zipForm® Plus Broker Edition and Document and Transaction File Approval
Whether you are a single or multi-office company, your zipForm® Brokerage account allows you to manage all of your REALTOR® agent accounts, transactions and forms effortlessly and efficiently.
Approving documents and files online streamlines the file review process, reduces paperwork, and provides a smooth and easy closing process. Document and Transaction File Approval features allow you to review and approve documents within your office electronically.
Documents or complete files can be flagged for review.
Ability to sign in securely online from anywhere and review documents and files electronically.
Add notes about the overall review and mark a file as approved or not approved.
The agent who owns the transaction receives an email immediately notifying them of the change in approval status and any comments.
If you have Teams in your brokerage, they can access your brokerage's templates, clauses and libraries through zipForm® Plus Team Edition.
C.A.R. Member Price - $249/year *pro-rated Non-Licensed Assistants/ Non-Members- $99/year *pro-rated Licensed Assistants/ Non-Members- $1,098/year** *Prorated to expire in March 31 All pricing subject to applicable CA sales tax
For more information and to order, contact our Customer Contact Center at (213) 739-8227.
Broker Edition w/Document Approval
Team Edition inside Broker Edition w/Document Approval
Reassign transactions to other users.
Manage users, offices, global templates and clauses.
REALTOR® have control over their own transactions, accounts, templates and clauses.
Access and manage REALTOR® agent information and locations.
Hide a library or specific forms.
*Create and control global, office and agent templates.
*Create and control global and office clauses.
*Lock transaction forms from future editing by the agent.
Broker Administrator can generate a variety of reports: User Information, total transaction counts and more!
Documents, folders and entire transactions can be flagged for review.
Transaction status can be changed by the Broker or Admin.
Comments regarding approval or status can be added to the transaction.
Ability to sign in securely online from anywhere and review electronically.
Immediate email notification to the agent regarding status and comments.
* Broker libraries, templates and clauses are available for Team Edition members but can only be modified by Broker. Teams can create their own.
Non-Member Admin Accounts Each user of the zipForm® Broker Version is required to enter his/her NRDS ID (NAR Membership ID) upon first login. In the event the broker has an assistant or transaction coordinator that needs an account to assist the broker, the fee is $99/non-member unlicensed admin account/year.
For more information and to order zipForm® Brokerage accounts, contact our Customer Contact Center at (213) 739-8227.
Broker Libraries Brokers may digitize their office forms for inclusion in zipForm®. Ease the workflow with auto-population and inclusion in templates.The current rate is $165/page and $50/page for revisions. The price per new page is increasing to $200/page beginning August 1, 2014. All agents associated to that brokerage via their NRDS record (NAR membership) or through a Broker version of zipForm® Plus will have access to that library.
C.A.R. will no longer require a legal review of these forms, permitting forms that may be duplicative or in conflict with the C.A.R. standard forms. C.A.R.'s user protection agreement does not cover any Broker Library Forms.