The California Association of REALTORS® offers FREE training online for the Transaction Management software you use every day to close your deals. Here’s what’s coming this November:
Sign of the Times: zipLogix Digital Ink®
Friday, November 4, 2:00pm – 3:00pm
Today’s business world is online and forms are signed electronically. Get a quick and easy walk-through on the FREE signing platform that California REALTORS® enjoy as a member benefit: zipLogix Digital Ink®. Learn how to:
- Navigate the signing screen as a client
- Upload your own forms and have clients sign them
- Observe the check status screen
We will also be examining how private libraries can be acquired for brokerages.
Stay in Control! with zipTMS™
Monday, November 7, 11:00am – 12:00pm
Need to do this. No wait… Do that! No need to fret with zipTMS™ your transaction management system. The National Association of REALTORS® and the California Association of REALTORS are providing REALTORS® with zipTMS™ transaction management while in zipForm® Plus. What we will cover in an hour:
- The importance of managing your transaction
- How to manage your transaction whether representing a buyer or seller
- How to prepare ahead of time so that the transaction doesn’t control you
- How to stay connected with clients
Collaboration and the zipForm® Plus Team Edition
Wednesday, November 9, 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
Verify and Identify to Close the Deal: zipLogix Digital Ink®
Monday, November 14, 10:00am – 11:00am
Verification of ID is an added feature inside of zipLogix Digital Ink®. Get a quick and easy walk-through on these extra services and the FREE signing platform that California REALTORS® enjoy as a member benefit: zipLogix™ Digital Ink®: Learn how to:
- Navigate the signing screen as a client
- Upload your own forms and have clients sign those
- Observe the check status screen
zipForm® Mobile® Oh no!! PDF’s and DocuSign®
Tuesday, November 15, 11:00am – 12:00pm
C.A.R.’s #1 mobile member benefit!! Whether on vacation or tending to loved ones away from it all. Never fear… zipForm® Mobile is here!! You will learn how to:
- Access your transaction on your smart phone
- Add an outside document into zipForm® Mobile
- Send it for signatures using Docusign®
zipForm® Broker Edition: Solutions to Set Your Brokerage Apart
Wednesday, November 16, 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®
DocuSign® and zipLogix Digital Ink®: Close the Deal!
Thursday, November 17, 10:00am – 11:00am
Choose the signing application already integrated within your zipForm® Plus account that works for you. Which one will help you get your forms signed and THE DEAL CLOSED? Join C.A.R. zipForm® Certified Trainer to learn the ins and outs of each web application. Have you only used one? Now is your chance to see the other side!
- Engage live with our trainers
- Ask questions and increase your knowledge
- Decide which is right for you
Work Together for Success: zipForm® Plus Team Edition
Monday, November 21, 10:00am – 11:00am
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
I Can’t Find zipTMS™ – Where Is It?
Tuesday, November 22, 11:00am – 12:00pm
In this webinar you will learn where to find this neat feature that you’ve been hearing so much about all inside your zipForm® Plus account. We will help you answer the following questions:
- What is zipTMS™?
- How can zipTMS™ help me?
- Why zipTMS™?
- Your Aha! Moment
zipForm Custom Forms and Libraries
Monday, November 28, 1:00pm – 2:00pm
zipForm® has additional libraries available as an add-on library to be used along with an existing library or as a stand-alone library. In this webinar you will learn how to access add-on libraries such as AIR Commercial, OrganizeMe, Distressed Properties and more!
Mobile Agents & Broker Management: zipForm® Plus Broker Edition
Tuesday, November 29, 2:00pm – 3:00pm
Agents out in the field need their tools to complete their work efficiently and with zipForm® Mobile, they can do just that. Brokers want to make sure their agents have everything they need to do their transaction successfully. When Brokers offer the zipForm® Plus Broker Edition they provide their agents a dynamic tool that they can use in tandem with zipForm® Mobile to make sure every transaction is a success. Topics include:
- Creating Global Templates and Clauses
- Document approval
- Using zipForm® Mobile
- TouchSign™ signatures in Mobile
The other side of zipForm® Plus
Wednesday, November 30, 2:00pm – 3:00pm
In this webinar we will take a look at the other side of Real Estate. How about Property Management and a sprinkle of Commercial? You will learn:
- Tools to help you start a Property Management Transaction
- Creating a Property Management transaction and templates
- Products to help you conquer Property Management and the Commercial side
- Forms Libraries to aid you with Property Management and Commercial transactions
For additional zipForm® support visit:
User Guides and Training Videos
Webinar Calendar