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Getting Started – Real Estate

Step 1 – Contract and Highlights

Step 2 – Changing Your DRE License

Step 3 – Updating or Changing Your Local Association

Please fill out the appropriate member transfer form for the Association you are currently a member of, then send the completed form to Toshina@ERMRealty.com to finalize your onboarding process. An email confirmation shall follow.

Association (Existing) Member Office Transfer Form

BayEast   CCAR: Contra Costa   CVAR: Central Valley   PWR: Pacific West   SAR: Sacramento 

SCCAOR: Santa Clara County   SFARMLS: San Francisco   SILVAR: Silicon Valley

For a new member application click here or contact either of the Associations below that Excel is currently a member of.

Association Home Page

BayEast   CCAR: Contra Costa   CVAR: Central Valley   PWR: Pacific West   SAR: Sacramento 

SCCAOR: Santa Clara County   SFARMLS: San Francisco   SILVAR: Silicon Valley

Step 4 – Changing Your Address within Your CAR Zip Forms

Step 5 – Your First Real Estate Deal with Excel

Once you have your first listing or transaction, whether listing or purchasing, contact Toshina@ERMRealty.com to schedule an appointment to help get you started with our process. All files are stored through our online transaction management system with SkySlope. Transactions need to be maintained within SkySlope throughout the listing or purchasing process. Listings need to be inputted in SkySlope within 3 days of of signed listing agreement. For a list of all required disclosures for a listing or purchase transaction click here. If you are in need of a Transaction Coordinator, contact Ashli@ERMRealty.com after getting started with Toshina.

Step 6 – Managing With Skyslope

Review the informative tutorials to help you navigate easily through Skyslope. These tutorials are great and will really help answer any questions you may have regarding Skyslope. After you have watched and read the tutorials, Skyslope has 24/7 customer support that can be reached via live chat, email or call.

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