November 2017 - The Agent Ally

Email Into Trello Board

Email Into Trello Board is a way of efficiently adding a task to your Trello project timeline. If you’re using a Buyer Template or Seller Template, you can email into your board tasks such as a follow up to a phone call, a reminder to print more brochures, call the landscaper and more. Creating a specific List for Incoming Tasks will help you prioritize those items later in the day. To find the email settings: In Trello, click on the “Show Menu” link in the upper right Click on “˙˙˙ More” Click “Email-to-board Settings” Under “Your emailed cards appear in…”, choose the list that you want to email cards into and the position you want them to land (top/bottom) in the list Under “Your email address for this board”, copy the email link (Ctrl+C)(Cmd+C on Mac) Go to your mail provider (gmail) and add a contact (click on GMail in […]

zipFormPlus Features

DIVITIA REALTY uses zipFormplus.com. With our account, you have access to our zipLogix Digital Ink Subscription (e-signing) as well as zipForm Mobile Edition. zipFormPlus Features: Agent Dashboard – See all your transactions’ activities, see your productivity performanc e. zipCommunity – Private or Public share your transaction with clients. Text Chat in real time, Video Chat with the Schedule A Meeting button or Audio Chat with zipCommunity. Share transaction history, or limit the amount of time people have access to documents. zipLogix Community Screen Share – available through your Chrome browser as an extension. Get it here: zipLogix Screen Share zipTMS – offers a comprehensive set of transaction management tools like Tasks, Checklists and Calendar features. Two-Factor Authentication – users can opt in to a the two-factor authentication that will protect users’ accounts and confidential client information from unauthorized access. Text message codes will be given when they sign into zipForms. Reporting – Create […]

Zipformplus – Sharing Documents with Zip Community

Zipformplus – Sharing Documents with zipCommunity zipCommunity offers a way to utilize the Private Share feature to securely collaborate with another individual involved in the Transaction in order to share documents, transaction history, and more. You can use Public Share to access your Transaction when necessary. Private Share also gives access to the handy “Chat” feature in order to communicate with your collaborators in real time. zipCommunity is a secure environment. Anywhere you see the Share button, you can click to start Private share. You’ll be given an option to select the individuals from your Transaction or other contacts. You will then set permissions for each individual and can set a length of time that the documents will be accessible to that party. Just like using zipLogix Digitial Ink, zipCommunity sends emails to the signing parties in the order that they appear on your screen: zipLogix Digital Ink® sends out […]