ZipForms Workflows That Wow: Steps to Organized Transactions

Posted by Kevin McElroy on Feb 27, 2024 10:00:00 AM

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Whether you are a seasoned zipForms user or new to their use, this training is your gateway to working smarter and providing optimum service to your clients.

As part of your REALTOR® member benefit, this training is available at no additional cost! 

Real estate professionals need the right tools to efficiently manage the transactions that are critical to client and personal success. This one-hour live online training will equip REALTORS® with the skills and insights to revolutionize workflow and client interactions.

Secure your spot now and learn how to let zipForms handle the heavy lifting, allowing you to focus on what truly matters - building relationships and closing deals!

Wednesday | March 13th, 2024
11:00 AM to 12:00 PM
Live via Zoom
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          Register          

Here is what the session will cover: 

  • Digital Signatures: Go paperless and simplify signatures using zipForm's eSignature capabilities.
  • Form Editor: Easily create custom, professional forms within zipForm.
  • zipCommunity & Sharing: Securely collaborate and share forms with clients and agents.
  • Templates: Save time by setting up and reusing custom templates.
  • Checklists & Tasks: Stay organized with automated reminders for each transaction.
  • Logging Emails: Keep client communications organized in one place.
  • Q&A: Get expert answers to your zipForm questions.

Ed_10_24_19_SquareMeet the Speaker: 
Edward Charboneau is the REALTOR® Training and Transaction Manager at the California Association of REALTORS® and has been for the last 6 years. Ed is involved in zipForm® Plus product support, outreach, and education for REALTORS®. Ed is also running the Inspector Certification Program for C.A.R. Ed has been working in Real Estate for 15 years and has done everything from Website development for brokerages to real estate appraisals.

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PSAR's Mission is to empower Real Estate Professionals

Since 1928, the Pacific Southwest Association of REALTORS® has played a significant role in shaping the history, growth and development of the Real Estate industry in San Diego County.

Topics: Education