C.A.R. members now have an opportunity to take advantage of document storage in zipForm®. zipVault® is an online filing cabinet for members to store unlimited transactional documents online for up to five years within a zipForm® Plus and/or zipForm® Mobile. Some of the capabilities include document upload and delivery via web, email, fax, or scanning directly to a specific transaction.
Transactions created in zipForm® are stored for 14 months and then automatically deleted. With zipVault®, you can save your transaction for 5 years by uploading additional documents from your computer such as:
disclosures from the other agent
disclosures from your brokerage
Comparable Analysis Reports
tax record reports
brochures and flyers
Any document related to the transaction can be uploaded, no matter what format it is in!
Other benefits include:
Files signed using zipLogix Digital Ink® and TouchSign® are automatically stored when executed
Free faxing of documents in and out of zipForm®
Related transaction documents can be stored with forms for 24/7 access
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 Bureau of Real Estate (BRE) statutory requirements. BRE 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? Document storage is integrated with zipForm® Plus without additional action needed from the user. As soon as one non-zipForm® document (PDF, Word, JPEG, etc.) is uploaded to the transaction, the entire file will be stored for 5 years, automatically.
Brokers Subscribe to the optional broker version and view all documents linked to your agents' transactions. More information is available under Broker Services.