zipform® user group wednesday 1/23/2013 10 a.m. - 11 a.m. fatima sogueco senior software products...

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

Fatima SoguecoSenior Software Products Coordinatorfatimas@car.org213-739-8315

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)

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

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

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

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

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

 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)

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

Updates

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.

Easily recognizable icons to quickly identify actions and speed up preparation

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

Display or Hide Party List

Now available inside zipForm® Mobile Web Edition

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

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

Select zipVault® documents to e-sign

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

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

Tag for Signature

Signing using zipLogix Digital Ink®

1. Click “START” button

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

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

Click “Confirm Signature” to complete signature process

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2

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

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

Broker Version User Authentication

Tracking and Processing zipForm® 6 Abusers

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

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!

THANK YOU!From

C.A.R.’s zipForm® Team