zipForm Plus - Short Review

Real Estate Tools

zipForm Plus is a comprehensive and intuitive real estate forms and transaction management software designed to streamline the workflow of real estate professionals. Here’s an overview of what the product does and its key features:

What zipForm Plus Does

zipForm Plus is a centralized platform that enables real estate professionals to create, edit, share, and manage contracts and forms securely. It is tailored to enhance productivity, reduce administrative tasks, and ensure legal compliance in real estate transactions.

Key Features and Functionality



User Interface and Navigation

zipForm Plus boasts an intuitive user interface that simplifies navigation, making it easy for both new and experienced users to adopt the platform quickly. The responsive design ensures functionality across various devices, enhancing the overall user experience.

Template Management

The software allows users to create, customize, and use templates for transactions, which reduces the time spent on repetitive document preparation and ensures consistency and accuracy across transactions. Users can apply multiple templates to a transaction and manage them separately.

Automated Data Entry and Forms Management

zipForm Plus features automated data entry, where transaction data flows seamlessly from form to form, and includes tools like Clauses and Fast Fill Mode to streamline transactions. The platform also supports filling out forms without creating a transaction and automatically saving transactions.

Electronic Signatures and Compliance

The software integrates with eSignature solutions, such as Authentisign, to ensure legal compliance and authenticity. This feature allows for secure and efficient signing of documents, although users also have the option to use other integrated e-signature tools like DocuSign.

Integration Capabilities

zipForm Plus seamlessly integrates with various third-party applications, including MLS systems, CRM software, and other industry tools. This integration enhances workflow efficiency by synchronizing data and reducing manual entry.

Real-Time Collaboration and Transaction Management

The platform supports shared access, annotations, and task management tools, enabling real-time collaboration among agents, clients, and other stakeholders. This feature keeps all parties informed about the transaction’s progress, facilitating smoother interactions.

Document Storage and Security

zipForm Plus offers integrated secure online document storage through zipVault®, allowing users to store transactions securely online and access them from any computer. The platform also supports offline access, ensuring continued productivity even without an internet connection.

Additional Features

Other notable features include:
  • Emailing and printing forms, or saving them as PDFs
  • Built-in Mortgage Calculator
  • Outbound faxing of documents
  • Spell-check transactions
  • Attach Virtual Sticky Notes for reminders
  • Undo/Redo actions in forms
  • Mobile access via the zipForm® Mobile app (subscription required)
  • Support for multiple languages, including English and Spanish.


Benefits

zipForm Plus significantly benefits real estate agents by streamlining the contract management process, reducing administrative time, and enhancing productivity. It ensures legal compliance, offers flexible access (both online and offline), and integrates with essential industry tools, making it a robust solution for real estate transaction management.

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