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Transaction Center

REALTOR® Secure Transaction

Realtor® Secure Transaction is your place to discover, access and master the essential tools for a modern, efficient and secure transaction.


Transactions - zipForm® Edition

Transaction management and forms software with all the must-have features, including current statewide contracts, local forms, and more.

Transaction Products zipForm® Edition Service Providers Forms Libraries Transactions, zipForm® Edition Support
Forms Advisor™ & Forms Tutor®

Free advice to help you understand the form you're using with Forms Tutor® and identify which form you need for your transaction with Forms Advisor™


Standard Forms

C.A.R. Standard Forms are developed by the C.A.R. Legal Department which gathers input from real estate professionals and attorneys to create user-friendly, comprehensive, and dependable forms.


Inspectors & Transaction Coordinators

Become certified as a Home Inspector or connect with a certified Inspectors and Transaction Coordinator.

C.A.R. Home Inspector Certification Program Transaction Coordinator Directory
Partner Program

Your one-stop-source for exclusive offers, discounts, and free trials.


Leasing & Property Management Resource Center

Everything you need for a successful property management & leasing business


Member Profitability Hub

A collection of educational and technology resources designed to help you achieve profitability and better prepare for your financial present and future.


Mobile Apps

Download the latest C.A.R. mobile apps, including CARmojis & Stickers, C.A.R., Legal Hotline, CA REALTOR® EXPO, and zipForm Mobile.


Legal Q&As, New Laws, and Disclosure Charts

Legal articles, many in question and answer format, are currently available on over 150 subjects in 50-plus categories.


Legal Action Fund

The Legal Action Fund advocates the REALTOR® point of view and assists in lawsuits pivotal to the real estate industry. Learn more about how the Legal Action Fund supports you in your business.


Legal Tools

Quick Guides (1-page articles) and PowerPoint presentations on key legal topics.


Legal Live Webinars

Wish you could catch up on California real estate law without having to read even more documents? Relax and watch a video as C.A.R.’s Legal Live Webinars bring you up-to-date on the hottest topics in real estate law.


Legal Matters Podcast

While you’re driving to your next meeting, would like our attorneys to update you on how to best protect yourself and your clients? Subscribe to our Legal Matters Podcast, and we’ll bring the most critical information right to your device.


Legal Launchpad

Need help on a legal issue? First, pick one of the topics.


Legal Resources

Important industry cases, resources and information


Miscellaneous/Contacts

Current legal developments, C.A.R. legal products and services.


NAR Litigation

Explore the implications of the landmark Burnett v NAR antitrust lawsuit's outcome for REALTORS®, the industry, and your business.


Ombudsman Hotline

If you're a member looking to resolve a minor dispute or communication issue with another REALTOR®, a C.A.R. ombudsman may be able to help!


Peer-to-Peer Ethics

C.A.R. REALTOR® volunteers are specifically trained and are available to answer questions from other members about the Code of Ethics, and can provide information and limited counseling concerning its proper interpretation.


Transaction Rescue™

Your lifeline to the lending community formerly known as the Finance Helpline and Mortgage Rescue™. Find contacts and answers to all mortgage related questions, and problems that arise in your real estate transaction. Get assistance today!

Lending Resources
Customer Contact Center

Need assistance on Transactions – zipForm Edition, purchasing a course, or other general membership questions? The Customer Contact Center is only a phone call away.


Consumer Mediation

The C.A.R. Real Estate Mediation Center for Consumers has mediators available to assist buyers and sellers (as well as other parties to real estate transactions) in resolving their disputes.


C.A.R. Legal Hotline

Did you know that for zero dollars and zero cents, you can speak with an attorney about your transaction? If you don't believe us, check it out yourself.


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Training Tips & Tricks

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1. How much does zipLogix Digital Ink cost?
2. How do I send documents for digital signature to my clients?
3. Will I be able to specify who gets to sign the documents first?
4. How will a client e-sign a transaction?
5. How does Identity Verification work?
6. How can I access the documents that my client signed with digital signatures?
7. Can I upload non-zipForm® documents to send to my clients to sign using zipLogix Digital Ink?
8. What should I do if I sent the document to someone to sign and they didn't sign it?
9. What is the difference between zipLogix Digital Ink and DocuSign?
10. Can you use zipLogix Digital Ink on a mobile device?
11. Why isn't my buyer or seller signature tag showing up on the CO, DA, SSIA or MT?
12. What does "Suspend", "Activate" and "Cancel" mean?
13. Is there an easy way for the signer to see the next unsigned signature/initial field?
14. What is the maximum file size of a PDF that I can send for electronic signature?

 

1. How much does zipLogix Digital Ink® cost? zipLogix Digital Ink® is available for free to C.A.R. members for unlimited transactions and signers.

2. How do I send documents for digital signature to my clients?
Click the “eSign” icon from the File menu toolbar in zipForm®. Or use the "Signatures" icon inside of zipForm® Mobile Web Edition.

3. Will I be able to specify who gets to sign the documents first?
Yes, you may choose sequential signing or same notification signing. To change the order in sequential signing, in the Select Recipients box, select the order of recipient notification using the arrow buttons. And disable any recipient types that you are not sending the transaction to. You can use Enable/Disable All to select more than one recipient. Note that the first signer must complete the signing process before the second signer has the ability to sign. If you'd like to give signers the ability to sign at the same time, click the "Continue to zipLogix Digital Ink" button to modify their order.

4.
 How will a client e-sign a transaction? The client will receive an email with a custom link in it. The link will send them to a secure website and require them to create a PIN (password) so that they can access the transaction again if necessary. This PIN will serve to protect the transaction from others accessing it.

5. How does Identity Verification work?
Identity Verification is an optional additional security measure to verify a signer’s identity. The zipForm® user will be charged $5 per signer per transaction and will be prompted to enter credit card information before sending off for signature. Identity Verification will ask the signer a series of questions to verify their identity. The information for these questions comes from publicly available data sources, such as county or city records. None of the information comes from the signer’s credit record nor impacts their credit record. All of the information complies with all relevant local and federal privacy laws.

6. How can I access the documents that my client signed with digital signatures?
There are three ways to view signed documents. (1) Login to zipForm® Plus (online version) and open the  transaction you sent signatures for. Click the zipVault® tab to view your signed documents. Documents are saved by the date and time signed. It will only display fully completed documents. (2) You can review the signed documents from your zipForm®’s E-sign icon. Select “Check Status” to view the documents. (3) You may also CC yourself before sending the forms for signature and a zipped (compressed) file will be emailed to you with the executed PDFs.

7. Can I upload non-zipForm® documents to send to my clients to sign using zipLogix Digital Ink®? Yes, use the "Continue to zipLogix Digital Ink" button to upload non-zipForm® PDFs such as local disclosures or escrow documents. For the mobile version, have the PDF in zipVault® to tag it for electronic signature.

8. What should I do if I sent the document to someone to sign and they didn't sign it? REALTORS® sending documents using digital signatures should provide additional information explaining the use of digital signatures for real estate contracts. Get more information of the legality of e-signatures via C.A.R.’s Legal Q&A.

9. What is the difference between zipLogix Digital Ink® and DocuSign®? At this time, DocuSign® has the ability to create signing templates, upload other file types beyond PDF, and create broker administration accounts. zipLogix Digital Ink® is the only service offered as a free member benefit from C.A.R. Having multiple e-sign choices benefits you by keeping the products competitive in pricing as well as in the latest features. Both are integrated with zipForm®. Continue to use the service that works best with your business practices.

10. Can you use zipLogix Digital Ink® on a mobile device? Yes, with zipForm® Mobile

11. Why isn't my buyer or seller signature tag showing up on the CO, DA SSIA, or MT?
In the  forms listed, a buyer or seller could be signing that particular field. C.A.R. has "pre-tagged" the forms for you but we are using the role called "Seller or Buyer One" and so forth to denote those signatures that vary. For example when sending for signature, you will need to add Buyer One's name and email address to both signing roles (Buyer One and Seller or Buyer One). Buyer One will then receive two email invitations to sign. One email will be for Buyer One. The second email will be for Seller or Buyer One. To see an example with the CAR form MT, click here.

12. What does "Suspend", "Activate" and "Cancel" mean? If you click the button "Continue to zipLogix Digital Ink®", your transaction will be automatically suspended until you've completed the editing process. That means that no parties have been invited to sign your documents. You must hit the Activate button, to start the invitation process. If at any time you'd like to stop the next person from receiving the invitation, you can hit Suspend. Cancel will not allow any person to sign and stop the reminder emails to all parties.

13. Is there an easy way for the signer to see the next unsigned signature/initial field? Yes, they can use the "tab" button on their keyboard to automatically be sent to the next unsigned field. Currently, it does not take them to related fields (text, checkbox, date).

14. What is the maximum file size of a PDF that I can send for electronic signature?If you're using the eSign icon from within a zipForm transaction, the maximum PDF size is 10MB. If you're using the "Continue to zipLogix Digtial Ink" button and then uploading the PDF (inside of the zipLogix Digital Ink interface) the maximum file size is 100MB per PDF.


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