Register for one of our upcoming zipForm® Classes
Introduction to zipForm and Transact
This session is designed for members who want a clear, simple introduction to both zipForm® and Transact. We will walk through the basics of each platform, explain how they differ, and show you how to start building transactions, organizing documents, and working efficiently in each system.
In this class, we will cover:
- How to start a transaction in zipForm® and in Transact
- Key differences between the two platforms
- Navigating forms, templates, and digital signatures
- Sharing documents and collaborating with clients
- Best practices for beginners using either system
Join us to learn the essentials and gain confidence with both platforms.
Upcoming Sessions:
April 8 Online Webinar: 11:00AM - 1:00PM
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
Upcoming Sessions:
May 13 in Laguna Hills: 11:00AM - 12:30PM