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Latest video published 9/3/2019
- Duty to DRE to Keep Records

Proper storage of transaction documents and records of an agent’s or broker’s activities on behalf of a client
- Mortgage Concepts: Steering homeowners to preferred counselors on HECMs

This Mortgage Concepts explainer video breaks down counseling requirements for consumers considering a Home Equity Conversion Mortgage (HECM).
- Marketing and Advertising, Pt II

This is the second episode in our new two-part series covering FARMing. This episode provides actionable guidance on infusing your brand into all forms of marketing.
- Marketing and Advertising, Pt I

This is the first episode in our new two-part series covering how to successfully convert a set of neighborhoods into a vibrant collective of owners branded to a dedicated agent through an ongoing and diligent FARMing campaign.
- A Broker’s Management of Unlicensed Assistants

A broker’s use of unlicensed assistants to perform administrative and nondiscretionary duties under the broker’s constant supervision and control
- Home sales volume finds a new low, ARMs no longer an option to extend purchasing power; Monthly Statistical Update (April 2023)

Home sales volume in the basement; FRM rates to fall back in 2023 — but not yet; ARM rates crossover the FRM rate
- Trust Account Management

Management of trust funds deposited into a non-interest-bearing or interest-bearing trust account.
- Analyzing the Purchase Agreement

Universal characteristics of the purchase agreement; Identification; Price and terms; Acceptance and performance; Property conditions; Closing conditions; Brokerage fee; Signatures and agency confirmation
- The Purchase Agreement in Practice

A buyer’s use of the purchase agreement to prepare and submit a written offer to purchase property.
- Underwater homes, reduced construction starts spell change for California’s active agent population; Monthly Statistical Update (March 2023)

https://vimeo.com/802054438The Monthly Statistical Update (MSU) keeps agents and brokers current on the market trends affecting California real estate transactions.This month, we’re covering:the share of California’s mortgaged homes underwater, now inching higher alongside plummeting home prices;California’s mixed performance in residential construction, with multi-family starts increasing slightly and SFR starts falling back in 2022; andthe rising number ...

















