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Welcome toNew Member OrientationIntroductionsAssociation ServicesMLS ServicesCode of Ethics Training1
Inside the Front Pocket ofYour Book Evaluation 10% Coupon to Store 50.00 Coupon for GRI CourseMission StatementThe MetroTex Association of REALTORS , Inc.exists, in conjunction with the Texas Association ofREALTORS (TAR) and the National Association ofREALTORS (NAR), to serve all members byproviding products and services which helpmembers succeed in their business in an ethical andprofessional manner.2
Locations to Serve YouMetroTex Main Office8201 N. StemmonsDallas, TX 75247Phone: 214-637-6660Fax:214-637-5951Mon.- Fri. 8:30 a.m. – 5:00 p.m.Grapevine Service Center1681 W Northwest HwyGrapevine, Texas 76051Phone: 817-796-5400Fax:817-796-5421Mon.- Fri. 8:30 a.m. – 5:00 p.m.Duncanville Service Center407 N. Cedar Ridge, Suite 110Duncanville, TX 75116Phone: 214-540-1070Fax:214-540-1073Mon. and Fri. 8:30 a.m.- noon, 1:00 p.m.– 5:00 p.m.Tues., Wed., Thurs., 1: 00 p.m. – 5:00 p.m.Lewisville Service Center751 Hebron Parkway, Suite 105Lewisville, TX 75057Phone: 214-540-1065Fax:214-540-1068Mon. and Fri. 8:30 a.m.- noon, 1:00 p.m.– 5:00 p.m.Tues., Wed., Thurs., 1:00 p.m.– 5:00 p.m.East Service Center608 West I-30, Suite 413Garland, Texas 75043Phone: 214-540-1060Fax:214-540-1063Mon. thru Fri. 8:30 a.m.- noon, 1:00 p.m.– 5:00 p.m.Richardson Service Center1701 N. Collins Blvd., #1400Richardson, TX 75080Phone: 214-540-1055Fax:214-540-1058Mon. thru Fri. 8:30 a.m.- noon, 1:00 p.m.– 5:00 p.m.Don’t forget your 10%REALTOR StoreCoupon(see left pocket of folder)Let’s take a walkthroughMyMetroTex.comConsumers/Professional ConceptFind a ProfessionalMember Only .e-ServicesPowerful CalendarMy AccountCourse Registration3
MyMetroTex.comPowerful Calendar4
Member Login/e-ServicesYour Logon ID is your real estate license number(preceded by a 0). Your initial password ismetrotex. You will be prompted to change yourpassword after logging in.5
e-Services MenuPersonal InformationYour AccountCourse Calendar and RegistrationCalendar of EventsREALTOR StoreCommittee CalendarEducation Over 400 classes offered (does notinclude MLS Training) TREC Requirements (SAE vs. MCE) Training Available for new licensees– SAE, GRI (see 50 Coupon in frontpocket of book) Designations-ABR, SRES, SRS, Certifications-SFR, BPOR, MRP MCE in all Locations Make Education part of yourbusiness plan! Learn more Earn more6
Committees Keep up-to-date with your professionAffiliate Forumby becoming a member of one ofBudget & FinanceMetroTex Committees!Diversity & Housing InitiativesREALTORS In ActionProfessional DevelopmentForms & ContractsGovernment AffairsLeadership AcademyLeasing & Property ManagementMetroTex Political ActionMLSPublic EducationTREPAC/Legislative LiaisonsYPN (Young Professionals Network)Member Benefits/Discounts7
Included in this book is the MetroTex Association ofREALTORS Bylaws.This document contains information about yourmembership, and the rules by which the associationabides by. Within these rules you will find informationsuch as how officers are elected, their terms,requirements of membership (i.e. this training), andmuch more. Please take a moment later to review thesematerials.8
WHAT IS TREPAC? Non-partisan political action committee TREPAC is a voluntary, nonprofit organization thatsupports candidates for federal, state, and localoffice who demonstrate their support for propertyrights and the real estate profession The political action committee is insurance to protectyour livelihood and industry. Many issues affectingreal estate are continuously debated on the national,state and local levels. Getting involved in TREPACwill ensure that the REALTOR voice is heard inCongress and at the Capitol.WHAT DOESTREPAC DO FOROUR INDUSTRY? TREPAC allows for theelection of persons whoare responsive to ourspecific needs in the realestate industry. By having a united front,TREPAC can have agreater impact on electedofficials because of thesheer number ofparticipating membersfrom around the state.9
Protect your businessInvest in yourselfMake TREPAC a Priority!!!You can invest by Attending fun TREPAC Events Purchasing Auction items at your MLS annualAuctions Making YOUR investment with Annual Dues atdfwrealestate.com Your Minimum Fair Share is 35INVEST INYOUR FUTUREINVEST IN YOURBUSINESSINVEST IN TREPAC!10
6/28/2016MLS ORIENTATIONWelcome to the MLS section ofNew Member Orientation214.540.2755 MLSMonday – Friday 8:30am – 5:00pmmls@dfwrealestate.com or mls@dfwre.comWho Are We? GMMLS TheGreater Metro MLSMetroTex Association of REALTORS NTREIS-North Texas Real EstateInformation Systems1
6/28/2016NTREISNorth Texas Real Estate Information SystemsShareholderAssociationsMetroTexCollin CountyGreater Fort WorthArlingtonGreater LewisvilleGreater Denton/WiseEllis/HillJohnson CoStephenvilleGreater Metro WestGreater TexomaGranburyNavarro CountyAbileneBrownwoodMontagueStaff & DirectorsCEO and StaffBoard of DirectorsShareholdersCommittees andTask ForcesGovernanceTask ForceBudget & FinanceNominatingStrategic PlanningUsers CommitteeCommunicationsMLS Provider CommitteesAssociation ExecutivesEach participating association is represented on NTREIS Boards and Committees.Recommendations flow from the MLS Providers and their committees through the appropriateNTREIS committees for final recommendation to the NTREIS Board and/or Shareholders asapplicable.ORIENTATION OBJECTIVESCommunicationMLS ProductsImportant MLS RulesServices/ToolsContact InformationQuestions and Comments2
6/28/2016COMMUNICATION Newsline Articles (Every Other Month),E-News, (every 2 weeks), E-mailMLS training classesOffice meetingsArea meetings; utilize MLS CommitteeRepresentatives go to:mymetrotex.com/tools & resources/MLSservices and toursListing CheckerYour MLS ProductsMatrix-Use any browser on your PC or use your Tablet! Create customsearches, Cloud CMA, upload photos & other media. Sort on the fly,access Tax, ZipForms and create detailed statistical charts. Map overlayswith schools, and so much more!Realist Tax – Tax data for 256 Counties. Census reports, schoolinformation, mailing labels, and foreclosure activity.NTREIS Find- Find will allow you to search all properties with availabledata within the US, regardless of whether they are for sale, rent orrecently sold. Think REALTOR.com for agents.InnoVia- If you wish to have the consumers search for listings on yourwebsite, this is where you get the free IDX link. This program allows youto search for listings, print, e-mail, create reports, perform a hot sheetand CMA’s. It accesses the same data as the Matrix system.NTREIS Go- Tablet and I pad solutions. App or Google Play store3
6/28/2016Data Input Sheets ResidentialData Input sheets. MLS Rules - 7.04 7.24 Take on Listing Appointment Accuracy of information Mymetrotex.com/Tool&Resources/Technical SupportIMPORTANT MLS RULES Section7 – Listing procedures Listing Types (ER & EA; reservations, codes inMLS) 3 Day Deadlines (listing input; status changes) Duplicate Listings (sale & lease only) Sub-divided listings Accurate data Property description - Fair Housing guidelines,no contact info ie: Phone#, e-mail, webaddresses4
6/28/2016MLS Rules Section8 – Selling procedures Follow showing instructions Fines for not submitting statuschanges Reporting of sales information Section9 – Prohibitions Solicitation of listings Sharing of passwords – Waiverform for office staff and AssistantsMore MLS rules Section11 – Compliance Section 12 – Enforcement Section 13 – Confidentiality Section 16 – Use of MLS Information Section 17 – IDX rules Section 21 – Standards of Conduct5
6/28/2016Enforcement:Keys - Boxes - Listing Checker Agent may file a complaint with MLS for Violations of MLSprocedures or Keys/Keybox Rules (see keybox and key rules andregulations) Automated flags from Listing Checker Agent receives 1st notice via email Agent makes corrections or replies to email to explain orinquire MLS staff reviews and waives or instructs agent to correct If not waived or corrected within 3 days, 2nd notice is sent toagent and office If still not remedied, final notice is sent after 3 more days toagent and office 3 days after final notice, listing goes into fine status Agent and office receive notification that fine has been placedon agent’s account and may be subject to additional fines orother action if correction is not madeSERVICES/TOOLS DKey- (emergency loan only, lose key; call usimmediately)eKey- (Use Smartphone or PDA as key)Update key (leave on cradle each night; updates forreports)KeyBoxes-Infra-red technologySupraekey.com (register keyboxes, activity reports)Distribution of listings to realtor.com, other memberwebsites, and Immobel (see ntreis.net / TechnicalSupport/NTREIS Translator, for more information or call MLS)MLS access (Mandatory training – Attend Intro NTREISListings or select on-line training to receive password)FREE MLS classes!6
6/28/2016MLS Classes Intro to Matrix MLSMAPS MLS Academy forAdvance Matrix ListingsProfessional SuccessNTREIS FindTake the 6 classes within 12Managing your Listingsmonths, next quarter MLSfees will be paid for!ZipForm OnlineClient Management using MatrixAccessing Property Records using TaxIntroduction to RPRCommercial RPRAbove classes are TREC approved for 3 hours of CE credit!Mobile RPR (2 hours of CE credit)Time-Saving Tips & Tricks in MLS (2hrs CE credit)Sign up for classes via dfwrealestate.com or call MLS!VENDOR CONTACT INFORMATIONShould you need after hours technical support, you may contact the Vendors for eachproduct as noted below.Marketlinx – Tempo, Matrix and InnoViaTech Support: Monday – Friday 7:00am – 12:00pmSaturday and Sunday 10:00am-10:00pm1.800.297.6367Transactions ManagementTech Support : Monday – Saturday 6:00am – 6:00pm1.800.250.8330ZipFormTech Support : Monday – Friday 6:00am – 10:00pm1.800.383.9805SupraTech Support : Monday – Sunday 8:00-9:00pm1.877.699.6787 suprasupport@ge.com7
6/28/2016ADDITIONAL CONTACT NUMBERSMLS Department214.540.2755 Monday - Friday 8:30am-5:00pm mls@dfwrealtors.comREALTOR.com1.800.878.4166 Monday – Friday 8:00am-7:00pmCentralized Showing Service (CSS) – appointment services817.858.0055 Monday - Saturday 8:00am-8:00pm Sunday 8:00am6:00pmTexas Association of REALTORS1.800.783.9155 Monday - Friday 9:00am-5:00pmTexas Real Estate Commission1.512.936.3000Monday – Friday 9:00-5:00pmTime for: Questions and CommentsThank you for your time and attention!Remember:“A successful person is one who succeedsby using the “Bricks” others have thrown at them.”- Unknown"Try to be a rainbow in someone's cloud.“- Maya Angelou8
6/28/2016The REALTOR Code of EthicsNew Member OrientationProgramNational Association of REALTORS The Voice For Real Estate History and Background of theREALTOR Code of EthicsNATIONAL ASSOCIATION OF REALTORS Founded in 19081
6/28/2016History and Background of theCode of EthicsAt that time No license laws.Real estate industry had ahistory of speculation,exploitation, and disorder.History and Background of theCode of EthicsThe NAR Code of Ethics was adopted in 1913 toestablish a professional standard of conduct.The REALTOR Code of Ethics formed the basisfor many license laws.It is also a living document and must be voted onevery year.2
6/28/2016PreambleThis is what we believe . Being a REALTOR . To Be Good Stewards of the landCreators – Ownership, housing, functioningcities, productive farms & industries, preservinga healthful environmentA Patriotic Duty to perfect the integrity of ourprofessionProtect the code and the public against thosewho do them harmThe Golden RuleThree Major SectionsArticles 1‐9Duties to Clients andCustomersArticles 10‐14Duties to the PublicArticles 15‐17Duties to REALTORS 3
6/28/2016Code of Ethics andStandard of PracticeArticles Broad statements of ethical principlesOnly Articles of the Code can be violated, though Standards of Practice canbe cited in support of an alleged violationStandards of Practice Support, interpret, and amplify the Articles under which they arestatedCruising through the REALTOR Code of EthicsGroup ExerciseNetwork and Introduce Self to Group‐Business CardEach group will be assigned exercise questionsYou will need: Copy of “Code of Ethics" Copy of “Quick Study for the NAR Code of Ethics” Exercise “Cruising through the Code”DO NOT START UNTIL INSTRUCTORGIVES INSTRUCTIONS4
6/28/2016INSTRUCTIONS ON THE EXERCISE Each group to report on the assignedexercise question Read the Question Decide which article it violates State which standard of practice supportsyour decisionCruising Through the Code 61. Article2. Article43. Article14. Article165. Article166. Article17. Article38. Article169. Article1610. Article 121Standard of PracticeStandard of PracticeNONEStandard of Practice3Standard of Practice 16Standard of Practice13Standard of Practice9Standard of Practice4Standard of Practice13Standard of Practice20Standard of Practice75
6/28/2016Cruising Through the Code 111. Article112. Article13. Article1014. Article1615. Article1216. Article1217. Article1218. Article1219. Article1220. Article12Standard of Practice 1513Standard of PracticeStandard of PracticeNONEStandard of Practice4Standard of Practice13Standard of PracticeNONEStandard of Practice1Standard of Practice6Standard of Practice7Standard of Practice12Complaints & Enforcement6
6/28/2016TAR Offers these services Ombudsman Program Mediation Citation policy Ethics or Arbitration hearingTAR Professional StandardsProcedures TAR Professional Standards Committee Grievance Committee Arbitration Hearing Panel Ethics Hearing Panel Panel Members are pulled from theProfessional Standards Committee7
6/28/2016What are the DifferencesETHICS Is there a possible violation of the Code of Ethics? Anyone can file an Ethics complaint Conduct and CompetencyARBITRATION Is there a dispute over entitlement to commission ormoney matter Example: Procuring CauseOmbudsman A voluntary service offered to the Complainant to resolveissues prior to filing a formal complaint Informal Mediation Ombudsman must be trained to serve8
6/28/2016TAR Offers these services Ombudsman Program Mediation Citation Policy Ethics or Arbitration hearingMediationA voluntary process in which disputing parties meet with amediator appointed by the Texas Association of REALTORScertified Mediators to create a mutually acceptable resolution tothe dispute.9
6/28/2016TAR Offers these services Ombudsman Program Mediation Citation Program Ethics or Arbitration hearingTexas Citation ProgramAllows for complaints tobe filed by REALTOR members anonymously.10
6/28/2016TAR Citation ProgramEffective January 2011Purpose:To give complainants and respondents afaster resolution to the complaint processfor those complaints of lesser severity (allows for anonymous complaints to befiled)To provide TAR staff an opportunity toexpedite those complaints and spendmore time on complaints not in theCitation ProgramCitation ProgramOnly these:Articles 3, 4, 5, 6, 12, 14, and 16 The Grievance Committee has reviewed the complaint and determined there is a possibleviolation of the Code, and meets the requirementsof the Program, the citation is sent to respondentCritical to include the date of the Complaint whenfiling11
6/28/2016Process for the Citation Program Written complaint is filedRespondent receives a copy of the complaintThe Respondent has 15 days to accept the citation and abide by thesanctionsIf Respondent does not agree with complaint or citation, an ethicshearing is scheduledFound guilty the fines are:1st offense 300.002nd offense 600.003rd offense 900.00Citation Program Evidence and documentation to support thealleged violation are critical. There must besufficient evidence for the Grievance Tribunalto determine if the allegation fits within theboundaries of the Citation ProgramThe citations remain in the respondent’s fileindefinitely and will be available to hearingpanels at any future ethic hearings12
6/28/2016TAR Offers these services Ombudsman program Citation policy Mediation Ethics or ArbitrationhearingStep 1‐ Written ComplaintThe Grievance Committee.A screening committee comprised of (trained and schooled)members of the Association appointed to the committee.Key question for the Grievance Committee:If the allegations in the complaint were taken as true on their face,is it possible that a violation of the Code of Ethics occurred?13
6/28/2016Step 2 – Schedule an Ethics HearingAn investigation is conducted to determine if a hearing is necessary.Purpose is to conduct a full “due process” hearing with sworntestimony, witnesses and evidence.Hearing Panel is comprised of members of the Professional StandardsCommittee.Professional StandardsEthics Hearing Panel After conducting a hearing, the Hearing Paneldecides whether there was a violation of the Code ofEthics, proven by clear, strong and convincingevidence. If the Hearing Panel finds a violation of the Code ofEthics, the Panel then determines the discipline tobe imposed on the Respondent(s)14
6/28/2016Authorized Discipline for anEthics Hearing Letter of Warning Letter of Reprimand Education Fine not to exceed 10,000.00 Probation for one year or less Suspension for not less than 30 days nor more than oneyear Expulsion from membership for period of one to threeyears Suspension or termination of MLS privileges Administrative processing fee (if found in violation) not toexceed 500 (“Administrative Costs”)ARBITRATION REQUEST15
6/28/2016Step 1‐ Written Request from theBroker and LicenseeThe Grievance CommitteeDetermines if the Request for Arbitration isArbitrableIf it is Mandatory or VoluntaryAre all the Principals involved or named in theRequestApproves and Recommends anArbitration Hearing be scheduledPayment of the Award Generally, the award of the Panel in an arbitration case can bejudicially enforced if not paid by the non‐prevailing party. Complainant has a certain number of days to make payment. Failure to do so can result in loss of membership16
6/28/2016Key Factors in aProcuring Cause DisputeThe key concepts of procuring cause are referenced in thisdefinition from Black’s Law Dictionary, Fifth Edition:“The proximate cause; the cause originating a series of eventswhich, without break in their continuity, result in theaccomplishment of the prime object.”Procuring CauseJust because you are the Buyer’s Representative, you may not be theprocuring cause NAR Code of Ethics and Arbitration Manual“Agency relationships, in and of themselves, do not determineentitlement to compensation. The agency relationship with theclient and entitlement to compensation are separate issues. Arelationship with the client, or lack of one, should only beconsidered in accordance with the guidelines established to assistthe Panel members determining procuring cause.”17
6/28/2016Purpose of the Code of Ethicsof the National Association of Realtors Sets the standard of behavior for all to followIntended to protect the publicSupport fairnessPromote best practicesProvide a higher level of serviceRemember, when Texas REALTORS work together toward ahigher standard, everyone wins.ANTITRUST18
6/28/2016AntiTrust QuizTrue or False 1. Setting the same fees and commission splits as a competitor does not violateantitrust laws as long as you don’t do so through a formal agreement.False, even informal talk can be price fixing 2. It is an antitrust violation for a broker to force his agents to charge a certaincommission.False 3. Two agents within the same firm can charge different commissions, if that’sTrueacceptable to the broker. 4. Though competitors cannot agree to set pricing structures, they can agree todivide territorial boundaries or other types of market segment
NTREIS- North Texas Real Estate Information Systems. 6/28/2016 2 NTREIS North Texas Real Estate Information Systems . NTREIS Go-Tablet and I pad solutions. App or Google Play store. 6/28/2016
