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Tools to Manage Your Real Estate Transactions

  • Wednesday, August 01, 2018
  • 9:00 AM - 12:15 PM
  • Pueo's Osteria 68-1845 Waikoloa Rd., Waikoloa
  • 9


Registration is closed

Please present license and valid photo ID to the CE Monitor at time of check-in.

Registration: After 8:30
Class Time: 9:00 am to 12:15 pm
Sponsor: Old RepublicTitle & Escrow 
Location: Pueo's Osteria - 68-1845 Waikoloa Rd., Waikoloa, HI  96738
3 Elective Credits

Tools to Manage Your Real Estate Transaction: 

zipForm Plus®, zipTMS™ and DocuSign - In this class, we will examine and demonstrate the operation of three invaluable real estate tools: zipForm Plus®, zipTMS™ and DocuSign. We will cover:

zipForm Plus®: Program layout and construction, creating new transactions, adding Contacts, Document management, filling out forms, using form tools such as Strikeout, Highlight, and creating and deploying templates;

zipTMS™: Creating and maintaining the Checklist (Timeline), Collaborating with others in your transaction, the History File and Notes;

DocuSign: Program layout and construction, setting up a signature envelope,
using templates, integration with zipForm Plus® and the consumer’s experience

West Hawaii Association of REALTORS®
75-5995 Kuakini Hwy., #221, Kailua Kona, HI 96740
Phone (808) 329-4874 Fax (808) 329-5191

Website Engineer: XLeration Services

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