Tools to Manage Your Real Estate Transaction 7/9/24

Description

In this class, we will examine and demonstrate the operation of three invaluable real estate tools: zipForm Plus®, zipTMS™ and DocuSign. 

We will cover: 

• zipForm Plus® nka Transactions (zipForm Edition): Program layout and construction, creating new transactions, adding Contacts, Document management, filling out forms, using form tools such as Strikeout, Highlight and creating and deploying templates; 
• zipTMS™ nka Transaction Management System™: Creating and maintaining the Checklist (Timeline), Collaborating with others in your transaction, the History File and Notes; 
• DocuSign: Program layout and construction, setting up a signature envelope, using templates, integration with zipForm Plus® and the consumer experience. 

Instructor: Robin Sagadraca, certified zipLogix™ Instructor, certified DocuSign Real Estate Trainer