication and Trumping
• Lead and Traffic Routing
• Understanding Syndication Analytics
• To participate in WiseAdvertise:
• Take a very short survey to get started (at link below)
• Register for WiseAdvertise
• After successfully completing the six brief modules (6 to 8 minutes each), you’ll receive a certification of completion.

Go to WiseAdvertise

REAL ESTATE SEARCH MADE FOR TV! Clients can search homes nationally with their entire family on their television! Keyboom! has brought real estate search to TV and made it fun! Clients can search by city, zip code or MLS number using their TV remote and instantly gain access to over 2 million real estate listings in the US.

Features include:

• Your clients get a unique code so that you can be notified when they find a home they want to see
• Impress your sellers with their listing on TV
• Turn Keyboom! into a branded real estate search channel
• Stand out with Keyboom! marketing materials
• Great lead generation tool

Keyboom! is available to Bay East members for the discounted price of $23 per month.

Click here to register

StreetURLS is a free service for members which automatically creates a listing page available for public viewing within an hour of putting your listing on the MLS!
Benefits of StreetURLS:

• FREE service for members
• Website automatically created within an hour of adding to MLS
• No coding, listing entry, setup needed
• Built, maintained and supported by the association

Every listing gets 3 unique addresses:

• http://mls#.streeturls.com
• http://streeturls.com/mls#
• http://1234.WhatEverStreet.city.ca.streeturls.com

Go to StreetURLS

VirtualTourCafe, LLC – Online Do-It-Yourself Virtual Tour service including e-flyer, YouTube Video, QR Codes, Mobile (smart) Tours and much more! 50% discount off any monthly subscription including 50% off the Platinum Unlimited Subscription and the EZ-Auto Tour.
Use promo code: EZ50
Contact: Tim Denbo
(877) 744-8285 (925) 609-8383
Flyer

Go to VirtualTourCafe, LLC

Internet Data Exchange (IDX) gives MLS Participants and Subscribers the ability to allows consumers to search and view listings on your website.

The MLS IDX data includes only public-facing listing information about Active, Pending, and Sold (from 2012 onward) listing data.

IDX data is not the same as a full MLS search done by an agent.

To obtain IDX for your real estate website, you will need to complete the IDX Application.

If you have questions, would like additional information please email jackied@bayeast.org.

Members:  Bay East does not charge it’s members; however, you are responsible for the fees if the vendor you choose charges for their services.  Also, if you work with a new IDX vendor, Bay East would treat the request as a new IDX Vendor Request.

Vendors:  New IDX Vendors do have a one time grant of license fee.

If you have questions, would like additional information please email jackied@bayeast.org.

IDX Logo Requiremnet:

Bay East requires the IDX Logo & IDX Disclaimer to be placed on all IDX websites for members.

If you have any questions, would like additional information please email jackied@bayeast.org.

IDX Disclaimer Requirement:

Broker Participants and R.E. Subscribers shall indicate on their displays, in a manner readily visible to consumers but not less than 7pt type, the following:

Bay East ©2020. CCAR ©2020. bridgeMLS ©2020. Information Deemed Reliable But Not Guaranteed. This information is being provided by the Bay East MLS, or CCAR MLS, or bridgeMLS. The listings presented here may or may not be listed by the Broker/Agent operating this website. This information is intended for the personal use of consumers and may not be used for any purpose other than to identify prospective properties consumers may be interested in purchasing. Data last updated at (ADD DATE & TIME HERE).

Displays of minimum information (e.g. a one-line or thumbnail search result, text messages, “tweets”, etc. of two hundred (200) characters or less) are exempt from this requirement but only when linked directly to a display that includes the required disclosure. Audio delivery of listing content is exempt from this disclosure requirement only when all required disclosures are subsequently delivered electronically to the registered consumer performing the property search or linked to through the device’s application.

To obtain IDX data for your real estate website, you will need to complete the IDX Application.

If you have questions, would like additional information please email jackied@bayeast.org.

IDX data approval requires that your website and listing data display complies with the rules.

Click here for a full set of the IDX rules; some example of the rules are:

• All IDX listing displays shall identify the name of the listing firm and the name of the listing.
• Your website must refresh all MLS data at least once every 12 hours.
• The information displayed shall indicate the MLS as the source of the information being displayed and the most recent date updated. (see section on disclaimer & logo)
• Must provide clear identification of the name of the brokerage firm under which you operate.

If you have questions, would like additional information please email jackied@bayeast.org.

What is an IDX Vendor?

Many companies and individuals offer services as IDX vendors. Which means they implement IDX search display on websites for real estate professionals. An IDX vendor approved with Bay East AOR is a vendor that has an agreement with Bay East AOR to receive Paragon MLS data feed.

For a List of Approved IDX Vendors Click Here.

Bay East iSiteBuilder allows you to create a website that meets your needs & budget with integrated IDX search. The No-Hassle Way to Get a Beautiful WordPress Real Estate Site. Starting at $34.95/month.
Bay East has partnered with iHomefinder to offer website packages with SEO-friendly IDX and lead generation technology. Simply choose from one of our real estate-specific themes and your site is ready to be customized. There’s no need to find hosting or install WordPress and plugins – your site is hosted and configured from the start, and even includes a free domain name. At the core of your website is a powerful MLS/IDX search, which comes installed and activated. You can also add the following features to your new website:

• Beautiful, fresh designs
• Fast, reliable MLS / IDX search
• Search engine optimized
• Powerful lead generation
• Advanced broker features
• Interactive map search
• Listing pages & widgets
• Enhanced property details
• Mobile IDX site
• Facebook search & featured apps
• MLS compliant, reliable & up to date

Go to iSiteBuilder

zipForm® automates the forms process and allows you to create, edit, and complete the forms required for any real estate transaction.
For regularly scheduled zipForm® webinars – zipForm® Webinar Training Resources

Go to zipForm® Plus

Security and Authentication – Both zipLogix™ Digital Ink® and DocuSign® are widely used for electronic signature platforms.

• Digital signatures or digital certificates to provide greater security and authentication.
• User authentication is leveraged by email, access (pin) code, and third party identity check.
• Both make available an “audit trail” that includes detailed, computer generated event information(date/time stamped, XML format) regarding all of the events that occurred in the signing transaction.

Need to know more about electronic signatures and which forms are not permitted? Get additional resources from C.A.R. attorneys.

Go to Digital Ink®

Forms Advisor™ is an online software program that identifies which C.A.R. Standard Forms you need for your transaction. In addition, this rules-based tool creates the transaction in zipForm® Plus with the recommended forms, reducing the time spent on creating a transaction. Forms Advisor™ includes C.A.R. Forms Tutor®, which provides a choice of audio or text instructions for completing the forms, including a legal Q&A component. These zipForm features offer users a total solution for forms training and correct form usage instruction. Both Forms Advisor™ and Forms Tutor® are FREE C.A.R. member benefits.

Using Forms Advisor™ is easy. The user enters the transaction information into Forms Advisor™, such as the type of transaction (residential, multi-unit, probate, etc.), which party the agent represents, and other transaction-specific information. Forms Advisor™ directs the user to the relevant forms for that specific transaction. The process is fast and simple to use.

Forms Advisor™ is a great risk management tool for REALTORS® as it offers the user direction, instruction and legal information specific to a transaction. Forms Advisor™ integrates seamlessly with zipForm® Plus and is also accessible via zipForm® Standard and at www.car.org. To access, click the link below.

Go to Forms Advisor®

Forms Tutor® is the free advanced electronic training tool from C.A.R. that has been completely redesigned to make it easier than ever to help REALTORS® better understand the forms they’re using to complete their transactions. This helpful member benefit is a live, interactive guide that is accessible from inside the zipForm® Plus platform and on car.org to provide REALTORS® with the help they need while working on the forms.

Have a question about a specific form? Forms Tutor® explains the most highly utilized standard forms clause-by-clause, with audio and text instructions for superior ease of learning. To launch Forms Tutor® look for it inside the help button in zipForm® Plus and then click the icons placed throughout the forms to gain immediate insight about that form’s function.

Go to Forms Tutor®

Electronic versions the MLS input forms that are provided as a courtesy by the BayEast Association of REALTORS®, the Contra Costa Association of REALTORS®, and bridgeMLS.

Forms included:

• Residential Input Form
• Residential Income Input Form
• Mobile Home Input Form
• Lots & Lands Input Form
• Lease Rental Input Form
• Commercial Business Opportunity Input Form
• Commercial Industrial For Lease Input Form
• Commercial Industrial For Sale Input Form
• Commercial Lots & Land Input Form
• Commercial Residential Income Multi-Unit 5+ Input Form

Go to Listing Input Forms

TREX Investor Property Management Software – Whether you’re a Landlord or a Property Manager – We are the easiest to use Property Management Software. Period! Manage your finances and collect your rent online! For more information click on the link below.

Go to TREX Global Investor

Bay East Housing Market Reports include information about the supply of homes for sale, sales prices and sales activity for local real estate markets in the East Bay. Bay East releases these reports around the fifth business day of the month. Access these reports by going to the Community Info page and click on the city you are interested in.

Go to Housing Reports

rDesk Community Reports provide a rich assortment of reports for any community of interest. Information includes data on housing, people, economy, schools, environment, and quality of life. Access rDesk from the Resources menu in Paragon.

Access via Paragon

A skittle on the listing report which shows properties that are on Foreclosure Radar. Displays foreclosure ID and status of the property.

Access via Paragon