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 complex transactions with confidence. We will cover advanced templates, clause libraries, custom checklists, task management, the form editor functions and features, organizing multiple offers, and […]
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, and manage digital signatures for your transaction documents. Both Authentisign and DocuSign® are programmed to auto-populate signature, date, and initial tags on most of your […]
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 Towards Homeownership addresses Housing Affordability from the perspective of Financial Literacy. This is a fantastic event that will teach you everything you need to know […]
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 creating a CMA report. Whether for a buyer or for a seller, a thorough CMA can help you and your client fully consider all relevant […]
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. Explore essential features that make working paperless simple, including eSign, Email to Transaction, DocInbox, and zipCommunity™. Can’t make it? Register anyway, and we’ll send you […]
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 […]
The California Department of Insurance Learning Series: Upcoming Residential Insurance Webinar Don’t miss this in-depth session focused on protecting your home. Experts from the FAIR Plan, the California Earthquake Authority, […]