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zipForm® Software Update Webinar for California Certified Trainers - April 2014
• Welcome!• Statistics – zipForm® 2014 Software Renewal
usage/conversions• April 2014 C.A.R. Standard Forms Update• November 2014 RPA Forms Update
What’s Next• zipForm® 6 Professional: Cut-off date – June 2014o What zipForm® users need to knowo Additional training
• Service Provider Integration with zipForm®• Q&A
Agenda
STATEMENT OF PURPOSE The purpose is to enhance the value of the zipForm® Member Benefit including add-on products, and will focus exclusively on the functionality of the assigned electronic forms.
April 2014 C.A.R. Standard Forms Update
• Available inside zipForm® on Monday 4/27
• NEW FORM: Representative Capacity Signature Addendum (RCSA)
• More info: www.car.org/legal
November 2014 RPA Forms Update
• Available inside zipForm® on Monday, 11/24
• Send comments to [email protected]
• More information: www.car.org/legal
Goodbye zipForm® 6 Professional!
What you need to know
• Cut-off date to upgrade to zipForm® Plus is Monday, June 2
• Previous Transactions, Templates and Contacts will automatically transfer to the new version
• zipForm® 6 Standard (desktop) version will remain the same
It only takes 3 easy steps to upgrade• Step 1: Log into zipForm® from www.car.org and click
“Access Now”
2
3
Service Provider Integration with zipForm® Plus
FILL OUT YOUR FORMS WITH ONE CLICK!
Find us in the forms1. Open the RPA-CA (California Residential
Purchase Agreement) in zipForm
2. Scroll to the second page of the RPA-CA
3. Find Home Warranty companies such as Old Republic, Fidelity National Home Warranty or First American Home Buyers Protection in section 4D(6) for home warranty
Have a question for us?• Find our website link on the home page of
zipForm1.Click the Service Providers icon
Simply click our logo to visit our website
We’re in your zipForm address book!
• Email or fax us information for your transaction1.Hit the Send icon
Go Beyond
2. Click the Business Card icon
3. Click the Service Providers tab
4. Checkmark Old Republic Home Protection or the representative that you work with
Trainer’s Tips-and-Tricks
1. Is zipForm® Mobile available on Tablets and Smartphone devices?
Answer: Yes
2. Can you E-sign documents from your mobile device?
Answer: Yes
A member benefit to the following Local Associations
Beverly Hills/Greater Los AngelesChico
Citrus ValleyDowney
East ValleyRancho Southeast
Victor ValleyWest San Gabriel
$12.95/yearLog in: M.ZIPFORMONLINE.COM
from your Smartphone or Tablet*
*If you’re using iPhone or iPad – Search us under “zipForm” and download the App
Take Aways
• Ignore Java Prompts to install• Customize Profile
– Especially eSignature
• Use integrated Service Providers & Partners to speed up transaction process
• Promote zipForm® Mobile • Continue to utilize the “Feedback” button
Change your hyperlinks!
• Instead of http://www.car.org/tools/zipform6/
• Use http://www.car.org/tools/zipform/
Amy A. UlloazipForm Product CoordinatorPhone: 213.739.8268Fax: 213.739.7292E-mail: [email protected]
THANK YOU!Fatima Sogueco
Senior Software Product Coordinator
Mobile: 818-383-1135
C.A.R. Customer [email protected]
WWW.CAR.ORG/TOOLS/ZIPFORM