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zipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator [email protected] 213-739-8315

ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator [email protected] 213-739-8315

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Page 1: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

zipForm® User GroupWednesday 1/23/201310 a.m. - 11 a.m.

Fatima SoguecoSenior Software Products [email protected]

Page 2: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

135,835 total active zipForm® accounts in 2012

December 2012 – 8,744 upgraded to zipForm® Professional (online version)

December 2012 – 149 upgraded to zipForm® Standard (offline version)

Page 3: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

Additional C.A.R. Benefits

34,495 Total number of users in 2012 259,139 Total number of transactions in 2012 607, 237 Total number of E-mails sent for digital

signatures

10,427 Total number of users in 2012 51,824 Total number of transactions in 2012

Page 4: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

In 2012, the C.A.R. zipForm® department offered 250 online-webinar training reaching over 25,000 members. In addition, visited 80 local AORs touching over 5,500 members.

Attend a free webinar training! Visit www.car.org/tools/zipForm6/ to register

Page 5: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

Sign-up for Additional Training!

Free zipForm® visit to Local AOR

zipForm® for DRE Credit Training 2 CE for zipForm® 6 Basics 2 CE for zipLogix Digital Ink® and zipVault®

Webinar/online training On-demand videos

Page 6: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

Additional zipForm® Tools

Forms Advisor® - online forms advice

Forms Tutor® - online form completion instructions

C.A.R. Forms Help Line - assists with the basic usage and/or clause definitions of the forms

ePUBS® for zipForm® 6 – digital Combined Hazards book

Page 7: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

New Member Benefit Libraries Inside zipForm® 6

I. C.A.R. Sample Letter Library 24 letter templates with instructions Allows REALTORS® to assist themselves

or clients without drafting legal language on their own

Pre-printed language satisfies statutory requirements when applicable

II. DRE FormsContains most commonly used licensing,

mortgage lending and trust fund forms from California Department of Real Estate

Conveniently grouped  into categories, all in one place

Page 8: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

 zipFormMLS-Connect® which allows you to pull in MLS listing data into the forms, became a member benefit January 1st.

• 11 MLS have signed the data access agreement

• Giving access to 95,800 members at 57 local associations

• Welcome to our latest MLS: CRMLS (which is currently in process), Fresno, Imperial County, Ridgecrest Area, South Tahoe, and The MLS/CLAW (also in process)

Page 9: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

12 FREE Hours Online CE Courses!

C.A.R.’s newest member benefit Delivered online – available 24/7 Choose from over 20 courses Learn from most tablet devices Accredited by the DRE

store.car.org/12FreeCE

Page 10: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

Updates

Page 11: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

New Navigation Page

After clicking “Continue to zipLogix Digital Ink®” users will experience an step-by-step flow that guides you through the sending process.

Page 12: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

Easily recognizable icons to quickly identify actions and speed up preparation

Page 13: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

Floating tool palettes make it easy either to get to critical tools or simply move them out of the way

Page 14: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315
Page 15: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

Display or Hide Party List

Page 16: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315
Page 17: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

Now available inside zipForm® Mobile Web Edition

Page 18: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

Select “Sign with zipLogix Digital Ink®” to begin signing process

Page 19: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

Select C.A.R. Forms to send for e-sign

Select zipVault® documents to e-sign

Page 20: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

Form fields are pre-tagged! No more drag and dropping of signature tags on C.A.R. forms

Page 21: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

Use “Add Party “ button to include additional signers. Highlight “CC” checkboxes to send all parties the signed copies of the forms

Page 22: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

Tag for Signature

Page 23: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

Signing using zipLogix Digital Ink®

Page 24: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

1. Click “START” button

2. Assign a Pin Code and click “On to View/Sign”

Page 25: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

Select “Click Here to Sign” to populate digital signatures on the form

Click “Confirm Signature” to complete signature process

1

2

Page 26: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

TouchSign™ is a FREE upgrade service to REALTOR® members that belong to one of these AORs:

Beverly Hills/Greater Los Angeles Chico Citrus Valley Downey Victor Valley

Page 27: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

Meet Online, Close the Deal

Share your screen with clients online and review zipForm® Transactions

Meet faster, attendees utilizing saved contacts in your zipForm® address book

Video conferencing brings face to face client meetings online

Conference calling and text chat keeps participants engaged

Page 28: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

Broker Version User Authentication

Page 29: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315
Page 30: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315
Page 31: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315
Page 32: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315
Page 33: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315
Page 34: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315
Page 35: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315
Page 36: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

Tracking and Processing zipForm® 6 Abusers

Value to C.A.R. membership REALTOR® members only Software License Agreement

Page 37: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

New zipForm® VersionComing in 2013

New Version of zipForm® - releasing in 2013

Eliminating the requirement to install Java

Easier navigation

More features and functions

Compatible with multiple Internet browsers

Both versions will be available for 2013 Members can switch back and forth

Look for more information coming soon!

Page 38: ZipForm® User Group Wednesday 1/23/2013 10 a.m. - 11 a.m. Fatima Sogueco Senior Software Products Coordinator fatimas@car.org 213-739-8315

THANK YOU!From

C.A.R.’s zipForm® Team