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Ziplogix Training
Introduction, Set-Up & Using zipLogix® for your Business!
Two Sessions Available:
10:00 a.m. - 12:00 p.m.
1:00 p.m. - 3:00 p.m.
Agent Dash Board Overview (agent overview, screen size, scroll down, guided help)
Set up profile
Set up templates, contacts, transactions & using the help feature
Filling out forms, Printing/Emailing/Faxing
E-signing forms using DocuSign or zipLogix® e-signature
Viewing completed signed packages
zipLogix® Tips for keeping organized.
Transaction, property using MLS connect (pulling info in from MLS)
Adding all parties to transactions, upload forms lead paint, seller's disclosure etc.
Setting permanent info in templates, auto updates in templates, highlight or strikeout
Split PDF (i.e. Lead Paint form)
Filter: active, pending, closed. Will calculate in agent dashboard. Key in purchase summary under transaction
Task, Checklist, Calendar, Clause and more.
You must Activate & Access Your FREE zipForm® Plus Account prior to attending the class
When
11/28/2018 10:00 AM - 3:00 PM
Where
Greater Boston Real Estate Board Three Center Plaza, Mezzanine Suite Boston, MA UNITED STATES
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Date
DATE
Nov 28, 2018
Time
TIME
10:00AM - 3:00PM
Location
LOCATION
Greater Boston Real Estate Board
Three Center Plaza, Mezzanine Suite
Boston, MA
Contact
CONTACT
Mai Tran, C2EX, CIPS
(617) 399-7857
[email protected]
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