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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
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Fatima Sogueco Senior Software Product Coordinator fatimas@car.org 213-739-8315
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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
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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.
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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
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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
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Goodbye zipForm® 6 Professional!
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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
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It only takes 3 easy steps to upgrade Step 1: Log into zipForm® from www.car.org and click “Access Now”www.car.org
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Service Provider Integration with zipForm ® Plus FILL OUT YOUR FORMS WITH ONE CLICK!
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Find us in the forms 1.Open the RPA-CA (California Residential Purchase Agreement) in zipForm
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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
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Have a question for us? Find our website link on the home page of zipForm 1.Click the Service Providers icon
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Simply click our logo to visit our website
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We’re in your zipForm address book! Email or fax us information for your transaction 1.Hit the Send icon Go Beyond
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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
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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
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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
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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
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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/
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Amy A. Ulloa zipForm Product Coordinator Phone: 213.739.8268 Fax: 213.739.7292 E-mail: amyu@car.orgamyu@car.org
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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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