Your Real Estate Guide
Find quick answers to common questions about our services.
You can book directly through our online booking system (Calendly link) or by contacting us at Tony@smartresolutions.net or (949) 235-8582.
We offer Webinars (virtual), In-person sessions, and Hybrid trainings depending on your needs and schedule.
We recommend booking at least 3–4 weeks in advance to secure your preferred date and format.
- Webinar: 100% virtual via Zoom or similar platform.
- In-person: On-site at your office or association.
- Hybrid: Combination of live in-person + livestream recording for remote attendees.
Yes! Training sessions can be tailored to focus on your members’ needs, whether it’s MLS Matrix, zipForm®, RPR, Realist, AI tools, or social media marketing. We do have a comprehensive list of trainings under the Trainings Offered page.
Pricing varies depending on format: 1-on-1 virtual, office sessions, half-day, or full-day trainings. We’ll provide a clear quote before confirming your booking.
Yes. Participants will receive digital resources, guides, and recorded sessions (when applicable) to reference after the training.
Yes. Associations and brokerages can schedule ongoing sessions or annual contracts for continued support and updates.
Cancellations or reschedules require at least 3 weeks’ notice (except emergencies). We’ll work with you to find another suitable date.
Yes. Smart RE Solutions, Inc. is available for national engagements. Travel expenses will be outlined in advance (if applicable) when training is requested.
California zipForm® FAQ
To access zipForm® Plus, first go to www.car.org, then click on the "TRANSACTIONS" button. From there, you will CLICK on the "ACCESS NOW" button in the Transactions zipForm Edition tile. If you are a new user you'll need to register for an account. You will be prompted to enter your NRDS(M1) number (issued to you by your local association) as well as create a username and password. After completing the registration process, you can log in with those credentials.
Once you are logged into zipForm® Plus, navigate to the Home/Transactions screen and click "New". You will then name the transaction and choose a property category, such as "Offer". After this, you can complete the Property Summary with pertinent information, and choose desired forms to add to the transaction.
A streamlined form editor was introduced in 2024. To use it, locate the appropriate section on the right of the form and click it to fill in the data. To add parties, click "ADD" and fill in the party's information, then click to add them. The forms tab provides a workspace for editing documents, adding and managing forms, as well as tools for emailing, printing, and deleting documents.
The "CLAUSES" tool allows you to store terms that you might want to use on various forms or in different situations. For example, if your broker advises to use a specific term on a form, create a clause for it. When you need to use that form again, you can apply the stored clause, saving you the time of retyping.
To send documents for e-signature, click on "PREPARE SIGNING". Create a signing name, choose a "Return Folder," and click "CREATE". Then, select participants (signers) from the transaction. Review the documents, and click "ADD A DOCUMENT OR FORM" if you need to add more to the e-signature packet. Use the tools to manage signature areas, then click "Next" and then "Send" to start the e-signature process.
It is important to view Authentisign® signed documents using a PDF reader such as Adobe Acrobat Reader. The Apple Preview function does not properly display signatures. The Adobe PDF viewer is free to download. Using non-recommended viewers can prevent signatures from displaying correctly.
Templates allow you to save commonly used information on forms. This helps streamline future transactions by allowing you to enter data that may not change, such as your name and brokerage information, saving time and reducing repetitive data entry. Templates can be applied at any point during a transaction.
MLS-Connect allows you to import data from your local MLS system into zipForm® Plus, saving you time and reducing data entry by importing property address, APN, agent data, office data, listing price and date and additional listing information directly into the forms. To use it, click the MLS Connect icon, select the listing type, enter the MLS Listing ID, click "Find," then "Import." Using MLS Connect can save up to 15-20 minutes per transaction.
Essential FAQ: Mastering AI to Dominate the Real Estate Market
This short FAQ highlights the immediate benefits and competitive necessity of mastering AI tools like ChatGPT, designed to entice agents, brokers, and associations to engage with this vital training.
The Competitive Edge: Why Agents Need AI Now
ChatGPT is a state-of-the-art natural language processing (NLP) technology built on the advanced GPT-4o architecture. It functions as a powerful digital tool—like having a personal assistant capable of performing tasks that normally require human intelligence. Real estate professionals need to master it now because utilizing ChatGPT/AI offers a direct path to gaining a competitive edge in the market.
Implementing ChatGPT/AI provides several measurable benefits: increasing efficiency and productivity, and saving time and cost. It allows you to automate routine tasks and handle common queries, freeing up human agents to focus on more complex issues and building critical relationships.
AI is revolutionizing the industry by assisting with crucial business functions, including:
- Content Creation, Social Media, and Follow Up.
- Improving lead generation and marketing efforts.
- Assisting with real estate data analysis by generating insights from large datasets (such as sales and demographic information).
- Identifying potential clients, qualifying leads, and engaging in real-time.
- Providing 24/7 customer support.
Absolutely. ChatGPT/AI can generate insights from large datasets. This helps professionals identify market trends and predict market fluctuations, enabling them to make data-driven decisions.
Maximizing Results and Managing Risk
The output from AI is only as good as the prompt you give it. The key is learning the Formula for a Perfect Prompt: Context + Specific Information + Intent + Response Form. In this class, you will learn essential tips, such as how to be specific, state your intent, and always double check the work.
While AI makes language translation more efficient, there is a significant liability risk. To avoid liability, it is recommended that you do not translate or interpret documents for your clients, as you are responsible for any mistranslations if you do so. Always encourage clients to secure their own professional interpreter or translator.
We cover core AI platforms like ChatGPT and Google's Gemini, as well as specialized tools for Content Creation (e.g., Jasper, CopyAI), Photos & Video (e.g., Dall-E), Audio, and specific tools for connecting with clients and managing Meetings (e.g., Fireflies.ai, Otter.ai).
Ready to transform your business and gain a competitive edge? Contact us today to book this essential training!
SupraWEB: Agent Website Functions, Features, and Uses FAQ
SupraWEB is the agent website associated with Supra key services, accessible at www.supraekey.com. It allows real estate agents to manage their listing and showing information, access valuable showing data to create reports for clients, send updates about listings to showing agents, provide showing feedback, receive automatic email notifications (showing alerts) when showings occur at their listings, and update billing information.
SSO (Single Sign-On) is the initial step to access SupraWEB. If you already have an active Supra key service account, you'll need to create a User ID and Password. To do this, click the REGISTER button on the SupraWEB orange tile and follow the prompts to set up your SSO. Your User ID must be 3-60 characters long, and can only contain the special characters @ . _ - , but cannot start or end with those characters. Passwords are case-sensitive, must be at least 8 characters long, start with a letter, and contain at least one number. The first time you log in, you'll also need your eKEY serial number, 4- digit PIN, and Board/Association (ex. Orange County REALTORS®, Citrus Valley REALTORS®, etc.).
SupraWEB provides several important functions, including obtaining authorization or update codes for your eKEY, identifying keyholder names by key serial number, managing keybox inventory and listing information, viewing, emailing, and scheduling activity reports, setting up showing notifications, viewing and sending showing feedback, changing your 4-digit PIN, and managing your billing information.
SupraWEB does not allow you to change access times to lockboxes, add/activate Call Before Showing (CBS) codes to lockboxes, cancel your Supra key service, or locate lockboxes that are missing/misplaced.
Setting up your signature field in SupraWEB settings is important because this signature will be included in every correspondence you have with agents or clients when you email reports. You should include your picture, contact information, brokerage information, and DRE license number in your signature.
To assign a lockbox to a listing in SupraWEB, follow these steps:
1. Choose the Keybox serial and click Listing Details.
2. Click Change MLS#.
3. Input the MLS Listing ID.
4. The data should auto-populate within 48 hours.
SupraWEB showing reports can provide the access times of the agent, the listing ID number (if applicable), the address (if applicable), and the agent's name and information. This data can help you verify the identity of agents who have accessed your listing and allow you to follow up with them regarding their showing experience. Reports can also be exported to a spreadsheet.
You can update your billing information at any time within SupraWEB or the Supra eKEY application. Supra generates invoices on the 15th of each month and submits them to credit card companies by the 16th, depending on the association/MLS agreement with Supra on billing periods.