Register for one of our upcoming zipForm® Classes
Introduction to zipForm® Plus
zipForm® Plus is a web-based application that provides REALTORS® will access to C.A.R. standard forms—it’s a free member benefit. Learn to set-up your account and navigate this essential tool. After class, you’ll be able to efficiently complete contracts using its fast-fill functionality as well as send and receive signed forms electronically. Please bring your laptop to class.
Course will cover:
- Online registration, set-up, and menu navigation
- Editing your zipForm® profile with your photo, email signature, and updating settings
- Creating a transaction
- Creating templates and clauses
- How to use Forms Advisor™, a program within zipForm® that identifies the forms recommended for your transaction
- Introduction to setting up digital signatures with DigitalInk
Upcoming Sessions:
April 3 in Fountain Valley: 9:00AM - 11:00AM
Advanced zipForm®: Digital Signatures
Ever ask yourself...what method of digitally signing documents do I use with zipForm® Plus? Digital Ink® or Docusign®? This class will show the difference/similarities of both and go over actually what a client experiences when a digital signature request is sent to them.
Course will cover:
- What is Docusign® and Digital Ink®
- How to synchronize Docusign® with zipForm® Plus
- How to set up a digital signature request in zipForm® using Docusign®
- How a client signs documents using Docusign®
- How to set up a digital signature request in zipForm® using Digital Ink®
- How a client signs documents using Digital Ink®
Upcoming Sessions:
April 3 in Fountain Valley: 12:00PM - 1:30PM
Advanced zipForm®: Tools and Tips
Learn about advanced tools and settings within zipForm® for easier and smoother transactions.
Course will cover:
- Auto adding addendums
- Mutually exclusive check boxes
- Text overflow (TOA)
- Share buttons
- Seller filling out TDS and/or SPQ using share
- Creating transactions using RPR
- zipConsult® for virtual meetings
Upcoming Sessions:
April 3 in Fountain Valley: 2:00PM - 4:00PM