All webinars are presented in Eastern Time

	August 2020
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					1 ■ Phase I (session 1): Transactions (zipForm Edition) Fundamentals Phase I (session 1): Transactions (zipForm Edition) Fundamentals August 1, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase I (session 1): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time. 1) Creating your Transactions (zipForm Edition) account/Your New NAR Benefit, and what that means 2) Website Tour – Tool Bar/Area of Interest 3) Signing into zipForm 4) Profile Settings 5) Navigation Bar 6) Creating a New Transaction Using zipFormMLS-Connect® 7) Viewing/Adding a Form/ Benefits of a Coversheet 8) Form Tools (Strikeout Disclaimer) This course is the first of a three-part series of courses in Phase I Learning Path. Continue on your path by also registering for: • Transaction Management Fundamentals • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Register Now!!! Register for this SIMULATED Webinar See more details •	2 ■ Phase I (session 2): Transaction Management Fundamentals Phase I (session 2): Transaction Management Fundamentals August 2, 2020 @ 7:00 pm - 8:00 pm GoToWebinar Phase I (session 2): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time. 1) Defining Transaction Management 2) Create a New Template containing a Basic Checklist  3) Add Template to a new Transaction  4) Explore Transaction Summary Transaction Management Functionality  5) Explore the Agent Dashboard/populate graphs  6) Display and discuss Transaction History and Recent Activities  7) Transactions (zipForm Edition) Guided Help This course is the second in a series of courses within the Phase I Learning Path. Continue on your path by also registering for: • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Register Now!!! Register for this SIMULATED webinar See more details •
3 ■ Phase I (session 1): Transactions (zipForm Edition) Fundamentals Phase I (session 1): Transactions (zipForm Edition) Fundamentals August 3, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase I (session 1): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time. 1) Creating your Transactions (zipForm Edition) account/Your New NAR Benefit, and what that means 2) Website Tour – Tool Bar/Area of Interest 3) Signing into zipForm 4) Profile Settings 5) Navigation Bar 6) Creating a New Transaction Using zipFormMLS-Connect® 7) Viewing/Adding a Form/ Benefits of a Coversheet 8) Form Tools (Strikeout Disclaimer) This course is the first of a three-part series of courses in Phase I Learning Path. Continue on your path by also registering for: • Transaction Management Fundamentals • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Register Now!!! Register for this SIMULATED Webinar See more details ■ Phase II (session 1): Transactions (zipForm Edition) Advanced Features Phase II (session 1): Transactions (zipForm Edition) Advanced Features August 3, 2020 @ 3:00 pm - 4:00 pm GoToWebinar Phase II (session 1): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition), for efficient, time-saving workflow processes. 1) Explore the Transaction Tools from the home page 2) Create a Transaction and Review Transaction Summary 3) Add and Organize Forms and Documents within a Transaction 4) Create a PDF file and activate the PDF Split 5) Explore the Agent Dashboard and Graph population 6) Discover Doc Inbox 7) Collaborate with your team using the Collaboration Tools in zipCommunity™ 8) Send Transaction using zipLogix Digital Ink® 2.0 This course is the first of a series of courses in the Phase II Learning Path. Continue on your path by also registering for: • Transaction Management Advanced Features • zipForm® Mobile and TouchSign® Register Now!!! Register for this SIMULATED webinar See more details • •	4 ■ Phase I (session 2): Transaction Management Fundamentals Phase I (session 2): Transaction Management Fundamentals August 4, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase I (session 2): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time. 1) Defining Transaction Management 2) Create a New Template containing a Basic Checklist  3) Add Template to a new Transaction  4) Explore Transaction Summary Transaction Management Functionality  5) Explore the Agent Dashboard/populate graphs  6) Display and discuss Transaction History and Recent Activities  7) Transactions (zipForm Edition) Guided Help This course is the second in a series of courses within the Phase I Learning Path. Continue on your path by also registering for: • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Register Now!!! Register for this LIVE webinar See more details ■ Phase II (session 2): Transaction Management Advanced Features Phase II (session 2): Transaction Management Advanced Features August 4, 2020 @ 3:00 pm - 4:00 pm GoToWebinar Phase II (session 2): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes. 1) Review Transaction Management  functionality  2) Review Agent Dashboard and graph population  3) Revise a previous Template to include a Checklist with due dates  4) Create and manage new and existing Tasks via calendar, list, and board view 5) Use Cloud Integration Features and Options 6) View Transactions (zipForm Edition) Notifications for Tasks  7) Review Transaction-specific Tabs  This course is the second in a series of courses within the Phase II Learning Path. Continue on your path by also registering for: • zipForm® Mobile and TouchSign® Register Now!!! Register for this SIMULATED webinar See more details • •	5 ■ Phase I (session 3): zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Phase I (session 3): zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals August 5, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase I (session 3): New to Transactions (zipForm Edition) This learning path will have you closing DEALS in no time. 1) Understand the difference between a zipLogix Digital Ink® 2.0 subscription and zipLogix Digital Ink® 2.0 member benefit  2) Configuring your account for using zipLogix Digital Ink® 2.0 3) Three steps to setting up and sending your digital signing packet  4) Review the signing editor  5) Checking status of a signing packet  6) Navigate the digital signing process  7) Access/Review copies of signed documents  8) Understand the importance of cybersecurity and two-factor authentication  This course completes the series of courses within the Phase I Fundamentals Learning Path. Now that you are a confident user, continue to Phase II in your path of learning more Transactions (zipForm Edition) features! Register Now!!! Register for this LIVE webinar See more details ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® August 5, 2020 @ 3:00 pm - 4:00 pm GoToWebinar Phase II (session 3): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing zipForm® for efficient, time-saving workflow processes through zipLogix Digital Ink® 2.0 & zipForm® Mobile TouchSign®. 1) Learn the difference between a zipForm® Mobile subscription and Member Benefit  2) Understand the zipForm® Mobile system requirements for Apple and Android Products  3) Navigate within the zipForm® Mobile platform  4) Create a new template in a transaction  5) Add documents and template to a transaction  6) Get contracts signed via TouchSign®  7) Understand zipLogix Digital Ink® 2.0 signing process within zipForm® Mobile  This course completes the series of courses within the Phase II: Advanced Users Learning Path. Now that you are a confident user, continue to Phase III on your path to learning more Transactions (zipForm Edition) features! Register Now!!! *Please note that there will be no dial-in option for this Webinar. Register for this SIMULATED Webinar See more details ■ Phase I (session 1): Transactions (zipForm Edition) Fundamentals Phase I (session 1): Transactions (zipForm Edition) Fundamentals August 5, 2020 @ 8:00 pm - 9:00 pm GoToWebinar Phase I (session 1): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time. 1) Creating your Transactions (zipForm Edition) account/Your New NAR Benefit, and what that means 2) Website Tour – Tool Bar/Area of Interest 3) Signing into zipForm 4) Profile Settings 5) Navigation Bar 6) Creating a New Transaction Using zipFormMLS-Connect® 7) Viewing/Adding a Form/ Benefits of a Coversheet 8) Form Tools (Strikeout Disclaimer) This course is the first of a three-part series of courses in Phase I Learning Path. Continue on your path by also registering for: • Transaction Management Fundamentals • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Register Now!!! Register for this SIMULATED Webinar See more details • • •	6 ■ Transactions (zipForm Edition) with Back Office Link Integration Transactions (zipForm Edition) with Back Office Link Integration August 6, 2020 @ 12:00 pm - 1:00 pm Come join us for this Webinar showcasing the integration with Transactions (zipForm Edition) and Back Office (BrokerWOLF) Objectives: 1) Profile & Settings 2) Navigation Bar/Dashboard/Admin Tab 3) Templates (Document Tools, Placeholders, and Checklists) 4) Transaction Creation 5) Both sides of the Approval Process for Transactions, Documents, and Tasks 6) Understanding the Back Office Integration 7) Managing Back Office notifications and classifications 8) Key fields and financial milestones 9) Finalizing Deals - How Back Office populates Transactions (zipForm Edition) Register Now! Register for this SIMULATED Webinar See more details ■ Phase III (session 1): Transactions (zipForm Edition) Multi-user Account: Admin Basics Phase III (session 1): Transactions (zipForm Edition) Multi-user Account: Admin Basics August 6, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase III (session 1): Brokers’ Path (multi-user accounts) Need to know how to Manage your multi-user account? This learning path will assist with quickly learning the Transactions (zipForm Edition) Administrative features. 1. Why a Multi-user account? 2. Explore the Broker Dashboard 3. ListFlash® Introduction  4. Explore the Administrative Tab 5. Add/Edit Agents and Offices 6. Reassign Transactions 7. Introduce Admin. access in zipForm® Mobile This course is the first of a two-part series of courses within the Phase III learning path. Continue on your path by also registering for: • Transaction Management for Brokers Register Now!!! Register for this LIVE webinar See more details ■ Phase III (session 2): Transactions (zipForm Edition) Multi-User Account: zipTMS® for Brokers Phase III (session 2): Transactions (zipForm Edition) Multi-User Account: zipTMS® for Brokers August 6, 2020 @ 3:00 pm - 4:00 pm GoToWebinar Phase III (session 2): Brokers’ Path (multi-user accounts). Need to know how to Manage your multi-user account? This learning path will assist with quickly learning the Transactions (zipForm Edition) Administrative features inn conjunction with Transaction Management. 1. What is Transaction Management?  2. Explore and understand Tasks  3. View Transactions (zipForm Edition) Notifications for Tasks  4. Create a new Enforced (Listing) Template including a Checklist & Placeholder  5. Add the Template to a Transaction  6. Create a ListFlash®   7. Approve Transactions & Documents  8. Set Document Approval Status  9. Collaborate with Team using Share tools in zipCommunity™  10. Display Transaction History / Recent Activities  This course completes the series of courses within the Phase III Brokers’ learning path. Register Now!!! Register for this SIMULATED webinar See more details • • •	7 ■ Phase I (session 2): Transaction Management Fundamentals Phase I (session 2): Transaction Management Fundamentals August 7, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase I (session 2): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time. 1) Defining Transaction Management 2) Create a New Template containing a Basic Checklist  3) Add Template to a new Transaction  4) Explore Transaction Summary Transaction Management Functionality  5) Explore the Agent Dashboard/populate graphs  6) Display and discuss Transaction History and Recent Activities  7) Transactions (zipForm Edition) Guided Help This course is the second in a series of courses within the Phase I Learning Path. Continue on your path by also registering for: • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Register Now!!! Register for this SIMULATED webinar See more details ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® August 7, 2020 @ 3:00 pm - 4:00 pm GoToWebinar Phase II (session 3): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing zipForm® for efficient, time-saving workflow processes through zipLogix Digital Ink® 2.0 & zipForm® Mobile TouchSign®. 1) Learn the difference between a zipForm® Mobile subscription and Member Benefit  2) Understand the zipForm® Mobile system requirements for Apple and Android Products  3) Navigate within the zipForm® Mobile platform  4) Create a new template in a transaction  5) Add documents and template to a transaction  6) Get contracts signed via TouchSign®  7) Understand zipLogix Digital Ink® 2.0 signing process within zipForm® Mobile  This course completes the series of courses within the Phase II: Advanced Users Learning Path. Now that you are a confident user, continue to Phase III on your path to learning more Transactions (zipForm Edition) features! Register Now!!! *Please note that there will be no dial-in option for this Webinar. Register for this SIMULATED Webinar See more details • •	8 ■ Phase I (session 3): zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Phase I (session 3): zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals August 8, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase I (session 3): New to Transactions (zipForm Edition) This learning path will have you closing DEALS in no time. 1) Understand the difference between a zipLogix Digital Ink® 2.0 subscription and zipLogix Digital Ink® 2.0 member benefit  2) Configuring your account for using zipLogix Digital Ink® 2.0 3) Three steps to setting up and sending your digital signing packet  4) Review the signing editor  5) Checking status of a signing packet  6) Navigate the digital signing process  7) Access/Review copies of signed documents  8) Understand the importance of cybersecurity and two-factor authentication  This course completes the series of courses within the Phase I Fundamentals Learning Path. Now that you are a confident user, continue to Phase II in your path of learning more Transactions (zipForm Edition) features! Register Now!!! Register for this SIMULATED webinar See more details •	9 ■ Phase II (session 1): Transactions (zipForm Edition) Advanced Phase II (session 1): Transactions (zipForm Edition) Advanced August 9, 2020 @ 7:00 pm - 8:00 pm GoToWebinar Phase II (session 1): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition), for efficient, time-saving workflow processes. 1) Explore the Transaction Tools from the home page 2) Create a Transaction and Review Transaction Summary 3) Add and Organize Forms and Documents within a Transaction 4) Create a PDF file and activate the PDF Split 5) Explore the Agent Dashboard and Graph population 6) Discover Doc Inbox 7) Collaborate with your team using the Collaboration Tools in zipCommunity™ 8) Send Transaction using zipLogix Digital Ink® 2.0 This course is the first of a series of courses in the Phase II Learning Path. Continue on your path by also registering for: • Transaction Management Advanced Features • zipForm® Mobile and TouchSign® Register Now!!! Register for this SIMULATED webinar See more details •
10 ■ Phase I (session 1): Transactions (zipForm Edition) Fundamentals Phase I (session 1): Transactions (zipForm Edition) Fundamentals August 10, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase I (session 1): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time. 1) Creating your Transactions (zipForm Edition) account/Your New NAR Benefit, and what that means 2) Website Tour – Tool Bar/Area of Interest 3) Signing into zipForm 4) Profile Settings 5) Navigation Bar 6) Creating a New Transaction Using zipFormMLS-Connect® 7) Viewing/Adding a Form/ Benefits of a Coversheet 8) Form Tools (Strikeout Disclaimer) This course is the first of a three-part series of courses in Phase I Learning Path. Continue on your path by also registering for: • Transaction Management Fundamentals • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Register Now!!! Register for this LIVE Webinar See more details ■ Phase II (session 1): Transactions (zipForm Edition) Advanced Features Phase II (session 1): Transactions (zipForm Edition) Advanced Features August 10, 2020 @ 3:00 pm - 4:00 pm GoToWebinar Phase II (session 1): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition), for efficient, time-saving workflow processes. 1) Explore the Transaction Tools from the home page 2) Create a Transaction and Review Transaction Summary 3) Add and Organize Forms and Documents within a Transaction 4) Create a PDF file and activate the PDF Split 5) Explore the Agent Dashboard and Graph population 6) Discover Doc Inbox 7) Collaborate with your team using the Collaboration Tools in zipCommunity™ 8) Send Transaction using zipLogix Digital Ink® 2.0 This course is the first of a series of courses in the Phase II Learning Path. Continue on your path by also registering for: • Transaction Management Advanced Features • zipForm® Mobile and TouchSign® Register Now!!! *Please note there will be no dial-in option for this broadcast. Register for this LIVE Webcast See more details • •	11 ■ Phase I (session 2): Transaction Management Fundamentals Phase I (session 2): Transaction Management Fundamentals August 11, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase I (session 2): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time. 1) Defining Transaction Management 2) Create a New Template containing a Basic Checklist  3) Add Template to a new Transaction  4) Explore Transaction Summary Transaction Management Functionality  5) Explore the Agent Dashboard/populate graphs  6) Display and discuss Transaction History and Recent Activities  7) Transactions (zipForm Edition) Guided Help This course is the second in a series of courses within the Phase I Learning Path. Continue on your path by also registering for: • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Register Now!!! Register for this SIMULATED webinar See more details ■ Phase II (session 2): Transaction Management Advanced Features Phase II (session 2): Transaction Management Advanced Features August 11, 2020 @ 3:00 pm - 4:00 pm GoToWebinar Phase II (session 2): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes. 1) Review Transaction Management  functionality  2) Review Agent Dashboard and graph population  3) Revise a previous Template to include a Checklist with due dates  4) Create and manage new and existing Tasks via calendar, list, and board view 5) Use Cloud Integration Features and Options 6) View Transactions (zipForm Edition) Notifications for Tasks  7) Review Transaction-specific Tabs  This course is the second in a series of courses within the Phase II Learning Path. Continue on your path by also registering for: • zipForm® Mobile and TouchSign® Register Now!!! Register for this SIMULATED webinar See more details ■ zipFormMLS-Connect® and Templates: The Leading Edge of Ease and Efficiency zipFormMLS-Connect® and Templates: The Leading Edge of Ease and Efficiency August 11, 2020 @ 7:00 pm - 8:00 pm GoToWebinar In this training session, you will learn how easy it is to manage your business with zipForm® Plus using zipFormMLS-Connect®. The objectives below are some of the key features and tools you will learn during this training session: 1. Creating Templates: Global/Office/Agent, Auto-applied, Enforced 2. Using zipFormMLS-Connect® and Login Requirements: - Case Sensitive? - What is the RETS Password and Where is it? - Re-syncing your account 3. Simplifying MLS Listing Search (Verifying Correct Region) 4. Alternate Access Locations for zipFormMLS-Connect® and Templates 5. Using both Templates and zipFormMLS-Connect® to populate New & Existing Transactions Register Now!!! Register for this SIMULATED webinar See more details • • •	12 ■ Phase I (session 3): zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Phase I (session 3): zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals August 12, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase I (session 3): New to Transactions (zipForm Edition) This learning path will have you closing DEALS in no time. 1) Understand the difference between a zipLogix Digital Ink® 2.0 subscription and zipLogix Digital Ink® 2.0 member benefit  2) Configuring your account for using zipLogix Digital Ink® 2.0 3) Three steps to setting up and sending your digital signing packet  4) Review the signing editor  5) Checking status of a signing packet  6) Navigate the digital signing process  7) Access/Review copies of signed documents  8) Understand the importance of cybersecurity and two-factor authentication  This course completes the series of courses within the Phase I Fundamentals Learning Path. Now that you are a confident user, continue to Phase II in your path of learning more Transactions (zipForm Edition) features! Register Now!!! Register for this SIMULATED webinar See more details ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® August 12, 2020 @ 3:00 pm - 4:00 pm GoToWebinar Phase II (session 3): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes through zipLogix Digital Ink® 2.0 & zipForm® Mobile TouchSign®. 1) Learn the difference between a zipForm® Mobile subscription and Member Benefit  2) Understand the zipForm® Mobile system requirements for Apple and Android Products  3) Navigate within the zipForm® Mobile platform  4) Create a new template in a transaction  5) Add documents and template to a transaction  6) Get contracts signed via TouchSign®  7) Understand zipLogix Digital Ink® 2.0 signing process within zipForm® Mobile  This course completes the series of courses within the Phase II: Advanced Users Learning Path. Now that you are a confident user, continue to Phase III on your path to learning more Transactions (zipForm Edition) features! Register Now!!! Register for this LIVE Webinar See more details • •	13 ■ Transactions (zipForm Edition) with Back Office Link Integration Transactions (zipForm Edition) with Back Office Link Integration August 13, 2020 @ 12:00 pm - 1:00 pm Come join us for this Webinar showcasing the integration with Transactions (zipForm Edition) and Back Office (BrokerWOLF) Objectives: 1) Profile & Settings 2) Navigation Bar/Dashboard/Admin Tab 3) Templates (Document Tools, Placeholders, and Checklists) 4) Transaction Creation 5) Both sides of the Approval Process for Transactions, Documents, and Tasks 6) Understanding the Back Office Integration 7) Managing Back Office notifications and classifications 8) Key fields and financial milestones 9) Finalizing Deals - How Back Office populates Transactions (zipForm Edition) Register Now! Register for this LIVE Webinar See more details ■ Phase III (session 1): Transactions (zipForm Edition) Multi-user Account: Admin Basics Phase III (session 1): Transactions (zipForm Edition) Multi-user Account: Admin Basics August 13, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase III (session 1): Brokers’ Path (multi-user accounts) Need to know how to Manage your multi-user account? This learning path will assist with quickly learning the Transactions (zipForm Edition) Administrative features. 1. Why a Multi-user account? 2. Explore the Broker Dashboard 3. ListFlash® Introduction  4. Explore the Administrative Tab 5. Add/Edit Agents and Offices 6. Reassign Transactions 7. Introduce Admin. access in zipForm® Mobile This course is the first of a two-part series of courses within the Phase III learning path. Continue on your path by also registering for: • Transaction Management for Brokers Register Now!!! Register for this LIVE webinar See more details ■ Phase III (session 2): Transactions (zipForm Edition) Multi-User Account: zipTMS® for Brokers Phase III (session 2): Transactions (zipForm Edition) Multi-User Account: zipTMS® for Brokers August 13, 2020 @ 3:00 pm - 4:00 pm GoToWebinar Phase III (session 2): Brokers’ Path (multi-user accounts). Need to know how to Manage your multi-user account? This learning path will assist with quickly learning the Transactions (zipForm Edition) Administrative features inn conjunction with Transaction Management. 1. What is Transaction Management?  2. Explore and understand Tasks  3. View Transactions (zipForm Edition) Notifications for Tasks  4. Create a new Enforced (Listing) Template including a Checklist & Placeholder  5. Add the Template to a Transaction  6. Create a ListFlash®   7. Approve Transactions & Documents  8. Set Document Approval Status  9. Collaborate with Team using Share tools in zipCommunity™  10. Display Transaction History / Recent Activities  This course completes the series of courses within the Phase III Brokers’ learning path. Register Now!!! Register for this SIMULATED webinar See more details • • •	14 ■ Phase I (session 2): Transaction Management Fundamentals Phase I (session 2): Transaction Management Fundamentals August 14, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase I (session 2): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time. 1) Defining Transaction Management 2) Create a New Template containing a Basic Checklist  3) Add Template to a new Transaction  4) Explore Transaction Summary Transaction Management Functionality  5) Explore the Agent Dashboard/populate graphs  6) Display and discuss Transaction History and Recent Activities  7) Transactions (zipForm Edition) Guided Help This course is the second in a series of courses within the Phase I Learning Path. Continue on your path by also registering for: • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Register Now!!! Register for this SIMULATED webinar See more details ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® August 14, 2020 @ 3:00 pm - 4:00 pm GoToWebinar Phase II (session 3): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing zipForm® for efficient, time-saving workflow processes through zipLogix Digital Ink® 2.0 & zipForm® Mobile TouchSign®. 1) Learn the difference between a zipForm® Mobile subscription and Member Benefit  2) Understand the zipForm® Mobile system requirements for Apple and Android Products  3) Navigate within the zipForm® Mobile platform  4) Create a new template in a transaction  5) Add documents and template to a transaction  6) Get contracts signed via TouchSign®  7) Understand zipLogix Digital Ink® 2.0 signing process within zipForm® Mobile  This course completes the series of courses within the Phase II: Advanced Users Learning Path. Now that you are a confident user, continue to Phase III on your path to learning more Transactions (zipForm Edition) features! Register Now!!! Register for this SIMULATED Webinar See more details • •	15 ■ Phase II (session 2): Transaction Management Advanced Features Phase II (session 2): Transaction Management Advanced Features August 15, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase II (session 2): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes. 1) Review Transaction Management  functionality  2) Review Agent Dashboard and graph population  3) Revise a previous Template to include a Checklist with due dates  4) Create and manage new and existing Tasks via calendar, list, and board view 5) Use Cloud Integration Features and Options 6) View Transactions (zipForm Edition) Notifications for Tasks  7) Review Transaction-specific Tabs  This course is the second in a series of courses within the Phase II Learning Path. Continue on your path by also registering for: • zipForm® Mobile and TouchSign® Register Now!!! Register for this SIMULATED webinar See more details •	16 ■ Phase III (session 1): Transactions (zipForm Edition) Multi-user Account: Admin Basics Phase III (session 1): Transactions (zipForm Edition) Multi-user Account: Admin Basics August 16, 2020 @ 7:00 pm - 8:00 pm GoToWebinar Phase III (session 1): Brokers’ Path (multi-user accounts) Need to know how to Manage your multi-user account? This learning path will assist with quickly learning the Transactions (zipForm Edition) Administrative features. 1. Why a Multi-user account? 2. Explore the Broker Dashboard 3. ListFlash® Introduction  4. Explore the Administrative Tab 5. Add/Edit Agents and Offices 6. Reassign Transactions 7. Introduce Admin. access in zipForm® Mobile This course is the first of a two-part series of courses within the Phase III learning path. Continue on your path by also registering for: • Transaction Management for Brokers Register Now!!! Register for this SIMULATED webinar See more details •
17 ■ Phase I (session 1): Transactions (zipForm Edition) Fundamentals Phase I (session 1): Transactions (zipForm Edition) Fundamentals August 17, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase I (session 1): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time. 1) Creating your Transactions (zipForm Edition) account/Your New NAR Benefit, and what that means 2) Website Tour – Tool Bar/Area of Interest 3) Signing into zipForm 4) Profile Settings 5) Navigation Bar 6) Creating a New Transaction Using zipFormMLS-Connect® 7) Viewing/Adding a Form/ Benefits of a Coversheet 8) Form Tools (Strikeout Disclaimer) This course is the first of a three-part series of courses in Phase I Learning Path. Continue on your path by also registering for: • Transaction Management Fundamentals • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Register Now!!! Register for this LIVE Webinar See more details ■ Phase II (session 1): Transactions (zipForm Edition) Advanced Features Phase II (session 1): Transactions (zipForm Edition) Advanced Features August 17, 2020 @ 3:00 pm - 4:00 pm GoToWebinar Phase II (session 1): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition), for efficient, time-saving workflow processes. 1) Explore the Transaction Tools from the home page 2) Create a Transaction and Review Transaction Summary 3) Add and Organize Forms and Documents within a Transaction 4) Create a PDF file and activate the PDF Split 5) Explore the Agent Dashboard and Graph population 6) Discover Doc Inbox 7) Collaborate with your team using the Collaboration Tools in zipCommunity™ 8) Send Transaction using zipLogix Digital Ink® 2.0 This course is the first of a series of courses in the Phase II Learning Path. Continue on your path by also registering for: • Transaction Management Advanced Features • zipForm® Mobile and TouchSign® Register Now!!! Register for this SIMULATED Webinar See more details ■ Phase I (session 1): Transactions (zipForm Edition) Fundamentals Phase I (session 1): Transactions (zipForm Edition) Fundamentals August 17, 2020 @ 8:00 pm - 9:00 pm GoToWebinar Phase I (session 1): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time. 1) Creating your Transactions (zipForm Edition) account/Your New NAR Benefit, and what that means 2) Website Tour – Tool Bar/Area of Interest 3) Signing into zipForm 4) Profile Settings 5) Navigation Bar 6) Creating a New Transaction Using zipFormMLS-Connect® 7) Viewing/Adding a Form/ Benefits of a Coversheet 8) Form Tools (Strikeout Disclaimer) This course is the first of a three-part series of courses in Phase I Learning Path. Continue on your path by also registering for: • Transaction Management Fundamentals • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Register Now!!! Register for this SIMULATED Webinar See more details • • •	18 ■ Phase I (session 2): Transaction Management Fundamentals Phase I (session 2): Transaction Management Fundamentals August 18, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase I (session 2): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time. 1) Defining Transaction Management 2) Create a New Template containing a Basic Checklist  3) Add Template to a new Transaction  4) Explore Transaction Summary Transaction Management Functionality  5) Explore the Agent Dashboard/populate graphs  6) Display and discuss Transaction History and Recent Activities  7) Transactions (zipForm Edition) Guided Help This course is the second in a series of courses within the Phase I Learning Path. Continue on your path by also registering for: • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Register Now!!! Register for this LIVE webinar See more details ■ Phase II (session 2): Transaction Management Advanced Features Phase II (session 2): Transaction Management Advanced Features August 18, 2020 @ 3:00 pm - 4:00 pm GoToWebinar Phase II (session 2): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes. 1) Review Transaction Management  functionality  2) Review Agent Dashboard and graph population  3) Revise a previous Template to include a Checklist with due dates  4) Create and manage new and existing Tasks via calendar, list, and board view 5) Use Cloud Integration Features and Options 6) View Transactions (zipForm Edition) Notifications for Tasks  7) Review Transaction-specific Tabs  This course is the second in a series of courses within the Phase II Learning Path. Continue on your path by also registering for: • zipForm® Mobile and TouchSign® Register Now!!! Register for this SIMULATED webinar See more details ■ Phase I (session 1): Transactions (zipForm Edition) Fundamentals Phase I (session 1): Transactions (zipForm Edition) Fundamentals August 18, 2020 @ 8:00 pm - 9:00 pm GoToWebinar Phase I (session 1): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time. 1) Creating your Transactions (zipForm Edition) account/Your New NAR Benefit, and what that means 2) Website Tour – Tool Bar/Area of Interest 3) Signing into zipForm 4) Profile Settings 5) Navigation Bar 6) Creating a New Transaction Using zipFormMLS-Connect® 7) Viewing/Adding a Form/ Benefits of a Coversheet 8) Form Tools (Strikeout Disclaimer) This course is the first of a three-part series of courses in Phase I Learning Path. Continue on your path by also registering for: • Transaction Management Fundamentals • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Register Now!!! Register for this SIMULATED Webinar See more details • • •	19 ■ Phase I (session 3): zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Phase I (session 3): zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals August 19, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase I (session 3): New to Transactions (zipForm Edition) This learning path will have you closing DEALS in no time. 1) Understand the difference between a zipLogix Digital Ink® 2.0 subscription and zipLogix Digital Ink® 2.0 member benefit  2) Configuring your account for using zipLogix Digital Ink® 2.0 3) Three steps to setting up and sending your digital signing packet  4) Review the signing editor  5) Checking status of a signing packet  6) Navigate the digital signing process  7) Access/Review copies of signed documents  8) Understand the importance of cybersecurity and two-factor authentication  This course completes the series of courses within the Phase I Fundamentals Learning Path. Now that you are a confident user, continue to Phase II in your path of learning more Transactions (zipForm Edition) features! Register Now!!! Register for this LIVE webinar See more details ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® August 19, 2020 @ 3:00 pm - 4:00 pm GoToWebinar Phase II (session 3): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes through zipLogix Digital Ink® 2.0 & zipForm® Mobile TouchSign®. 1) Learn the difference between a zipForm® Mobile subscription and Member Benefit  2) Understand the zipForm® Mobile system requirements for Apple and Android Products  3) Navigate within the zipForm® Mobile platform  4) Create a new template in a transaction  5) Add documents and template to a transaction  6) Get contracts signed via TouchSign®  7) Understand zipLogix Digital Ink® 2.0 signing process within zipForm® Mobile  This course completes the series of courses within the Phase II: Advanced Users Learning Path. Now that you are a confident user, continue to Phase III on your path to learning more Transactions (zipForm Edition) features! Register Now!!! Register for this LIVE Webinar See more details • •	20 ■ Transactions (zipForm Edition) with Back Office Link Integration Transactions (zipForm Edition) with Back Office Link Integration August 20, 2020 @ 12:00 pm - 1:00 pm Come join us for this Webinar showcasing the integration with Transactions (zipForm Edition) and Back Office (BrokerWOLF) Objectives: 1) Profile & Settings 2) Navigation Bar/Dashboard/Admin Tab 3) Templates (Document Tools, Placeholders, and Checklists) 4) Transaction Creation 5) Both sides of the Approval Process for Transactions, Documents, and Tasks 6) Understanding the Back Office Integration 7) Managing Back Office notifications and classifications 8) Key fields and financial milestones 9) Finalizing Deals - How Back Office populates Transactions (zipForm Edition) Register Now! Register for this LIVE Webinar See more details ■ Phase III (session 1): Transactions (zipForm Edition) Multi-user Account: Admin Basics Phase III (session 1): Transactions (zipForm Edition) Multi-user Account: Admin Basics August 20, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase III (session 1): Brokers’ Path (multi-user accounts) Need to know how to Manage your multi-user account? This learning path will assist with quickly learning the Transactions (zipForm Edition) Administrative features. 1. Why a Multi-user account? 2. Explore the Broker Dashboard 3. ListFlash® Introduction  4. Explore the Administrative Tab 5. Add/Edit Agents and Offices 6. Reassign Transactions 7. Introduce Admin. access in zipForm® Mobile This course is the first of a two-part series of courses within the Phase III learning path. Continue on your path by also registering for: • Transaction Management for Brokers Register Now!!! Register for this LIVE webinar See more details ■ Phase III (session 2): Transactions (zipForm Edition) Multi-User Account: zipTMS® for Brokers Phase III (session 2): Transactions (zipForm Edition) Multi-User Account: zipTMS® for Brokers August 20, 2020 @ 3:00 pm - 4:00 pm GoToWebinar Phase III (session 2): Brokers’ Path (multi-user accounts). Need to know how to Manage your multi-user account? This learning path will assist with quickly learning the Transactions (zipForm Edition) Administrative features inn conjunction with Transaction Management. 1. What is Transaction Management?  2. Explore and understand Tasks  3. View Transactions (zipForm Edition) Notifications for Tasks  4. Create a new Enforced (Listing) Template including a Checklist & Placeholder  5. Add the Template to a Transaction  6. Create a ListFlash®   7. Approve Transactions & Documents  8. Set Document Approval Status  9. Collaborate with Team using Share tools in zipCommunity™  10. Display Transaction History / Recent Activities  This course completes the series of courses within the Phase III Brokers’ learning path. Register Now!!! Register for this SIMULATED webinar See more details • • •	21 ■ Phase I (session 2): Transaction Management Fundamentals Phase I (session 2): Transaction Management Fundamentals August 21, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase I (session 2): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time. 1) Defining Transaction Management 2) Create a New Template containing a Basic Checklist  3) Add Template to a new Transaction  4) Explore Transaction Summary Transaction Management Functionality  5) Explore the Agent Dashboard/populate graphs  6) Display and discuss Transaction History and Recent Activities  7) Transactions (zipForm Edition) Guided Help This course is the second in a series of courses within the Phase I Learning Path. Continue on your path by also registering for: • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Register Now!!! Register for this SIMULATED webinar See more details ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® August 21, 2020 @ 3:00 pm - 4:00 pm GoToWebinar Phase II (session 3): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing zipForm® for efficient, time-saving workflow processes through zipLogix Digital Ink® 2.0 & zipForm® Mobile TouchSign®. 1) Learn the difference between a zipForm® Mobile subscription and Member Benefit  2) Understand the zipForm® Mobile system requirements for Apple and Android Products  3) Navigate within the zipForm® Mobile platform  4) Create a new template in a transaction  5) Add documents and template to a transaction  6) Get contracts signed via TouchSign®  7) Understand zipLogix Digital Ink® 2.0 signing process within zipForm® Mobile  This course completes the series of courses within the Phase II: Advanced Users Learning Path. Now that you are a confident user, continue to Phase III on your path to learning more Transactions (zipForm Edition) features! Register Now!!! Register for this SIMULATED Webinar See more details • •	22 ■ Phase III (session 2): Transactions (zipForm Edition) Multi-User Account: zipTMS® for Brokers Phase III (session 2): Transactions (zipForm Edition) Multi-User Account: zipTMS® for Brokers August 22, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase III (session 2): Brokers’ Path (multi-user accounts). Need to know how to Manage your multi-user account? This learning path will assist with quickly learning the Transactions (zipForm Edition) Administrative features inn conjunction with Transaction Management. 1. What is Transaction Management?  2. Explore and understand Tasks  3. View Transactions (zipForm Edition) Notifications for Tasks  4. Create a new Enforced (Listing) Template including a Checklist & Placeholder  5. Add the Template to a Transaction  6. Create a ListFlash®   7. Approve Transactions & Documents  8. Set Document Approval Status  9. Collaborate with Team using Share tools in zipCommunity™  10. Display Transaction History / Recent Activities  This course completes the series of courses within the Phase III Brokers’ learning path. Register Now!!! Register for this SIMULATED webinar See more details •	23 ■ Phase I (session 1): Transactions (zipForm Edition) Fundamentals Phase I (session 1): Transactions (zipForm Edition) Fundamentals August 23, 2020 @ 7:00 pm - 8:00 pm GoToWebinar Phase I (session 1): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time. 1) Creating your Transactions (zipForm Edition) account/Your New NAR Benefit, and what that means 2) Website Tour – Tool Bar/Area of Interest 3) Signing into zipForm 4) Profile Settings 5) Navigation Bar 6) Creating a New Transaction Using zipFormMLS-Connect® 7) Viewing/Adding a Form/ Benefits of a Coversheet 8) Form Tools (Strikeout Disclaimer) This course is the first of a three-part series of courses in Phase I Learning Path. Continue on your path by also registering for: • Transaction Management Fundamentals • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Register Now!!! Register for this SIMULATED Webinar See more details •
24 ■ Phase I (session 1): Transactions (zipForm Edition) Fundamentals Phase I (session 1): Transactions (zipForm Edition) Fundamentals August 24, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase I (session 1): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time. 1) Creating your Transactions (zipForm Edition) account/Your New NAR Benefit, and what that means 2) Website Tour – Tool Bar/Area of Interest 3) Signing into zipForm 4) Profile Settings 5) Navigation Bar 6) Creating a New Transaction Using zipFormMLS-Connect® 7) Viewing/Adding a Form/ Benefits of a Coversheet 8) Form Tools (Strikeout Disclaimer) This course is the first of a three-part series of courses in Phase I Learning Path. Continue on your path by also registering for: • Transaction Management Fundamentals • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Register Now!!! *Please note there will be no dial-in option for this Webinar. Register for this LIVE Webcast See more details ■ Phase II (session 1): Transactions (zipForm Edition) Advanced Features Phase II (session 1): Transactions (zipForm Edition) Advanced Features August 24, 2020 @ 3:00 pm - 4:00 pm GoToWebinar Phase II (session 1): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition), for efficient, time-saving workflow processes. 1) Explore the Transaction Tools from the home page 2) Create a Transaction and Review Transaction Summary 3) Add and Organize Forms and Documents within a Transaction 4) Create a PDF file and activate the PDF Split 5) Explore the Agent Dashboard and Graph population 6) Discover Doc Inbox 7) Collaborate with your team using the Collaboration Tools in zipCommunity™ 8) Send Transaction using zipLogix Digital Ink® 2.0 This course is the first of a series of courses in the Phase II Learning Path. Continue on your path by also registering for: • Transaction Management Advanced Features • zipForm® Mobile and TouchSign® Register Now!!! Register for this LIVE Webinar See more details • •	25 ■ Phase I (session 2): Transaction Management Fundamentals Phase I (session 2): Transaction Management Fundamentals August 25, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase I (session 2): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time. 1) Defining Transaction Management 2) Create a New Template containing a Basic Checklist  3) Add Template to a new Transaction  4) Explore Transaction Summary Transaction Management Functionality  5) Explore the Agent Dashboard/populate graphs  6) Display and discuss Transaction History and Recent Activities  7) Transactions (zipForm Edition) Guided Help This course is the second in a series of courses within the Phase I Learning Path. Continue on your path by also registering for: • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Register Now!!! Register for this SIMULATED webinar See more details ■ Phase II (session 2): Transaction Management Advanced Features Phase II (session 2): Transaction Management Advanced Features August 25, 2020 @ 3:00 pm - 4:00 pm GoToWebinar Phase II (session 2): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes. 1) Review Transaction Management  functionality  2) Review Agent Dashboard and graph population  3) Revise a previous Template to include a Checklist with due dates  4) Create and manage new and existing Tasks via calendar, list, and board view 5) Use Cloud Integration Features and Options 6) View Transactions (zipForm Edition) Notifications for Tasks  7) Review Transaction-specific Tabs  This course is the second in a series of courses within the Phase II Learning Path. Continue on your path by also registering for: • zipForm® Mobile and TouchSign® Register Now!!! Register for this LIVE webinar See more details ■ zipFormMLS-Connect® and Templates: The Leading Edge of Ease and Efficiency zipFormMLS-Connect® and Templates: The Leading Edge of Ease and Efficiency August 25, 2020 @ 7:00 pm - 8:00 pm GoToWebinar In this training session, you will learn how easy it is to manage your business with zipForm® Plus using zipFormMLS-Connect®. The objectives below are some of the key features and tools you will learn during this training session: 1. Creating Templates: Global/Office/Agent, Auto-applied, Enforced 2. Using zipFormMLS-Connect® and Login Requirements: - Case Sensitive? - What is the RETS Password and Where is it? - Re-syncing your account 3. Simplifying MLS Listing Search (Verifying Correct Region) 4. Alternate Access Locations for zipFormMLS-Connect® and Templates 5. Using both Templates and zipFormMLS-Connect® to populate New & Existing Transactions Register Now!!! Register for this SIMULATED webinar See more details • • •	26 ■ Phase I (session 3): zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Phase I (session 3): zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals August 26, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase I (session 3): New to Transactions (zipForm Edition) This learning path will have you closing DEALS in no time. 1) Understand the difference between a zipLogix Digital Ink® 2.0 subscription and zipLogix Digital Ink® 2.0 member benefit  2) Configuring your account for using zipLogix Digital Ink® 2.0 3) Three steps to setting up and sending your digital signing packet  4) Review the signing editor  5) Checking status of a signing packet  6) Navigate the digital signing process  7) Access/Review copies of signed documents  8) Understand the importance of cybersecurity and two-factor authentication  This course completes the series of courses within the Phase I Fundamentals Learning Path. Now that you are a confident user, continue to Phase II in your path of learning more Transactions (zipForm Edition) features! Register Now!!! Register for this SIMULATED webinar See more details ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® August 26, 2020 @ 3:00 pm - 4:00 pm GoToWebinar Phase II (session 3): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes through zipLogix Digital Ink® 2.0 & zipForm® Mobile TouchSign®. 1) Learn the difference between a zipForm® Mobile subscription and Member Benefit  2) Understand the zipForm® Mobile system requirements for Apple and Android Products  3) Navigate within the zipForm® Mobile platform  4) Create a new template in a transaction  5) Add documents and template to a transaction  6) Get contracts signed via TouchSign®  7) Understand zipLogix Digital Ink® 2.0 signing process within zipForm® Mobile  This course completes the series of courses within the Phase II: Advanced Users Learning Path. Now that you are a confident user, continue to Phase III on your path to learning more Transactions (zipForm Edition) features! Register Now!!! Register for this SIMULATED Webinar See more details • •	27 ■ Transactions (zipForm Edition) with Back Office Link Integration Transactions (zipForm Edition) with Back Office Link Integration August 27, 2020 @ 12:00 pm - 1:00 pm Come join us for this Webinar showcasing the integration with Transactions (zipForm Edition) and Back Office (BrokerWOLF) Objectives: 1) Profile & Settings 2) Navigation Bar/Dashboard/Admin Tab 3) Templates (Document Tools, Placeholders, and Checklists) 4) Transaction Creation 5) Both sides of the Approval Process for Transactions, Documents, and Tasks 6) Understanding the Back Office Integration 7) Managing Back Office notifications and classifications 8) Key fields and financial milestones 9) Finalizing Deals - How Back Office populates Transactions (zipForm Edition) Register Now! Register for this SIMULATED Webinar See more details ■ Phase I (session 2): Transaction Management Fundamentals Phase I (session 2): Transaction Management Fundamentals August 27, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase I (session 2): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time. 1) Defining Transaction Management 2) Create a New Template containing a Basic Checklist  3) Add Template to a new Transaction  4) Explore Transaction Summary Transaction Management Functionality  5) Explore the Agent Dashboard/populate graphs  6) Display and discuss Transaction History and Recent Activities  7) Transactions (zipForm Edition) Guided Help This course is the second in a series of courses within the Phase I Learning Path. Continue on your path by also registering for: • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Register Now!!! Register for this LIVE webinar See more details ■ Phase II (session 2): Transaction Management Advanced Features Phase II (session 2): Transaction Management Advanced Features August 27, 2020 @ 3:00 pm - 4:00 pm GoToWebinar Phase II (session 2): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition) for efficient, time-saving workflow processes. 1) Review Transaction Management  functionality  2) Review Agent Dashboard and graph population  3) Revise a previous Template to include a Checklist with due dates  4) Create and manage new and existing Tasks via calendar, list, and board view 5) Use Cloud Integration Features and Options 6) View Transactions (zipForm Edition) Notifications for Tasks  7) Review Transaction-specific Tabs  This course is the second in a series of courses within the Phase II Learning Path. Continue on your path by also registering for: • zipForm® Mobile and TouchSign® Register Now!!! Register for this SIMULATED webinar See more details ■ zipFormMLS-Connect® and Templates: The Leading Edge of Ease and Efficiency zipFormMLS-Connect® and Templates: The Leading Edge of Ease and Efficiency August 27, 2020 @ 7:00 pm - 8:00 pm GoToWebinar In this training session, you will learn how easy it is to manage your business with zipForm® Plus using zipFormMLS-Connect®. The objectives below are some of the key features and tools you will learn during this training session: 1. Creating Templates: Global/Office/Agent, Auto-applied, Enforced 2. Using zipFormMLS-Connect® and Login Requirements: - Case Sensitive? - What is the RETS Password and Where is it? - Re-syncing your account 3. Simplifying MLS Listing Search (Verifying Correct Region) 4. Alternate Access Locations for zipFormMLS-Connect® and Templates 5. Using both Templates and zipFormMLS-Connect® to populate New & Existing Transactions Register Now!!! Register for this SIMULATED webinar See more details • • • •	28 ■ Phase I (session 2): Transaction Management Fundamentals Phase I (session 2): Transaction Management Fundamentals August 28, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase I (session 2): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time. 1) Defining Transaction Management 2) Create a New Template containing a Basic Checklist  3) Add Template to a new Transaction  4) Explore Transaction Summary Transaction Management Functionality  5) Explore the Agent Dashboard/populate graphs  6) Display and discuss Transaction History and Recent Activities  7) Transactions (zipForm Edition) Guided Help This course is the second in a series of courses within the Phase I Learning Path. Continue on your path by also registering for: • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Register Now!!! Register for this SIMULATED webinar See more details ■ Phase II (session 3): zipForm® Mobile & TouchSign® Phase II (session 3): zipForm® Mobile & TouchSign® August 28, 2020 @ 3:00 pm - 4:00 pm GoToWebinar Phase II (session 3): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing zipForm® for efficient, time-saving workflow processes through zipLogix Digital Ink® 2.0 & zipForm® Mobile TouchSign®. 1) Learn the difference between a zipForm® Mobile subscription and Member Benefit  2) Understand the zipForm® Mobile system requirements for Apple and Android Products  3) Navigate within the zipForm® Mobile platform  4) Create a new template in a transaction  5) Add documents and template to a transaction  6) Get contracts signed via TouchSign®  7) Understand zipLogix Digital Ink® 2.0 signing process within zipForm® Mobile  This course completes the series of courses within the Phase II: Advanced Users Learning Path. Now that you are a confident user, continue to Phase III on your path to learning more Transactions (zipForm Edition) features! Register Now!!! Register for this SIMULATED Webinar See more details ■ zipFormMLS-Connect® and Templates: The Leading Edge of Ease and Efficiency zipFormMLS-Connect® and Templates: The Leading Edge of Ease and Efficiency August 28, 2020 @ 7:00 pm - 8:00 pm GoToWebinar In this training session, you will learn how easy it is to manage your business with zipForm® Plus using zipFormMLS-Connect®. The objectives below are some of the key features and tools you will learn during this training session: 1. Creating Templates: Global/Office/Agent, Auto-applied, Enforced 2. Using zipFormMLS-Connect® and Login Requirements: - Case Sensitive? - What is the RETS Password and Where is it? - Re-syncing your account 3. Simplifying MLS Listing Search (Verifying Correct Region) 4. Alternate Access Locations for zipFormMLS-Connect® and Templates 5. Using both Templates and zipFormMLS-Connect® to populate New & Existing Transactions Register Now!!! Register for this SIMULATED webinar See more details • • •	29 ■ Phase III (session 2): Transactions (zipForm Edition) Multi-User Account: zipTMS® for Brokers Phase III (session 2): Transactions (zipForm Edition) Multi-User Account: zipTMS® for Brokers August 29, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase III (session 2): Brokers’ Path (multi-user accounts). Need to know how to Manage your multi-user account? This learning path will assist with quickly learning the Transactions (zipForm Edition) Administrative features inn conjunction with Transaction Management. 1. What is Transaction Management?  2. Explore and understand Tasks  3. View Transactions (zipForm Edition) Notifications for Tasks  4. Create a new Enforced (Listing) Template including a Checklist & Placeholder  5. Add the Template to a Transaction  6. Create a ListFlash®   7. Approve Transactions & Documents  8. Set Document Approval Status  9. Collaborate with Team using Share tools in zipCommunity™  10. Display Transaction History / Recent Activities  This course completes the series of courses within the Phase III Brokers’ learning path. Register Now!!! Register for this SIMULATED webinar See more details •	30 ■ Phase I (session 1): Transactions (zipForm Edition) Fundamentals Phase I (session 1): Transactions (zipForm Edition) Fundamentals August 30, 2020 @ 7:00 pm - 8:00 pm GoToWebinar Phase I (session 1): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time. 1) Creating your Transactions (zipForm Edition) account/Your New NAR Benefit, and what that means 2) Website Tour – Tool Bar/Area of Interest 3) Signing into zipForm 4) Profile Settings 5) Navigation Bar 6) Creating a New Transaction Using zipFormMLS-Connect® 7) Viewing/Adding a Form/ Benefits of a Coversheet 8) Form Tools (Strikeout Disclaimer) This course is the first of a three-part series of courses in Phase I Learning Path. Continue on your path by also registering for: • Transaction Management Fundamentals • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Register Now!!! Register for this SIMULATED Webinar See more details •
31 ■ Phase I (session 1): Transactions (zipForm Edition) Fundamentals Phase I (session 1): Transactions (zipForm Edition) Fundamentals August 31, 2020 @ 12:00 pm - 1:00 pm GoToWebinar Phase I (session 1): New to Transactions (zipForm Edition)? This learning path will have you closing DEALS in no time. 1) Creating your Transactions (zipForm Edition) account/Your New NAR Benefit, and what that means 2) Website Tour – Tool Bar/Area of Interest 3) Signing into zipForm 4) Profile Settings 5) Navigation Bar 6) Creating a New Transaction Using zipFormMLS-Connect® 7) Viewing/Adding a Form/ Benefits of a Coversheet 8) Form Tools (Strikeout Disclaimer) This course is the first of a three-part series of courses in Phase I Learning Path. Continue on your path by also registering for: • Transaction Management Fundamentals • zipLogix Digital Ink® 2.0 (powered by Authentisign) Fundamentals Register Now!!! Register for this LIVE Webinar See more details ■ Phase II (session 1): Transactions (zipForm Edition) Advanced Features Phase II (session 1): Transactions (zipForm Edition) Advanced Features August 31, 2020 @ 3:00 pm - 4:00 pm GoToWebinar Phase II (session 1): Advanced User - Take what you know to the next level. This learning path will provide best practices in utilizing Transactions (zipForm Edition), for efficient, time-saving workflow processes. 1) Explore the Transaction Tools from the home page 2) Create a Transaction and Review Transaction Summary 3) Add and Organize Forms and Documents within a Transaction 4) Create a PDF file and activate the PDF Split 5) Explore the Agent Dashboard and Graph population 6) Discover Doc Inbox 7) Collaborate with your team using the Collaboration Tools in zipCommunity™ 8) Send Transaction using zipLogix Digital Ink® 2.0 This course is the first of a series of courses in the Phase II Learning Path. Continue on your path by also registering for: • Transaction Management Advanced Features • zipForm® Mobile and TouchSign® Register Now!!! Register for this SIMULATED Webinar See more details • •

All webinars are presented in Eastern Time

August 2020