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2015 Annual Forecast2015 YTD
C.A.R. zipForm® Member Benefits
Stats from January through September 2015
o Hosted 55 webinarso 10,679 attended
o 7,392 liveo 3,287 recorded
o 84 outreaches to Local AORs and Brokerages
o 4,200 attended
zipForm® Library UpdateePUBS™ Library
Water Conservation Flyer
What you should know – Drought Facts
Resources to California Drought Assistance Program
zipForm® Library UpdateC.A.R. Library
TRID - “Know before you owe”
It applies to mortgage loan brokers only.
www.car.org/legal
zipForm® Library UpdateC.A.R. Sample Letter Library
Lease Expiration Letter - This letter is to be used only prior to the termination of a fixed term lease
Receipt of Closing -The primary purpose of this letter is for acknowledging receipt of the Closing Disclosure when it is mailed out.
Disclosure Letter Intent to Proceed -The ultimate purpose of this letter is to expedite the process of obtaining a loan
zipForm® Library UpdateProfessional Standards
For Association Staff Only
Disciplinary and Arbitration forms for the administration of a local association’s professional standards program are now available inside
zipForm®. Local AOR staff can fill out, e-fax or e-mail and submit forms to their clients using zipLogix Digital Ink®
Library of forms include: Arbitration Complaint form Disciplinary Complaint form C.A.R. Citation System for Code of Ethics Violations General Information Ethics Advocate form and more!
zipForm® Library UpdateNew – San Francisco (SFCA)
December 2015 Forms Release
BIA COP CPA HOA HOA3 PRBS RLA SBSA SPQ VLPA
Standard Forms Update
2016Forms Release and
Revisions
June and December
Coming January 2016!zipTMS™
What is it? zipTMS™ works seamlessly alongside zipForm® Plus, and adds the
ability to track deadlines, both within and across transactions, through a calendar or checklist view.
Its features also include online collaboration, onlinedocument management, and archiving and storage for closed files.
The zipTMS™ Tasks page provides a comprehensive calendar of important events for every file. Use the Search and Sort tools to change between list view and calendar view, view urgent tasks, and instantly find tasks by name or category.
The Checklist tab is an easy guide to tasks and deadlines for the transaction file. Click the Checklist tab within a transaction file to view the tasks, documents, or calendar for this file.
Coming Soon!FREE Home Insurance Estimates Available Through zipForm®
• Instant home insurance estimate
• Simplified shopping with upfront estimate
• Best-in-class service
• Easy option to call and compare estimate
New Business
Member Discount Program
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Q&A
Thank you!Fatima Sogueco
[email protected](213) 739-8315