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Ziplogix Training

Ziplogix Training
Introduction, Set-Up & Using zipLogix® for your Business!

Two Sessions Available:

  1. 10:00 a.m. - 12:00 p.m.
  2. 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 - 11/28/2018 3:00 PM
Where
Greater Boston Real Estate Board
Three Center Plaza, Mezzanine Suite
Boston, MA United States

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FieldSet
Date
DATE
Nov 28, 2018
FieldSet
Time
TIME
10:00AM - 3:00PM
FieldSet
Location
LOCATION
Greater Boston Real Estate Board
Three Center Plaza, Mezzanine Suite
Boston, MA
FieldSet
Contact
CONTACT
Mai Tran
(617) 399-7857
mtran@gbreb.com