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Take Action Today to Oppose the Mortgage Tax!


If it walks like a duck,
it's a duck.


And if Congress calls a tax a “fee,”
it’s still a tax.


Congress is trying to tax homebuyers to pay for the new transportation bill by creating a new mortgage tax and disguising it as a “fee.” But it’s a tax, pure and simple.

The Senate recently passed a long-term transportation funding bill, and included a new tax on mortgages to pay for it, calling it a “fee.”  This "fee" for highways burdens homebuyers for something not AT ALL related to their mortgage. 


Take Action Today to Oppose the Mortgage Tax!


Click here to learn more, take action and spread the word:

Stop the Housing Tax for Transportation


Congress is considering a proposal that would create a tax on all potential homeowners and consumers looking to purchase or refinance a mortgage.

By increasing Fannie Mae and Freddie Mac’s credit risk guarantee fees (g-fees) to fund transportation programs, Congress would disturb the housing recovery. Now is not the time to raise the cost to purchase or refinance a home.

NAR strongly believes that taxing homeowners to pay for transportation programs places an unnecessary long-term burden on consumers and this action will disproportionately impact low and moderate income borrowers, as well as first-time homebuyers. 

Tell Congress to stop taxing homeowners to fund transportation projects.


Announcing the 2016 SFAR Officers and Directors

We would like to extend our thanks and appreciation to all the candidates who took the time to participate in the 2016 SFAR Board of Directors election. The votes have been tallied and appointments finalized, and now we are pleased to announce the 2016 leadership team. Congratulations!


PRESIDENT: Eugene Pak, Climb Real Estate

PRESIDENT ELECT: Matt Fuller, Zephyr Real Estate

CHIEF EXECUTIVE OFFICER: Walt Baczkowski, San Francisco Association of REALTORS®

CHIEF FINANCIAL OFFICER: Richard Bocci, Richard J. Bocci Realty

IMMEDIATE PAST-PRESIDENT: Patrick Barber, Pacific Union International



John Asdourian, McGuire Real Estate

Patrick Barber, Pacific Union International

Kevin Birmingham, Park North Real Estate 

Richard Bocci, Richard J Bocci Realty

Fanny Chu, BHG J.F. Finnegan REALTORS®

Tara Donohue, Zephyr Real Estate

Nina Dosanjh, Coldwell Banker Res. R.E. Svcs.

Matt Fuller, Zephyr Real Estate

Paula Gold-Nocella, Vanguard Properties

Dierk Herbermann, Paragon Real Estate Group

Daniel Hershkowitz, Vanguard Properties

Barbara Herzig, Herzig & Berlese

Jay Lampus, Brown & Co. Real Estate

Carol Luckenbach, Alain Pinel, REALTORS®

Eugene Pak, Climb Real Estate

Cathlyne Scharetg, Coldwell Banker Res. R.E. Svcs.

Jeff Woo, Woo & Associates

Swearing in ceremonies will take place on Friday, January 8, 2016 during the Installation Dinner at the San Francisco Design Center.

Move it or lose it!

Important: This is the FINAL WEEK of Instanet Service

This is the final week that you will have access to transactions and information in Instanet Transaction Desk, and by extension, Instanet DocBox. Any data you are currently storing in any Instanet systems WILL NOT BE AVAILABLE AND CANNOT BE RECOVERED AFTER September 30, 2015.

This means YOU ARE RESPONSIBLE FOR BACKING UP ANY RELEVENT DATA before the system is turned off. This is the end of our service agreement with Instanet and they will not be providing services to any members, at any price point, after the change.

What happens to my Transactions?
They are gone on October 1. You should download any you wish to preserve using the Archiving Guide.

What happens to my Contacts?
They are gone on October 1. You should manually retrieve any contact information yourself from the Instanet Platform as their EXPORT function does not currently work. We are talking to Instanet support about alternatives, but they have made no guarantee.

What happens to my “in-progress” transactions in Transaction Desk?
They are gone on October 1. You must move these over to zipForm® as soon as possible, we apologize for this inconvenience. We are going to try to notify people with open or outstanding documents that they need to move them ASAP.

What happens to any disclosure I have uploaded using DocBox right now?
They are gone on October 1. You should make sure that you have the disclosures uploaded instead to a cloud storage solution of your own choosing, and then allow agents to ask you for the link (or add the link to the Agent-Only Remarks). Those solutions don't offer built in tracking.

Okay, what is the basic outline of forms I need to use for taking a Listing?
Please refer to this template guide, or view this example of a Listing package in zipForm®. 

Alright, what is the basic outline of forms I need in order to write an offer to Purchase?
Please refer to this template guide, or view this example of a Purchase package in zipForm®.

If I'm used to an Instanet form how do I find the replacement form in the new SFCA Library in zipForm®?
We have a worksheet you can reference for the basics, this is primarily a guide, please make sure you ask your broker if you are using the right form or talk to C.A.R. legal. SFARMLS cannot advise on WHAT form to use for a purpose. You can download the reference worksheet here.

Instanet/Transaction Desk/DocBox data WILL NOT BE RECOVERABLE as of October 1st.

SFAR is holding a series of “end of Instanet/zipForm® crash course” open-door workshops. They are DROP-IN, but space is limited so you must register so we can anticipate how many people will be coming. Please bring your laptop or other device so you can self-guide and we will help with questions.

     Thursday, September 24 | 9:00 am to 11:45 am | REGISTER

     Friday, September 25 | 9:00 am to 11:45 am | REGISTER

     Monday, September 28 | 9:00 am to 11:45 am | REGISTER

     Wednesday, September 30 | 10:00 am to Noon | REGISTER

These are not instructor led classes, these are times when staff is on hand to help you figure out basic tasks and answer questions to get you working on your own. Please make sure you sign up, as conference room space is limited.

What will we be helping you with?

* Getting into zipForm from MLS or from member site
* Making sure you can access the new SFCA library
* Basics of DigitalInk (replaces Authentisign)
* Help with archiving old data
* How to start a basic transaction in zipForm
* How to start making your own templates
* Where to get help, videos

What will we NOT be going over?

* DocuSign (seperate paid product)
* zipForm Mobile app 
* Which forms to use for what – that is between you, C.A.R. Legal and your Broker
* Moving all of your data – we will show you basic steps, then you are responsible for moving your data
* We won’t be discussing any features/shortcomings/bugs in zipForm® or SFARMLS


Additional resources: VIDEO notes from Jay PM (MLS/IT) and Matt Fuller (CFO)

Important MLS Forms Update - DocBox:

Changes to Forms Libraries - the forms in ZipForms:

Help C.A.R. Fight the Mortgage Tax: Engage Your Clients!

C.A.R. continues to fight a proposal to create a mortgage tax to pay for highways. Many of you have asked how to encourage your clients to get involved and help oppose this mortgage tax. There are a few easy ways to help spread the word.

1. Share this new website for consumers – with your clients, friends and family. Use it in your regular marketing, share it on Facebook and on LinkedIn. If you have an e-newsletter, blog or website, you can use the content on the website for a quick update for your readers and followers. PLEASE URGE THEM TO CONTACT CONGRESS USING THE “TAKE ACTION” PAGE ON THE SITE.

2. Share the link on Twitter. For those of you using Twitter, please share the link in a Tweet and ask your followers to help spread the word. Be sure to include #nomortgagetax in your tweet.

3. Like and follow us on social networking. You can “like” the effort on Facebook and follow us on Twitter: @NoMortgTax.

At, people can learn more about the issue, calculate their own mortgage tax and send their own message to their congressional representative. And this site isn’t just for people who live in California. It’s for anyone across the country who may be impacted by the tax.

By sharing this information with your clients, you not only help fight the tax but provide your clients with valuable information they may not see otherwise.

IF YOU HAVEN’T ALREADY CALLED YOUR MEMBER OF CONGRESS, PLEASE DO SO TODAY. Click here to see C.A.R.’s online Call-for-Action. Please note, only California REALTORS® can use the toll-free number to get connected to Congress since it requires that you enter your NRDS ID.

For more information, please contact DeAnn Kerr at This email address is being protected from spambots. You need JavaScript enabled to view it. or Rian Barrett at This email address is being protected from spambots. You need JavaScript enabled to view it..


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