Online Real Estate. Completing real estate contracts quickly and professionally using zipform Plus, ziplogix Digital Ink, and zipvault

Transcription

1 Online Real Estate Cmpleting real estate cntracts quickly and prfessinally using zipfrm Plus, ziplgix Digital Ink, and zipvault ziplgix Training The ziplgix Advantage Seamless prfessinal wrkflw Easy t use Reduced data entry Always accurate, secure, and up t date 1

2 The Paperless Transactin 1 Cmplete cntracts quickly and prfessinally 2 Get secure paperless signatures using esign 3 Cntinue wrking with and string frms, dcuments, and archives nline Tgether, these tls help yu seamlessly meet yur ffice and client needs frm anywhere, at any time. Cmpleting Cntracts Online Getting started using zipfrm Plus t cmplete cntracts nline quickly and efficiently 2

3 Getting Started: A New Client Cngratulatins! Yu are n yur way t present t a prspective client. Hw d yu make a great first impressin? Prfessinalism Electrnic frms in zipfrm, cmplete with yur infrmatin, and yur future client s infrmatin can be prepared and ready in just minutes Accuracy Enter infrmatin nce, r imprt it frm the MLS, and all f yur frms update autmatically Expertise Yu always have secure access frm yur cmputer, smartphne* r tablet* t yur files and real estate cntracts Trust Frms in zipfrm are prvided by yur assciatin, brkerage, r MLS, are always secure, and always update t the latest versin * With zipfrm Mbile Sign in PrTip: Use CTRL + D t bkmark zipfrmplus.cm n yur brwser f chice (CMD + D n an Apple Cmputer) 1. Visit 1. Visit 2. Enter yur username and passwrd 2. Enter yur username and passwrd If yu d nt have an accunt, yu can sign up at using the Order Nw buttn Sign in frm anywhere n any Apple (Mac) r Windws (PC) cmputer using Internet Explrer (PC), Firefx, Safari (Mac), r Chrme brwser Add zipfrm Mbile t yur accunt fr access thrugh any smartphne r tablet brwser 3

4 The TRANSACTIONS Page Yur active transactin files, with the frms, dcuments, and tls t clse the real estate sale. Tls Search List View Training Transactin Getting Started in zipfrm Plus Step 1 Start a New File Click the New buttn n the TRANSACTIONS page, label the file, and add frms r dcuments as needed. Step 2 Cmplete Cntracts Click and type in frm fields t cmplete cntracts quickly and prfessinally. Step 3 Save and Send Click Save t save changes nline, then click Send t r fax, r esign t send fr signing using ziplgix Digital Ink r DcuSign 4

5 Getting Started in zipfrm Plus Step 1 Start a New File Click the New buttn n the TRANSACTIONS page, label the file, and add frms r dcuments as needed. Step 2 Cmplete Cntracts Click and type in frm fields t cmplete cntracts quickly and prfessinally. Step 3 Save and Send Click Save t save changes nline, then click Send t r fax, r esign t send fr signing using ziplgix Digital Ink r DcuSign Start Yur New File Click the New buttn n yur TRANSACTIONS page This creates a virtual Transactin File that yu can use t cmplete cntracts fr this prperty and client

6 Name the File The Name helps yu find this file later Search by file Name using the Enter Keywrds bx n the TRANSACTIONS page This als searches the prperty address and client name in the frms 2 The Name als prints in the lwer righthand crner f the frms in this file Client names r prperty addresses are cmmnly used Select a Template (Optinal) Templates are saved packets f frms, cntacts, and dcuments Templates are nt required t start a file, but they can save yu time by autmatically adding frms, cntacts, and dcuments Templates can be created by yur brker r ffice Admin in the Brker Editin 3 Templates can be created by yu frm the TEMPLATES page 6

7 This creates the new file Yu nw have a place t rganize, stre, and update all f the real estate cntracts and ther related dcuments fr yur future client Click Save 4 Dcuments - Adding Frms Click nce n a frm in the All Frms tab t add it TIP: Add the Cver_Sheet frm t use as a shrtcut fr cmpleting frms 5 7

8 Summary Yur Transactin File Use this file in rder t update cntracts, add t the transactin, share with anyne, and manage file infrmatin fr the prperty sale File Infrmatin Search Frm Libraries Flders Apprval Open and edit frms Saving and String Files Online Use the Add Dcument buttn t add cmputer files, like PDFs 1. Click Add Dcument Shrtcuts 2. Brwse fr the file n yur cmputer 1 3. Click OK

9 Shrtcuts r Fax in Dcuments Use the t Transactin r Fax Cversheet ptins in the file Menu t send an attachment r a fax t zipvault Menu Fax Add Flders t Organize Files Flders grup tgether related dcuments and frms within a zipfrm Transactin. Shrtcuts 1. Click Add Flder 2. Enter a name fr the new flder 1 3. Click OK Click and drag frms r dcuments frm the Dcuments List t the flder in rder t add them t the flder

10 Shrtcuts Parties Tab PrTip: Enter addresses fr transactin cntacts, s that yu wn t have t lk them up r type them in later when sending dcuments. The parties tab is an easy place t update and stre infrmatin n the transactin parties, r imprt infrmatin frm yur CONTACTS Parties Tab Add yur client Shrtcuts Prperty Tab Cmplete r update infrmatin abut the prperty MLS Cnnect 10

11 Shrtcuts Histry Tab Track updates, events, and cmmunicatins autmatically Search The Transactin File Yu nw knw hw t: Start a transactin file n zipfrm Plus Use the Dcuments Tab t add frms and files Find frms in libraries using the All Frms tab Add Dcuments and Flders Add parties (cntacts) using the Parties tab Update the Prperty Tab with Prperty infrmatin Imprt MLS Data using zipfrmmls-cnnect Audit files using the Histry tab 11

12 Getting Started in zipfrm Plus Step 1 Start a New File Click the New buttn n the TRANSACTIONS page, label the file, and add frms r dcuments as needed. Step 2 Cmplete Cntracts Click and type in frm fields t cmplete cntracts quickly and prfessinally. Step 3 Save and Send Click Save t save changes nline, then click Send t r fax, r esign t send fr signing using ziplgix Digital Ink r DcuSign Open a Frm (Cntract) Click nce n a frm in the Dcuments tab t pen and fill it ut

13 Click and Type t Fill Out Frm Fields 7 Summary Editing zipfrm Cntracts Tls in zipfrm Plus help yu quickly and prfessinally update real estate frms in any file Frm Libraries Open and edit frms Add mre frms Enter text 13

14 Shrtcuts Cmpleting Basic Infrmatin Enter r update basic file infrmatin using the Parties and Prperty tabs, Transactin Inf buttn, r the Cver_Sheet frm These lcatins cntain the basic infrmatin fr yur file, including infrmatin abut yu, yur clients, service prviders, and the prperty. Updating infrmatin in any f these lcatins will autmatically fill ut the same infrmatin in yur frms Shrtcuts Transactin Infrmatin/Cver Sheet Use the methd yu prefer t enter file infrmatin MLS Cnnect MLS Cnnect Transactin Infrmatin Cver_Sheet Frm 14

15 Shrtcuts Full Screen Buttn View larger cntracts t make it easier t cmplete frm text Full Screen Shrtcuts Fastfill Buttn Strips away frm language, leaving nly the fields t fill ut Fastfill 15

16 Shrtcuts Highlight Text Click and drag t select text, then click Highlight Duble-click n highlighted text t remve highlighting Highlight Imprt listing infrmatin int frms frm a participating MLS using the MLS Cnnect buttn. Shrtcuts zipfrmmls-cnnect Chse yur MLS MLS Cnnect Find the listing Imprt 16

17 Shrtcuts Lk Up Fields Drp-dwn fields can be used t lk up text previusly entered n ther frms r transactins fr this type f field Save time when entering infrmatin fr cmmn fields, such as: City, State, Zip Cde Yur Agent and Brker infrmatin Lk Up Fields Intellicpy in the lk up fields prvides the best guess fr the field at the tp f the field s drpdwn, fr example: Seller s address in the Prperty Address line Brkerage infrmatin fr the ther side Edit field infrmatin by clicking the Lk Up buttn n the Frms Tls (under Mre ) Autmatically Frmatted Fields Date fields are autmatically frmatted Duble-click t enter tday s date Click t select a date frm the displayed calendar Price fields are autmatically frmatted Shrtcuts Cmmas and decimal pints are entered autmatically Click the gray calculatr buttn t pen the mrtgage calculatr tl frm a price field Use the Space Bar n yur keybard t verride the autmatic frmatting Use ESC t bring back the autmatic frmatting 17

18 Shrtcuts Attach a Pht t a Frm Attach Pht frm the quick tls, r by right-clicking n a frm Attach Pht Highlight 1. Click Attach Pht and brwse fr the picture n yur cmputer 2. Enter the pht s Captin 3. Add mre phts, as needed 4. Click and drag the [Phts #] tag t psitin the reference n the frm (Psitining will change the number n the tag relative t ther tags) Attached Pht Tag Brwse Add Mre Save Shrtcuts Mre ( ) Tls Attach Pht Add a pht t the frm (the pht will be added as a new page at the end f the frm) Check Spelling Spell check the frm fields that yu have cmpleted. Ntes Add an electrnic sticky nte. Nte: Ntes n frms d nt print, but they can be included when ing the frm(s). N/A Fill Enter N/A r text f yur chsing in the blank text fields f this frm. Lk Up Edit the text remembered by the Lk Up fields fr yur frms. Und/Red Und r red a change t a frm field (CTRL + Z n a PC r Cmmand + Z n a Mac will als wrk) Activate Intellicpy Autmatically cpy the intellicpy fields thrugh the frm. 18

19 Cmpleting Real Estate Frms Yu nw knw hw t: Save time with Transactin Infrmatin r The Cver Sheet frm Basic infrmatin fr the transactin Similar t the Parties and Prperty tabs Fill ut frms using tls and shrtcuts View the frm larger using Full Screen view Use editing tls, such as Fast Fill and Highlight Use Lk Up Fields t lk up text typed previusly in ther frms Autmatically frmatted date, price, and number fields Use additinal Quick Tls Getting Started in zipfrm Plus Step 1 Start a New File Click the New buttn n the TRANSACTIONS page, label the file, and add frms r dcuments as needed. Step 2 Cmplete Cntracts Click and type in frm fields t cmplete cntracts quickly and prfessinally. Step 3 Save and Send Click Save t save changes nline, then click Send t r fax, r esign t send fr signing using ziplgix Digital Ink r DcuSign 19

20 Save Changes Changes are als saved when yu add frms, switch frms, r use Fastfill 8 Send ( , Fax, r esign) Send and share directly frm the frms page, r send frm the Dcuments tab inside the file

21 Share Yur Screen Use zipcnsult t meet face-t-face nline t review cntracts with clients as yu fill them ut r befre clients sign zipcnsult Cllabrate Online Share cntracts and let thers fill in cntract infrmatin as needed yu are always in cntrl

22 Cllabrate Online Summary Saving and Sharing Save frms nline, then share frms with anyne using the and fax ptins, Cllabrate buttn, r zipcnsult screen sharing, and use the esign ptin fr paperless signatures esign Share yur screen r Fax Share Online 22

23 Shrtcuts Save as PDF Save t yur cmputer r t the file t preserve a cpy f the unsigned frm at this pint in time. Save as PDF Saving and Sharing Frms Yu nw knw hw t: Save frms using the Save buttn Files als saved when adding a frm r navigating t a new frm Enable autmatic saving thrugh the prfile r Fax using the Send buttn Save as PDF Save t a cmputer Save as PDF within the file (zipvault ) Review files nline using zipcnsult Share dcuments r frms nline using the Cllabratin tl 23

24 Getting Started in zipfrm Plus Step 1 Start a New File Click the New buttn n the TRANSACTIONS page, label the file, and add frms r dcuments as needed. Step 2 Cmplete Cntracts Click and type in frm fields t cmplete cntracts quickly and prfessinally. Step 3 Save and Send Click Save t save changes nline, then click Send t r fax, r esign t send fr signing using ziplgix Digital Ink r DcuSign esign with ziplgix Digital Ink Send files fr secure click-t-sign nline signatures directly frm zipfrm Plus ziplgix Training Training@zipLgix.cm 24

25 Signing Cntracts Paperlessly Cngratulatins! Yur client is ready t execute the cntract. Hw d yu make signing easy fr yu and yur client? Prfessinalism Use the esign buttn s that signers can click t sign frm any cmputer r tablet, withut waiting fr curiers r driving lng distances Accuracy Signature areas are pre-tagged (marked fr yu) by zipfrm Plus accrding t the signer s rle when yu use the esign buttn t send fr signatures Expertise Yur expertise travels with the cntracts, since yu are always in cntrl f wh is signing, where they sign r initial, and what they fill ut Trust Cntracts are secured with Digital Signatures, ensuring signature and cntract authenticity can be cnfirmed each time the PDF is pened * With zipfrm Mbile ziplgix Digital Ink Secure Digital Signatures Cnfirms signatures are valid each time the PDF pens Prevents tampering with the final cntract Visible thrugh the free Adbe Acrbat Reader and cmpatible viewers Nte: Sme PDF preview prgrams will nt shw the signatures because they d nt have the ability t cnfirm the validity. If this happens, visit t dwnlad and install the free Acrbat PDF viewer. 25

26 Sending fr Signatures Step 1 Select frms t send Click the esign buttn inside a zipfrm Plus transactin file, and select the cntracts, signers, and add lcatins t be signed. Step 2 Step 3 Click t Sign Check Status t track signing Signers receive an immediately with signing instructins. They can create their wn signature and click t sign. The signing packet cntinues autmatically t each signer until all parties have signed. See the histry r make changes using esign > Check Status within the zipfrm Plus file. Sending fr Signatures Step 1 Select frms t send Click the esign buttn inside a zipfrm Plus transactin file, and select the cntracts, signers, and add lcatins t be signed. Step 2 Step 3 Click t Sign Check Status t track signing Signers receive an immediately with signing instructins. They can create their wn signature and click t sign. The signing packet cntinues autmatically t each signer until all parties have signed. See the histry r make changes using esign > Check Status within the zipfrm Plus file. 26

27 Select Frms t Sign 1. Click the esign buttn within the zipfrm Plus Transactin file, r when filling ut a zipfrm Plus frm Enter a name t identify this packet f dcuments in the Check Status list (Optinal) Select Frms t Sign 3. Click the Check Bx t select frms and add them t the list f Dcuments t sign 2 3 Tip: Use the blue arrw t select a specific page r pages t send. 27

28 4. Use the Brwse buttn t add PDF dcuments t this packet frm yur cmputer (Optinal) Select Frms t Sign Click Next Select Signers 6. Click t check the check bx t select signers 7. Enter required infrmatin fr signers, such as address r rle (their rle determines what signature fields they will be prmpted t cmplete) 8. Click Dne

29 Select Signers Click and drag t change the signing rder. Drag ne signer n tp f anther t have them sign at the same time. (Optinal) 10. Select signer ptins, such as CC t autmatically signed cntracts as PDF attachments frm the system nce signing is cmplete. (Optinal) 11. Click Next 12. Signing tasks allw signers t execute the cntract. Click and drag an icn t add a signature r task, if needed. 13. Yu will see a sample signature preview, t help with sizing signature areas. 14. Review tasks n all dcuments n the Dcument List. 15. Click Send Add Tasks

30 Custmize the message fr all signers (Optinal), and then click Send Nw t send the invitatin t start signing. Send Nw Send Nw Dcuments Sent fr Signatures Yur set f dcuments has been sent t the first signer(s) fr their signatures, and yu will see a summary f the packet yu sent. Click Clse t return t zipfrm. Mdify Cancel Return t zipfrm 30

31 Sending fr Signatures Step 1 Select frms t send Click the esign buttn inside a zipfrm Plus transactin file, and select the cntracts, signers, and add lcatins t be signed. Step 2 Step 3 Click t Sign Check Status t track signing Signers receive an immediately with signing instructins. They can create their wn signature and click t sign. The signing packet cntinues autmatically t each signer until all parties have signed. See the histry r make changes using esign > Check Status within the zipfrm Plus file. Signing Cntracts Start Signing The t start signing is autmatically sent t the first signer. Signer s Name Click t start signing 31

32 Signing Cntracts Legal cnsent 1. Read and accept the E-Sign Legal Cnsent 2. Click Next Select yur Signing Passwrd Signing Cntracts Create Yur Signature 4. Select a signature fnt OR Draw yur wn signature Click On t View/Sign

33 Signing Cntracts Optin: Chse a Signature Fnt Select the desired signature fnt (style) frm the displayed ptins. This selectin will represent yur signature n the dcuments yu are signing. When finished, click On t View/Sign. Signature Fnt On t View/Sign Signing Cntracts Optin: Draw Yur Own Signature Click the tggle buttn t chse t draw yur wn signature. Yu can draw using a muse, tuchpad, tablet, phne, r stylus. Draw Signature On t View/Sign 33

34 Signing Cntracts Ready t Review and Sign 6. Click Let me review t read the cntract and click t sign as prmpted Cnfident in the cntract s cntents? Click G! t scrll autmatically t signature lcatins 6 Signing Cntracts Click t Sign and Initial Prgress Signed 7 Previus Next 34

35 Signing Cntracts Optinal Fields Fields that are ptinal, such as check bxes, r ptinal signatures, will be highlighted with blue instead f yellw, and will have the Optinal tag. Read the cntract carefully befre making yur selectin yu may be asked t select nly ne ptinal field ut f many. Optinal Check Bx Signing Cntracts Finished Signing 8. Click Finish t cmplete the signing prcess when prmpted Nt yet ready t cmmit t these cntracts? Click Stay Here t cntinue t review the cntracts. Review

36 Signing Cntracts Signing Cmplete Cngratulatins! Signing is cmplete. Click Review t see a cpy f the signed dcuments, cmplete with time and date stamps and digitally signed seals. Review Signing Cntracts Review Signed Cntracts When reviewing the signed dcuments, yu can dwnlad r print the cntracts at any time. Dwnlad r Print Signature Autmatic Date Initials 36

37 Thank yu fr Signing When yu have finished signing, yu will receive an autmatic which lists the cntract(s) that yu have signed and prvides a link t view r dwnlad the cntract(s). Signing Cntracts Cntract Name View Signed Cntract(s) Signers r utside parties added t the CC List receive an with signed dcuments attached as PDFs, nce all signing is cmpleted. CC List Signed Cntract(s) 37

38 Sending fr Signatures Step 1 Select frms t send Click the esign buttn inside a zipfrm Plus transactin file, and select the cntracts, signers, and add lcatins t be signed. Step 2 Step 3 Click t Sign Check Status t track signing Signers receive an immediately with signing instructins. They can create their wn signature and click t sign. The signing packet cntinues autmatically t each signer until all parties have signed. See the histry r make changes using esign > Check Status within the zipfrm Plus file. Transactins with Signed Cntracts 1. Click t srt fr transactins with dcuments sent using ziplgix Digital Ink 2. Click the transactin name t pen a file 1 2 Cntains Dcuments Sent fr Signatures This file has dcuments sent t ziplgix Digital Ink 38

39 Signed Cntracts Stred in zipvault The flder f signed cntracts is appears nce signing is cmplete A new ntificatin with direct link t the dcuments appears Ntificatin Flder Signed PDF Check Status Review signature prgress, make changes, r cancel the signature packet Click esign 2 2. Click Check Status 3 3. Click the Check Status buttn next t the esign submissin 39

40 ziplgix Digital Ink Status Mdify Cancel Histry Check Status: Dwnlading r checking the status is available fr 30 days Signing Link Edit Include link Send 40

41 esignatures Yu nw knw hw t: Send frms t be signed using the esign buttn Cnnect with ziplgix Digital Ink r DcuSign Select dcuments t send fr signatures Select signers Review signature areas n the frm and send fr signatures View signed dcuments Flder within zipfrm Plus nce all signing is cmplete Check Status t view signature status in prgress, signers, and make small edits if needed. Managing the file Tips and tricks t quickly saving and sharing infrmatin and wrking mre efficiently in zipfrm Plus and zipvault 41

42 Increasing Yur Success Cngratulatins! Yur clients are referring yu t friends and family. Hw d yu grw yur business? Prfessinalism Save PDFs and ther dcuments nline alngside yur zipfrm Frms using the zipvault feature fr a cmplete transactin file Accuracy Share yur screen r share dcuments nline using the zipcnsult and ziplgix Cmmunity ( Cllabrate ) features built in t zipfrm Plus s clients can review and cntribute t the file, reducing risk Expertise Save Clauses and Templates t ensure yu always have the right legal language and required frms fr a transactin Trust ziplgix files allw yu t wrk securely nline, prtecting yur client s infrmatin fr years t cme. Managing the File Step 1 Step 2 Saving and String Persnalize zipfrm Add flders and dcuments, including PDFs, t the file fr strage and reference, and use Dcument Apprval t mark cntracts and files fr apprval within a brkerage. Use yur Prfile t custmize yur preferences and persnalize yur zipfrm Plus experience. Step 3 Shrtcuts t Save Time Use shrtcuts like Templates and Clauses t save time n current and future transactin files. 42

43 Managing the File Step 1 Step 2 Saving and String Persnalize zipfrm Add flders and dcuments, including PDFs, t the file fr strage and reference, and use Dcument Apprval t mark cntracts and files fr apprval within a brkerage. Use yur Prfile t custmize yur preferences and persnalize yur zipfrm Plus experience. Step 3 Shrtcuts t Save Time Use shrtcuts like Templates and Clauses t save time n current and future transactin files. Online Archives PrTip: Search All files t recver a file that was recently accidentally deleted. Use the List View ptin t see mre details abut files Search by Status, including Clsed, Inactive, r All t find a specific file Search Status List r Icn View Deleted File Expiratin Date 43

44 Update Strage Settings Change the Transactin Status r strage Expiratin Date fr a file as the file prgresses Expiratin Date Transactin Status Imprt r Exprt an Archive Imprt a previusly dwnladed cpy f a zipfrm Transactin t add t this file, r Exprt t save a cpy f this file n yur cmputer as a.zip (Cmpressed) file. Menu Exprt Imprt 44

45 Update r review files n a tablet (such as an ipad) r a phne (such as an iphne), r sign in persn using the TuchSign feature n a tablet Learn mre at zipfrm Mbile esign Update Cntracts Get the zipfrm Mbile Cmpanin at the itunes Stre: Strage and File Management Yu nw knw hw t: Search and srt thrugh zipfrm Plus files Adjust the file expiratin date (zipvault ) and Transactin Status as needed Imprt r Exprt files fr extended strage Mark files fr review and apprval (zipfrm Plus Brker Editin) Use zipfrm Mbile fr phne r tablet access Tap and type t update frms Send fr signatures using the esign buttn Sign in persn with the TuchSign ptin View saved dcuments using zipvault 45

46 Managing the File Step 1 Step 2 Saving and String Persnalize zipfrm Add flders and dcuments, including PDFs, t the file fr strage and reference, and use Dcument Apprval t mark cntracts and files fr apprval within a brkerage. Use yur Prfile t custmize yur preferences and persnalize yur zipfrm Plus experience. Step 3 Shrtcuts t Save Time Use shrtcuts like Templates and Clauses t save time n current and future transactin files. Prfile Abut Me Add yur picture, update cmpany infrmatin, and save an signature Pht Prfile 46

47 Prfile Libraries Organize Libraries f frms the first library is yur default library n the All Frms tab Organize Prfile Prfile Settings Select yur esign prduct, enable autsave, and cnnect t utside services, such as Zapier esign Prfile 47

48 Persnalize zipfrm Plus Yu nw knw hw t: Edit prfile infrmatin Add Pht Edit ffice infrmatin (if individual zipfrm users) Edit the rder f Libraries Add Pht Review the libraries and prducts yu have purchased Update esign and ther Settings Enable Autsave t save frms every fifteen minutes Cnnect t Zapier and ther external services Managing the File Step 1 Step 2 Saving and String Persnalize zipfrm Add flders and dcuments, including PDFs, t the file fr strage and reference, and use Dcument Apprval t mark cntracts and files fr apprval within a brkerage. Use yur Prfile t custmize yur preferences and persnalize yur zipfrm Plus experience. Step 3 Shrtcuts t Save Time Use shrtcuts like Templates and Clauses t save time n current and future transactin files. 48

49 Clauses Cmmn paragraphs, sentences r phrases can be saved and inserted int frm fields quickly. 1 2 Create and save clauses using the Clauses buttn n the Transactins page. 3 Hw t insert a clause: 1. Click n a frm field 2. Click the gray pencil buttn 3. Click the Insert Clause buttn 4. Select the Clause by Categry and Title 5. Click Insert 4 5 Save frms, cntacts, and dcuments t be used as frms packets thrugh the Apply Template ptin when creating r editing a zipfrm Plus transactin file. Click TEMPLATES and then click New t create a template. Templates New TEMPLATES 1. Name and Save yur template 2. Add frms, fllwing the same steps as creating a new transactin 3. Fill ut key infrmatin, such as yur brkerage name and address 4. Save yur template 5. Click TRANSACTIONS t use the template Name Save 49

50 Using a Template Yu can use a template when creating a new transactin by using the Apply Template drp-dwn n the Transactin Details windw. Or, apply a template t an existing transactin with these steps: 1 1. Click Apply Template 2. Select yur template Name 3. Click Apply 2 Frms, dcuments, flders, and ther saved transactin infrmatin are autmatically applied t the file 3 Cntacts Add r save cntacts t create an address bk fr all f yur zipfrm Plus transactins Cntacts Add New Search Click t Edit 50

51 Create an exact cpy f a file, including all frms and dcuments, t easily set up a new ffer fr a buyer, r a repeat listing fr a seller. Shrtcuts Cpy a File Transactin Menu 1. Click n the Transactin Menu Cpy 2. Click Cpy 3. Enter a New Name fr the new file (Nte: the name f the cpied file will be entered by default, s it is imprtant t enter smething new t differentiate the transatins) New Name 4. Click Cpy G Cpy Beynd Integratin and Partners Imprt Cntacts Tp Prducer (Partners) esign DcuSign (esign, Prfile) Transactin Management relay (Transactin Menu, Prfile) SureClse (Transactin Menu) BackAgent (Partners) DcuSign Transactin Rms (Partners) Client Services Updater (Transactin Menu, Partners) Offer Runway (Partners) Hmeminders (Partners) Autmatin Zapier (Prfile) Shrtcuts Partners Transactin Menu 51

52 Set up Time-Saving Tls Yu nw knw hw t: Add Clauses fr future use Use TEMPLATES Create a template (saved packet f frms) Add frms and dcuments Enter key infrmatin, such as yur name and brkerage Edit templates t keep them current Use the Apply Template ptin t start a new file using a template Cpy a file Add CONTACTS fr future use Edit a cntact zipfrm Plus Versins Single Agent Manage yur persnal transactins nline. Cmbine with zipfrm Standard t add ffline access. Team Editin Create and wrk in transactins tgether with any agent n yur team. Keep track f everything with autmatic histry. Brker Editin Manage brkerages, ffices, and teams nline. Create clauses r templates, use file apprval, and wrk seamlessly nline. 52

53 zipfrm Brker Team zipfrm Plus Brker Editin Tls Empwer agents and manage risk with the zipfrm Brker Team multi-user slutin. Manage agents and ffices nline Transactin versight, including transactin and dcument apprval Frms and frm library access cntrls Time-saving and risk reducing tls at the brkerage, ffice, and agent-level include: Transactin Templates (frms packets) Clauses (legal language) Agent and Team management Cmplete transactin histry and easy-t-use interface that agents lve t use Secure dcument and file management(with zipvault ) Access frm any cmputer, r use yur tablet r mbile device (with zipfrm Mbile) zipfrm Plus Team Editin Tls The zipfrm Plus Team Editin allws team members t team up nline, seamlessly sharing infrmatin fr better transactins and smther clsings. Team transactins are shared with ther team members in real time Eliminate repetitive paperwrk Search and filter files based n the transactin wner Create templates t share with the team Team members can create transactins fr ther members Ability t have individual teams, r teams as part f the Brker Editin zipfrm Brker Team 53

54 zipfrm Brker Team File and Dcument Apprval Apprve File Apprve Dcuments Apprval Open r edit frms zipfrm Brker Team Dcument Apprval Apprved By Apprved Dcument(s) Cmments 54

55 Team Editin: Select Agent When creating a transactin in the zipfrm Plus Team Editin, the Agent defaults t the persn creating the transactin. zipfrm Brker Team 1. Use the Agent drp-dwn selectin t assign wnership f this transactin t a different agent Select Agent 2. Click Save This can als be edited at a later date by clicking n the transactin pht fr a zipfrm Plus file. zipfrm Brker Team Administratin An Admin is smene assigned t manage a brkerage, ffice, r team. Admins can manage users and settings, apprve dcuments and transactins, and view reprts and transactins. Click Administratin t access Admin features. Administratin Reprts 55

56 zipfrm Brker Team Glbal, Office, and Agent Levels Shrtcuts and tls, such as Clauses and Templates may be prvided at the Agent (individual), Office (lcatin within the brkerage), r Glbal (everyne in the brkerage) level. The Status is selected when creating the template r clause. Agent Only viewed and used by the user (Agent) wh created this item Office Visible t and can be used within the selected ffice Glbal Visible t and can be used by every user within the brkerage Select status Status zipfrm Plus Brker Team Editin Yu nw knw hw t: Wrk nline in a team r brkerage setting Submit dcument r transactins fr apprval using the dcument and transactin apprval tls Assign a transactin t anther agent n the team using the zipfrm Plus Team Editin Access the Administratin tls if yu are a Brkerage, Office, r Team Admin in zipfrm Plus The difference between Glbal, Office, and Agent levels fr tls, such as Templates and Clauses 56

57 Try it! Reinfrce yur learning Next Steps Sign in t zipfrm Plus Create yur wn zipfrm File t practice Add the frms yu need fr a standard listing r sales presentatin, s yu will be prepared fr yur next client presentatin Explre the features within the file dn t be afraid t try smething new! If yu need t, use the Delete buttn t delete the file Learn mre! Review yur training and increase yur skills Training n Demand Step-by-Step Instructins Click the (?) buttn in zipfrm Plus Live Webinars Sign up fr a future live training at Training and Supprt Training - Training n demand: - Live nline training via webinar: - Click the (?) icn r HELP link fr in-app training and supprt in zipfrm Plus Supprt - Phne supprt: hurs Mnday - Friday - 10 am t 10 pm Eastern Time Saturday and Sunday - Online Supprt, FAQs, and Knwledge Base:

58 Thank Yu Additinal infrmatin and resurces: 58