ZIPFORMS TUTORIALS

Zipforms 101 (1 Hour)

Learn how to use the NEW version of ZipForm Plus that is scheduled to be fully released in November. Get familiar with all the new tools and screens to put together your transactons quickly and easily in this basic class. (Courtesy of OCAR)

Your Profile Settings in Zipforms

Establishing your default Profile settings in zipForm® Plus should be your first order of business. See how easy it is to add a cell phone number to assist with password reset, set up your email signature, select your e-signing service, and much more.

The Agent Dashboard

Manage your business at a glance in the Agent Dashboard. This interactive dashboard contains visuals of real-time data associated with key information that impacts the Agents' overall business performance.

Creating a New Transaction

Let's learn how to quickly create a new transaction using the NEW platform.

Creating and Using Templates

Want to find out how easy it is to create a simple Template in zipForm® Plus that includes a Checklist? This video will walk you through the steps in a practical manner. Learn how to prevent repetition while saving time in the long run.

Understanding Notifications

Never miss important dates, tasks or approvals with zipForm® Plus notification feature. See them all or specific notifications daily or at specified time intervals; you have full control of what comes through for your attention.

Electronic Signatures with Digital Ink

Use zipLogix Digital Ink® as your e-signing solution. Learn the easy process of getting those contracts and forms electronically signed through the NEW zipForm® Plus platform!

Creating a Transaction Co-ordinator Role

The new Transaction Coordinator role is now available for zipForm® Plus. Transaction Coordinators can work on behalf of an agent or broker to guide the transaction from beginning to end, driving their business forward.

The Email-to-Transaction Feature

Ever need to send or receive email correspondences that require attached files? Word, Excel, PDF & JPEG are just a few file types that can be sent directly to your zipForm® Plus transactions. Learn how by watching this video.

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