Upcoming Workshops

NAR Code of Ethics
Oct
23

NAR Code of Ethics

Join me and the Clarksville Association of REALTORS® for a 3 hour CE course.

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides TREC credit for Tennessee REALTORS®, and satisfies the National Association of REALTORS member requirement listed below.

REALTOR® members must complete two and a half (2.5) hours of ethics training, meeting specific learning objectives and criteria, within three (3) year cycles. Mandatory ethics training for REALTOR® members was first established by the NAR Board of Directors at the 1999 Annual Convention and it includes the following objectives:

  1. Heighten awareness of the key tenets of the Code of Ethics

  2. Appreciation for the role the Code can and should play in professional lives

  3. Enhances professionalism and competency.

  4. Encourages REALTORS® to view their Code of Ethics as a living, viable guide in their daily dealings with clients, customers, and the public

The current cycle will end December 31, 2024.

View Event →
TREC Core
Oct
30

TREC Core

Join me and the Clarksville Association of REALTORS® for a 6 hour CE course in Stewart County, TN.

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides 6 CE hours of TREC credit for Tennessee REALTORS®.

View Event →
Transaction Desk: Basic
Nov
7

Transaction Desk: Basic

This 3 Hour CE course is being offered at the Clarksville Association of REALTORS®. To register, log into your Membership Portal.

#1: NAVIGATION
This section will get you familiar with how to navigate Transactions.

  1. Logging in and Accessing Areas of Help

  2. Customizing the Dashboard

  3. Tour of the Platform and Navigation Bar

  4. Forms Library and Documents

  5. Establishing Settings/Branding

  6. Setting up Notifications

#2: CREATE TRANSACTIONS
This section will show you how to create and manage a Transaction. 

  1. Transaction Navigation Bar

  2. Create a Transaction

  3. How to add Contacts  

  4. How to add Forms & Documents  

  5. How to create a Checklist & Tasks

#3: CHECKLISTS & TASKS

This section will show you how to create and manage Checklists & Tasks.

  1. Create a Checklist Template (Superusers)

  2. Set Dates & Assignees

  3. Attaching Documents for Broker Review

  4. Completing Items from the Tasks Widgets

#4: TEAMS/SHARING

This section will demonstrate how to add a team and/or share a transaction. 

#5: LINKED APPLICATIONS
Describes how to download, install, and activate the TransactionDesk App on a mobile device.

View Event →
TransactionDesk: Advanced
Nov
7

TransactionDesk: Advanced

This 3 Hour CE course is being offered at the Clarksville Association of REALTORS®. To register, log into your Membership Portal.

#1: CREATE TEMPLATES

  1. Create a Template

    1. Add Checklist, Contacts, Documents, and Forms

    2. Attach to Teams/Sharing 

  2. Add a Template to a new Transaction

  3. Add a Template to an existing Transaction

#2: CREATE CLAUSES

  1. Create a Clause

  2. Add a Clause to a Form

#3: AUTHENTISIGN LAYOUTS

  1. Creating Layouts

  2. Applying Layouts

#4: AUTHENTISIGN FUNDAMENTALS
This section will demonstrate the fundamentals of how to send an e-Signature packet using Authentisign, as well as the customer’s signing journey, and how to specify additional signing details, such as the signing name, expiry date, automatic reminders, and other options. 

  1. Update your e-signature for pre-signing documents

  2. Update the name of the signing

  3. Set an expiration date for the signing

  4. Set an automated signing reminder

  5. Update the New Authentisign ID position

  6. Clear signing fields and markups

#5: SPECIFY ADDITIONAL SIGNING OPTIONS
This section you will then learn how to specify additional signing details, set expiration dates and automated signing reminders, as well as clear signing fields and markups.

View Event →
Introduction to Transaction Desk
Nov
13

Introduction to Transaction Desk

This 1 Hour CE Course is designed for New Members.

Each user of TransactionDesk Edition can personalize their view of the transaction dashboard, to make it as meaningful as possible. Join us for this INTRO course to help set up your transaction settings and dashboard, so you’ll be ready for the BASIC class.

During this session you will learn the introductory steps to starting a transaction and where to find your Authentisign signings.

For more information or to register for this course, contact the Clarksville Association of REALTORS at education@clarksvilleaor.com.

View Event →
NAR Code of Ethics
Dec
3

NAR Code of Ethics

Join me and the Clarksville Association of REALTORS® for a 3 hour CE course.

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides TREC credit for Tennessee REALTORS®, and satisfies the National Association of REALTORS member requirement listed below.

REALTOR® members must complete two and a half (2.5) hours of ethics training, meeting specific learning objectives and criteria, within three (3) year cycles. Mandatory ethics training for REALTOR® members was first established by the NAR Board of Directors at the 1999 Annual Convention and it includes the following objectives:

  1. Heighten awareness of the key tenets of the Code of Ethics

  2. Appreciation for the role the Code can and should play in professional lives

  3. Enhances professionalism and competency.

  4. Encourages REALTORS® to view their Code of Ethics as a living, viable guide in their daily dealings with clients, customers, and the public

The current cycle will end December 31, 2024.

View Event →
NAR Code of Ethics
Dec
3

NAR Code of Ethics

Join me and the Clarksville Association of REALTORS® for a 3 hour CE course.

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides TREC credit for Tennessee REALTORS®, and satisfies the National Association of REALTORS member requirement listed below.

REALTOR® members must complete two and a half (2.5) hours of ethics training, meeting specific learning objectives and criteria, within three (3) year cycles. Mandatory ethics training for REALTOR® members was first established by the NAR Board of Directors at the 1999 Annual Convention and it includes the following objectives:

  1. Heighten awareness of the key tenets of the Code of Ethics

  2. Appreciation for the role the Code can and should play in professional lives

  3. Enhances professionalism and competency.

  4. Encourages REALTORS® to view their Code of Ethics as a living, viable guide in their daily dealings with clients, customers, and the public

The current cycle will end December 31, 2024.

View Event →

Introduction to Transaction Desk
Sep
11

Introduction to Transaction Desk

This 1 Hour CE Course is designed for New Members.

Each user of TransactionDesk Edition can personalize their view of the transaction dashboard, to make it as meaningful as possible. Join us for this INTRO course to help set up your transaction settings and dashboard, so you’ll be ready for the BASIC class.

During this session you will learn the introductory steps to starting a transaction and where to find your Authentisign signings.

For more information or to register for this course, contact the Clarksville Association of REALTORS at education@clarksvilleaor.com.

View Event →
NAR Code of Ethics
Aug
20

NAR Code of Ethics

Join me and the Clarksville Association of REALTORS® for a 3 hour CE course.

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides TREC credit for Tennessee REALTORS®, and satisfies the National Association of REALTORS member requirement listed below.

REALTOR® members must complete two and a half (2.5) hours of ethics training, meeting specific learning objectives and criteria, within three (3) year cycles. Mandatory ethics training for REALTOR® members was first established by the NAR Board of Directors at the 1999 Annual Convention and it includes the following objectives:

  1. Heighten awareness of the key tenets of the Code of Ethics

  2. Appreciation for the role the Code can and should play in professional lives

  3. Enhances professionalism and competency.

  4. Encourages REALTORS® to view their Code of Ethics as a living, viable guide in their daily dealings with clients, customers, and the public

The current cycle will end December 31, 2024.

View Event →
Introduction to Transaction Desk
Jul
18

Introduction to Transaction Desk

This 1 Hour CE Course is designed for New Members.

Each user of TransactionDesk Edition can personalize their view of the transaction dashboard, to make it as meaningful as possible. Join us for this INTRO course to help set up your transaction settings and dashboard, so you’ll be ready for the BASIC class.

During this session you will learn the introductory steps to starting a transaction and where to find your Authentisign signings.

For more information or to register for this course, contact the Clarksville Association of REALTORS at education@clarksvilleaor.com.

View Event →
Marketing Strategy & Lead Generation
Jun
27

Marketing Strategy & Lead Generation

Join me and the Clarksville Association of REALTORS® for a 8-hour CE elective course.

The Marketing Strategy & Lead Generation course is an elective course for the Accredited Buyer’s Representation (ABR) designation. In this course, you’ll learn how to develop an effective marketing strategy and define your own brand, create a unique value proposition and demonstrate your appeal to clients, determine your target market and carry out appropriate marketing techniques, leverage social media for lead generation, track and measure your marketing efforts, and follow up and convert potential leads into lifelong clients.

Learn how to:

  • Develop an effective marketing strategy and define your own brand

  • Create a unique value proposition and demonstrate your appeal to clients

  • Determine your target market and carry out appropriate marketing techniques to reach your audience

  • Leverage social media for marketing purposes and lead generation

  • Track and measure your marketing efforts

  • Follow up and convert potential leads into lifelong clients

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides TREC credit for Tennessee REALTORS®, and satisfies the National Association of REALTORS member requirement for the ABR Elective course.

View Event →
TransactionDesk: Advanced
Jun
12

TransactionDesk: Advanced

This 3 Hour CE course is being offered at the Clarksville Association of REALTORS®. To register, log into your Membership Portal.

#1: CREATE TEMPLATES

  1. Create a Template

    1. Add Checklist, Contacts, Documents, and Forms

    2. Attach to Teams/Sharing 

  2. Add a Template to a new Transaction

  3. Add a Template to an existing Transaction

#2: CREATE CLAUSES

  1. Create a Clause

  2. Add a Clause to a Form

#3: AUTHENTISIGN LAYOUTS

  1. Creating Layouts

  2. Applying Layouts

#4: AUTHENTISIGN FUNDAMENTALS
This section will demonstrate the fundamentals of how to send an e-Signature packet using Authentisign, as well as the customer’s signing journey, and how to specify additional signing details, such as the signing name, expiry date, automatic reminders, and other options. 

  1. Update your e-signature for pre-signing documents

  2. Update the name of the signing

  3. Set an expiration date for the signing

  4. Set an automated signing reminder

  5. Update the New Authentisign ID position

  6. Clear signing fields and markups

#5: SPECIFY ADDITIONAL SIGNING OPTIONS
This section you will then learn how to specify additional signing details, set expiration dates and automated signing reminders, as well as clear signing fields and markups.

View Event →
Transaction Desk: Basic
Jun
12

Transaction Desk: Basic

This 3 Hour CE course is being offered at the Clarksville Association of REALTORS®. To register, log into your Membership Portal.

#1: NAVIGATION
This section will get you familiar with how to navigate Transactions.

  1. Logging in and Accessing Areas of Help

  2. Customizing the Dashboard

  3. Tour of the Platform and Navigation Bar

  4. Forms Library and Documents

  5. Establishing Settings/Branding

  6. Setting up Notifications

#2: CREATE TRANSACTIONS
This section will show you how to create and manage a Transaction. 

  1. Transaction Navigation Bar

  2. Create a Transaction

  3. How to add Contacts  

  4. How to add Forms & Documents  

  5. How to create a Checklist & Tasks

#3: CHECKLISTS & TASKS

This section will show you how to create and manage Checklists & Tasks.

  1. Create a Checklist Template (Superusers)

  2. Set Dates & Assignees

  3. Attaching Documents for Broker Review

  4. Completing Items from the Tasks Widgets

#4: TEAMS/SHARING

This section will demonstrate how to add a team and/or share a transaction. 

#5: LINKED APPLICATIONS
Describes how to download, install, and activate the TransactionDesk App on a mobile device.

View Event →
Introduction to Transaction Desk
May
8

Introduction to Transaction Desk

This 1 Hour CE Course is designed for New Members.

Each user of TransactionDesk Edition can personalize their view of the transaction dashboard, to make it as meaningful as possible. Join us for this INTRO course to help set up your transaction settings and dashboard, so you’ll be ready for the BASIC class.

During this session you will learn the introductory steps to starting a transaction and where to find your Authentisign signings.

For more information or to register for this course, contact the Clarksville Association of REALTORS at education@clarksvilleaor.com.

View Event →
NAR Code of Ethics
Apr
11

NAR Code of Ethics

Join me and the Clarksville Association of REALTORS® for a 3 hour CE course.

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides TREC credit for Tennessee REALTORS®, and satisfies the National Association of REALTORS member requirement listed below.

REALTOR® members must complete two and a half (2.5) hours of ethics training, meeting specific learning objectives and criteria, within three (3) year cycles. Mandatory ethics training for REALTOR® members was first established by the NAR Board of Directors at the 1999 Annual Convention and it includes the following objectives:

  1. Heighten awareness of the key tenets of the Code of Ethics

  2. Appreciation for the role the Code can and should play in professional lives

  3. Enhances professionalism and competency.

  4. Encourages REALTORS® to view their Code of Ethics as a living, viable guide in their daily dealings with clients, customers, and the public

The current cycle will end December 31, 2024.

View Event →
Introduction to Transaction Desk
Mar
21

Introduction to Transaction Desk

This 1 Hour CE Course is designed for New Members.

Each user of TransactionDesk Edition can personalize their view of the transaction dashboard, to make it as meaningful as possible. Join us for this INTRO course to help set up your transaction settings and dashboard, so you’ll be ready for the BASIC class.

During this session you will learn the introductory steps to starting a transaction and where to find your Authentisign signings.

For more information or to register for this course, contact the Clarksville Association of REALTORS at education@clarksvilleaor.com.

View Event →
Introduction to Transaction Desk
Jan
30

Introduction to Transaction Desk

This 1 Hour CE Course is designed for New Members.

Each user of TransactionDesk Edition can personalize their view of the transaction dashboard, to make it as meaningful as possible. Join us for this INTRO course to help set up your transaction settings and dashboard, so you’ll be ready for the BASIC class.

During this session you will learn the introductory steps to starting a transaction and where to find your Authentisign signings.

For more information or to register for this course, contact the Clarksville Association of REALTORS at education@clarksvilleaor.com.

View Event →
KW: Forms & Expectations
Jan
17

KW: Forms & Expectations

This 3 Hour ZOOM Course is designed for Keller Williams Realty agents & staff in the Clarksville Market Center & Business Center.

For more information or to register for this course, contact Kayla at kaylapierson@kw.com.

View Event →
Broker: Forms Update
Jan
11

Broker: Forms Update

Join me and the Clarksville Association of REALTORS® for a 4 hour CE course designed for Licensed Brokers.

This course will be a more in depth discussion of the Tennessee REALTORS® Purchase and Sale Agreement, as well as some of the forms that go hand-in-hand with the Agreement. Attendees will navigate changes made to the 2024 forms, and identify common market place hurdles that Brokers are overcoming when assisting the Affiliate Brokers.

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides 4 CE hours of TREC credit for Tennessee REALTORS®.

View Event →
TREC Core
Jan
10

TREC Core

Join me and the Clarksville Association of REALTORS® for a 6 hour CE course.

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides 6 CE hours of TREC credit for Tennessee REALTORS®.

View Event →
TREC Core
Dec
12

TREC Core

Join me and the Clarksville Association of REALTORS® for a 6 hour CE course.

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides 6 CE hours of TREC credit for Tennessee REALTORS®.

View Event →
TransactionDesk: Advanced
Nov
9

TransactionDesk: Advanced

This 2.5 Hour course is being offered at the Byers & Harvey Real Estate & Management training room. To register, email kayla@alignedaxis.com. (Note: this is a non-CE workshop)

#1: CREATE TEMPLATES

  1. Create a Template

    1. Add Checklist, Contacts, Documents, and Forms

    2. Attach to Teams/Sharing 

  2. Add a Template to a new Transaction

  3. Add a Template to an existing Transaction

#2: CREATE CLAUSES

  1. Create a Clause

  2. Add a Clause to a Form

#3: AUTHENTISIGN LAYOUTS

  1. Creating Layouts

  2. Applying Layouts

#4: AUTHENTISIGN FUNDAMENTALS
This section will demonstrate the fundamentals of how to send an e-Signature packet using Authentisign, as well as the customer’s signing journey, and how to specify additional signing details, such as the signing name, expiry date, automatic reminders, and other options. 

  1. Update your e-signature for pre-signing documents

  2. Update the name of the signing

  3. Set an expiration date for the signing

  4. Set an automated signing reminder

  5. Update the New Authentisign ID position

  6. Clear signing fields and markups

#5: SPECIFY ADDITIONAL SIGNING OPTIONS
This section you will then learn how to specify additional signing details, set expiration dates and automated signing reminders, as well as clear signing fields and markups.

View Event →
Marketing Strategy & Lead Generation
Oct
26

Marketing Strategy & Lead Generation

Join me and the Clarksville Association of REALTORS® for a 8-hour CE elective course.

The Marketing Strategy & Lead Generation course is an elective course for the Accredited Buyer’s Representation (ABR) designation. In this course, you’ll learn how to develop an effective marketing strategy and define your own brand, create a unique value proposition and demonstrate your appeal to clients, determine your target market and carry out appropriate marketing techniques, leverage social media for lead generation, track and measure your marketing efforts, and follow up and convert potential leads into lifelong clients.

Learn how to:

  • Develop an effective marketing strategy and define your own brand

  • Create a unique value proposition and demonstrate your appeal to clients

  • Determine your target market and carry out appropriate marketing techniques to reach your audience

  • Leverage social media for marketing purposes and lead generation

  • Track and measure your marketing efforts

  • Follow up and convert potential leads into lifelong clients

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides TREC credit for Tennessee REALTORS®, and satisfies the National Association of REALTORS member requirement for the ABR Elective course.

View Event →
Oct
25

TREC Core

Join me and the Clarksville Association of REALTORS® for a 6 hour CE course.

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides TREC credit for Tennessee REALTORS®, and satisfies the National Association of REALTORS member requirement listed below.

View Event →
TransactionDesk: Advanced
Oct
24

TransactionDesk: Advanced

This 3 Hour CE course is being offered at the Clarksville Association of REALTORS®. To register, log into your Membership Portal.

#1: CREATE TEMPLATES
This section will show you how to create and use Checklists & Templates.

  1. Create Template

    • Add Checklist

    • Add Contacts

    • Add Documents & Forms

    • Attach to Teams/Sharing 

  2. Add a Template to a new Transaction

  3. Add a Template to an existing Transaction

#2: CREATE CLAUSES

  1. Create a Clause

  2. Add a Clause to a Form

#3: AUTHENTISIGN LAYOUTS

  1. Creating Layouts

  2. Applying Layouts

#4: AUTHENTISIGN FUNDAMENTALS
This section will demonstrate the fundamentals of how to send an e-Signature packet using Authentisign, as well as the customer’s signing journey, and how to specify additional signing details, such as the signing name, expiry date, automatic reminders, and other options

  1. Update your e-signature for pre-signing documents

  2. Update the name of the signing

  3. Set an expiration date for the signing

  4. Set an automated signing reminder

  5. Update the New Authentisign ID position

  6. Clear signing fields and markups

#5: SPECIFY ADDITIONAL SIGNING OPTIONS
This section you will then learn how to specify additional signing details, set expiration dates and automated signing reminders, as well as clear signing fields and markups.

View Event →
Transaction Desk: Basic
Oct
24

Transaction Desk: Basic

This 3 Hour CE course is being offered at the Clarksville Association of REALTORS®. To register, log into your Membership Portal.

#1: NAVIGATION
This section will get you familiar with how to navigate Transactions.

  1. Logging in and Accessing Areas of Help

  2. Customizing the Dashboard

  3. Tour of the Platform and Navigation Bar

  4. Forms Library and Documents

  5. Establishing Settings/Branding

  6. Setting up Notifications

#2: CREATE TRANSACTIONS
This section will show you how to create and manage a Transaction. 

  1. Transaction Navigation Bar

  2. Create a Transaction

  3. How to add Contacts  

  4. How to add Forms & Documents  

  5. How to create a Checklist & Tasks

#3: CHECKLISTS & TASKS
This section will show you how to create and manage Checklists & Tasks.

  1. Create a Checklist Template (Superusers)

  2. Set Dates & Assignees

  3. Attaching Documents for Broker Review

  4. Completing Items from the Tasks Widgets

#4: TEAMS/SHARING
This section will demonstrate how to add a team and/or share a transaction

#5: LINKED APPLICATIONS
Describes how to download, install, and activate the TransactionDesk App on a mobile device.

View Event →
NAR Code of Ethics
Aug
10

NAR Code of Ethics

Join me and the Clarksville Association of REALTORS® for a 3 hour CE course.

To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides TREC credit for Tennessee REALTORS®, and satisfies the National Association of REALTORS member requirement listed below.

REALTOR® members must complete two and a half (2.5) hours of ethics training, meeting specific learning objectives and criteria, within three (3) year cycles. Mandatory ethics training for REALTOR® members was first established by the NAR Board of Directors at the 1999 Annual Convention and it includes the following objectives:

  1. Heighten awareness of the key tenets of the Code of Ethics

  2. Appreciation for the role the Code can and should play in professional lives

  3. Enhances professionalism and competency.

  4. Encourages REALTORS® to view their Code of Ethics as a living, viable guide in their daily dealings with clients, customers, and the public

The current cycle will end December 31, 2024.

View Event →
TransactionDesk: Advanced
Jul
21

TransactionDesk: Advanced

This 3 Hour CE course is being offered at the Clarksville Association of REALTORS®. To register, log into your Membership Portal.

#1: CREATE TEMPLATES
This section will show you how to create and use Checklists & Templates.

  1. Create Template

    • Add Checklist

    • Add Contacts

    • Add Documents & Forms

    • Attach to Teams/Sharing 

  2. Add a Template to a new Transaction

  3. Add a Template to an existing Transaction

#2: AUTHENTISIGN LAYOUTS
This section will demonstrate how to add your own documents and effectively use them with Layouts in Authentisign

  1. Creating Layouts

  2. Applying Layouts

#3: SPECIFY ADDITIONAL SIGNING OPTIONS
This section describes how to specify additional signing details, such as the signing name, expiry date, automatic reminders, and other options

  1. Update your e-signature for pre-signing documents

  2. Update the name of the signing

  3. Set an expiration date for the signing

  4. Set an automated signing reminder

  5. Update the New Authentisign ID position

  6. Clear signing fields and markups

View Event →
Transaction Desk: Basic
Jul
21

Transaction Desk: Basic

This 3 Hour CE course is being offered at the Clarksville Association of REALTORS®. To register, log into your Membership Portal.

#1: NAVIGATION
This section will get you familiar with how to navigate Transactions.

  1. Logging in and Accessing Areas of Help

  2. Customizing the Dashboard

  3. Tour of the Platform and Navigation Bar

  4. Forms Library and Documents

  5. Establishing Settings/Branding

  6. Setting up Notifications

#2: CREATE TRANSACTIONS
This section will show you how to create and manage a Transaction. 

  1. Transaction Navigation Bar

  2. Create a Transaction

  3. How to add Contacts  

  4. How to add Forms & Documents  

  5. How to create a Checklist & Tasks

#3: AUTHENTISIGN FUNDAMENTALS
This section will show you the fundamentals of how to send an e-Signature packet using Authentisign, as well as demonstrate the customer’s signing journey.

  1. Overview of Authentisign

  2. Creating an e-Signature packet

  3. Adding Signers, Forms, and Documents for Signing

  4. Review Tools (Markup, Drag & Drop)

  5. Adding and Arranging Pages

  6. Signer Actions

  7. Signer Fields

View Event →
Transaction Desk: Advanced (Non-CE)
Jun
29

Transaction Desk: Advanced (Non-CE)

This 3 Hour Non-CE course is hosted by Sweet Home Realty & Property Management, and held at Transformation Title & Escrow.

#1: CREATE TEMPLATES

This section will show you how to create and use Checklists & Templates.

  • Create Template

  • Add Checklist

  • Add Contacts

  • Add Documents & Forms

  • Attach to Teams/Sharing

  • Add a Template to a new Transaction

  • Add a Template to an existing Transaction

#2: AUTHENTISIGN LAYOUTS

This section will demonstrate how to add your own documents and effectively use them with Layouts in Authentisign.

  • Creating Layouts

  • Applying Layouts

#3: SPECIFY ADDITIONAL SIGNING OPTIONS

This section describes how to specify additional signing details, such as the signing name, expiry date, automatic reminders, and other options.

  • Update your e-signature for pre-signing documents

  • Update the name of the signing

  • Set an expiration date for the signing

  • Set an automated signing reminder

  • Update the New Authentisign ID position

  • Clear signing fields and markups

View Event →
NAR Code of Ethics
Jun
13

NAR Code of Ethics

Join me and the Clarksville Association of REALTORS® for a 3 hour CE course. To register for this course email education@clarksvilleaor.com, or reserve your seat in your membership portal. This course provides TREC credit for Tennessee REALTORS®, and satisfies the National Association of REALTORS member requirement listed below.

REALTOR® members must complete two and a half (2.5) hours of ethics training, meeting specific learning objectives and criteria, within three (3) year cycles. Mandatory ethics training for REALTOR® members was first established by the NAR Board of Directors at the 1999 Annual Convention and it includes the following objectives:

  1. Heighten awareness of the key tenets of the Code of Ethics

  2. Appreciation for the role the Code can and should play in professional lives

  3. Enhances professionalism and competency.

  4. Encourages REALTORS® to view their Code of Ethics as a living, viable guide in their daily dealings with clients, customers, and the public

The current cycle will end December 31, 2024.

View Event →
Transaction Desk: Basic (non CE)
Jun
1

Transaction Desk: Basic (non CE)

This 3 Hour Non-CE course is being hosted by Sweet Home Realty & Management and held at Transformation Title & Escrow.

#1: NAVIGATION

This section will get you familiar with how to navigate Transactions.

  • Logging in and Accessing Areas of Help

  • Customizing the Dashboard

  • Tour of the Platform and Navigation Bar

  • Forms Library and Documents

  • Establishing Settings/Branding

  • Setting up Notifications

#2: CREATE TRANSACTIONS

This section will show you how to create and manage a Transaction.

  • Transaction Navigation Bar

  • Create a Transaction

  • How to add Contacts

  • How to add Forms & Documents

  • How to create a Checklist & Tasks

#3: AUTHENTISIGN FUNDAMENTALS

This section will show you the fundamentals of how to send an e-Signature packet using Authentisign, as well as demonstrate the customer’s signing journey.

  • Overview of Authentisign

  • Creating an e-Signature packet

  • Adding Signers, Forms, and Documents for Signing

  • Review Tools (Markup, Drag & Drop)

  • Adding and Arranging Pages

  • Signer Actions

  • Signer Fields

View Event →
Measuring Properties
May
17

Measuring Properties

This Boots on the Ground activity will provide you with hands on experience measuring a home. Team up with a partner, or try it on your own.

Materials Needed:

  • 100 Foot Measuring Tape (with decimals)

  • Clipboard

  • Graph Paper

  • Pencil

View Event →
NINJA: The 16 Step Seller Process
Apr
19

NINJA: The 16 Step Seller Process

Hailed as “The World’s Greatest Listing Presentation,” this process engages potential clients immediately, and provides all the tools you need to position yourself as a trusted advisor, get more listings (and sell them faster), identify your client’s greatest fears, and differentiate yourself from the competition. The 16 Step Selling Process from Ninja Selling creates clarity and sets you up to list a seller, not just a home. It allows you to make sure all parties are on the same page, and set expectations for your work together as a team.

Join us for this 2.5 hour workshop as we navigate the process through small group exercises and discussion. You’ll explore the steps to the pre-listing consultation, and prepare for a listing consultation.

Morgan Massey from Massey Title & Escrow is our amazing sponsor. She will be providing brunch for attendees, so make sure you click to grab a ticket!


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New Home Construction
Apr
13

New Home Construction

*MORE DETAILS COMING SOON*

Join the Clarksville Association of REALTORS Young Professionals Network as they host a YPN University session on New Home Construction.
During this 2 hour workshop you’ll navigate the process to building a new home in Montgomery County. You’ll then explore the RF403 New Home Construction Purchase & Sale Agreement from the Tennessee REALTORS®. Finally, you’ll work together with a small group to design a new home.

This workshop will be available for ALL Clarksville Association of REALTOR Members.
For more information or to register - Email YPN@clarksvilleaor.com

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TransactionDesk: Advanced
Mar
21

TransactionDesk: Advanced

This 3 Hour CE course is being offered at the Clarksville Association of REALTORS®. To register, log into your Membership Portal.

#1: CREATE TEMPLATES
This section will show you how to create and use Checklists & Templates.

  1. Create Template

    • Add Checklist

    • Add Contacts

    • Add Documents & Forms

    • Attach to Teams/Sharing 

  2. Add a Template to a new Transaction

  3. Add a Template to an existing Transaction

#2: AUTHENTISIGN LAYOUTS
This section will demonstrate how to add your own documents and effectively use them with Layouts in Authentisign

  1. Creating Layouts

  2. Applying Layouts

#3: SPECIFY ADDITIONAL SIGNING OPTIONS
This section describes how to specify additional signing details, such as the signing name, expiry date, automatic reminders, and other options

  1. Update your e-signature for pre-signing documents

  2. Update the name of the signing

  3. Set an expiration date for the signing

  4. Set an automated signing reminder

  5. Update the New Authentisign ID position

  6. Clear signing fields and markups

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Transaction Desk: Basic
Mar
21

Transaction Desk: Basic

This 3 Hour CE course is being offered at the Clarksville Association of REALTORS®. To register, log into your Membership Portal.

#1: NAVIGATION
This section will get you familiar with how to navigate Transactions.

  1. Logging in and Accessing Areas of Help

  2. Customizing the Dashboard

  3. Tour of the Platform and Navigation Bar

  4. Forms Library and Documents

  5. Establishing Settings/Branding

  6. Setting up Notifications

#2: CREATE TRANSACTIONS
This section will show you how to create and manage a Transaction. 

  1. Transaction Navigation Bar

  2. Create a Transaction

  3. How to add Contacts  

  4. How to add Forms & Documents  

  5. How to create a Checklist & Tasks

#3: AUTHENTISIGN FUNDAMENTALS
This section will show you the fundamentals of how to send an e-Signature packet using Authentisign, as well as demonstrate the customer’s signing journey.

  1. Overview of Authentisign

  2. Creating an e-Signature packet

  3. Adding Signers, Forms, and Documents for Signing

  4. Review Tools (Markup, Drag & Drop)

  5. Adding and Arranging Pages

  6. Signer Actions

  7. Signer Fields

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Get in touch.

Interested in joining a class, or looking to host a workshop at your office? Message me today to get started.