ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products...
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Transcript of ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products...
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zipForm® User GroupWednesday 1/23/201310 a.m. - 11 a.m.
Fatima SoguecoSenior Software Products [email protected]
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135,835 total active zipForm® accounts in 2012
December 2012 – 8,744 upgraded to zipForm® Professional (online version)
December 2012 – 149 upgraded to zipForm® Standard (offline version)
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Additional C.A.R. Benefits
34,495 Total number of users in 2012 259,139 Total number of transactions in 2012 607, 237 Total number of E-mails sent for digital
signatures
10,427 Total number of users in 2012 51,824 Total number of transactions in 2012
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In 2012, the C.A.R. zipForm® department offered 250 online-webinar training reaching over 25,000 members. In addition, visited 80 local AORs touching over 5,500 members.
Attend a free webinar training! Visit www.car.org/tools/zipForm6/ to register
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Sign-up for Additional Training!
Free zipForm® visit to Local AOR
zipForm® for DRE Credit Training 2 CE for zipForm® 6 Basics 2 CE for zipLogix Digital Ink® and zipVault®
Webinar/online training On-demand videos
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Additional zipForm® Tools
Forms Advisor® - online forms advice
Forms Tutor® - online form completion instructions
C.A.R. Forms Help Line - assists with the basic usage and/or clause definitions of the forms
ePUBS® for zipForm® 6 – digital Combined Hazards book
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New Member Benefit Libraries Inside zipForm® 6
I. C.A.R. Sample Letter Library 24 letter templates with instructions Allows REALTORS® to assist themselves
or clients without drafting legal language on their own
Pre-printed language satisfies statutory requirements when applicable
II. DRE FormsContains most commonly used licensing,
mortgage lending and trust fund forms from California Department of Real Estate
Conveniently grouped into categories, all in one place
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zipFormMLS-Connect® which allows you to pull in MLS listing data into the forms, became a member benefit January 1st.
• 11 MLS have signed the data access agreement
• Giving access to 95,800 members at 57 local associations
• Welcome to our latest MLS: CRMLS (which is currently in process), Fresno, Imperial County, Ridgecrest Area, South Tahoe, and The MLS/CLAW (also in process)
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12 FREE Hours Online CE Courses!
C.A.R.’s newest member benefit Delivered online – available 24/7 Choose from over 20 courses Learn from most tablet devices Accredited by the DRE
store.car.org/12FreeCE
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Updates
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New Navigation Page
After clicking “Continue to zipLogix Digital Ink®” users will experience an step-by-step flow that guides you through the sending process.
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Easily recognizable icons to quickly identify actions and speed up preparation
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Floating tool palettes make it easy either to get to critical tools or simply move them out of the way
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Display or Hide Party List
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Now available inside zipForm® Mobile Web Edition
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Select “Sign with zipLogix Digital Ink®” to begin signing process
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Select C.A.R. Forms to send for e-sign
Select zipVault® documents to e-sign
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Form fields are pre-tagged! No more drag and dropping of signature tags on C.A.R. forms
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Use “Add Party “ button to include additional signers. Highlight “CC” checkboxes to send all parties the signed copies of the forms
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Tag for Signature
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Signing using zipLogix Digital Ink®
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1. Click “START” button
2. Assign a Pin Code and click “On to View/Sign”
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Select “Click Here to Sign” to populate digital signatures on the form
Click “Confirm Signature” to complete signature process
1
2
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TouchSign™ is a FREE upgrade service to REALTOR® members that belong to one of these AORs:
Beverly Hills/Greater Los Angeles Chico Citrus Valley Downey Victor Valley
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Meet Online, Close the Deal
Share your screen with clients online and review zipForm® Transactions
Meet faster, attendees utilizing saved contacts in your zipForm® address book
Video conferencing brings face to face client meetings online
Conference calling and text chat keeps participants engaged
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Broker Version User Authentication
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Tracking and Processing zipForm® 6 Abusers
Value to C.A.R. membership REALTOR® members only Software License Agreement
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New zipForm® VersionComing in 2013
New Version of zipForm® - releasing in 2013
Eliminating the requirement to install Java
Easier navigation
More features and functions
Compatible with multiple Internet browsers
Both versions will be available for 2013 Members can switch back and forth
Look for more information coming soon!
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THANK YOU!From
C.A.R.’s zipForm® Team