[BOD] BOD Hybrid Meeting

Birdie Holmes birdie at mendocinobaysiderealty.com
Wed Feb 18 15:33:41 PST 2026


Yes. That was # 11 of 12. But the very first attachment is the one I was
inquiring about; "noname" only opens as a text file and is just a bunch of
coding gobbligook

B


On Wed, Feb 18, 2026 at 3:22 PM Association Executive <cmar at mcn.org> wrote:

> Is this the file you couldn’t open? It was a forwarded file from C.A.R.
> about training packages.
>
> ___________________________________________________________________________
>
>
>
> Is this something that CMAR would be interested in?
>
>
>
> Kathy Allen AE
>
>
>
> Coastal Mendocino Association of REALTORS®
> 32670 Hwy 20, Unit 6
> Fort Bragg, CA 95437
> Phone: 707-964-7008
>
> cmar at mcn.org  www.cmaor.org
>
>
>
>
>
>
>
> *From:* Leslie Boone <leslieb at car.org>
> *Sent:* Friday, February 6, 2026 3:27 PM
> *To:* aeleslilangslet at gmail.com; cmar at mcn.org
> *Cc:* Ed Charboneau <edwardc at car.org>; Jackson Beaudelaire <
> jacksonb at car.org>
> *Subject:* zipForm/Transact Member Training & Training Packages from
> C.A.R. (Coastal Mendocino AOR)
>
>
>
> Hi Lesli and Kathy,
>
>
>
> It’s that time of year again! 😊 We are reaching out to all the
> Associations to take advantage of the training packages available from
> California Association of Realtors to offer additional training to your
> members! While each Association receives one free 1-hour virtual training
> class per calendar year from C.A.R. for their members, you can get ahead of
> the learning curve by offering regular, custom training classes to your
> members with a training package.
>
>
>
> We kicked off 2026 with a new member benefit, the Relationships CRM inside
> Lone Wolf Foundations, which replaces the previous CRM, LionDesk, and fully
> integrates with Transact, the new transaction management program introduced
> by Lone Wolf in October 2025.  We are now offering training on Transact,
> which will eventually replace zipForm in within a year. In addition to the
> Transact topic, other class topics include:
>
>
>
>    - Navigating the Form Editor
>    - Digital Signatures (Authentisign and DocuSign)
>    - Using Templates, Checklists, and Tasks
>    - zipCommunity™ - using the Share function (for client fillable forms)
>    - Paperless functions (Email to Transaction, DocInbox, etc.)
>    - Live Q&A with C.A.R. zipForm Experts
>    - Topic of your choice
>
>
>
> We have the following training packages available for purchase through
> C.A.R. that can be customized for your members:
>
>    - 3 Classes = $1,200
>    - 6 Classes = $2,000
>    - 12 Classes = $3,500
>
>
>
> Each training package is good for one year, and payment is collected at
> the beginning of the term.  You can choose the training topic for each
> class, and we are happy to recommend training topics as well. These classes
> can be a mix of virtual and in-person sessions, whichever you prefer.
> Travel expenses, such as mileage and incidentals, will be collected for any
> in-person sessions. Also, these classes can be purchased in conjunction
> with a neighboring AOR to be more cost effective, if preferred.
>
>
>
> *Time Frame for each session:*
>
> In-Person: 1.5-2hrs
> Virtual: 1-1.5hrs
>
>
>
> It is important to offer training to your members year-round as the
> zipForm & Transact platforms are constantly changing. These trainings keep
> members informed of the changes and ensure they understand the system and
> have the resources available to them when they have a transaction. Having
> an expert trainer from C.A.R. teach these classes enhances member retention
> and happiness!
>
>
>
> Purchasing the minimum 3-pack of classes along with your 1 free training
> will ensure your members have zipForm/Transact training once per quarter.
> Purchasing the 12-pack of classes along with your 1 free training will
> ensure your members have zipForm/Transact training every month. Your 1 free
> training consists of a 1-hour virtual class on the topic of your choice.
>
>
>
> *We will be following up with you shortly by phone.* We can also meet on
> Zoom to discuss further if you like.  Ed, Jackson, and I are happy to
> answer any questions you may have or send over a contract if you know which
> package you’d like to purchase.  Just reply to this email message or call
> the direct line below.
>
> We look forward to talking with you!
>
> Have a great day!
>
> Leslie 😊
>
>
>
>
>
> Leslie Boone
>
> zipForm Product Coordinator
>
> CALIFORNIA ASSOCIATION OF REALTORS®
>
> Real Estate Business Services, LLC.
>
> 915 L Street, Suite 1460
>
> Sacramento, CA 95814
>
> 213-739-8295 phone
> leslieb at car.org
>
> <https://www.facebook.com/CAREALTORS/>
> <https://www.linkedin.com/company/california-association-of-realtors>
>
> [image: Text Description automatically generated]
> <https://www.car.org/knowledge/multimedialibrary/webinars/transactional>
>
> *150+ Resources. 120+ Years. 100% Support.*
>
> Download the guide here. <https://www.car.org/members/benefits>
>
>
>
>
>
>
>
> Kathy Allen AE
>
>
>
> Coastal Mendocino Association of REALTORS®
> 32670 Hwy 20, Unit 6
> Fort Bragg, CA 95437
> Phone: 707-964-7008
>
> cmar at mcn.org  www.cmaor.org
>
>
>
>
>
>
>
> *From:* Birdie Holmes <birdie at mendocinobaysiderealty.com>
> *Sent:* Wednesday, February 18, 2026 3:18 PM
> *To:* bod at lists.mcn.org
> *Cc:* Association Executive <cmar at mcn.org>
> *Subject:* Re: [BOD] BOD Hybrid Meeting
>
>
>
> What is the "noname file" I'm unable to open it...
>
>
>
>
>
> On Mon, Feb 16, 2026 at 3:41 PM Association Executive via BOD <
> bod at lists.mcn.org> wrote:
>
>
>
> PLEASE let me know if you will be attending or if you will not be able to
> attend.
>
> Coffee and treats here at the CMAR office.
>
>
>
> Masha Grohman will be absent this meeting and is excused.
>
>
>
> AE contract we are looking at item #5 vacation days.
>
>
>
>
>
> Kathy Allen is inviting you to a scheduled Hybrid meeting.
>
> Join us at the CMAR office or enjoy a ZOOM meeting
>
>
> Join Zoom Meeting
> https://carorg.zoom.us/j/93693341254?pwd=fNAJKWAwaX1IFqGLCRqB70PaJVfo4U.1
>
> Meeting ID: 936 9334 1254
> Passcode: 298131
>
> ---
>
> One tap mobile
> +16694449171,,93693341254# US
> +16699006833,,93693341254# US (San Jose)
>
> ---
>
> Join by SIP
> * 93693341254 at zoomcrc.com <mailto:93693341254 at zoomcrc.com>
> Passcode: 298131
>
> Join instructions
>
> https://carorg.zoom.us/meetings/93693341254/invitations?signature=VfwBb3lKJO
> 7aF0s-k1wKJGVIZ1WWqudX300ddGv9q_A
>
>
>
> --
> BOD mailing list
> BOD at lists.mcn.org
> https://lists.mcn.org/mailman/listinfo/bod
>
>
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