webinar: 5 lienpilot tricks uncovered

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5 LienPilot Tricks Uncovered

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Post on 26-May-2015

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Accompanying webinar: http://hub.zlien.com/5-lienpilot-tricks-uncovered-webinar zlien's LienPilot platform empowers users to manage projects in any state, calculate and track deadlines and file documents such as preliminary notices and mechanics liens. Did you know the platform also allows users to generate and send lien waivers electronically, file documents under multiple branches or DBAs, and add custom messages to appear on your notices?

TRANSCRIPT

Page 1: Webinar: 5 LienPilot Tricks Uncovered

5 LienPilot Tricks Uncovered

Page 2: Webinar: 5 LienPilot Tricks Uncovered

Credit Academy Webinars:Every Wednesday & Thursday at 1pm CSThttp://www.zlien.com/credit-academy/webinars/

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Webinar Hosts

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• Generating and send lien waivers

• Doing business under multiple names or locations

• Adding custom messages to notices

• Downloading project data

• Certified Mail tracking

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Generate & Send Waivers Electronically

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Build Your Waiver, Sign Electronically and Send Directly From Your LienPilot

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Waiver Express Tab

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Doing business under multiple names or locations

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Operating under DBAs, regions or branches?

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Manage Locations

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Location Name vs. Alternative Name

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Location Name: Internal name that will display in the LienPilot identifying the location

Alternative Name: The name that will appear on any documents filed through the LienPilot (if this is the same name as the “Default Name,” then it can be left blank.

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Assign sub-users to locations

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Adding Custom Messages to Notices

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Add something extra to your notices

“Joint Check Agreement”

“Indicated contract amount is the monthly rental rate”

“Customer & Contract Numbers ___”

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Downloading project data

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Certified Mail Tracker

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Track your mail & download mail pieces

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Let’s log in and see some of

these features in action!