CALIFORNIA ASSOCIATION OF REALTORS ®
Today
Volume 1, Issue 7
September 2001
Transaction Cover Sheet Sample Forms Book! The Sample Forms Book offers illustrations of all C.A.R. Standard Forms at your fingertips. Make sure you or your office is using the correct, most up-to-date contracts to document your real estate transactions. Every brokerage firm should have a current C.A.R. Sample Forms book on hand. For the month of September the Sample Forms Book is on sale! Visit any participating Local Association or call REBS Customer Service at 213.739.8227. Up For Renewal?
2000 software D Forms®was purchased and package registered, a program renewal may be on the horizon, considering the product debuted in July of 2000, and an annual renewal of the program is required. Users will receive notification via email that their program is coming up for renewal, and will also receive a program notice that their subscription will expire in 30 days, 29 days, 28 days, and so on. Contact a Local Association for fast and easy renewal options! epending on when a WIN-
Enhancements
T
he newest software and form enhancements are available for download on www.winforms.com. A few of the software improvements include: auto load of the last transaction at login and recall of the most recent transaction accessed, improved disk space verification when using the “Save As…” function, installed libraries are listed in alphabetical order in the Forms Manager Dialog, and the Mortgage Calculator now displays a better summary of calculations. See winforms.com for a complete list of software enhancements.
T Sheet (COVER5)
is a helpful form available within the WINForms® 2000 program that holds pertinent information applicable to real estate transactions. This form is the very first form listed in all form libraries, (i.e. Back Office, Commercial Lease, Listing, etc.) All general transaction information should be entered into the Cover Sheet before adding any other forms to a transaction, being that many forms require information contained in the Cover Sheet. This form is a reference, one-stop document that contains data typically needed by REALTORS®, agents or their support staff. What’s best about this 3-page Cover Sheet, is that it automatically transfers information into other corresponding fields of any form opened thereafter. For example, if a user adds and completes a Cover Sheet then adds a Residential Purchase Agreement (RPA-11 or AEPA-11), all fields contained in the cover sheet, such as the property address, purchase price and buyer information will automatically populate the fields in the RPA-11 or AEPA-11! This holds true for any other forms or contracts added to a transaction that contain the same fields in the Cover Sheet. This minimizes the burden of users having to re-key common information relative to a real state transaction. The Cover Sheet houses details such as: buyer/tenant and seller/landlord information, including email address and cell phone number, MLS number, Tax ID#, listing price, liens, homeowner association dues, deposit amount, property type, escrow company and officer, selling and listing broker information, lender data and mortgage type, as well as appraisal and title information. The Cover Sheet is similar to the traditional Cover Sheet that accompanies the Real Estate Transaction Folder. This Transaction Cover Sheet is sold separately as a stand-alone form (TCS-11).
Distributed by Real Estate Business Services, Inc. a subsidiary of the CALIFORNIA ASSOCIATION OF REALTORS®
he Cover
Some of the recent form changes include: the addition of the Residential Lease or Month-to-Month Rental Agreement in Spanish, named the LR-11-S, and the Application to Rent Receipt for Deposit has been added and is also now available in Spanish, named the LRA-11-S. There was a host of minor changes made to several other forms within the program. See winforms.com for a complete list of form changes and fixes. If you have program modification suggestions, submit them to Albertt@car.org. INSIDE THIS ISSUE: • • • • • • • Transaction Cover Sheet Product Enhancements Up For Renewal? WINForms® Certified Trainers Referral List Tip of the Month WINBYTES “Ask Albert”
WINForms® Certified Trainers
WINBYTES
WINForms® & Continuing Education
A WINForms® 2000 Course is now available to Members for $14.95 and offers two continuing education credits upon course completion. To take this course, visit www. learning.net/user/register.html, register and choose the WINForms® course. There is and will remain to be a FREE WINForms® course available that does not carry any DRE credits. To take this FREE course, visit www. winforms.com and select the FREE WINForms® Online Training option.
O WINForms® Trainers. If you want to know the benefits of
becoming a Trainer, please contact Trecie Marts at 213.739.8214. Here is the latest referral list of WINForms® Certified Trainers:
Frankie Allen Prudential California Realty-North Salinas 831-753-5525 Salinas, CA Pat Berry Alain Pinel, REALTORS® 831-622-1040 ppatberry@netscape.net Carmel, CA Rita Lewis/Steve Worthem Coldwell Banker/Del Monte Realty-PB 831-626-2223 rlewis@cbnorcal.com Pebble Beach, CA Glenn McKee Carmel Realty Company 831-624-6482 Carmel, CA Susan Mark Chicago Title Co. 831-625-5676 marks@ctt.com Carmel, CA Bill Bishofberger Central Valley AOR 209-858-1700 bill@cvar.org Lodi, CA Lisa Luis Monterey County AOR 831-393-8660 lisa@mcar.com Del Rey Oaks, CA Cindy Picos Placer County AOR 916-624-8272 cindypicos@re4u.net Rocklin, CA
ver 30 REALTORS® have decided to become Certified
WINForms® User Manual
A 6 ½ inch by 8 ½ inch, easy to carry manual is now available that offers explicit and easy-to-follow instructions and pictured tutorials on topics such as creating new transactions, storing forms, and a host of other program feature related subjects. A great value for under $10.00. Visit your Local Association.
WINForms® Today Delivered FREE
If you would like to receive WINForms® Today via email or mailed to you monthly, send your email address or address to Angela_Murphy@car.org.
NO. Attempting to renew the program early or before the program gives you an expiration GOT QUESTIONS? notification may result in you needlessly paying TIP OF THE MONTH Inquiries regarding this newsletter increased renewal prices. You should renew your When visiting www.winforms. should be directed to Angela Murphy at program after you receive expiration notification. angela_murphy@car.org com to retrieve program upAlbert Tran is the Software Products Manager for Real dates or other information, be Estate Business Services, a subsidiary of the California sure to REFRESH your screen Tech Support Association of REALTORS®. He may be contacted at as the site is updated regularly! 810-293-0642
Albert_Tran@car.org
DISCLAIMER *Real Estate Business Services, Inc. (“REBS”) designates an individual as a Certified WINForms® 2000 Trainer subject to the following terms and conditions. Any statements, views and opinions expressed by a Certified WINForms® 2000 Trainer are those of the author and are not necessarily endorsed by, nor do they necessarily reflect the opinion of REBS. REBS exercises no control over the content, reliability, suitability, accuracy, and completeness of any information conveyed by a Certified WINForms® 2000 Trainer. REBS makes no warranties or guarantees of any kind, whether expressed or implied, as to the information, products, or services offered or performed by a Certified WINForms® 2000 Trainer. REBS will not be liable to any party for any direct, indirect, special, punitive or consequential damages suffered as a result of a Certified WINForms® 2000 Trainer. Use of a Certified WINForms® 2000 Trainer constitutes acceptance of these terms and conditions.
‘Tech Tuesday’
At this year’s CAR Expo in San Diego, California, a Tech Tuesday will be held on Tuesday, October 16th. A host of hands on computer and technology training classes will be held as well as a seminar on the Legal Aspects of WINForms® 2000. To view a complete itinerary for Tech Tuesday or to sign up for the WINForms® seminar, visit www.realtorexpo.org.
“Ask Albert”
Question:
If I have not yet received a program notification that my WINForms® program will soon expire, should I attempt to renew early anyway?
Answer: