Tasks and their statuses are recorded within the transaction history. Extensive audit trails are recorded within each transaction’s history.
As due dates approach or as tasks/documents become overdue, notifications are displayed and emails may be sent to the user. This feature is adjustable within the profile.
Set tasks in templates with relative dates and task due dates will automatically populate from form data. Include placeholder documents as reminders to upload required documents (ex. Sellers disclosures).
Plan transactions and tasks in the “Checklist” tab. Due dates are populated from forms and can be easily adjusted. Set dates to be “relative” for automatic adjustment in relation to prior tasks (ex. Closing = 10 days after escrow.)
Stay on task every day! Handle all your transactions, from start to close, with one easy-to-use platform. The transaction management functionality is woven into the zipForm® Plus platform, thus promoting broker and agent productivity.
Transaction storage has been improved with a unified retention policy. When transactions are closed, or a closing date is set, zipTMS™ shows its retention date. The user’s Association sets that date per applicable DRE requirements.
Enhanced transaction organization and storage in zipTMS™ allows agents and brokers to effortlessly set transaction status to “closed.” Closed transactions are stored apart from their active counterparts, promoting members to stay on task. Filters are also available for quickly sorting transactions, tasks and contacts.
An agent or broker can now easily delegate tasks and assign transactions to coordinators working for them. Activities are tracked within the transaction history, keeping a detailed audit trail. New permissions are also available to broker administrators, promoting enhanced risk mitigation.
Optimize your zipForm® Plus experience: Connect the online services you love to your zipForm® Plus account. Cloud integration enables you to easily add documents to transactions, import contacts and synchronize your calendars.
The zipVault interface lets users store image and document files with transaction forms in a single combined list within zipForm® Plus. This capability gives users the flexibility to manage all types of documentation online within a single cohesive experience.
Customized email signatures are now available in zipForm® Plus. Signatures can be created and saved, and each email sent from zipForm® Plus has the option of including customized messaging, text formatting and images. Links can also be inserted with text or images.
Transactions, contacts and forms are all equipped with a search bar. The search function has been improved so as you type within the search bar results will appear in real time.
Signature solutions are embedded within zipForm® Plus. E-Signature subscribers can send documents, modify signatures, add documents and check signature status. And best yet, the entire process operates within the zipForm® Plus interface.
Users are notified when documents are ready, approved or completed in real time and within the user interface. Easily access items related to the notification with a click.
zipLogix™ Community introduces collaborative functionality for zipForm® Plus users. Bring clients and agents together online – painlessly – to complete transactions efficiently.
Add photos to enhance your transactions, contacts and profile in zipForm®. Maintain visual reference by integrating transaction photos throughout the creation process. By including photos with contact information benefits user navigation of the address book.
Powerful widgets give you an objective and succinct image of transaction activities, highlight listing performance and much more.
The zipTMS™ Agent Dashboard presents you with a clear view of your business at any given time, letting you manage your transactions and business with confidence.Learn more.
zipTMS™ offers a turnkey set of transaction management tools – including tasks, checklist and calendar features. Enhance workflow and never leave zipForm® Plus.Learn more.