Online Real Estate Transactions with zipForm®
Managing the file
Tips and tricks to quickly saving and sharing information and
working more efficiently in zipForm® Plus and zipVault®
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Increasing Your Success
Congratulations! Your clients are referring you to friends and family.
How do you grow your business?
 Professionalism – Save PDFs and other documents online alongside your zipForm®
Forms using the zipVault® feature for a complete transaction file
 Accuracy – Share your screen or share documents online using the zipConsult™ and
zipLogix Community (“Collaborate”) features built in to zipForm® Plus so clients can
review and contribute to the file, reducing risk
 Expertise – Save Clauses and Templates to ensure you always have the right legal
language and required forms for a transaction
 Trust – zipLogix files allow you to work securely online, protecting your client’s
information for years to come.
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Online Real Estate Transactions with zipForm®
Managing the File
Step 1
Saving and
Storing
Add folders and documents, including PDFs, to
the file for storage and reference, and use
Document Approval to mark contracts and files
for approval within a brokerage.
Step 2
Personalize
zipForm®
Use your Profile to customize your preferences
and personalize your zipForm® Plus experience.
Step 3
Shortcuts to
Save Time
Use shortcuts like Templates and Clauses to
save time on current and future transaction
files.
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Managing the File
Step 1
Saving and
Storing
Add folders and documents, including PDFs, to
the file for storage and reference, and use
Document Approval to mark contracts and files
for approval within a brokerage.
Step 2
Personalize
zipForm®
Use your Profile to customize your preferences
and personalize your zipForm® Plus experience.
Step 3
Shortcuts to
Save Time
Use shortcuts like Templates and Clauses to
save time on current and future transaction
files.
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Online Real Estate Transactions with zipForm®
Online Archives
•
•
ProTip: Search “All” files to
recover a file that was
recently accidentally
deleted.
Use the List View
option to see more details about files
Search by Status, including “Closed”, “Inactive”, or “All” to find a specific file
Search Status
List or Icon View
Expiration Date
Deleted File
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Update Storage Settings
Change the Transaction Status or storage Expiration Date for a
file as the file progresses
Expiration Date
Transaction Status
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Online Real Estate Transactions with zipForm®
Import or Export an Archive
Import a previously downloaded copy of a zipForm® Transaction to add to this
file, or Export to save a copy of this file on your computer as a .ZIP (Compressed)
file.
Menu
Import
Export
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zipForm® Mobile
Update or review files on a
tablet (such as an iPad) or
a phone (such as an
iPhone), or sign in person
using the TouchSign feature
on a tablet
eSign
eMail
Update Contracts
Learn more at www.zipLogix.com/mobile
Get the zipForm® Mobile Companion at
the iTunes Store:
https://itunes.apple.com/us/app/zipformmobile-companion/id538083561
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Online Real Estate Transactions with zipForm®
Storage and File Management
You now know how to:
 Search and sort through zipForm® Plus files
• Adjust the file expiration date (zipVault®) and Transaction Status as
needed
 Import or Export files for extended storage
 Mark files for review and approval (zipForm® Plus Broker Edition)
 Use zipForm® Mobile for phone or tablet access
• Tap and type to update forms
• Send for signatures using the eSign button
• Sign in person with the TouchSign® option
• View saved documents using zipVault®
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Managing the File
Step 1
Saving and
Storing
Add folders and documents, including PDFs, to
the file for storage and reference, and use
Document Approval to mark contracts and files
for approval within a brokerage.
Step 2
Personalize
zipForm®
Use your Profile to customize your preferences
and personalize your zipForm® Plus experience.
Step 3
Shortcuts to
Save Time
Use shortcuts like Templates and Clauses to
save time on current and future transaction
files.
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Online Real Estate Transactions with zipForm®
Profile
About Me
• Add your picture, update company information, and save an
email signature
Photo
Profile
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Profile
Libraries
• Organize Libraries of forms – the first library is your default
library on the All Forms tab
Organize
Profile
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Online Real Estate Transactions with zipForm®
Profile
Settings
• Select your eSign product, enable autosave, and connect to
outside services, such as Zapier
eSign
Profile
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Personalize zipForm® Plus
You now know how to:
 Edit profile information
• Add Photo
• Edit office information (if individual zipForm® users)
 Edit the order of Libraries
• Add Photo
• Review the libraries and products you have purchased
 Update eSign and other Settings
• Enable Autosave to save forms every fifteen minutes
• Connect to Zapier and other external services
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Online Real Estate Transactions with zipForm®
Managing the File
Step 1
Saving and
Storing
Add folders and documents, including PDFs, to
the file for storage and reference, and use
Document Approval to mark contracts and files
for approval within a brokerage.
Step 2
Personalize
zipForm®
Use your Profile to customize your preferences
and personalize your zipForm® Plus experience.
Step 3
Shortcuts to
Save Time
Use shortcuts like Templates and Clauses to
save time on current and future transaction
files.
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Clauses
1
Common paragraphs, sentences or phrases can
be saved and inserted into form fields quickly.
•
Create and save clauses using the Clauses
button on the Transactions page.
3
How to insert a clause:
1.
2.
3.
4.
5.
Click on a form field
Click the gray pencil button
Click the Insert Clause button
Select the Clause by Category and Title
Click Insert
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Online Real Estate Transactions with zipForm®
Templates
Save forms, contacts, and documents to
be used as forms packets through the
Apply Template option when creating or
editing a zipForm® Plus transaction file.
Click TEMPLATES and then click New to
create a template.
1.
2.
3.
4.
5.
TEMPLATES
New
Name and Save your template
Add forms, following the same steps
as creating a new transaction
Fill out key information, such as your
brokerage name and address
Save your template
Click TRANSACTIONS to use the
template
Name
Save
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Using a Template
You can use a template when creating
a new transaction by using the Apply
Template drop-down on the Transaction
Details window. Or, apply a template to
an existing transaction with these steps:
1.
Click Apply Template
2.
Select your template Name
3.
Click Apply
2
Forms, documents, folders, and other
saved transaction information are
automatically applied to the file
3
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Online Real Estate Transactions with zipForm®
Contacts
Add or save contacts to create an address book for all of your
zipForm® Plus transactions
Contacts
Add New
Search
Click to Edit
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Shortcuts
Copy a File
Create an exact copy of a file,
including all forms and documents, to
easily set up a new offer for a buyer, or
a repeat listing for a seller.
Transaction Menu
1.
Click on the Transaction Menu
2.
Click Copy
3.
Enter a New Name for the new file
(Note: the name of the copied file
will be entered by default, so it is
important to enter something new
to differentiate the transations)
4.
Click Copy
Copy
New Name
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Copy
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Online Real Estate Transactions with zipForm®
Shortcuts
Integration and Partners
Import Contacts
•
Top Producer® (Partners)
eSign
•
DocuSign® (eSign, Profile)
Transaction Management
•
relay® (Transaction Menu, Profile)
•
SureClose (Transaction Menu)
•
BackAgent (Partners)
•
DocuSign® Transaction Rooms (Partners)
Client Services
•
Updater (Transaction Menu, Partners)
•
Offer Runway (Partners)
•
Homeminders (Partners)
Automation
•
Zapier (Profile)
Transaction Menu
Partners
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Set up Time-Saving Tools
You now know how to:
 Add Clauses for future use
 Use TEMPLATES
• Create a template (saved packet of forms)
o Add forms and documents
o Enter key information, such as your name and brokerage
• Edit templates to keep them current
• Use the Apply Template option to start a new file using a template
• Copy a file
 Add CONTACTS for future use
• Edit a contact
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Online Real Estate Transactions with zipForm®
zipForm® Plus Versions
Single Agent
Team Edition
Broker Edition
Manage your personal
transactions online.
Combine with zipForm®
Standard to add offline
access.
Create and work in
transactions together
with any agent on your
team. Keep track of
everything with
automatic history.
Manage brokerages,
offices, and teams
online. Create clauses
or templates, use file
approval, and work
seamlessly online.
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zipForm® Broker Team
zipForm® Plus Broker Edition Tools
Empower agents and manage risk with the
zipForm® Broker Team multi-user solution.
o
o
o
o
o
o
o
Manage agents and offices online
Transaction oversight, including transaction and
document approval
Forms and form library access controls
Time-saving and risk reducing tools at the brokerage,
office, and agent-level include:
• Transaction Templates (forms packets)
• Clauses (legal language)
• Agent and Team management
Complete transaction history and easy-to-use interface
that agents love to use
Secure document and file management(with zipVault®)
Access from any computer, or use your tablet or mobile
device (with zipForm® Mobile)
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Online Real Estate Transactions with zipForm®
zipForm® Broker Team
zipForm® Plus Team Edition Tools
The zipForm® Plus Team Edition
allows team members to team up
online, seamlessly sharing
information for better transactions
and smoother closings.
o
o
o
o
o
o
Team transactions are shared with other
team members in real time
Eliminate repetitive paperwork
Search and filter files based on the
transaction owner
Create templates to share with the team
Team members can create transactions
for other members
Ability to have individual teams, or teams
as part of the Broker Edition
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zipForm® Broker Team
File and Document Approval
Approve File
Approve
Documents
Open or
edit forms
Approval
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Online Real Estate Transactions with zipForm®
zipForm® Broker Team
Document Approval Email
Approved By
Approved Document(s)
Comments
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zipForm® Broker Team
Team Edition: Select Agent
When creating a transaction in the
zipForm® Plus Team Edition, the
Agent defaults to the person creating
the transaction.
1.
2.
Use the Agent drop-down selection
to assign ownership of this
transaction to a different agent
Select Agent
Click Save
This can also be edited at a later date
by clicking on the transaction photo for
a zipForm® Plus file.
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Online Real Estate Transactions with zipForm®
zipForm® Broker Team
Administration
An Admin is someone assigned to manage a brokerage, office, or team.
•
•
Admins can manage users and settings, approve documents and
transactions, and view reports and transactions.
Click Administration to access Admin features.
Administration
Reports
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zipForm® Broker Team
Global, Office, and Agent Levels
Shortcuts and tools, such as Clauses and Templates may be
provided at the Agent (individual), Office (location within the
brokerage), or Global (everyone in the brokerage) level.
The Status is selected when creating the template or clause.
•
•
•
Agent – Only viewed and used by the user (Agent) who created this item
Office – Visible to and can be used within the selected office
Global – Visible to and can be used by every user within the brokerage
Select status
Status
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Online Real Estate Transactions with zipForm®
zipForm® Plus Broker Team Edition
You now know how to:
 Work online in a team or brokerage setting
 Submit document or transactions for approval using the document and transaction
approval tools
 Assign a transaction to another agent on the team using the zipForm® Plus Team
Edition
 Access the Administration tools if you are a Brokerage, Office, or Team Admin in
zipForm® Plus
 The difference between Global, Office, and Agent levels for tools, such as Templates
and Clauses
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Next Steps
•
Try it! Reinforce your learning
o Sign in to zipForm® Plus
o Create your own zipForm® File to practice
• Add the forms you need for a standard listing or sales presentation, so you
will be prepared for your next client presentation
• Explore the features within the file – don’t be afraid to try something new!
• If you need to, use the “Delete” button to delete the file
•
Learn more! Review your training and increase your skills
o Training on Demand – www.YouTube.com/ziplogix
o Step-by-Step Instructions – Click the (?) button in zipForm® Plus
o Live Webinars – Sign up for a future live training at www.zipLogix.com
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Online Real Estate Transactions with zipForm®
Training and Support
Training
Support
-
-
-
Training on demand:
www.youtube.com/ziplogix
Live online training via webinar:
www.zipLogix.com/training
Click the (?) icon or HELP link for
in-app training and support in
zipForm® Plus
Phone support:
586-840-0140
-
-
24 hours Monday - Friday
10 am to 10 pm Eastern Time Saturday and
Sunday
Online Support, FAQs, and
Knowledge Base:
http://support.zipLogix.com
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Thank You
Additional information and resources:
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