The California Association of REALTORS® offers FREE training online for the software you use every day to close your transactions. Here’s what’s coming this September: (Please note: If you cannot attend the live webinar, sign up anyway and we’ll send you a link to the recorded webinar.)
zipLogix Digital Ink® – Oh NO! PDFs – Friday, September 9, 9:00am – 10:00am
Received a PDF offer? No Problem! We have you covered. This training will cover receiving and sending PDF’s for signatures with zipLogix® Digital Ink®, and you will see the process from the client’s perspective. Learn how to:
- Upload PDF’s
- Tag your PDF’s
- Send PDF’s for signatures directly from zipForm® Plus
zipForm® Broker Edition: Solutions to Set Your Brokerage Apart – Monday, September 12, 2:00pm – 3:00pm
Whether you are a single or multi-office company, zipForm® Broker Edition allows you to manage all of your REALTOR® agent accounts, transactions and forms effortlessly and efficiently. Topics include:
- Creating Global Templates and Clauses
- Document Approval
- Using Transaction Management System
- Digital Signature integration with zipLogix Digital Ink® and DocuSign®
Manage Your Transactions for Success! – Tuesday, September 13, 2:00pm – 3:00pm
See how the zipTMS™ Transaction Management System allows you to optimize workflow inside of zipForm Plus. This is a great tool for agents to add to their repertoire. Learn to:
- Manage Transactions with Checklists
- Utilize zipTMS with Templates
- Customize zipForm® Plus Notifications
zipForm® Plus – Back to Basics – Thursday, September 15, 10:00am – 11:00am
zipForm® Plus – Back to the Basics is tailored for new agents or agents that need a refresher. A zipForm® expert will show you how to:
- Access zipForm® Plus
- Navigate inside of zipForm® Plus
- Review services to aid you and your client in your transaction
Collaborate & Team Up with Team Edition – Tuesday, September 20, 2:00pm – 3:00pm
Use Collaborate inside of zipForm® Plus and share files easily with your colleagues and clients. Utilize the Team Edition of zipForm Plus to get everyone on the same page. Register and gain knowledge to:
- Share forms with clients and teams
- Allow them to upload forms
- Maintain approval processes in Team Edition
zipForm® Plus – Power Users – Wednesday, September 21, 2:00pm – 3:00pm
Utilize all of your zipForm® Plus features to get your transactions closed! Warning! Top Secret…we will reveal features throughout the webinar. Register Now >
zipForm® Broker Edition: Solutions to Set Your Brokerage Apart – Monday, September 26, 10:00am – 11:00am
Whether you are a single or multi-office company, zipForm® Broker Edition allows you to manage all of your REALTOR® agent accounts, transactions and forms effortlessly and efficiently. Topics include:
- Creating Global Templates and Clauses
- Document Approval
- Using Transaction Management System
- Digital Signature integration with zipLogix Digital Ink® and DocuSign®