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Ask Questions Switch audio Show/hide the panel zipForm® Software Update WebinarzipForm® Software Update Webinar for California Certified Trainers - April.

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Presentation on theme: "Ask Questions Switch audio Show/hide the panel zipForm® Software Update WebinarzipForm® Software Update Webinar for California Certified Trainers - April."— Presentation transcript:

1 Ask Questions Switch audio Show/hide the panel zipForm® Software Update WebinarzipForm® Software Update Webinar for California Certified Trainers - April 2014for California Certified Trainers - April 2014

2 Fatima Sogueco Senior Software Product Coordinator fatimas@car.org 213-739-8315

3 Welcome! Statistics – zipForm® 2014 Software Renewal usage/conversions April 2014 C.A.R. Standard Forms Update November 2014 RPA Forms Update What’s Next zipForm® 6 Professional: Cut-off date – June 2014 o What zipForm® users need to know o Additional training Service Provider Integration with zipForm® Q&A Agenda

4 STATEMENT OF PURPOSE The purpose is to enhance the value of the zipForm® Member Benefit including add-on products, and will focus exclusively on the functionality of the assigned electronic forms.

5 April 2014 C.A.R. Standard Forms Update Available inside zipForm® on Monday 4/27 NEW FORM: Representative Capacity Signature Addendum (RCSA) More info: www.car.org/legal

6 November 2014 RPA Forms Update Available inside zipForm® on Monday, 11/24 Send comments to carforms@car.org carforms@car.org More information: www.car.org/legal

7 Goodbye zipForm® 6 Professional!

8 What you need to know Cut-off date to upgrade to zipForm® Plus is Monday, June 2 Previous Transactions, Templates and Contacts will automatically transfer to the new version zipForm® 6 Standard (desktop) version will remain the same

9 It only takes 3 easy steps to upgrade Step 1: Log into zipForm® from www.car.org and click “Access Now”www.car.org

10 2 3

11 Service Provider Integration with zipForm ® Plus FILL OUT YOUR FORMS WITH ONE CLICK!

12 Find us in the forms 1.Open the RPA-CA (California Residential Purchase Agreement) in zipForm

13 2.Scroll to the second page of the RPA-CA 3.Find Home Warranty companies such as Old Republic, Fidelity National Home Warranty or First American Home Buyers Protection in section 4D(6) for home warranty

14 Have a question for us? Find our website link on the home page of zipForm 1.Click the Service Providers icon

15 Simply click our logo to visit our website

16 We’re in your zipForm address book! Email or fax us information for your transaction 1.Hit the Send icon Go Beyond

17 2.Click the Business Card icon 3.Click the Service Providers tab 4.Checkmark Old Republic Home Protection or the representative that you work with

18 Trainer’s Tips-and-Tricks 1.Is zipForm® Mobile available on Tablets and Smartphone devices? Answer: Yes 2. Can you E-sign documents from your mobile device? Answer: Yes

19 A member benefit to the following Local Associations Beverly Hills/Greater Los Angeles Chico Citrus Valley Downey East Valley Rancho Southeast Victor Valley West San Gabriel $12.95/year Log in: M.ZIPFORMONLINE.COM from your Smartphone or Tablet* *If you’re using iPhone or iPad – Search us under “zipForm” and download the App

20 Take Aways Ignore Java Prompts to install Customize Profile –Especially eSignature Use integrated Service Providers & Partners to speed up transaction process Promote zipForm® Mobile Continue to utilize the “Feedback” button

21 Change your hyperlinks! Instead of http://www.car.org/tools/zipform6/ http://www.car.org/tools/zipform6/ Use http://www.car.org/tools/zipform/http://www.car.org/tools/zipform/

22 Amy A. Ulloa zipForm Product Coordinator Phone: 213.739.8268 Fax: 213.739.7292 E-mail: amyu@car.orgamyu@car.org

23 THANK YOU! Fatima Sogueco Senior Software Product Coordinator fatimas@car.org 213-739-8315 Mobile: 818-383-1135 C.A.R. Customer Service cs@car.org WWW.CAR.ORG/TOOLS/ZIPFORM


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