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Product Tour: zipForm 6 Professional

March 08 2013

For most new homeowners, the most challenging, tedious, and confusing part of their real estate transaction was the paperwork. As a real estate professional, it's your job to simplify that process as much as possible. But who is making it easier for you? One product aiming to do just that is zipForm 6 Professional. Hardly a new name in the industry, zipLogix is constantly improving their flagship forms solution, as is evident in its current generation. So please join us for a tour of zipForm 6 Professional.

Creating a New Transaction with zipForm 6 Professional

zipForm 6 Professional opens on a list of your transactions. From there, you can easily access any transaction that requires attention, or you can create a new transaction. We created a new transaction to see what the process was like.

When creating a zipForm 6 Professional account, the appropriate forms will be added to your account based on current membership status with your Association or MLS. Thus, when you create a new transaction, the lists of forms you need are assembled for you. From the forms list, you can click or drag the forms you need in your transaction file.

Note: Should your broker provide you with an account, the libraries you will have access to will be selected by the administrative user of the brokerage account.

Once forms have been selected, zipForm 6 makes it easy for you to populate the documents with client and transaction information. The biggest time saving feature is the automatic field population. Fill in one field and the information will find its way into other forms as you add them to the transaction. This is not fool proof because of the nature of some forms, though, so always go through all of your forms to be safe. This eliminates a lot of typing, but this is just the beginning.

After working in a region for a time, you may find yourself typing the same cities or zip codes, which can get tedious. The look up fields feature will remember this common data and put them in an easy drop down menu within the form field. This information is automatically saved and is available for all transactions and forms. In addition, the look up fields database may also be customized as you like and can be locked to prevent the database from saving any more information.

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