zipForm® Open Forum 10AM-11AM Fatima Sogueco zipForm® Products Supervisor

C.A.R. zipForm® Member Benefits

Stats from January through September 2015 o Hosted 55 webinars o 10,679 attended o 7,392 live o 3,287 recorded o 84 outreaches to Local AORs and Brokerages o 4,200 attended

zipForm® Library Update ePUBS™ Library Water Conservation Flyer What you should know – Drought Facts Resources to California Drought Assistance Program

zipForm® Library Update C.A.R. Library TRID - “Know before you owe” It applies to mortgage loan brokers only.

zipForm® Library Update C.A.R. Sample Letter Library Lease Expiration Letter - This letter is to be used only prior to the termination of a fixed term lease Receipt of Closing -The primary purpose of this letter is for acknowledging receipt of the Closing Disclosure when it is mailed out. Disclosure Letter Intent to Proceed -The ultimate purpose of this letter is to expedite the process of obtaining a loan

zipForm® Library Update Professional Standards For Association Staff Only Disciplinary and Arbitration forms for the administration of a local association’s professional standards program are now available inside zipForm®. Local AOR staff can fill out, e-fax or and submit forms to their clients using zipLogix Digital Ink® Library of forms include: Arbitration Complaint form Disciplinary Complaint form C.A.R. Citation System for Code of Ethics Violations General Information Ethics Advocate form and more!

zipForm® Library Update New – San Francisco (SFCA)

December 2015 Forms Release  BIA  COP  CPA  HOA  HOA3  PRBS  RLA  SBSA  SPQ  VLPA Standard Forms Update 2016 Forms Release and Revisions June and December

Coming January 2016! zipTMS™ What is it? zipTMS™ works seamlessly alongside zipForm® Plus, and adds the ability to track deadlines, both within and across transactions, through a calendar or checklist view. Its features also include online collaboration, online document management, and archiving and storage for closed files.

The zipTMS™ Tasks page provides a comprehensive calendar of important events for every file. Use the Search and Sort tools to change between list view and calendar view, view urgent tasks, and instantly find tasks by name or category.

The Checklist tab is an easy guide to tasks and deadlines for the transaction file. Click the Checklist tab within a transaction file to view the tasks, documents, or calendar for this file.

Coming Soon! FREE Home Insurance Estimates Available Through zipForm® Instant home insurance estimate Simplified shopping with upfront estimate Best-in-class service Easy option to call and compare estimate

New Business

Member Discount Program

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Q&A

Thank you! Fatima Sogueco (213)