C.A.R. members now have an opportunity to take advantage of a new document storage feature in zipForm® 6. zipVault® is an online filing cabinet for members to store unlimited transactional documents online for up to five years within a zipForm® 6 Professional account. Some of the capabilities include document upload and delivery via web, e-mail, fax, or scanning directly to a specific transaction.
Previously, transaction forms created in zipForm® 6 Professional were stored for 14 months. With zipVault®, members can save additional documents like MLS comps, personal notes, Realist tax record reports, hotsheets, or brochures and flyers related to the transaction. zipVault® serves as a digital repository to save all files for a specific transaction.
Agents can also share select documents with any recipient of their choosing. A unique web link will be emailed to the party, opening up valuable email inbox space. This secure way to share documents allows your clients and vendors to view transaction paperwork anywhere they are.
Other benefits include:
Free faxing of documents in and out of zipForm® 6
Related transaction documents can be stored with forms for 24/7 access
Ability to specify a date-certain retention/deletion time
Add different versions of previously stored documents to show how they've changed
May be used as a DRE compliance tool
How long can I store my transactions using zipVault®? zipVault® is completely safe and legal to use. Records are retained for five years under the California Department of Real Estate (DRE) statutory requirements. DRE requires a three year retention.
How much does it cost? zipVault® is available at no cost to C.A.R. members.
How to sign up? Members may click on the "zipVault®" tab inside of zipForm® 6 Professional.