Real Estate, AI & Record Management Tips To Save Time & Money

Real Estate, AI & Record Management Tips To Save Time & Money

Work Smarter. Stay Compliant. Protect Your License.

1.5-Hour Maryland Continuing Education Course | Elective: Technology & Innovation | Live Online via Zoom | Instructor: Mona Hall McKenzie, Esq. 

A typical Maryland real estate transaction generates 20–50+ pages of documents; and missing signatures, improper storage, or retention lapses can expose you and your clients to serious risk. This course shows you how to put AI-powered tools to work so your files stay organized, compliant, and audit-ready, without adding hours to your week.

Whether you're still buried in paper files or already using digital tools but unsure if they meet MREC requirements, this Maryland real estate continuing education course gives you practical, affordable ways to modernize your record-keeping while staying squarely within Maryland's compliance rules.

In just 90 minutes, you'll gain critical insights into:

• Which AI-powered tools can transform how you manage transaction records
• Maryland's record retention requirements and how digital tools support compliance
• The real cost-savings potential of automating your document workflows
• Data security obligations you must meet when using AI platforms
• Best practices for organizing, storing, and retrieving records digitally

Key Topics Include:

• The Record-Keeping Challenge: document volume, common compliance pitfalls, and liability exposure from disorganized files
• AI Tools That Transform Record Management: document platforms with AI search (Dotloop, SkySlope, DocuSign), AI-powered OCR, and automated checklists
• Maryland Compliance & Retention Requirements: MREC's 5-year retention rule and required transaction documents
• Broker supervisory obligations under COMAR 09.11.05
• Cost & Time Savings: manual filing vs. automated systems and reduced E&O claims
• Real-world scenarios: how 4-hour file audits shrink to 15-minute AI-assisted reviews
• Data Privacy, Security & Ethical Use: client confidentiality and evaluating AI vendor data policies

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Course Format: Live, Interactive & Convenient

• Delivered via Zoom by experienced Maryland real estate instructors
• Interactive Q&A – get your specific questions answered in real time
• Attend from anywhere – home, office, or on the go**(must be stationary for the course, cannot be driving, etc)
• Full credit upon completion – meets Maryland continuing education requirements for real estate license renewal

Course Requirements & Policies

To receive credit for this course, you must:

• ✓ Attend the entire 90-minute session from start to finish
• ✓ Keep your camera ON for the full duration of the class (required for credit verification)
• ✓ Arrive on time – late arrivals will not receive course credit

Cancellation & Rescheduling Policy:

• No refunds or reschedules within 24 hours of class start time
• Cancellations made more than 24 hours in advance may receive account credit toward future Tristar Academy courses
• No-shows and camera-off violations will not receive credit or refunds

Who Should Take This Maryland Real Estate CE Course?

• Licensed Maryland real estate agents and brokers seeking Elective continuing education credit
• Real estate professionals who want to reduce time spent on manual filing and administrative work
• Anyone looking to modernize their record-keeping while protecting client relationships and license standing
• Licensees who want practical, real-world AI tools they can start using immediately

This live online real estate education course satisfies Maryland broker and salespersons CE requirements. Tristar Academy is approved by the Maryland Real Estate Commission for continuing education.