Course curriculum

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    1. Workspace Transact 101

    2. How to Submit a Funding Request

    3. How To Request Contribution to BUYER in Transact

    4. How To Request Contribution to SELLER in Transact

    5. How To Request Broker Authorization to WAIVE Commission

    6. How To Request Broker Authorization to REDUCE Commission

    7. How To Find Closed Transactions

    8. How to Set the People Tab in your Workspace Transaction for a FSBO

    9. PB, CRM Website Overview Training

    1. Need Help with zipForm?

    2. How to Login to zipForm (Recover Username & Reset Password)

    3. zipForm 101 and Authentisign

    4. Creating a New Transaction - video from LoneWolf

    1. How to Login to zipForm (Recover Username & Reset Password)

    2. Integrating zipForm with Workspace Transact

    3. How to Link your Workspace to zipForm

    4. How to Link your Workspace Transaction to an Existing zipForm Transaction

    5. How To Send Signature Request for Broker Authorization in your Workspace Transaction

    6. How To Upload a PDF & Prepare it for e-Signature using zipForm

    7. How to Prepare a Residential Listing Transaction using Workspace + zipForm Integration

    8. How To Prepare a Residential Purchase Transaction using Workspace + zipForm Integration

    9. How To Create Multiple Forms & Send for e-Signature with Workspace + zipForm

    10. How To Import Signed Docs from your zipForm Transaction & Attach 'On-File' in your Workspace Transaction

    11. How To Disconnect your Workspace Transaction with your zipForm Transaction

About this course

  • Free
  • 24 lessons
  • 4.5 hours of video content