Welcome to www.RBcaravan.com
Website of
the Rancho Bernardo Brokers Association
An Overview The primary function of the Rancho Bernardo Brokers Group is to conduct a weekly broker meeting and open house caravan where new listings are presented and showcased. The weekly meeting and broker caravan is held on Thursday mornings at 9:00 am. The meeting is held at St. Bartholomew's Episcopal Church (in Parish Hall) at 16275 Pomerado Road in Rancho Bernardo. This is the RANCHO BERNARDO CARAVAN, Tour 26 (see G26 in Paragon), and it includes ONLY the following areas: |
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| Rancho Bernardo Brokers Meeting DAY: Thursday (Click on "" in the Menu List.) MEETING: 9:00 am CARAVAN: 9:45 am - 12:00 Noon PROCEDURE: To Schedule your broker open house, bring your listing up under "Maintain Listing" in Paragon, and "Add Tour". (For detailed instructions, click on " " in the Menu List.) DEADLINE: Wednesday at 10:00 am (If you miss the deadline for the Caravan List, you can still make it an "Add-on" at the meeting.) Location: St. Bartholomews Church PITCH: The listing agent or licensed representative must pitch a property on caravan and may distribute flyers. If no one is present to pitch the property, it will be scratched from the caravan list. Other pitches will be allowed as time permits. |
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| Policy for properties that can be pitched at our Meetings Announcements for buyer needs, new listings, price improvements, back on the markets, etc., may be pitched at our weekly meetings even if they are not on that week's Caravan. Pitches are allowed only for properties that are within the area served by the Poway Unified School District. |
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| Policy for re-Touring a listing Under normal circumstances, a property may not be re-toured for a six-month period. 1. If six-months have passed ... or ... 2. If the property has been re-listed by a different agent or broker ... or ... 3. If the property has had a significant price reduction (10% or more) .... or ... 4. If there has been a significant change to the property, such as a remodel or staging. If the property does not qualify to be re-toured, it will not be added to the Caravan List. But in this case, the agent could still pitch it as a "property in the Poway School District". |
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| Policy for Sponsorships and Pitches at our Weekly Meetings Our weekly sponsorships, and pitches at our meetings, are intended only for Affiliate Services, Community Service announcements, and messages that are "for the good of the whole". Pitches for Realtor-to-Realtor or Broker-to-Broker services, including Broker/Realtor recruitments, are not allowed. |
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| Powerpoint Policy for Meeting Sponsors Our weekly meeting sponsors may wish to have a few pages included on our meeting Powerpoint Presentation. These might include business name, contact information, sponsor logo, and a photograph or two. Sponsors may submit these slides or photos by emailing them to George@GeorgeCooke.com no later than Monday morning on the week of the meeting. George will coordinate with our Powerpoint volunteer, and will send back a proof for confirmation and verification at least 24 hours prior to that week's meeting. This is necessary so we can be sure to have the proper resolution and sequence for the Powerpoint. Please direct questions on the PowerPoint to George at 858-472-4286. |
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| Policy for Cash Drawings offered at our Caravan Meetings When pitching listings that are on the weekly Caravan List, agents may offer incentives such as food, snacks, or cash drawings. We do our best to monitor the Cash Drawings, and follow up to make sure that they are paid at a subsequent meeting. Agents offering Cash Drawings are on the honor system, and are responsible to pay the drawing within a reasonable timeframe. An agent who is unable to return to a future meeting, (within 3 weeks), should contact Bret Geernaert, so he can announce to the group who the winner of the drawing was. |
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| Policy for Flyers on the Tables If an agent or affiliate wishes to bring flyers to our meeting, they may place them on the back table, close to where people enter the room. They may also stand outside the door after the meeting, and individually hand flyers to people as they leave. Flyers for properties may not be placed on the seating tables in the room, unless they are official caravan business, or from people who are sponsors of that week's meeting, or information from associations such as SDAR or CAR. |
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| Weather and Cancellation Policy -- We are fortunate to beneift from San Diego's near perfect weather, most of the time. -- It is difficult to know very far in advance how bad the weather might be at meeting time. -- It is problematic to cancel a caravan, because so many preparations have been made with agents, clients, facilities reservations, and our sponsors who bring in food and materials for us. -- Under most circumstances, we will not cancel our scheduled caravan, unless the Church is closed. -- Of course, if it is storming on the morning of our caravan, the attendance may be light, and a number of the scheduled open houses may have been called off. -- You can always assume that the meeting will be held, unless there is a special notice to the contrary posted on this website. -- All individuals should please use their own judgement, as to whether they should attend. -- So, YES, the meetings will always be held if possible. Be safe and if you can't make it we understand. You can always reschedule for the next week's caravan. |
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| How to Apply for a Refund of HOA Document and Transfer Fees in Seven Oaks Do you know someone who SOLD their property in Rancho Bernardo’s development of Seven Oaks during the past two years? They may be entitled to a refund of HOA Document and Transfer Fees that were paid through Escrow. Several owners in Seven Oaks complained about the increase in escrow document fees by the PREVIOUS board members to the City Attorney's office in San Diego. Their investigators discussed the matter with the current Seven Oaks Board, its employees, the association's law firm and real estate professionals in the Rancho Bernardo Community. Seven Oaks agreed to reduce the escrow fees from approximately $479 to $229 and to offer a refund to the affected sellers. The precise time period of the over-charges is not known, but it is generally from 2016 through July or August of 2017. These fees were collected in violation of the Davis-Sterling Act which governs HOA boards in California. The total amount of excess charges is believed to be approximately $60,000 and to have affected about 200 real estate transactions. One of the problems Seven Oaks has, according to reports, is that they do not know who should receive a refund. This posting is an attempt to get the word out to as many Sellers as possible who may be eligible for a refund. Those affected are advised to contact Ms. Theresa Filecia at the Sildorf Law Group, 800-811-5874 to apply for a refund. Someone applying for the refund should have a copy of their Final Escrow Statement available, where it can be determined what they actually paid for these fees. This is for HOA Document and Transfer fees only, and does not include the regular (monthly or annual) HOA fees that homeowners routinely pay. Also, this applies only to the Seven Oaks Community Center, and does not include similar charges for other HOAs, such as the Condo Associations in Seven Oaks. (A Seven Oaks condo Seller would have paid both the Seven Oaks Community Center and Condo Association fees, but only the Seven Oaks Community Center Fees are offering refunds at this time.) Please click here to see the article published in the RB News-Journal (Pomerado News) on December 7, 2017. The information contained in this posting was provided by Seven Oaks Homeowners who were involved in challenging the fees. The information is believed to be accurate, but some of the details could not be confirmed. |
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Thanks to all our OFFICIAL SPONSORS for their SUPPORT CARAVAN SHEETS CARAVAN MAPS WATER MEETING ROOM (Co-Sponsors on alternating weeks, through June 30, 2018) POWERPOINT PRESENTATION COFFEE ORANGE JUICE CLEAN-UP TEAM MEETING SPONSORS and CHARITY DRAWING ENFORCEMENT and BUSINESS CARDS COLLECTION |
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AFFILIATES Click here to see the current schedule. For Additional Information Contact: |
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