Training Opportunities

Office Hours with C.A.R. Experts - Live Q&A!

Webinar - Mar 21 - 10:00 AM

Take this opportunity to pick our brains and get your zipForm and Transact questions answered LIVE! We are here to answer your zipForm and Transact questions and get functionality problems resolved. This webinar will be recorded, and all registrants will receive a link to the recording 24 hours after the broadcast ends. - Live Q&A - Bring your questions!

Estate Planning for REALTORS®

In Person - Apr 22 - 12:00 PM-2:00 PM

Join us for lunch and learn as we dive into understanding estate planning. These concepts can help REALTORS® better serve clients navigating ownership, inheritance, and property transfers.

Led by estate planning attorneys Chris Cohen and Carolyn J. Vondriska of Ojai Law Corporation, this session will cover;

-Wills vs. trusts and why clients use trusts

-Common forms of title and ownership differences

-Trust transfers and transaction considerations

-Due-on-sale rules and insurance impacts

-Capital gains, stepped-up basis, and inherited property sales

With an opportunity for Q&A bring all your questions to the table and leave with a practical knowledge and confidence when discussing estate-related real estate situations with clients.

Transactions (zipForm® addtion)

Learn to Navigate

Recorded Webinar

The California Association of REALTORS® (C.A.R.) has announced a major technology update that will change how members prepare and manage real estate forms. C.A.R. is transitioning away from zipForm® and introducing a new platform, Transactions (zipForm Edition), designed to deliver a more streamlined, intuitive, and modern transaction management experience.

Members are encouraged to log in to their C.A.R. account to explore the new Transactions platform, take advantage of training opportunities, and review available resources and tutorials.

Watch this session to learn how to confidently navigate and use the new Transactions system.

Navigating Transactions (zipForm® addtion)

Basics

Recorded Webinar

This introductory webinar will walk you through the essential features of Transactions (zipForm Edition) to help you work more efficiently and confidently. Learn how to set up and manage assistant and transaction coordinator (TC) roles, create custom transaction templates, and apply those templates to new transactions for a smoother workflow.

The session will also cover how to use MLS Connect and Record Connect to seamlessly integrate listings and transaction data, helping you save time and reduce errors. Perfect for agents, assistants, and transaction coordinators who want to master the basics and streamline their transaction process.

New Member Orientation

2nd Thursday of every month at 9:00 AM

Whether you're a brand-new agent or need a refresher, this session offers valuable insights into the resources, tools, and training essential to your daily business. Learn to maximize these systems to streamline operations and boost success. Don’t miss out—register today!

Need Help? Contact Us

Our team is here to answer any questions you may have about the application process.
Reach out to us at [email protected] or 805.646.8453 for assistance.

Testimonials

"The staff is approachable, professional, and excel at organizing events.We are so fortunate to have our new Association Executive—what a fantastic addition to our team!"

Jasmine

"As a current member of the Ojai MLS since 2014, along with a few other of our local affiliates, I feel our little town has done exceptionally well with the use of Rapattoni MLS. Super user-friendly and easy to navigate."

Dave

"Thank you for making the installation luncheon so awesome! Such a great venue. The food was fantastic. Beautiful views. Cool music."

Alexandra

Phone: 805-646-8453

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