1 / 64

Top 10 zipForm® Must-hav e Tools Fatima Sogueco Senior Software Products Coordinator California Association of REALTORS

Top 10 zipForm® Must-hav e Tools Fatima Sogueco Senior Software Products Coordinator California Association of REALTORS® fatimas@car.org – 213.739.8315. Agenda. zipForm® November 2012 Standard Forms Update Forms Advisor™ Additional Features Add-on zipForm® Libraries Transaction Information

declan
Download Presentation

Top 10 zipForm® Must-hav e Tools Fatima Sogueco Senior Software Products Coordinator California Association of REALTORS

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Top 10 zipForm® Must-have ToolsFatima SoguecoSenior Software Products CoordinatorCalifornia Association of REALTORS®fatimas@car.org – 213.739.8315

  2. Agenda • zipForm® November 2012 Standard Forms Update • Forms Advisor™ Additional Features • Add-on zipForm® Libraries • Transaction Information • Address Book • E-fax • Clauses • Sticky Notes • Look Up Field Editor • Auto-save Feature • Auto-sync

  3. November 2012 C.A.R. Forms Update • Available the week of November 26th • A list of the new and revised forms are available thru www.car.org/legal/standard-forms/ • To ensure you always have the latest forms, be certain to download the latest forms when prompted to do so in your zipForms® 6 accounts.

  4. Now Forms Advisor®

  5. What is Forms Advisor®? • It answers the question, “What form do I use when?” • It is the nexus of the C.A.R. risk mitigation strategy: • Standard Forms • Electronic Forms – zipForm® 6 • relay® - 50% reduction in E&O deductibles • Legal Q&A • Forms Tutor® – How do I fill out the form?

  6. Top 10 Benefits a CAR Member Receives From Forms Advisor® and Forms Tutor® • I am already 90% of the way there by using my zipForm® 6 Member Benefit. • I will use the right form at the right time for each specific transaction. • I will have the instructions to complete the forms correctly. • I will never squander my reputation capital by having to correct a form mistake with my client. • I have a solution to the “other guy’s / side’s” challenges to provide the correct documentation.

  7. Top 10 Benefits a CAR Member Receives From Forms Advisor® and Forms Tutor® (last 5) • I can generate a custom forms “template” or “checklist” for each and every transaction. • I always have the correct version of the information. • I have the C.A.R. Legal Hotline on my shoulder 24 x 7 x 365. • I have a valuable risk mitigation tool that non-members cannot purchase or access. • I have the Legal Q&As at my fingertips (and form preview as well).

  8. How do I log on? You must be an Active CAR Member! • zipForm® 6 Professional • Directly through CAR.ORG

  9. Log into your zipForm® 6 Professional (online) account • Click on Forms Advisor icon form the Home screen

  10. Use it throughout Phases of your Transaction

  11. Let’s start with a Listing

  12. Each tab has different questions concerning the transaction

  13. Tool Tips If you’re unsure what a question means, hover your mouse over the question for more explanation in the form of a Tool Tip.

  14. You’ll never have to type in an answer in Forms Advisor®. • All choices are available to you in a drop-down format or using the Yes/No response buttons

  15. Review your answers and click the “I Accept” button to get the suggested forms.

  16. Get Recommended Forms Page

  17. Mandated forms are noted as “Required”

  18. Unselect a form by clicking the checkmark

  19. Links you to Forms Tutor™ for that form

  20. Using Forms Tutor®

  21. The question marks and exclamation points will give you more details about a section.

  22. Hit the Sound icon to hear an explanation about a section on the form. You can pause, fast forward, etc.

  23. Links you to CAR Legal Q&A’s

  24. Allows you to preview the form in PDF

  25. What happens if CAR does not have a form appropriate for the selected conditions?

  26. Now what? Select how you want to use these forms with your zipForm® Professional (online) account. 1. Add it to a Transaction you’ve already named. 2. Add it to a brand new Transaction. 3. Add it to an existing Transaction.

  27. Forms Recommended will be brought back into zipForm® 6 Professional

  28. Forms Advisor® Tips-and-Tricks You can re-visit Forms Advisor® to review a different set of questionnaires and receive other Recommended Forms Example: Listing agent now becomes dual agency – representing both Sellers and Buyers. The agent would click the Forms Advisor from a transaction drop-down, to answer questions under Buyer Representation Phase

  29. Adding C.A.R. and Other Add-on Library Forms • Click the Library Forms drop-down to select from any of the C.A.R. Member Benefit libraries: • C.A.R. Standard Forms • ePUBS® • Foreclosure Prevention • Foreign Language Rental/Lease

  30. ePUBS® Library

  31. A free Add-on library for C.A.R. members • Contains five mandated and numerous consumer disclosure titles, consumer-targeted educational titles, short sale/foreclosure, and eco-friendly information • Residential Environmental Hazards • Protect Your Family from Lead in Your Home • Home Energy Rating Pamphlet • Homeowner’s Guide to Earthquake Safety • Separate Signature Page

  32. Other titles in the library • Make non-mandated recommendations about the transaction without the extra costs. • Consumers Guide to Disclosure for Buyers • Consumers Guide to Disclosure for Sellers • Seller’s Guide to the RLA & Disclosures • Buyers & Sellers Guide to the RPA • Transaction Booklet • Foreclosure Q&A • Short Sale Q&A • Green Living Brochure

  33. Foreclosure Prevention

  34. What’s Foreclosure Prevention Library? • FREE add-on library available to all members and zipForm® 6 users. Available through the zipForm® 6 Professional (online) and Standard (desktop) editions • Designed to help REALTORS® act as a resource to their clients, prevent and ease the pain of foreclosure. • 10 customizable documents: • Proposition 8 - Property Tax Relief • Tips for a Short Sale Seller • Tips for a Short Sale Buyer • Foreclosure or Short Sale • Foreclosure Prevention Resources • Short Sale Process • Foreclosure Timeline • Homeowner Liability After Foreclosure • Avoiding Foreclosure Scams • Alternatives to Foreclosure • For download instructions and information visit: http://www.car.org/tools/zipForm6/fpl/

  35. C.A.R. Foreign Language Forms

  36. The foreign language form is for reference only and does not need to be signed. The English language version of this form is the legally binding form that must be used and signed by all parties when the form is delivered. 1. Residential Lease or Month-to-Month Rental Agreement2. Notice of Change in Terms of Tenancy3. Keysafe/Lockbox Addendum and Tenant Permission to Access Property4. Notice of Obligation to Pay Rental or Lease Payments in Cash5. Notice of Termination of Tenancy

  37. Tips-and-Tricks – Adding Forms into Forms List • TIPS • Click and drag forms from the Library Forms to the My Transaction Forms area. • Hold down the SHIFT key or the CTRL key to select and add more than one form at a time.

  38. Filling Out The Forms Using Transaction Information

  39. Insert Property Information

  40. Adding Contacts to Address Book Select the Address Book icon next to Client Roles

  41. Click Address Book Button To Add Client Information

  42. Click Add Button

  43. Insert Client’s Information and Click Save

More Related