What does the integration do in Transactions – zipForm Edition?

Enables you to sync transaction and commission information between your Back Office and Transactions – zipForm Edition solutions.

Note: Requires valid Back Office and zipForm Edition credentials as well as valid Lone Wolf account credentials for any agents that use the integration at your brokerage.

Adds the Manage Back Office menu option to the Broker Settings menu that enables you to configure your integration and select which agents can create transactions that sync to Back Office.

Makes the following fields mandatory in a transaction:

• Offer Date
• Purchase Price
• Closing Date
• Classification
• Property Type

When a transaction is finalized in Back Office, the following fields cannot be updated in zipForm Edition:

• Contingencies > Met Date
• Trust & Escrow > Received
• Transactions > Financial Milestones

https://www.adwerx.com

A service that enables you to integrate your contacts and/or transaction dates with:

• Constant Contact
• Google Calendar
• Google Contacts
• MailChimp
• MS Outlook Calendar
• MS Outlook People

https://www.apination.com/

Enables you to invite an escrow holder to use Earnnest from the Partners tab.

Enables you to send an earnest money payment request from the Marketplace tab of a transaction and pre-fills the form with available information from the transaction.

Enables agents to set up virtual tours in any space using any 360° camera or smartphone with 360° capabilities. Agents can help clients tour homes remotely without ever physically entering a property.

Creates a link in the Partners tab or the Marketplace tab of a transaction to the EyeSpy360 login page.

Integration is provided through API Nation. Calendar service provider.

Enables you to sync your transaction dates to selected Google calendars, saving you time on data entry.

Integration is provided through API Nation. Contact management service provider.

Enables you to sync your zipForm Edition contacts to Google Contacts, saving you time on data entry.

Enables you to claim a Hurdlr account from the Partners tab.

Imports your transaction information into Hurdlr to enable you to track your profit and loss, mileage, expenses, income, taxes, and transaction commissions.

Enables you to sync your transaction dates to your Outlook Calendar, saving you time on data entry.

Enables you to sync your zipForm Edition contacts to Outlook People, saving you time on data entry.

Enables you to order disclosure forms from within a transaction and automatically populates the form with information from the transaction.

Enables agents to submit title insurance orders directly from the solution. Users can also receive automatic updates, communicate with title agents, send documents securely, and track their order statuses.

Adds settings to opt an entire brokerage/office into the integration in Broker Settings.  Adds settings to opt an individual user into the integration in a user’s profile.  Adds a Request TItle Order section to the summary page of a transaction where users can request a title order, check the status of an order, submit a document to the title company, or send a note to a title representative.

Enables users to screen tenants by collecting a completed rental application along with credit, criminal, and eviction reports.  Enables you to send a tenant screening application directly from the Marketplace tab of a transaction.

Enables users to invite clients to complete their property disclosure forms online using Sellers Shield.  The benefits of using Sellers Shield are:

• Saves agents time and money
• Provides an easy experience for clients that avoids costly mistakes and the inconvenience of paper forms
• Sellers Shield’s Home Sale Legal Protection also gives sellers the option to purchase protection even after closing

An app helps clients manage their moves by:

• Updating addresses with service providers, mail forwarding, driver’s license, and voter registration
• Providing moving checklists
• Finding vendors, such as movers, security firms, and housekeepers
• Setting up utilities and other service providers Determining what packing materials are needed
• Provides valuable coupons and discounts related to moving
• Identifies community resources, such as schools, and neighborhood events

Enables you to sign up for and access your Updater account in the Partners tab without leaving the solution. 

When you add a closing date to the Purchase Summary section of a transaction, an email invitation to Updater is automatically sent 3 weeks before the closing date for any clients related to the transaction.

Home insurance broker solution.

Creates a link to login to Young Alfred in the Partners or Marketplace tabs without leaving the solution.

Integrates and passes information between your various web solutions. Records and then automatically completes routine actions automatically for you.  For example, if you add a document to your DropBox account, you can automatically add the document to your Transaction and then receive an automatic notification in your messenger app.

Creates a setting in your profile settings, enabling you to link your zipForm Edition and Zapier accounts.  Other than this, there are no workflow changes that occur in zipForm Edition.  In Zapier you can then link your account with you zipForm Edition account and begin creating zipForm Edition related workflows in Zapier.