good morning let me share my screen you can uh get the show on the road all right today we're going to be talking about preparing sending and signing documents we're going to be talking about lone wolf transactions zip form edition let me introduce myself my name is jackson baudelaire i am a transaction specialist at the california association of realtors i was a realtor myself for about 10 years up in the south bay in los angeles i think real estate's a fantastic career and i i applaud all of you for getting through this pandemic with your heads above water i do love education and i love making sure that realtors like yourselves are confident competent and efficient in the software that is so vital to our business which is zip form this is where we get our california standard forms and today we're going to be talking about templates creating templates assigning or managing templates we're going to talk about mls connect versus record connect and the the added benefits of these features we're going to talk about adding external documents to our transactions we're going to go over zip community and some of the sharing tools that are available to us and then we're going to talk about how digital signatures integrate into this system i know shirley was talking about some of the other training opportunities that are available at your association i want to talk about some of the training on demand that is available through cir and through lone wolf technologies lone wolf has a youtube channel it's still ziplogic's youtube channel but they have a lot of great training videos on there there's online training via ziplogix and lone wolf there's also lots of great webinars that car puts on we do five to seven webinars every month you can go to car.org and check out some of the webinars definitely sign up for the webinars if you see anything that even remotely interests you because even if you don't attend you will get a link to the recording 24 hours later there's also phone support for lone wolf that's available to you 24 hours monday through friday 10 to 10 on the weekends and there is the car customer contact center we are very very fortunate to have a customer contact center in california uh not every association has a in-house contact center but we do and we have a legal hotline we have zip form help we have glide help uh i really shouldn't say glide help but but we can direct you to the right place definitely use the resources that are available to you as a member benefit so let's jump into zip form and start looking at some of these features in here so the first thing we were going to talk about was templates so we can see here that i have four templates that i have set up for myself let's talk about the types of templates that are uh most often used in zip form you can see here that i have a listing template and i have a purchase template these templates are set to be auto templates you can see it says auto template here what does that mean it means that any time that i start a residential purchase transaction this is automatically going to apply same goes for my listing template residential listing this is going to apply the other types of templates that i have are my escrow checklist here you can see this is not an auto template and my peed template which is also not an auto template that means that i'm going to manually apply these templates during the course of my transaction i do that because i want i don't always want a peed in my transaction if i've already seen the property if it's something that we're writing an offer on um prior to visiting maybe we've seen the virtual tour we want to put an offer in maybe the p doesn't apply right away but when it does i can apply that template and get the p signed same goes for my escrow checklist as much as i would love every transaction inside of zip to end up being an escrow it's just not the case so let's take a look at my listing template and then we'll move on to my purchase template so my listing template has some good organization to it okay when you take a listing it's for all intents and purposes it's uh you're it's likely going to end in a closed escrow so i want to make sure that i right off the bat i'm as organized as it possibly can be so i have my folders to add folders we can use the add folder button adding folders allows you to organize your uh your transaction in ways that that work for you now my listing documents i have a listing agreement my cover sheet i have the listing agreement coronavirus addendum and i have the pds the ped seller form you can see also that i have a couple placeholders here i have a list of providers a list of repairs and an mls pronoun i like to use placeholders because they for me the way my brain works i like to have a visual reminder of something that i need to add later to add a placeholder we can click the add document up here at the top we can create a placeholder so a placeholder is sometimes it's just a spot that you're going to fill with one of the one of the standard forms uh in this case it's going to be something that i generate outside of zip so my list of providers i like to get a list of uh who what does the seller have for cable internet gas electric uh who maybe who their cell phone provider is do they have good service do they you know does it work for them uh who do they use for their gardener you know just the the types of things that people are going to call on your sign people are going to call that you know when they find your listing on on the internet you want to be as uh knowledgeable as possible about your listing agents are going to call as well and ask you hey do you know this and this and this so having that little cheat sheet in my opinion is super helpful i use that in practice it always worked for me also a list of repairs now i'm not talking about a tds or spq level of list of repairs i just want to know hey that roof looks pretty new what year did you put that on again things that people are going to ask when they call on your side i want to know hey that that that big addition that's on the back your house obviously it's not original what year did you do that edition i don't want to know anything else really i just want to be able to to be uh knowledgeable about the house the mls printout is for me um i i always include that in my closing file just it's always helpful to have a printout of of the mls listing as you entered it into the mls so my cover sheet inside of my template because again a template is not the actual transaction document this is just prepping a folder of information for use in a at a later date so there's no buyers or sellers names in here there's no property information in here because this is a template and it needs to be evergreen but i do have my information in here as the selling broker this is the way that i want my information to be displayed when i start my listing transaction so i'm in control of that with the template on my listing agreement i've checked pre-checked a couple boxes for example where's my full screen there it is for example the seller box here a lot of people often forget that it's it's just one of those things that another one of those little tedious uh minor details that we have to be mindful of when we're creating and filling out these contracts so i'm pre-checking that so that it'll already be checked when i start my listing the same goes for the actual listing agreement i've checked a couple boxes let's take a look at that so i very uh ambitiously put six percent in there i put 90 days after listing period for uh my dates in here again i'm not telling you how to fill the listing agreement out i'm just giving you examples of ways that you can prep things ahead of time okay for the coronavirus addendum i just have that in there for now hopefully that won't always be a thing same as the peed form but those are my those are my documents that are that are in the template i also have a checklist now my checklist ties into those placeholders i have my list of providers due on the listing date i have add the listing to the mls two days after the listing date and i have my mls printout as a my placeholder is attached to the task same for my list of repairs two days after listing date so these these dates these are called relative due dates these relative due dates are based on a number of days before or after the listing date or one of the other transaction dates it looks like people are using the chat uh let's let's switch to using the q a box please if you're going to ask your questions let's use the q a box so that i can better answer your questions now my tasks here i have the name of the task i have a due date i set myself as the responsible party which means that i'm going to get an email two days prior to the due date and also two days after the due after the due date is passed to and again i put i attached my placeholder to the task itself and i put a little description list of upgrades and general information about improvements now i have another task in here that's the category is after close so i have call my client to check on their house and say congratulations on six months of owning it so i've set this 180 days after the closing date so i am using this transaction management system as a follow-up tool as well this is a very powerful system that can accommodate things like reminding you six months after the closing to call your client and say hey congratulations uh on selling your house six months ago how's everything going do you need anything it's all about follow-up all about follow-up so that is my listing template let's take a look at my purchase sample it now so my purchase template has a lot less structure to it because listings have need need a lot of organization we're going to write a lot more offers and we're going to write listings most likely so i have a placeholder for the pre-approval i have a placeholder for the proof of funds i have my cover sheet with my information as the selling broker not the listing broker i have an rpa and i have my finance worksheet and my summary of the offer so we'll take a look at these two forms once we actually apply uh this template to a real transaction but my rpa again has a couple boxes checked just to prep myself ahead of time i have the buyer box checked in here on the rpa itself i have my information in here i have these check boxes for seller only buyer only i have 30 days in there just some general um helpful dates i'm getting a call just some helpful dates so let's apply this to a transaction and we're gonna look at using mls connect and record connect and the differences between the two so i'm going to start a new transaction this is going to be a new purchase so before i name it before i use mls connect i'm going to check this residential category so i chose purchase and then i chose residential so what's going to happen is my template is automatically going to apply automatically going to apply i'm going to use mls connect to bring in information about the property so today i'm going to be using claw because that's the login that i have currently but i am going to be pulling in a listing that's from crmls so this is on foothill drive in vista and i'm gonna this is it so i put in the listing id it's gonna bring in the address city state zip the listing price the date that it was listed it's gonna bring in the other agent's information plus some other information let's grab the address because i'm going to use that address as the name of the transaction if i can get rid of the word address okay so you can see here that this is trying to autofill the the actual address but these these are in other states this is not what i'm trying to do so let's see if we can keep adding to this there's vista perfect so as i started typing in the word vista it came up and if you notice this record connect button was grayed out but now it's available so i do have to tell you record connect is not a member benefit record connect is a paid product it's about 24.95 a year um but it is it i believe it's worth it mls connect is more specifically for the purchase side of zip form record connect is for the listing side now now when you're writing an offer you're not you know generally you're going to be writing an offer on a property that's on the mls uh record connect is pulls information from public record to inform your new listing because it's your listing it's probably not on the mls yet so that's where this this kind of comes in so we're going to kind of we're in this transaction i know it's a bit uh confusing but we're going to be using both for right now i already used mls connect to bring in information from the mls but if i click on this record connect button i click save it's going to apply my template it's going to bring in the information from mls connect but it's also going to bring up this box here for record connection it's going to ask me uh who is the owner and it wants to get this in a first middle last name view so because the public record is a bit uh confusing sometimes with the order of the names i'm gonna guess that this is the a eddie lamellae trust i'm going to guess that that's the correct form of this name so that's choosing the seller one so this is also going to inform the parties in the transaction with the actual name of the trust so that this is the eddie lomely trust dated may 9th of 2002. so it's also going to bring in the school district the subdivision that you're built the zoning parcel number and a legal description so that there's a lot of information that you can that you can bring in without having to manually enter it so we've successfully used mls connect and record connect on this transaction to make sure that we have all of the possible information about this property probably more than we actually need but it's but that's what's there's nothing wrong with that so i see a question here can the same templates be set up for zip form standard instead of online so zip form standard allows you to create templates of documents um but the functionality is far far less than this online version just multiple transactions online there still are about ten thousand realtors in california that use sip form standard as their uh primary way to get to the forums um i don't recommend that you use it from standard if you don't have to it's quite limited and they are not updating it or maintaining it really anymore but it's not going away anytime soon okay so we've applied our template we've used our mls connected record connect to bring in information now we need to start filling in the property summary here so we have the summary that was brought in from elsewhere to bring data in now we need to fill in our purchase summary so our offer date is going to be today our offer is going to be extremely aggressive so it's going to expire tomorrow we have not gotten our offer accepted yet what's the what did they list it for they listed it for 679 900. so we're going to go 672 500. the contract date is going to be today our closing date i think i put 30 days in there so let's just go a month out and say we don't want to close on a friday let's close on a thursday and we're going to take possession that same day on the 8th all right so you can see mls connect brought in the listing agent my template brought in myself as the selling agent but i need to add a buyer now right so let's go to the parties tab up here you can see that the seller was brought in from record connect my buyer is going to be someone that i've done business with before so i'm going to open up the address book look for my buddy ricardo so i have his first name last name and his email that's all that you have to have really those are the required fields and i have them saved in here as a contact now i've done business with ricardo before and i know that he likes to review the offer prior to signing it and i want to provide him with a secure encrypted environment to review documents and also want him to be able to upload his pre-approval and his proof of funds in a secure and encrypted environment so i'm going to invite him to the transaction okay i'm going to hit save and now it's going to ask me what do you want to allow him to do let's let's define the user permissions of this share because we're talking about zip community collaboration tools so the first thing i want i do not want him to be able to edit forms he doesn't need to edit new forms but i do want him to be able to upload i want him to upload that pre-approval and upload his proof of funds the stop sharing date is going to be set to 30 days well i'm good the eighth that's 30 days does i don't usually hit it right on the dot like that okay so 30 days is the default um i like to just not have a stop sharing date the reason why is because i like to provide my client with this portal this is this is a community portal for as long as the transaction is in my zip form account and that's because i want to fill this zip community portal with all of the final executed documents so that my client has access to it after the transaction is closed so rather than burning a cd or a flash drive or a google drive or dropbox link to provide your client with all their closing documents why not give them an online portal that has a username and a password it's it's encrypted it's secure and have them have access to a portal that has your name and your contact information on it and they're going to think of you every time they log in there it's a pretty powerful tool so now we're going to choose what we want to share so i said my client wants to review the rpa and i also want him to be able to upload his documents in there so i'm going to choose the rpa i'm gonna click save and send now it's gonna send him an email and i'm gonna put a little message in here please upload your proof of funds and pre-approval and hit send so my client is going to receive an email with that little message in it inviting them to collaborate on this transaction so now i can go into my rpa and i will see that a lot of the information has been filled in so i already have my buyer in here that's working working and working my fair housing form has my buyer also has the name of the seller the prbs is fully filled out now there's an address on there my rpa is pretty well filled out because i was filling things in from the summary tab so the date was prepared it has all the all the property information the apn there's my price i have my 30 days to close but now i get down to the initial deposit i like to do three percent maybe you do maybe you don't i like to do three percent i also don't like to do math if i don't have to okay so that's why i have the rpa financing worksheet the rpa financing worksheet is the rpaws this is not a form that needs signature it's not a form that you're gonna send to your client or to the other agent this is strictly for you it's a worksheet for you to fill out to fill out your rpa let's take a look at it so we have and you can you can notice here that these are references to all of the different paragraphs in the rpa initial deposit increased deposit loan loan balance of purchase price there's our purchase price and there's our balance of purchase price so i want to do three percent so i'm going to check the three percent then we see oh there's our our first deposit we're not doing an additional deposit but i know that my client is going to put 20 down 538. so now i have an industrial deposit i have a loan amount and i have a balance of purchase price it did the math for me how fantastic is that so now i'm going to go back to my rpa and we will see that all that information has now populated my rpa there's my industrial deposit there's my loan amount now if i make changes to the purchase price on the rpa that deposit and that loan amount are not going to calculate if i need to make changes to the price at any time i'm going to go back to my finance worksheet and make a change to the purchase price there and it will auto adjust just remember that okay so that's the rpa finance worksheet i also have the summary of the offer the sum s-u-m-r-p-a this is something that you again it doesn't have any signature blocks on it but maybe this is a good cover sheet to your offer this is generally the stuff that i would put in my email to the other agent anyway this just this this pulls in completely from the rpa and the summary there's the date of your offer the address of the property the name of your client what your purchase price is your deposit amount your loan amount if it's a specific type of loan what's your close of escrow days is are you leaving the seller or a tenant in place is there a rent after uh the sale what are your contingencies does your client need to sell something to buy this one are you asking for stoves watch your dryers refrigerator is your name and then there's some information there's some space for the listing agent to fill in notes or the seller to fill in notes about your offer it's a good cover sheet and i recommend you use this i mean it's it's a these are the broad strokes of the offer again this is not the offer itself it's just a summary but it's a good cover sheet to your offer all right so my client received an email from me saying please upload your proof of funds and your pre-approval and he says okay so he's going to click view documents it's going to bring him into zip community now zip community is a secure and encrypted environment for my client to collaborate with me to work on the transaction with me now if they have never signed into this before they can create an account and you see here it already knows their name it knows that they're the buyer it already knows their email address it's going to suggest a username and they have to create a password so really all they have to do is create a password and their account is created they also have the option to use facebook or google to do a single sign-on my client has used this before so he's going to sign in ricky rick all right so when our client signs in they will see a calendar of transaction dates there's our offer date there's our possession date they have the option to email us or call us from here and then we have the documents tab so they have access to that rpa that we've been filling out it is as we've mentioned before it's not an editable version of the rpa it's just a pdf preview so they can go through here they can review the terms that we've put into the art to the rpa to the purchase agreement this year this all looks good we have our 17 days for the loan you know if they have questions they can ask us we can go over it with them while they're looking at the document itself but there's no pressure they're not signing it right now they're just they're just reviewing it and there's a reason why i like to share documents in this way in this method that's because our client just opened the rpa it's uh 10 30 on the ninth and we have an audit trail in our in the history of our transaction hey look ricardo at 10 32 on the ninth he viewed the rpa so we have an audit trail in immutable proof that our client did review the rpa so if they say oh you know you signed or i signed it and i didn't get to read it well i gave you the option to to view it this audit trail captures 100 180 different events that won't go into all of them obviously but uh there's a lot of data in this transaction a lot of data and that goes along with it so our client was able to view the rpa but they also have this add doc button up here so they can browse their computer or one of our supported cloud services we ask for their pre-approval and their proof of funds so let's go pre-approval and proof of funds they're going to upload those in the zip community if we go to our transaction here hey there they are that quickly because we have given our client permission based very very specific access to the transaction itself where we are collaborating on this transaction so now that we have these two i can click my i can click and drag my pre-approval and fill that placeholder another way to fill the placeholders is to click right on it and say fill with an existing there's our funds and now our proof of funds and our pre-approval are filled in our placeholders are filled in so there's a reason why i like these placeholders i like i like working with pdfs in here and the reason why is because you can actually have different versions of a document so let's say that our client sent us a pre-approval and we're still putting the offer together we say you know what actually i got an updated pre-approval from my lender send v2 of the pre-approval and then in here we can click our little refresh and there's our v2 so i can click and drag v2 over to the proof of funds and now if you notice this is a stack of documents rather than it just being the one document this is going to act like a folder of sorts if i click into this there's both versions of that proof of funds it doesn't show up as a folder over here it's just a stack of documents organization order it's a fantastic thing okay so we filled in our placeholders here on my checklist i had that pre-approval and the proof of funds on my checklist so i can mark these as completed then i also have call the lender that letting them know that we're submitting an offer so i called the lender i left a message it's in progress everything's color coded on these it's fantastic okay so our client was able to view the rpa we had our uh rpa finance worksheet our summary of the rpa we shared documents with our client where it allowed them to upload things and now we need to get this signed so there's a couple different ways that we can start a signature packet okay if we are on the documents tab looking at all the documents we can click the esign button over here on the left hand side that's going to bring us to this screen that i get calls on all the time they say what do i do now well it says click new to send documents for signature so we're going to click new what are we going to send we're going to send the rpa easy as that now by default i have my signing service set to digital ink the name of the packet is just gonna be in sequential order signature packet one two three four this packet name is going to end up being in the subject line of the email that your client receives so just like any other email subject line we want this to be short clear concise what are they signing oh before before we get into that i think i went i got ahead of myself here we need to we need to get we need to get a peep form and we already have a p template if i remember correctly so i'm going to go up here to apply template and i'm going to apply my p template so my p template had a p form no address so i do need to add that address click a little drop down but the only things that i had on my p template or on the second page i have my name i checked the box for me and i put my broker my uh dre number and i check the box for the buyer because i'm definitely going to be representing at least one buyer so i have my client in here that's it all i had to do is add the address click my client's name ready to go okay let's go back to our packets here so we're gonna click new we're gonna click our peed and our rpa and we're going to name this we're going to say purchase agree that's three e's not too many too many e's purchase agreement and peed click next it's gonna ask me who's gonna be signing today i'm gonna sign and ricardo's gonna sign hit close so now i get a lot of fun options here okay first option i get is if i need to add another signer i can do that here if i want to add a reviewer i can do that here so a reviewer is someone that is not putting a mark they're not placing any marks on the document itself but they need to sign off on sign-offs the wrong word they need to approve the document before the packet can be completed so for example if you are a new agent and you're working with a productivity coach or maybe your broker wants to review your offer before you send it out something like that you can add that party as a reviewer and this packet cannot be completed until that reviewer has approved of it that's why it's a little thumbs up because you need to get an approval there is also a cc list so the cc list similar to the reviewer but but it's just someone that needs to receive a copy of the final packet when it's done but this cc this carbon copy person this courtesy copy they don't have any uh they're not a stopping block in the signature process they're just someone that's going to receive it copy at the end so if you put your transaction coordinator your assistant uh someone that's whoever's managing your file you can put them on the cc list and they will receive a copy of those final documents at once the packet's done we have our time zone very important that you have the correct time zone on there the last thing you want us to sign is have your client sign something at 9 pm on a sunday and it shows that they signed it at 6am on monday by default this is set to gmt greenwich meantime sorry greatest meridian time that's in england i don't think your clients are in england they're probably here on the west coast so make sure that you have your timezone set correctly we also have our cyber security options so the cyber security options are an sms text with a unique code that the that the signer will receive each time they try to sign a document this is to authenticate their identity that it is in fact the person that you sent it to that is actually signing it i have used this in in practice uh i had a combative seller two sellers there's a husband and wife getting a divorce we used this because both parties were worried that the other one was gonna sign on behalf of them it's totally fine this is this is not a free product this is five dollars per transaction not per packet per transaction so once you pay for this you will be able to use it as many times as you want in the same transaction the clients are the sorry the signers are going to receive a carbon copy of the final document once it's done and then we have our signing order so if you are using the same email address for two people i highly recommend that you use the signing order because what's going to happen is that if they're especially if they're using gmail or a threaded email inbox to email if two emails come in at the same time that are identical which these signature emails are identical to each other they're gonna they're gonna what the first one's gonna collapse and they're gonna miss it it just happens oh happens all the time the first signer says hey i never got the email only the second signer got it um it's just gonna gum up the work so if you have a signing order they're gonna get an email they're gonna sign they're gonna get an email saying thank you for signing and then the next email is gonna come so it's gonna break up that the timeline of when they receive those emails if you want to turn off the signing order completely you can do that just turn it off and then everybody will get at the same time i have a signing order so right now in its current state i'm going to get the email first but maybe i want my client to get it first so i have these little crosshairs i can move my my client up to the top and now he's number one work works pretty well for this one i'm going to turn off the signing order we do have a question here do the templates automatically update the revised forms uh yes they do update the revised forms so in the case of the rpa this is an rpa year if you have a template that has an rpa in it that template will have the new rpa in it there is a couple there's one specific uh situation where that doesn't apply so for example if you've been in real estate for a while you probably remember the co form the counteroffer form that was good for a seller counteroffer it was good for a buyer counteroffer that co form is no longer in use so if you had a temp if you had a template that had co form in it the co form shows a it's a just some words that say this is a this is no longer used because there is the bco the buyer account offer and the sco the seller counter offer so there are some forms that that get retired and if you have a template that has a retired form in it you need to update your template so that's the case where it is not going to update for you if a if a completely new form replaces it um you also ask do you get notified if your template needs to be revised no the we you do get uh emails from cir when a new form is being released you know that every it's june and december or july and december is when the new revisions come out they're available on car.org uh prior to the to the release um but yeah in general your your templates are going to always pull the most current form from the form library it's a great question thank you for that all right so i'm going to send this to my client so we're on step two where we selected the parties now we're gonna go to step three which is where we actually add the signatures any day now any day now all right so we have the coronavirus property entry advisory and declaration for the visitor now this is a form this is a good example of a form that does not auto-populate the signatures so this is something that you have to manually tag now if you remember i had myself in here first and then i had my client so for the sanders initials i'm going to put myself in there i have the drag and drop tools i am going to initial here and then i want my client to initial here beautiful now we scroll down to the signatures and now i already have my client selected here so i'll just keep him there and i will sign right there if i want to grab the date i can click this little sprocket and say add the date and move it into place do the same for me grab a signature throw it right there grab that date and move it over there so you can see here the sign here is in the way now the the actual signers there this is not the sign here doesn't show up in the final in the final uh product but if it really bothers you which i totally understand if it does you can click the little sprocket and say flip vertical and now the sign here is on the bottom so you can move that out of the way if that helps your ocd i totally get it it bothers me when it's in the way of it too but we have sign here sign here we have our initials here good to go there's also a acknowledgement receiving a copy of the form we'll leave that one in there for me all right so the rpa packet bundle is going to auto tag i'm just going to kind of make sure that everything is auto tagged in here everything looks good now once we get down to the liquidated damages and the arbitration clause we will notice that these are optional fields these are optional initials your client does not have to initial them if they don't want to this is something that you need to coach your client on now if unless you are a an attorney don't give your client legal advice about what this paragraph means but let them know let them know to expect that hey this is an optional field this is an optional initial if you want more information about that i recommend that you seek legal counsel don't give your client legal advice i've told my client in the past hey in my experience it's hard to get an offer accepted if you don't initial these but please talk to an attorney if you want more clarification of what what these actual paragraphs actually mean but just coach your client make sure that they know to expect that everything else looks pretty good i think we're ready to send this for signature so i'm going to click next and it's gonna ask me do i wanna customize the invitations for each party and for this i don't i don't need to send a separate email for each person i'm just gonna send the invitations as is it says thank you for using digital link we can go back to our uh transaction here so our client's going to receive an email we are going to receive an email inviting us to sign now i don't know if you noticed but when i added my peed uh template i had a a broker p form as well so your template can have outside documents you can you can add pdfs to your template now pdfs are not editable in zip only the only zfx files are editable in zip but you can include uh third-party documents if you have something like an affiliated business agreement or a local area disclosure you can add those okay someone asked if this is being recorded and i do believe that it is all right let's see if our client got that email yet there my signature so if the email is coming from me even though it's actually coming from sign it's coming from me it's going to tell them hey you have a purchase agreement and a peed form to sign awesome so they're going to go in and if you notice when they clicked on that view documents oh look it's part of zip community that's a hint of what is coming all right so rick has already signed with me before so he actually drew his signature looks good someone asked how can i use docusign it's the same process you if you want to choose docusign as your default uh signing platform you can do that we'll take a look at that so our client is going to sign they're going to sign and they're just going to make sure that they are reading all of these parts of the document and then they get to the the optional initial so when they click on it's going to say do you want to accept or decline so that's what it's going to look like from the client side sign and sign and sign and then it's gonna complete signing so someone asked do the signature blocks automatically populate so for most of the documents if the document has a specific party um then yes it will auto populate as we saw the peed form because it could be a buyer a broker an attendant and other entrant because it could be one of many different parties it's not gonna auto-populate okay so when they get to the end of the signing portion of it it's gonna say thank you for signing and it says log in or create an account to access your document so this is your client is going to be offered a zip community account it's free now rick already has a zip community account so when he signs in what he's going to see as we've already seen earlier today he's gonna see a very similar uh interface and if we click on e-signatures over here there's the packet that he that they just signed and they can see that i'm still waiting to sign it but they that they sign theirs so once my there's my email once i start signing and finish this the client will be able to [Music] to do that to sign it so someone asked can you show us how to send outside documents sure let me sign this then we can take a look at it so i've already signed obviously i'm going to make this a little bigger i'm going to initial i'm going to assign initial that this complete my signing and now my signing portion is done all right so let's say that i wanted to uh well okay let's let's do a little bit of movie magic here okay so let's confuse ourselves to a very great degree at this point okay uh let's just assume that this is a an executed rpa so i'm just gonna archive this one all right so now we have we have an rpa here so let's let's assume and i know this is we have to take a step back for a second let's assume that this is our this is a listing and we receive an offer there's an rpa here so this is a pdf of the offer itself if we were going to send this pdf for uh signature for to our seller it's going to come from the other agent obviously as a pdf this is not this is not editable by us there's our personal agreement that just came in so if we if we receive this rpa from our the other buyer we can e-sign it we're going to click new we can grab this outside document or if we want to add something from our computer we can add an external document we can browse for a external document and it'll and it'll upload that pdf that we just pulled in as an external document so that's how you can add external documents to your signature packets okay see talked about digital signatures talked about zip community adding external documents we talked about rocket connect versus mls connect we talked about templates uh we have about five minutes left um let's see if we have any questions coming in let me know let's let's get some uh some q a going what are the burning burning questions that we want to know all right so if there's no questions let me just show you one last little uh tip and trick for you the service that i mentioned that's 24.95 a year is record connect record connect up here okay so let's say that you got your offer accepted all right let's add our offer acceptance date it got off it got accepted today okay so now i need to add i need to do my avid so i'll make sure that i'm in the correct library i have my agent visual inspection disclosure there's my avid so it's me doing the avid so let's say that i get to the entryway and there is a large chandelier i don't know if i spelled that right i did not but it's fine there's a large chandelier now that's uh specific enough but it's a bit vague in my opinion it wouldn't be better if i could add a photo to the document and actually show the chandelier let's do it i'm gonna click photo attach a photo all right you gotta make sure that you're on the right page this is lagging up here let's make sure we're on the correct page of the document okay attach a photo i'm going to attach this photo of a large chandelier and then i have a caption and i'm going to use my dictation large chandelier looks very hard to clean and looks expensive okay so this is a snarky comment obviously you wouldn't put this on an avid click okay it's gonna drop this little photo tag here okay so i can drop this photo tag right there so we know that the avid is three pages long but if we preview this form now get a little pdf preview of the form oh we see look it's four pages now because there's a photo at the end and on the document itself it's gonna reference photo one and on here photo one is the big chandelier with our snarky caption at the bottom so you can add photos directly to your avid so maybe you are looking at the exterior of the building front sides and back and we say hey you know what there's a crack that i saw on that entryway and i think it's that one you can say visible cracks recommend getting an inspection to further investigate grab that photo put it right there and now this four page document is now a five-page document there's a reference to the photo too and then there's a picture of a crack visible cracks recommend getting further inspection okay so that is that we have about two minutes left let me draw your attention to zip tips so i have created a library of 43 zip form related videos uh they're all one to two minutes long if you go to car.org go to card.org go to the transaction center under transaction zip form support it's the first link zip tips playlists of videos so these zip tips have a lot of really great video they're great in my opinion i created all of them but uh someone asked how do you add signature blocks to a pdf well it's funny that you ask that because there's a video sending a pdf for digital signature uh you say oh how do i use digital 2.0 outside design oh there's a video about that okay there's choosing your default signing service if you are a docusign user and you want to change your default to docusign you can do that how to import and export your transactions all of that uh using touch sign for zip for mobile you can get your client to sign right there on the spot on your on your device adding text fields to a pdf or to a to a document they have a lot of really great stuff how to use zip community to have your sellers complete their disclosures a lot of good stuff so if we someone asked where where do you start templates so if you're if you're on the templates tab there's a big new button here click create a new template start any other questions before we end here so the client sharing section okay terry had a good question about zip community so our client our client has access to zip community up here we gave them access to zip community through a collaboration invitation we chose what we wanted to share and what they could do with that information on the parties tab of the transaction there's this little icon at the in the corner of each one these are the share tools so this share shows that they have the ability to upload they don't have the ability to edit if we wanted to give them editing privileges which there's not really anything in here that we would want them to edit we could give them editing privileges and then remove the rpa and all the other stuff just make sure that they only have access to what we want them to edit but that's how you get to the sharing tools um someone asked asked about getting the peed form signed um it doesn't matter where you get the peep form signed just get it signed whatever works but the best the best software to use is the one that you know how to use so if something is working for you continue to do it if it's not try something new all right guys thank you so much for sticking around let's get out there and make some money i want to thank the north san diego county association um for putting this on we're very lucky to have uh associations that care about their members that want them to have up-to-date training if you have questions you can email your association email me let me put my information back on the screen there's my email address send me an email um it's renewal time right now so please forgive me if i don't get back to you in a super timely manner i have 500 accounts to renew in the next uh two and a half weeks but thanks guys you guys have been fantastic thank you for being here let's get out there and make some money guys bye