The California Association of REALTORS® offers FREE training online for the Transaction Management software you use every day to close your deals. (Please note: If you cannot attend the live webinar, sign up anyway and we’ll send you a link to the recorded webinar.)
zipForm® Standard – Forms Software & zipLogix Digital Ink®
Wednesday, October 19, 2:00pm – 3:00pm
This webinar will focus on the actual transaction and how to send forms for signatures. We will visit the signing process from the signer’s perspective. You’ll learn:
- What is zipForm® Standard
- How to send forms for signatures using zipLogix™ Digital Ink®
- How to add a PDF to the transaction, tag and sign
The Most Common Solutions Inside zipForm® Plus
Thursday, October 20, 2:00pm – 3:00pm
Take a tour through some of the most frequently asked questions from C.A.R. members like you and their solutions! Utilize all of your zipForm® features and C.A.R. benefits, all found inside of zipForm® Plus.
- Upload photos
- Email to Transaction
- Fax to Lenders
Forms Tutor: Know Which Forms to Use and When!
Monday, October 24, 2:00pm – 3:00pm
Set your transaction from the get-go with the right tools for the job. Make sure you have all the forms you’re going to possibly need with the new and improved Forms Tutor.
zipForm® Plus: Best of Basics
Tuesday, October 25, 2:00pm – 3:00pm
zipForm® Plus – Back to the Basics is tailored for new agents or agents that need a refresher. Learn how to:
- Access and navigate zipForm® Plus
- Create new transaction files
- Review services to aid you and your client
zipForm® Broker Edition: Solutions to Set Your Brokerage Apart
Thursday, October 27, 10:30am – 11:30am
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®
zipForm® Mobile
Friday, October 28, 10:00am – 11:00am
Don’t miss out on your next deal because you’re not in front of your computer. zipForm® mobile is your perfect companion when you’re away hosting an open house or on vacation to stay on top of your transactions. During the webinar we’ll be covering:
- All of the features inside zipForm® mobile
- How to create a transaction
- The many different signing methods
For additional zipForm® support visit:
User Guides and Training Videos
Webinar Calendar