Getting Started with zipForm & Transact - Basics

Learn the fundamentals of both zipForm and Transact in this easy-to-follow training session. We will guide you through navigation, key features, and basic workflows so you can start a transaction, organize your documents, and work efficiently. This class is for anyone new to the platforms or just needing a refresher course.

We'll cover creating templates with checklists and tasks, create a transaction using your templates, and basic functions inside both zipForm and Transact, highlighting the differences and similarities between the two.

*This webinar is offered through the California Association of REALTORS® (C.A.R.). C.A.R. membership may be required to register, and fees may vary based on membership status.