Advanced Features in zipForm® and Transact

This session is designed for users who already know the basics and want to take their workflow to the next level. We will explore advanced tools in both zipForm and Transact that help you work faster, stay organized, and manage more complex transactions with confidence.

In this webinar, we will cover:

• Advanced template creation and automation options
• Building and customizing checklists and workflows
• Using clause libraries, tasks, and activity tracking
• Managing multiple properties or offers for the same client
• Time-saving tips for power users in both platforms

Join us to deepen your skills, streamline your processes, and discover additional training resources.