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zipForm® Software Update Webinar for California Certified Trainers - April 2014
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• 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
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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.
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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
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November 2014 RPA Forms Update
• Available inside zipForm® on Monday, 11/24
• Send comments to [email protected]
• More information: www.car.org/legal
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Goodbye zipForm® 6 Professional!
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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
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It only takes 3 easy steps to upgrade• Step 1: Log into zipForm® from www.car.org and click
“Access Now”
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2
3
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Service Provider Integration with zipForm® Plus
FILL OUT YOUR FORMS WITH ONE CLICK!
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Find us in the forms1. Open the RPA-CA (California Residential
Purchase Agreement) in zipForm
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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
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Have a question for us?• Find our website link on the home page of
zipForm1.Click the Service Providers icon
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Simply click our logo to visit our website
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We’re in your zipForm address book!
• Email or fax us information for your transaction1.Hit the Send icon
Go Beyond
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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
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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
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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
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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
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Change your hyperlinks!
• Instead of http://www.car.org/tools/zipform6/
• Use http://www.car.org/tools/zipform/
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Amy A. UlloazipForm Product CoordinatorPhone: 213.739.8268Fax: 213.739.7292E-mail: [email protected]
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THANK YOU!Fatima Sogueco
Senior Software Product Coordinator
Mobile: 818-383-1135
C.A.R. Customer [email protected]
WWW.CAR.ORG/TOOLS/ZIPFORM