Events

Learn the fundamentals of both zipForm and Transact in this easy-to-follow training session. We will guide you through navigation, key features, and basic workflows so you can start a transaction, […]

Move beyond the basics and work more efficiently in zipForm and Transact. Take a closer look at advanced tools available in both platforms to help customize your workflow and manage […]

Streamline the signing process for you and your clients using the electronic signature tools inside your transaction. Transactions support two integrated e-Sign platforms—Authentisign and DocuSign®—giving you flexibility to track, edit, […]

2026 New & Revised Forms

Where we’re STEPPIN’ to next: STEPS Toward Homeownership virtually throughout CA Date: June 10th 2026 Time: 10 am - 12:45 pm Location: Virtual Event Financing the Dream of Homeownership STEPS […]

When it comes to pricing a property, your clients are counting on you to lead the discussion. It’s important that you understand how to take various dynamics into consideration when […]

  Join us for a focused training session on the powerful tools and features inside transactions in zipForm and Transact that help you work efficiently in a fully paperless workflow. […]

Take this opportunity to pick our brains and get your zipForm and Transact questions answered LIVE! We are here to answer your zipForm and Transact questions and get functionality problems […]