Completing Contracts Online

Transcription

1 Cmpleting Cntracts Online Getting started using zipfrm Plus t cmplete cntracts nline quickly and efficiently 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. 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 2

3 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 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 3

4 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 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 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. Start a New File 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 File Name The Name als prints in the lwer righthand crner f the frms in this file Client names r prperty addresses are cmmnly used 5

6 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 Templates Templates can be created by yu frm the TEMPLATES page 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 Save 6

7 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 Add Frm 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 7

8 Saving and String Files Online Use the Add Dcument buttn t add cmputer files, like PDFs A. Click Add Dcument Shrtcuts B. Brwse fr the file n yur cmputer A C. Click OK B C 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 8

9 Add Flders t Organize Files Flders grup tgether related dcuments and frms within a zipfrm Transactin. Shrtcuts A. Click Add Flder B. Enter a name fr the new flder A C. Click OK Click and drag frms r dcuments frm the Dcuments List t the flder in rder t add them t the flder. C B 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 9

10 Shrtcuts Prperty Tab Cmplete r update infrmatin abut the prperty MLS Cnnect Shrtcuts Histry Tab Track updates, events, and cmmunicatins autmatically Search 10

11 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 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 11

12 Open a Frm (Cntract) Click nce n a frm in the Dcuments tab t pen and fill it ut Open Click and Type t Fill Out Frm Fields Frm Field 12

13 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 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 13

14 Shrtcuts Transactin Infrmatin/Cver Sheet Use the methd yu prefer t enter file infrmatin MLS Cnnect MLS Cnnect Transactin Infrmatin Cver_Sheet Frm Shrtcuts Full Screen Buttn View larger cntracts t make it easier t cmplete frm text Full Screen 14

15 Shrtcuts Fastfill Buttn Strips away frm language, leaving nly the fields t fill ut Fastfill Shrtcuts Highlight Text Click and drag t select text, then click Highlight Duble-click n highlighted text t remve highlighting Highlight 15

16 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 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 ) 16

17 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 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 17

18 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. 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 18

19 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 Save Changes Changes are als saved when yu add frms, switch frms, r use Fastfill Save 19

20 Send ( /fax) r e-sign Send and share frms directly frm the frms page, r send frm the Dcuments tab inside the file. Send e-sign 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 20

21 Cllabrate Online Share cntracts and let thers fill in cntract infrmatin as needed yu are always in cntrl Cllabrate Share frms and dcuments 1. Click Add a persn 2. (Optinal) Allw them t edit frms 3. Click the check bx t select frms and dcuments t share 4. Click Save t save changes 5. Click Send Cllabrate Online This sends a ziplgix Cmmunity (Cllabratin) link t the recipient(s) 21

22 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 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 22

23 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 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 23

24 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:

25 Thank Yu Additinal infrmatin and resurces: 25