Orange County Realtors

What Orange County Realtors does

Orange County REALTORS® is a non-profit professional trade association founded in 1948, serving over 15,000 licensed real estate salespersons, brokers, appraisers, and affiliated service providers across Orange County, California. The organization operates from a headquarters in Laguna Hills (25552 La Paz Road) and a secondary office in Fountain Valley (10540 Talbert Avenue), with a staff of 11-50 employees. As an approved participant in the California Regional Multiple Listing Service, OCR provides its core product - access to the CRMLS Matrix platform - alongside a stack of transaction, lockbox, scheduling, CRM, and analytics tools. Key platform integrations include zipForm® and Transact for transaction management, SentriKey® mobile lockbox access (including a reciprocal agreement extending into San Diego), ShowingTime for showing scheduling, Lone Wolf's Relationships CRM for contact management and marketing automation, and RPR for property data analytics.

The business model is membership-driven, generating recurring revenue from annual and prorated membership dues (e.g., affiliate local dues of $360/year, with national and state pass-through components), modular subscription add-ons such as SentriKey at $11/month, paid continuing-education courses for non-members (e.g., Fair Housing at $40), nominal marketing meeting entry fees ($1-$3), and a $30 affiliate referral incentive program targeting home-services businesses. Member segments fall broadly into (i) primary licensed real estate professionals driving MLS, education, and professional standards demand; (ii) appraisers requiring professional development access; (iii) affiliate members in mortgage, title, escrow, and now adjacent home-services categories seeking referral visibility; and (iv) non-profit partners and community organizations served through the OCAR Cares Foundation and volunteer programs. Distribution runs through a member portal on RAMCO AMS, direct online and email membership applications, seven weekly marketing meeting venues, in-person classes at the Laguna Hills office, and a multi-channel content strategy spanning website, six social platforms, an email newsletter, and a monthly magazine.

AI and emerging-technology adoption is third-party and education-led rather than internally built: RealReports AI property advisor (Aiden), Google Gemini, Canva AI, and Lone Wolf's AI-powered CRM are featured in member education (with courses such as Pulse 101 and RealReports 101) and available as member-facing tools, while CRMLS compliance uses automated citation tracking. Governance is provided by an Executive Committee including the President, President-Elect, Treasurer, Immediate Past-President, and CEO Dave Stefanides, with no disclosed private equity, venture, or parent-company ownership.

Name

Orange County Realtors

Legal name

Orange County REALTORS®

Website

https://ocrealtors.org

Company type

Private

Founded year

1948

Operating status

Operating

Headcount range

11–50 employees

Short description

Orange County REALTORS® is a 501(c) non-profit professional real estate trade association founded in 1948, serving 15,000+ licensed agents, brokers, appraisers, and affiliate service providers across Orange County, California through CRMLS Matrix access, education, lockbox services, and member networking.

Ownership category

akta.pro rank

Product category

Real Estate Trade Association Services

NAICS

Other Activities Related to Real Estate (531390)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Traditional Residential Brokerage (Existing Homes) (BPAJAAAA)

Keywords

• Real estate association
• MLS access services
• Real estate education
• Professional development
• Trade association

Headquarters

HQ city

Fountain Valley

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Membership Dues: Annual and prorated membership dues charged to licensed real estate professionals, brokers, appraisers, and affiliate members (mortgage, title, escrow service providers). Dues vary by membership type and month of enrollment.
2. Affiliate Membership Fees: Affiliate membership fees ranging from $460 (new member joining in January) down to $130 (December enrollment), plus $100 application fee for new affiliates. Includes $360 annual local dues.
3. SentriKey® Service Fee: $11 per month (not prorated) for mobile lockbox access service, charged in advance on the 25th with automatic payment required.
4. Education and Course Fees: Various courses offered free to members (OC REALTOR® Members: $0) with fees for non-members ($40 for Fair Housing training). Some courses carry continuing education credits.
5. Event and Meeting Fees: Entry fees of $1-$3 for Marketing Meeting and Broker Preview sessions. Room rental fees for member use.
6. Affiliate Referral Rewards: $30 referral incentive paid via Amazon e-gift card to members who successfully refer new affiliate members.

Pricing tiers

Go-to-market motion1 record

Distribution channels8 records

Marketing channels14 records

Core offering

Orange County REALTORS® is a non-profit professional trade association that provides membership-based services to over 15,000 licensed real estate professionals in Orange County, California. Its core offerings include MLS access through CRMLS Matrix, professional education and continuing education programs, transaction management tools (zipForm® and Transact), lockbox access (Supra and SentriKey®), showing scheduling (ShowingTime), market data analytics, weekly marketing meetings and networking events, government affairs advocacy, and professional standards enforcement.

Product overview

Orange County REALTORS® is a membership-based professional real estate trade association serving over 15,000 licensed real estate salespersons, brokers, appraisers, and affiliated service professionals in Orange County, California. The organization's core offerings center on MLS access through CRMLS Matrix, professional education programs, and member networking services. Key platforms include zipForm and Transact for transaction/document management, Supra lockbox services, ShowingTime for scheduling, and SentriKey for San Diego access. The association provides technology training and AI-enabled tools including RealReports (AI property data), RPR property resources, Cloud CMA, Canva AI design tools, and Google Gemini for marketing. Education spans five tracks covering MLS operations, business setup, prospecting/marketing, market pricing, and transaction management. Member benefits include market data analytics, weekly marketing meetings, the OCAR Cares Foundation relief program, and an affiliate membership program for industry service providers. The organization operates member portals for registrations, directory access, and billing through RAMCO software.

Differentiator

Problem solved

Functional benefit

Brands

• OCAR Cares Foundation: Foundation providing financial assistance to OCR members facing hardship due to illness, accident, or life-changing events

Products and services

• CRMLS Matrix MLS Access California Regional Multiple Listing Service (CRMLS) Matrix platform providing members with comprehensive listing data, property search capabilities, comparative market analysis (CMA) tools, and MLS compliance tracking. Used by Orange County REALTOR® members for daily real estate practice.
• zipForm® Transaction Management Document management and digital forms platform used by OCR members for creating, managing, and electronically executing real estate transaction documents and forms.
• SentriKey® Mobile Lockbox Access Mobile-based lockbox access service extending SUPRA key capabilities to San Diego listings through reciprocal agreement with North San Diego Association of REALTORS®. Available to active SUPRA key holders at $11/month.
• Supra Key & Lockbox Service Exclusive lockbox system for Orange County listings providing secure property access management for real estate professionals in the Orange County market.
• Education & Training Programs Professional education catalog covering NAR Code of Ethics, Fair Housing, licensing prep, designations (ABR, GREEN, AHWD), and technology training across five educational tracks. Includes both in-person classes at the Laguna Hills headquarters and online webinars. Free for OC REALTOR® members; fees for non-members.
• Marketing Meetings & Broker Previews Weekly networking and listing preview events at seven Orange County locations including DARK-West (Laguna Niguel), Central (Laguna Hills), Huntington Beach (Old World Village), and Canyon Areas (Mountain Mike's Pizza). Entry fee $1-$3.
• Market Data & Analytics Real-time market statistics and snapshot reports including median sales prices, homes sold, days on market, and inventory levels for Orange County attached and detached properties.
• Member Portal (RAMCO) Online member portal for managing memberships, registrations, directory access, education tracking, meetings, and bill payments. Available to all OCR members.
• OCAR Cares Foundation Member Relief Program Foundation providing financial assistance to OCR members facing hardship due to major illness, accident, or unforeseen life-changing events.
• Affiliate Membership Program Partnership program for real estate service providers (mortgage, title, escrow, contractors) offering networking at weekly marketing meetings, referral opportunities, and visibility through the Affiliate Spotlight social media program. Annual dues $130-$460 with $100 application fee.

Quantifiable outcome

• Over 15,000 licensed real estate professionals served across Orange County
• +1 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration13 records

AI capability10 records

Feature6 records

Partnerships

15 partnerships are on record, tiered core, major and minor.

• California Regional Multiple Listing Service (CRMLS)coreTechnology or IntegrationCRMLS provides the MLS platform (Matrix) for Orange County REALTORS® members, offering comprehensive listing data, search capabilities, CMA tools, compliance tracking, and policy management. OCR is an approved CRMLS participant providing access to over 15,000 members.
• zipForm® (formerly zipLogix)coreTechnology or IntegrationzipForm® is the transaction management and digital forms platform used by OCR members for creating, managing, and executing real estate transactions. zipForm® is offered as a member benefit through the association.
• California Association of REALTORS® (C.A.R.)coreStrategic or Co-development PartnerC.A.R. provides standard real estate forms (BRBC, RPA, RLA), education content, and policy guidance. OCR offers C.A.R.-taught courses through its education program. Joel Carlson serves as C.A.R. Master Instructor and author.
• National Association of REALTORS® (NAR)coreStrategic or Co-development PartnerNAR provides the REALTOR® Code of Ethics, accreditation programs (ABR, e-PRO, GREEN), and governance standards. OCR enforces NAR professional standards and offers required ethics training.
• SentriLock® (SentriKey®)coreTechnology or IntegrationSentriKey® is a mobile lockbox access service through reciprocal agreement with San Diego Associations. Enables OCR members with active SUPRA keys to access SentriLock lockboxes on San Diego properties. $11/month service fee, not prorated.
• ShowingTimemajorTechnology or IntegrationShowingTime provides showing scheduling software with MLS integration, 24/7 access, and immediate appointment confirmation. OCR offers ShowingTime for the MLS training course.
• Realtors Property Resource® (RPR)majorTechnology or IntegrationRPR provides property data platform covering 160 million properties with school reports, historic data, flood/heat maps, market trends, and AI tools. OCR offers multiple RPR training courses.
• Lone Wolf Technologies (Relationships CRM)majorTechnology or IntegrationLone Wolf's Relationships CRM is the AI-powered successor to LionDesk, providing contact management, automated email/text marketing, Google/Outlook integration, and client/property matching. OCR transitioned members following LionDesk's 2025 sunset.
• RealReports (AI Property Intelligence)majorTechnology or IntegrationRealReports delivers AI-powered property reports combining data from 70+ providers with Aiden AI property advisor. Trusted by top MLSs and brokerages nationwide. OCR offers multiple RealReports courses including Pulse 101 and RealReports 101.
• Asian Real Estate Association of America (AREAA) - Orange County ChapterminorStrategic or Co-development PartnerAREAA is a nonprofit professional trade organization promoting sustainable homeownership in Asian American communities. Founded in 2003 with 35+ chapters nationwide. OCR partners to promote events and shared milestones.
• National Association of Hispanic Real Estate Professionals (NAHREP) - Orange CountyminorStrategic or Co-development PartnerNAHREP advances sustainable Hispanic homeownership through education, advocacy, and industry relationships. OCR partners to advance the mission and facilitate industry connections.
• Women's Council of REALTORS® of Orange CountyminorStrategic or Co-development PartnerWomen's Council is a network of successful REALTORS® advancing women as professionals and leaders. OCR collaborates on professional development and leadership opportunities.
• Veterans Association of Real Estate Professionals (VAREP)minorStrategic or Co-development PartnerVAREP increases sustainable homeownership for active military and veterans plus low-to-moderate income families. OCR partners to support housing opportunity missions.
• Young Professionals Network (YPN) - Orange CountyminorStrategic or Co-development PartnerYPN connects young real estate professionals through networking, technology, social media, and professional development. OCR supports next generation leadership development.
• North San Diego Association of REALTORS®majorStrategic or Co-development PartnerReciprocal lockbox agreement enabling SentriKey® access for OCR members to San Diego listings. San Diego agents must contact NSDCR for SentriLock lockbox procurement and support.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Others

• Realtors Property Resource (RPR): An NAR-affiliated property data platform covering 160M+ properties that OCR offers to members as a core training/integration. RPR is an enabling technology partner whose analytics tools are part of OCR's member value proposition.
• California Regional Multiple Listing Service (CRMLS): The MLS technology platform that OCR provides to its members via Matrix. CRMLS is the upstream infrastructure provider OCR depends on for its core MLS offering, making it a critical technology/enabling peer rather than a competitor.
• Lone Wolf Technologies: Provider of the Relationships CRM that OCR has adopted for members after the LionDesk sunset. Lone Wolf is a real estate technology vendor that OCR integrates into its member offering — a key ecosystem/enabling partner rather than a direct competitor.

Broad incumbents

• National Association of REALTORS® (NAR): The national trade association under which OCR operates. NAR provides the REALTOR® Code of Ethics, professional standards authority, and designations (ABR, e-PRO, GREEN) that OCR enforces and delivers locally — directly comparable as a higher-tier membership organization serving the same constituency.
• California Association of REALTORS® (C.A.R.): State-level umbrella trade association for California REALTORS. OCR is a local board affiliated with C.A.R., and C.A.R. provides OCR with standard forms (BRBC, RPA, RLA), education content, and policy guidance — making it a direct parent/sister organization in the same membership-services model.

Direct peers

• Pacific Southwest Association of REALTORS®: A California regional REALTOR® association serving San Diego-area members with MLS access, education, and professional standards — the closest direct comparable to OCR in structure, services, and member profile, differing primarily in geography.
• Southland Regional Association of REALTORS®: Another Southern California regional REALTOR® association providing MLS, education, lockbox, and advocacy services to its members — directly comparable to OCR in offering mix and target member profile, with geographic overlap in the LA/OC border region.
• Inland Valleys Association of REALTORS®: A California regional REALTOR® association serving the Riverside/San Bernardino area with the same core suite (MLS, education, professional standards, lockbox) as OCR — directly comparable in business model, scale, and service offering to a Southern California membership base.
• Greater Antelope Valley Association of REALTORS®: A smaller California regional REALTOR® association offering MLS, education, and advocacy — comparable to OCR in the trade-association business model but serving a more rural Northern LA County market.

Emerging players

• RealReports: AI-powered property intelligence platform (with Aiden AI advisor) used by OCR to train members. RealReports is an emerging real estate AI/analytics player whose technology OCR has integrated into its curriculum, positioning it as both a partner and a potential disintermediation vector for traditional MLS workflows.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/the_ocrealtors
• YouTubeyoutube.com/c/OrangeCountyREALTORS
• Facebookfacebook.com/theocrealtors
• LinkedInlinkedin.com/company/ocrealtors
• Instagraminstagram.com/theocrealtors
• TikToktiktok.com/@theocrealtors

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Orange County Realtors