webinar: 5 lienpilot tricks uncovered

5 LienPilot Tricks Uncovered

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

Webinar Hosts

• Generating and send lien waivers

• Doing business under multiple names or locations

• Adding custom messages to notices

• Downloading project data

• Certified Mail tracking

Generate & Send Waivers Electronically

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

Waiver Express Tab

Doing business under multiple names or locations

Operating under DBAs, regions or branches?

Manage Locations

Location Name vs. Alternative Name

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.

Assign sub-users to locations

Adding Custom Messages to Notices

Add something extra to your notices

“Joint Check Agreement”

“Indicated contract amount is the monthly rental rate”

“Customer & Contract Numbers ___”

Downloading project data

Certified Mail Tracker

Track your mail & download mail pieces

Let’s log in and see some of

these features in action!