[BOD] BOD Hybrid Meeting
Rio MacGregor
Rio at riomacgregor.com
Thu Feb 19 08:35:08 PST 2026
Have we started on zoom?
Rio MacGregor, JD
Follow Me On Instagram and Facebook:
<https://www.instagram.com/mendocino_real_estate/?hl=en>
Cell: 510 672 4444
rio at riomacgregor.com
License #: 01976996
On Wed, Feb 18, 2026 at 3:33 PM Birdie Holmes via BOD <bod at lists.mcn.org>
wrote:
> 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
>> <https://www.google.com/maps/search/32670+Hwy+20,+Unit+6+Fort+Bragg,+CA+95437?entry=gmail&source=g>
>> Fort Bragg, CA 95437
>> <https://www.google.com/maps/search/32670+Hwy+20,+Unit+6+Fort+Bragg,+CA+95437?entry=gmail&source=g>
>> 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
>> <https://www.google.com/maps/search/915+L+Street,+Suite+1460+Sacramento,+CA+95814?entry=gmail&source=g>
>>
>> Sacramento, CA 95814
>> <https://www.google.com/maps/search/915+L+Street,+Suite+1460+Sacramento,+CA+95814?entry=gmail&source=g>
>>
>> 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
>> <https://www.google.com/maps/search/32670+Hwy+20,+Unit+6+Fort+Bragg,+CA+95437?entry=gmail&source=g>
>> Fort Bragg, CA 95437
>> <https://www.google.com/maps/search/32670+Hwy+20,+Unit+6+Fort+Bragg,+CA+95437?entry=gmail&source=g>
>> 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
>>
>>
>>
>> --
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>>
>> --
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