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Top 10 zipForm® Must-hav e Tools Fatima Sogueco Senior Software Products Coordinator California Association of REALTORS® fatimas@car.org – 213.739.8315. Agenda. zipForm® November 2012 Standard Forms Update Forms Advisor™ Additional Features Add-on zipForm® Libraries Transaction Information
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Top 10 zipForm® Must-have ToolsFatima SoguecoSenior Software Products CoordinatorCalifornia Association of REALTORS®fatimas@car.org – 213.739.8315
Agenda • zipForm® November 2012 Standard Forms Update • Forms Advisor™ Additional Features • Add-on zipForm® Libraries • Transaction Information • Address Book • E-fax • Clauses • Sticky Notes • Look Up Field Editor • Auto-save Feature • Auto-sync
November 2012 C.A.R. Forms Update • Available the week of November 26th • A list of the new and revised forms are available thru www.car.org/legal/standard-forms/ • To ensure you always have the latest forms, be certain to download the latest forms when prompted to do so in your zipForms® 6 accounts.
What is Forms Advisor®? • It answers the question, “What form do I use when?” • It is the nexus of the C.A.R. risk mitigation strategy: • Standard Forms • Electronic Forms – zipForm® 6 • relay® - 50% reduction in E&O deductibles • Legal Q&A • Forms Tutor® – How do I fill out the form?
Top 10 Benefits a CAR Member Receives From Forms Advisor® and Forms Tutor® • I am already 90% of the way there by using my zipForm® 6 Member Benefit. • I will use the right form at the right time for each specific transaction. • I will have the instructions to complete the forms correctly. • I will never squander my reputation capital by having to correct a form mistake with my client. • I have a solution to the “other guy’s / side’s” challenges to provide the correct documentation.
Top 10 Benefits a CAR Member Receives From Forms Advisor® and Forms Tutor® (last 5) • I can generate a custom forms “template” or “checklist” for each and every transaction. • I always have the correct version of the information. • I have the C.A.R. Legal Hotline on my shoulder 24 x 7 x 365. • I have a valuable risk mitigation tool that non-members cannot purchase or access. • I have the Legal Q&As at my fingertips (and form preview as well).
How do I log on? You must be an Active CAR Member! • zipForm® 6 Professional • Directly through CAR.ORG
Log into your zipForm® 6 Professional (online) account • Click on Forms Advisor icon form the Home screen
Tool Tips If you’re unsure what a question means, hover your mouse over the question for more explanation in the form of a Tool Tip.
You’ll never have to type in an answer in Forms Advisor®. • All choices are available to you in a drop-down format or using the Yes/No response buttons
Review your answers and click the “I Accept” button to get the suggested forms.
The question marks and exclamation points will give you more details about a section.
Hit the Sound icon to hear an explanation about a section on the form. You can pause, fast forward, etc.
What happens if CAR does not have a form appropriate for the selected conditions?
Now what? Select how you want to use these forms with your zipForm® Professional (online) account. 1. Add it to a Transaction you’ve already named. 2. Add it to a brand new Transaction. 3. Add it to an existing Transaction.
Forms Recommended will be brought back into zipForm® 6 Professional
Forms Advisor® Tips-and-Tricks You can re-visit Forms Advisor® to review a different set of questionnaires and receive other Recommended Forms Example: Listing agent now becomes dual agency – representing both Sellers and Buyers. The agent would click the Forms Advisor from a transaction drop-down, to answer questions under Buyer Representation Phase
Adding C.A.R. and Other Add-on Library Forms • Click the Library Forms drop-down to select from any of the C.A.R. Member Benefit libraries: • C.A.R. Standard Forms • ePUBS® • Foreclosure Prevention • Foreign Language Rental/Lease
A free Add-on library for C.A.R. members • Contains five mandated and numerous consumer disclosure titles, consumer-targeted educational titles, short sale/foreclosure, and eco-friendly information • Residential Environmental Hazards • Protect Your Family from Lead in Your Home • Home Energy Rating Pamphlet • Homeowner’s Guide to Earthquake Safety • Separate Signature Page
Other titles in the library • Make non-mandated recommendations about the transaction without the extra costs. • Consumers Guide to Disclosure for Buyers • Consumers Guide to Disclosure for Sellers • Seller’s Guide to the RLA & Disclosures • Buyers & Sellers Guide to the RPA • Transaction Booklet • Foreclosure Q&A • Short Sale Q&A • Green Living Brochure
What’s Foreclosure Prevention Library? • FREE add-on library available to all members and zipForm® 6 users. Available through the zipForm® 6 Professional (online) and Standard (desktop) editions • Designed to help REALTORS® act as a resource to their clients, prevent and ease the pain of foreclosure. • 10 customizable documents: • Proposition 8 - Property Tax Relief • Tips for a Short Sale Seller • Tips for a Short Sale Buyer • Foreclosure or Short Sale • Foreclosure Prevention Resources • Short Sale Process • Foreclosure Timeline • Homeowner Liability After Foreclosure • Avoiding Foreclosure Scams • Alternatives to Foreclosure • For download instructions and information visit: http://www.car.org/tools/zipForm6/fpl/
The foreign language form is for reference only and does not need to be signed. The English language version of this form is the legally binding form that must be used and signed by all parties when the form is delivered. 1. Residential Lease or Month-to-Month Rental Agreement2. Notice of Change in Terms of Tenancy3. Keysafe/Lockbox Addendum and Tenant Permission to Access Property4. Notice of Obligation to Pay Rental or Lease Payments in Cash5. Notice of Termination of Tenancy
Tips-and-Tricks – Adding Forms into Forms List • TIPS • Click and drag forms from the Library Forms to the My Transaction Forms area. • Hold down the SHIFT key or the CTRL key to select and add more than one form at a time.
Adding Contacts to Address Book Select the Address Book icon next to Client Roles