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Essential Tips for Real Estate Document Management

Mar 15, 2025

Lecture Notes: Preparing, Sending, and Signing Documents

Introduction

  • Speaker: Jackson Baudelaire, Transaction Specialist at the California Association of Realtors (CAR).
  • Background: Former realtor with 10 years of experience.
  • Focus: Educating realtors on using ZipForm software for real estate transactions.

Key Topics

  1. Templates

    • Creating and managing templates in ZipForm.
    • Types of templates:
      • Auto Templates: Automatically applied to transactions (e.g., residential purchase, residential listing).
      • Manual Templates: Manually applied during transactions (e.g., escrow checklist, PEAD template).
    • Benefits: Organization and efficiency in managing transactions.

  2. MLS Connect vs. Record Connect

    • MLS Connect: Used for purchase transactions; integrates MLS data into ZipForm.
    • Record Connect: Used for listing transactions; pulls public record data.
    • Record Connect is a paid service ($24.95/year).

  3. Adding External Documents

    • Incorporating external documents into transactions via ZipForm.
    • Placeholder use for documents like pre-approvals and proof of funds.

  4. Zip Community and Sharing Tools

    • Secure, encrypted portal for clients to review documents and upload necessary files.
    • Facilitates document collaboration between realtors and clients.

  5. Digital Signatures Integration

    • Using Digital Ink for signing documents.
    • Customizing signing processes with options for security and order.
    • Optional features like SMS authentication available for $5 per transaction.

Training and Support Resources

  • CAR offers a variety of training resources:
    • Webinars: 5-7 webinars per month.
    • YouTube Channel: ZipLogic's channel with training videos.
    • Online Training via ZipLogix and Lone Wolf Technologies.
    • Phone Support: 24/7 support available.
    • CAR Customer Contact Center: Provides additional support and legal help.

Additional Tools and Tips

  • Adding Photos: Photos can be added to forms (e.g., AVID) for detailed inspections.
  • Summary of Offer: Provides an overview of the offer to accompany the RPA.
  • Follow-up Tools: Using transaction management tools for client follow-up.

Conclusion

  • Importance of using available resources and tools to enhance transaction efficiency.
  • Encouragement to utilize ZipForm and associated tools to streamline real estate transactions.

Contact Information

Full transcript