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zipForm® Open Forum 10AM-11AM Fatima Sogueco zipForm® Products Supervisor [email protected]

ZipForm® Open Forum 10AM-11AM Fatima Sogueco zipForm® Products Supervisor [email protected]

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Page 1: ZipForm® Open Forum 10AM-11AM Fatima Sogueco zipForm® Products Supervisor fatimas@car.org

zipForm® Open Forum

10AM-11AM

Fatima SoguecozipForm® Products Supervisor

[email protected]

Page 2: ZipForm® Open Forum 10AM-11AM Fatima Sogueco zipForm® Products Supervisor fatimas@car.org

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2015 Annual Forecast2015 YTD

C.A.R. zipForm® Member Benefits

Page 3: ZipForm® Open Forum 10AM-11AM Fatima Sogueco zipForm® Products Supervisor fatimas@car.org

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

Page 4: ZipForm® Open Forum 10AM-11AM Fatima Sogueco zipForm® Products Supervisor fatimas@car.org

zipForm® Library UpdateePUBS™ Library

Water Conservation Flyer

What you should know – Drought Facts

Resources to California Drought Assistance Program

Page 5: ZipForm® Open Forum 10AM-11AM Fatima Sogueco zipForm® Products Supervisor fatimas@car.org

zipForm® Library UpdateC.A.R. Library

TRID - “Know before you owe”

It applies to mortgage loan brokers only.

www.car.org/legal

Page 6: ZipForm® Open Forum 10AM-11AM Fatima Sogueco zipForm® Products Supervisor fatimas@car.org

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

Page 7: ZipForm® Open Forum 10AM-11AM Fatima Sogueco zipForm® Products Supervisor fatimas@car.org

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!

Page 8: ZipForm® Open Forum 10AM-11AM Fatima Sogueco zipForm® Products Supervisor fatimas@car.org

zipForm® Library UpdateNew – San Francisco (SFCA)

Page 9: ZipForm® Open Forum 10AM-11AM Fatima Sogueco zipForm® Products Supervisor fatimas@car.org

December 2015 Forms Release

BIA COP CPA HOA HOA3 PRBS RLA SBSA SPQ VLPA

Standard Forms Update

2016Forms Release and

Revisions

June and December

Page 10: ZipForm® Open Forum 10AM-11AM Fatima Sogueco zipForm® Products Supervisor fatimas@car.org

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.

Page 11: ZipForm® Open Forum 10AM-11AM Fatima Sogueco zipForm® Products Supervisor fatimas@car.org

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.

Page 12: ZipForm® Open Forum 10AM-11AM Fatima Sogueco zipForm® Products Supervisor fatimas@car.org

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.

Page 13: ZipForm® Open Forum 10AM-11AM Fatima Sogueco zipForm® Products Supervisor fatimas@car.org

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

Page 14: ZipForm® Open Forum 10AM-11AM Fatima Sogueco zipForm® Products Supervisor fatimas@car.org

New Business

Page 15: ZipForm® Open Forum 10AM-11AM Fatima Sogueco zipForm® Products Supervisor fatimas@car.org

Member Discount Program

Page 16: ZipForm® Open Forum 10AM-11AM Fatima Sogueco zipForm® Products Supervisor fatimas@car.org

YouTube.com/zipLogix

Page 17: ZipForm® Open Forum 10AM-11AM Fatima Sogueco zipForm® Products Supervisor fatimas@car.org

Q&A

Page 18: ZipForm® Open Forum 10AM-11AM Fatima Sogueco zipForm® Products Supervisor fatimas@car.org

Thank you!Fatima Sogueco

[email protected](213) 739-8315