Sharing zipForm® credentials could put your transactions and business at risk! Avoid the numerous hours and endless legal fees by signing you and your team up with a zipForm® Teams Edition account.
Team members can collectively work together on their transactions efficiently online instead of exchanging files through email or in person. Eliminate the repetitive paperwork and the risk of losing your business with zipForm® Plus Team Edition. zipForm® Plus Team Edition offers the flexibility and versatility that real estate teams offer their clients. Features include:
Designed specifically for real estate teams
Manage team member account access
Team members can create transactions for other members
Edit transactions on behalf of other teams members
Create and share templates with the team
Search and filter based on the transaction owner
Enhanced User Interface for easy navigation
Mobile transaction access with zipForm® Mobile
Assign photos to transactions or contacts
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
zipForm® Plus Team Edition is also available to participants of the zipForm® Broker Edition.
C.A.R. Member Price - $249/year pro-rated* Additional users (more than 5 users) C.A.R. Member Price - $49.95 *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.
Team Edition w/Document Approval
Team Edition inside Broker Edition w/Document Approval
Designed specifically for real estate teams.
Manage team member account access.
REALTORS® have control over their own transactions, accounts, templates and clauses.
Team members can create transactions for other team members.
Edit transactions on behalf of other team members.
*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.
Frequently Asked Questions
Q: Who can pay for the team? A: Any REALTOR® member of the team can place the order and pay the annual fees. There are no refunds if a team member leaves before the account expires.
Q: What happens to an agent's transactions if he/she leaves the team? A: The user must export any transactions they wish to keep to their single-user account from C.A.R. (accessed by logging in at www.car.org) before leaving the team. Once the user is deleted from the team, they will no longer have access.
Q: Can a REALTOR® exist on two teams? A: No.
Q: Does zipVault® exist in the team? A: Yes, you'll be able to share document storage features.
Q: Do all team members need to have the same form libraries? A: Yes.
Q: Will my current transactions and templates automatically be inside of the new the team account? A: No, it is a separate account. You will need to export/import any transactions you're currently working on into the Team Edition to allow other team members to see and work on them.