zipForm(r) Plus Class Slides for CBH

zipForm(r) Plus
Now Java Free and Easier to Navigate & Use!
(c) Stefanie Hahn | www.StefanieHahn.com | September 2013

Java Who?
Java is a programming language from the good old days
that has been considered a backbone of the internet for
many years. Java has been having some issues lately and a
recent security scare caused all sorts of online drama …
zipForm(r) is now Java free. This means that you will be
able to login faster and you will not have to update Java
every time you try to use the program.Yey.

Profile & Settings
www.zipformonline.com

Login to zipForm(r) as you normally would (same username
& password)

At the top right, you will see your NAME with a
drop-down arrow underneath.
• Click on the drop-down to see the menu
• Click on Profile
Make your updates and changes here first.
Edit Profile

About Me

About Me
Make changes and edits to
your information here –
including changing your
username and password.
Add a photo (standard
browse and upload) and
set-up your email
signature.

Libraries
The Libraries tab will show you the form libraries you have
access too.We do not purchase the mobile version of
zipForm(r) for you (for access on your iPad, tablet and/or
smartphone) – this is on you.

MobileVersion
www.zipform.com/zfmobile
To purchase the mobile version, use the link below.The current cost is
$12.95 per year, per device.The cost may be prorated depending on your
zipForm(r) renewal and contract period.

E-Signatures Options
You have 2 electronic signing options with
zipForm(r) Plus – Digital Ink and Docusign. If you
already have a Docusign account set-up, click off the
top radio button that reads “Docusign” and type
in your email and password. Don’t forget to SAVE!

Docusign Details
• $180/year *
paid up front
• Local
associations
• Cartavi
transaction
management

Digital Ink Details
Digital Ink transaction
credits are typically $9.99 for
1, discounts are given when
you buy credits in bulk and
they often run specials.
Credits never expire.
Digital Ink is paid PER
TRANSACTION. This can be great
option for agents that are not busy
enough to justify $15 ~ $25/m for
Docusign.

General Options
Further down, still under Settings > General Options
 Time Interval for Auto-Save <<< new option to use!

General Options
Finally, scroll ALL the way down for Other Application Options
 Hide Login Expiration Message
 Always log into zipForm(r) Plus

Navigation

TopTabs
When you first login , this is what you see – click on the three lines to
change how your transactions appear (as icons or a list).

TopTabs
If you wish to create your own templates, they will live here.
You really don’t need to visit this tab unless you want to edit
your template. We have created 2 global templates for you
with all of the necessary PAR forms.

TopTabs
The rest … Contacts, Help and Feedback
Worry about loading Contacts only when you need to for a
transaction. The Help section has articles, videos and an
FAQ to assist you along the way. Use the Feedback link to
share your thoughts on the new version of zipForm®.

Top Menu
Let’s review what we can do here …

Forms
Click on Forms to
immediately access the
forms library – no
transaction start
necessary.

New
When you click on
New theTransaction
Details window will
open. Enter a name
for your
transaction, the
type, property
type, apply a
template (if you
wish) and click Save.

Clauses
Clicking on Clauses
here will show you
the Hearthside
Clause Library.
Insertion happens
within your
documents.

Look Up Manager
The Look Up
Manager can be
used to save your
information for
certain fields in
your forms. The
trick is that the
data does not
auto-populate for
you; but it is
available in a
drop-down box.

Mortgage Calculator
zipForms® has a
pretty handy
little mortgage
calculator too.

Getting it Done

UsingTemplates
We’ve created a CBH Buyer and CBH Seller template for you with all of
the PAR forms that you “typically” need to complete your transaction.
When you apply a template, at the start of your transaction, all of the
forms that are in that template are automatically placed into your
transaction folder. Give the system a minute to get everything in there …
You can still add more forms (or take forms out that you don’t need)
when you have applied a template.
Click on the > FORMS (right side) to access all available forms. Be careful
– one click ADDS a form to your transaction!
Easiest way to find the form you want – click on Sort > click on
Categorized

Buy Side
Starting the transaction … [video]

Best Practices
1. Always fill out the Agreement of Sale FIRST and then
SAVE.This will transfer all of the data you saved to all of
the other forms in your transaction. Do not use the
“transaction information” button.

Best Practices
2. Use the Hearthside pre-written clauses whenever possible
(instead of writing your own clause). Our clauses can be
modified to fit your needs.

Best Practices
3. Try to use the “Change inTerms” form when you have
changes to the Agreement of Sale. Remember that your
buyer should sign off on changes first.

Best Practices
4. If you know your buyer is signing electronically – make
arrangements for the earnest money deposit or change
when it is due.

Listing Side
Starting the listing transaction … [video]

Best Practices
1. Fill out the Listing Contract first – the information you
type in and save here will populate to your other listing
forms. Do not use theTransaction Information button.

Best Practices
2. Do not EVER fill outANYTHING on the Sellers
Disclosure (other than the sellers names and property
address at the top).

Best Practices
3. Have the sellers sign or email their approval on your
CMA and MLS description. This can be accomplished
by having them physically sign the first page of your
CMA and a printed copy of their MLS sheet OR by an
email stating their approval of both.

Electronic Signatures

Steps to Signing …
Signing documents electronically … [video]

Your Part
 Fill out the documents COMPLETELY on zipForms®
 Review the forms with your buyer/seller
 Click the fountain pen icon within your transaction
 Select the documents you need to have signed
 Click NEXT (this may take a few seconds)
 Add your signers (use the +) and their emails
 Click Continue to [Docusign]
 Add any additional documents HERE
 Yes, even your filled out and scanned in CBH ones
 Click NEXT to add signature and initial boxes for the
forms you added (if any)
 Click Preview
 Click Send!

Consumers Part
Your consumer will receive an email with instructions on
how to verify their identity (unless they already have a
Docusign account) and a link to access the documents to
be signed.
The system will automatically detect anything they may
have missed signing and alert the consumer before they
exit the application.

Best Practices
Please please p-l-e-a-s-e
make sure you are reviewing
the contracts PRIOR to your
consumers signing anything.
The actually process of
signing their documents is so
fast now … which is
great, but we have to review
everything with them first.

More Learning Options

Reading Materials
Education Library:
www.cbhearthside.net
LEARN box
> Education Library
> HearthsideTech
> zipForms® Plus

Video
We currently have 2 videos
in the Education Library for
you on the new version –
Intro and Basics.
This webinar will be
recorded as well.
www.cbhearthside.net
LEARN box
• Click Education Library
• Click HearthsideTech
• Click ZipForm® Plus

ThankYou!
Thanks so much for hanging out with me
to learn about zipForm® Plus!Take
advantage of the documents and videos to
further your learning and USETHE NEW
VERSION! Be ready before the old version
goes away.
Stefanie Hahn
s.hahn@cbhearthside.com

zipForm(r) Plus Class Slides for CBH

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