zipForms Archives - The Agent Ally

Professional Services, Disclosure & Election Form

The required Professional Services, Disclosure & Election form is signed by both Seller and Buyer in each transaction. When signing either the Exclusive Right to Sell Listing Agreement or the Exclusive Buyer Agency Agreement, you will check a box indicating that your client has seen it. At the time you sign your agency agreement, you’ll want to at least write in their chosen law office (for a seller, you may simply put “Seller wishes to use buyer’s lawyer” – if that is the case) At this time, you will have your buyer or seller initial the rows with selected service providers added, initial the bottom of the first page and sign the second page. Later, after your offer has been made into a contract, you’ll want to meet with the buyer to discuss inspections and service providers. It is a great idea to provide your client with 3 options for […]

zipFormPlus – Starting a New Transaction and Working with Property Summary

October 30, 2018
by Jennifer

Creating a new transaction within zipFormPlus. Adding a listing address and auto-filling into the Property Summary. Filling out the rest of the Property Summary and where the fields populate into our forms.

zipFormPlus – Add Parties To A Transaction

October 30, 2018
by Jennifer

Why Adding an e-Signer as a “Party” is better than adding them into the e-Signature Packet. How to save an e-Signer as a contact in your zipFormPlus address book. Adding yourself into the Parties Tab into a role. Adding contacts into the e-Signature Packet so that initial and signature fields are automatically entered.

zipFormPlus – Creating an E-Signature Packet

zipFormPlus – Creating an e-Signature Packet Adding an e-signer to the e-Signature Packet rather than adding the e-signer as a Party. Working with Read-Only Text Boxes, Mandatory vs Optional Initial Fields, and Adding Date Fields to Initials.

Your Client’s View of Zipforms Signing

Zipforms Plus Ziplogix Digital Ink – Your client’s view of zipForms signing After you’ve completed adding signature, initial and text fields to your Zipform document, Ziplogix sends an email to your client. Please make your client aware that it may end up in their spam or junk folder. Email Address used with Ziplogix: noreply@signixmail.com When they open the email, they will find a link to sign their documents Client’s view of the link to sign

Zipformsplus – Cancel an E-Signature

Quick tutorial on how to cancel an e-signature within a transaction. Go to the specific transaction, click the Sign icon on bottom right. Click on the envelope with the pending icon (yellow circle with double circle arrows). Click Edit & View Details. Then click the Cancel button in the top right.

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 […]