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Tools to Manage Your Real Estate Transactions

  • Tuesday, November 13, 2018
  • 9:00 AM - 12:15 PM
  • Natural Energy Laboratory of Hawaii Authority (NELHA) Hale lako Room 119
  • 26


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: Natural Energy Laboratory of Hawaii Authority (NELHA) Hale lako Room 119

3 Elective Credits

You will not receive CE Credit if you are more than 10 minutes late for class

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

Bring a warm jacket/sweater, that room is really cold from the deep seawater A/C and temperature cannot be adjusted. Parking is behind the Hale Lako building. Room 119

Enter from Kaiminani Drive.  Follow signs and head towards the beach road.  Go to the very end of the paved road to NELHA.  Hale Iako Building, parking in back.

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

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