Events under 'C.A.R. Education'

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.

Move beyond the basics and work more efficiently in zipForm and Transact. Take a closer look at advanced tools available in both platforms to help customize your workflow and manage complex transactions with confidence.

We will cover advanced templates, clause libraries, custom checklists, task management, the form editor functions and features, organizing multiple offers, and tracking activity throughout a transaction.

Join us to strengthen your skills and elevate your daily workflow!

*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.

Streamline the signing process for you and your clients using the electronic signature tools inside your transaction. Transactions support two integrated e-Sign platforms—Authentisign and DocuSign®—giving you flexibility to track, edit, and manage digital signatures for your transaction documents. Both

Authentisign and DocuSign® are programmed to auto-populate signature, date, and initial tags on most of your real estate forms. Authentisign is the member benefit signing service inside both zipForm and Transact and provides unlimited digital signatures for documents within your transactions.

DocuSign® is a paid third-party signing service that integrates with your zipForm account. Unlike Authentisign, DocuSign requires a separate paid subscription, which is optional.

We will cover how to prepare and send a signing packet, track packet progress, and edit the packet if needed.

*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.

The STEPS Toward Homeownership program has been reduced from an all day event into digestible sections providing resources for REALTORS® to educate renters, prospective first-time home buyers, clients who have had a prior foreclosure or short sale, and Baby Boomers interested in helping their children or grandchildren become responsible homeowners. Experts will share philosophies on:

• Strategies for Financial Health
• Trends in the Economic Environment
• Engaging in the Process
• Products for Success
• Support from Beginning to End

What's in it for me?

Attendees will acquire financial literacy knowledge and strategies to bolster your referral pipelines in the local community and help prospective buyers with financing expectations, down payment assistant options, and FHA vs. conventional loan programs. In addition, we have focused on the REALTOR® view as well, to give reasonable understanding of how to stay involved, without taking on additional roles.

*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.

Join us for a focused training session on the powerful tools and features inside transactions in zipForm and Transact that help you work efficiently in a fully paperless workflow.

Explore essential features that make working paperless simple, including eSign, Email to Transaction, DocInbox, and zipCommunity™.

*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.