Transcript Click the Tools - California Association of Realtors

Top 10 zipForm® Must-have
Tools
Fatima Sogueco
Senior Software Products Coordinator
California Association of REALTORS®
[email protected] – 213.739.8315
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
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.
Now Forms Advisor®
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?
Top 10 Benefits a CAR Member Receives From Forms
Advisor® and Forms Tutor®
1. I am already 90% of the way there by using my zipForm® 6
Member Benefit.
2. I will use the right form at the right time for each specific
transaction.
3. I will have the instructions to complete the forms correctly.
4. I will never squander my reputation capital by having to correct a
form mistake with my client.
5. I have a solution to the “other guy’s / side’s” challenges to provide
the correct documentation.
Top 10 Benefits a CAR Member Receives From Forms
Advisor® and Forms Tutor® (last 5)
6. I can generate a custom forms “template” or “checklist” for
each and every transaction.
7. I always have the correct version of the information.
8. I have the C.A.R. Legal Hotline on my shoulder 24 x 7 x 365.
9. I have a valuable risk mitigation tool that non-members cannot
purchase or access.
10. I have the Legal Q&As at my fingertips (and form preview as
well).
How do I log on?
You must be an Active CAR Member!
• zipForm® 6 Professional
• Directly through CAR.ORG
 Log into your
zipForm® 6
Professional (online)
account
 Click on Forms
Advisor icon form
the Home screen
Use it throughout Phases of your Transaction
Let’s start with a Listing
Each tab has different questions concerning the transaction
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.
 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
Review your answers and click the
“I Accept” button to get the
suggested forms.
Get Recommended Forms Page
Mandated forms are noted as “Required”
Unselect a form by clicking the checkmark
Links you to Forms Tutor™ for that form
Using Forms Tutor®
The question marks and exclamation points will give you more details
about a section.
Hit the Sound icon to
hear an explanation
about a section on
the form. You can
pause, fast forward,
etc.
Links you to CAR Legal Q&A’s
Allows you to preview the form in PDF
What happens if CAR does not have a form appropriate for the
selected conditions?
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.
Forms Recommended will be brought back into
zipForm® 6 Professional
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
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
ePUBS® Library
 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
Other titles in the library
Make non-mandated recommendations about the transaction without the extra
costs.
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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
Foreclosure Prevention
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/
C.A.R. Foreign Language Forms
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 Agreement
2. Notice of Change in Terms of Tenancy
3. Keysafe/Lockbox Addendum and Tenant Permission to Access
Property
4. Notice of Obligation to Pay Rental or Lease Payments in Cash
5. Notice of Termination of Tenancy
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.
Filling Out The Forms Using Transaction Information
Insert Property Information
Adding Contacts to Address Book
Select the Address Book
icon next to Client Roles
Click Address Book Button To Add Client
Information
Click Add Button
Insert Client’s Information and Click Save
Tips-and-Tricks
 Add as much of your Client’s
information as you can in the
Address Book
 Include E-mail and Fax information
 By saving using the Address Book,
it will help eliminate repetitive data
entry
 Helps auto-populate the Cover
Sheet and other forms within the
transaction
E-Fax
 Click the Address Book button to insert
Client’s Fax #
 Send out a copy of the Cover Sheet
 Select the option to send you an E-mail
alert once the client receives the forms
Fax
EDIT Menu - CLAUSES
Click Clauses button to
add new clause
EDIT Menu – CLAUSES
Sample Clauses:
 Sellers to credit buyers for
non-recurring closing cost
 Cash to new loan
 Seller has the option to
declare this contract null
and void, if any earnest
money deposits are not
made on time as required
by the contract or if
Buyer's earnest money
check does not clear.
EDIT Menu - Notes (A.K.A Sticky Notes)
EDIT Menu – Look Up Field Editor
Tips-and-Tricks
 Delete text entry from forms drop-down
 Add and/or Edit information to use repeatedly
(Ex: City, Zip, State)
 Use Lock function to Lock certain fields. This
avoids having misspelled words being added on
the forms drop-down
zipForm® Options Menu
 Allows a user to change the
displayed form field colors
 Set up a default interest
rate
 Turn on the auto save
feature, and other options
 Users may also set up eSign
options to use zipLogix Digital
Ink or sign up DocuSign®
credentials.
Using Online and Offline Editions
Start Synchronizing!
 Launch zipForm® Standard
(Desktop)
 Click the Tools – then Options
menu
 Under Account – Insert your
C.A.R. Credentials
**You only need to do this once
on a computer where you have
the Desktop version installed**
Sync From Either Desktop or Online
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Go to File Menu and Select Manage File
Check “Include Online (or Offline) files Box
Use Sync All to begin Synchronizing your files
Transactions will now be available each time you log into zipForm® 6 Online
or Desktop
**Only files created within 14 months will be synchronized**
zipForm® Add-on Libraries
 AIR Essentials
Ideal for the agent who want to take the next step towards Commercial Real Estate. It
encompasses 57 different forms for C.A.R. Residential REALTORS® to conduct commercial
real estate transactions. Available in zipForm® 6 Shop option for $149 annually.
For information, visit www.car.org/tools/zipForm6/formlibraries/airessentials/.
 Employee Relocation Council Library
This set of forms is specifically for relocation and comes from the Employee Relocation
Council. Forms library includes ERC Disclosure Statement, ERC Property Status Form and
more. Available in zipForm® 6 Shop option for $69.95 annually.
Visit www.car.org/tools/zipForm6/formlibraries/erc.
zipForm® Add-on Libraries
 Distressed Properties Library:
C.A.R.'s Distressed Properties Library is an add-on library providing REALTORS ® with
necessary forms on HAMP. Includes 11 useful documents such as the Alternative Request
for Approvals of Short Sale and DIL Agreement - Exhibit C. For unlimited access in zipForm®
6, members can purchase this library for $49.95 annually.
Visit www.car.org/tools/zipForm6/formlibraries/dpl/ for information.
 Open House Library
Show your listing to many people in a short amount of time and prepare for a successful
open house with the Open House Library. This zipForm® add-on too includes Tips for a
Successful Open House, Open House Check List, and Open House Sign In. Capture all the
positive features and turn them from visitors into Buyers. Available for $49.95, visit the
Shop option in your zipForm® 6.
Additional zipForm® Training
 zipForm® Basics and Advanced Features
http://www.car.org/tools/zipForm6/
 zipLogix Digital Ink(r)
http://www.car.org/tools/zipForm6/esign/
 zipVault® - http://www.car.org/tools/zipForm6/zipvault/
 Docusign® - http://www.docusign.com/products/webinars
 On-demand Videos: http://www.car.org/tools/zipForm6/
THANK YOU!
Fatima Sogueco
[email protected]
Direct line: 213-739-8315
Customer Support: 213-739-8227