1. www.ziplogix.com Online Real Estate Completing real estate contracts quickly and professionally using zipForm® Plus, zipLogix Digital Ink®, and zipVault® Go Beyond zipLogix Training Training@zipLogix.com

2. www.ziplogix.com Easy to use Always accurate, secure, and up to date Seamless professional workflow Reduced data entry The zipLogix Advantage Go Beyond

3. www.ziplogix.com The Paperless Transaction Go Beyond 1 Complete contracts quickly and professionally 2 Get secure paperless signatures using eSign 3 Continue working with and storing forms, documents, and archives online Together, these tools help you seamlessly meet your office and client needs from anywhere, at any time.

4. www.ziplogix.com Completing Contracts Online Getting started using zipForm® Plus to complete contracts online quickly and efficiently Go Beyond

5. www.ziplogix.com Getting Started: A New Client Congratulations! You are on your way to present to a prospective client. How do you make a great first impression? Professionalism – Electronic forms in zipForm ®, complete with your information, and your future client’s information can be prepared and ready in just minutes Accuracy – Enter information once, or import it from the MLS, and all of your forms update automatically Expertise – You always have secure access – from your computer, smartphone* or tablet* – to your files and real estate contracts Trust – Forms in zipForm ® are provided by your association, brokerage, or MLS, are always secure, and always update to the latest version Go Beyond * With zipForm ® Mobile

6. www.ziplogix.com Sign in o If you do not have an account, you can sign up at www.ziplogix.com using the Order Now buttonwww.ziplogix.com o Sign in from anywhere on any Apple (Mac) or Windows (PC) computer using Internet Explorer (PC), Firefox, Safari (Mac), or Chrome browser o Add zipForm® Mobile to your account for access through any smartphone or tablet browser Go Beyond 1.Visit www.zipformplus.com www.zipformplus.com 2.Enter your username and password 1.Visit www.zipformplus.com 2.Enter your username and password ProTip: Use CTRL + D to bookmark zipFormPlus.com on your browser of choice (CMD + D on an Apple Computer)

7. www.ziplogix.com The TRANSACTIONS Page Your active transaction files, with the forms, documents, and tools to close the real estate sale. Go Beyond Search Training List View Tools Transaction

8. www.ziplogix.com Getting Started in zipForm ® Plus Go Beyond Step 1 Start a New File Click the New button on the TRANSACTIONS page, label the file, and add forms or documents as needed. Step 2 Complete Contracts Click and type in form fields to complete contracts quickly and professionally. Step 3 Save and Send Click Save to save changes online, then click Send to email or fax, or eSign to send for signing using zipLogix Digital Ink® or DocuSign®

9. www.ziplogix.com Step 1 Start a New File Click the New button on the TRANSACTIONS page, label the file, and add forms or documents as needed. Step 2 Complete Contracts Click and type in form fields to complete contracts quickly and professionally. Step 3 Save and Send Click Save to save changes online, then click Send to email or fax, or eSign to send for signing using zipLogix Digital Ink® or DocuSign® Getting Started in zipForm ® Plus Go Beyond

10. www.ziplogix.com Start Your New File Click the “New” button on your TRANSACTIONS page This creates a virtual Transaction File that you can use to complete contracts for this property and client. Go Beyond 1 1

11. www.ziplogix.com Name the File The Name helps you find this file later o Search by file Name using the “Enter Keywords” box on the TRANSACTIONS page This also searches the property address and client name in the forms o The Name also prints in the lower right- hand corner of the forms in this file o Client names or property addresses are commonly used Go Beyond 2 2

12. www.ziplogix.com Select a Template (Optional) Templates are saved packets of forms, contacts, and documents o Templates are not required to start a file, but they can save you time by automatically adding forms, contacts, and documents o Templates can be created by your broker or office Admin in the Broker Edition o Templates can be created by you from the “TEMPLATES” page Go Beyond 3 3

13. www.ziplogix.com Click “Save” This creates the new file o You now have a place to organize, store, and update all of the real estate contracts and other related documents for your future client Go Beyond 4 4

14. www.ziplogix.com Documents - Adding Forms Click once on a form in the “All Forms” tab to add it o TIP: Add the Cover_Sheet form to use as a shortcut for completing forms Go Beyond 5 5

15. www.ziplogix.com Your Transaction File Go Beyond Use this file in order to update contracts, add to the transaction, share with anyone, and manage file information for the property sale Folders Form Libraries Search Approval File Information Open and edit forms Summary

16. www.ziplogix.com Saving and Storing Files Online Use the Add Document button to add computer files, like PDFs Go Beyond 1.Click Add Document 2. Browse for the file on your computer 3.Click OK 1 1 2 2 3 3 Shortcuts

17. www.ziplogix.com eMail or Fax in Documents Use the eMail to Transaction or Fax Coversheet options in the file Menu to send an email attachment or a fax to zipVault® Go Beyond Email Fax Menu Shortcuts

18. www.ziplogix.com Add Folders to Organize Files Go Beyond Folders group together related documents and forms within a zipForm® Transaction. 1.Click Add Folder 2.Enter a name for the new folder 3.Click OK Click and drag forms or documents from the Documents List to the folder in order to add them to the folder. 1 1 2 2 3 3 Shortcuts

19. www.ziplogix.com Parties Tab The parties tab is an easy place to update and store information on the transaction parties, or import information from your CONTACTS Go Beyond Add your client Parties Tab Shortcuts ProTip: Enter email addresses for transaction contacts, so that you won’t have to look them up or type them in later when sending documents.

20. www.ziplogix.com Property Tab Complete or update information about the property Go Beyond Shortcuts MLS Connect

21. www.ziplogix.com History Tab Track updates, events, and communications automatically Go Beyond Shortcuts Search

22. www.ziplogix.com The Transaction File You now know how to:  Start a transaction file on zipForm® Plus Use the Documents Tab to add forms and files Find forms in libraries using the All Forms tab Add Documents and Folders  Add parties (contacts) using the Parties tab  Update the Property Tab with Property information Import MLS Data using zipFormMLS-Connect®  Audit files using the History tab Go Beyond

23. www.ziplogix.com Step 1 Start a New File Click the New button on the TRANSACTIONS page, label the file, and add forms or documents as needed. Step 2 Complete Contracts Click and type in form fields to complete contracts quickly and professionally. Step 3 Save and Send Click Save to save changes online, then click Send to email or fax, or eSign to send for signing using zipLogix Digital Ink® or DocuSign® Getting Started in zipForm ® Plus Go Beyond

24. www.ziplogix.com Open a Form (Contract) Click once on a form in the “Documents” tab to open and fill it out Go Beyond 6 6

25. www.ziplogix.com Click and Type to Fill Out Form Fields Go Beyond 7 7

26. www.ziplogix.com Editing zipForm ® Contracts Go Beyond Tools in zipForm® Plus help you quickly and professionally update real estate forms in any file Form Libraries Enter text Add more forms Open and edit forms Summary

27. www.ziplogix.com Completing Basic Information Enter or update basic file information using the Parties and Property tabs, Transaction Info button, or the Cover_Sheet form These locations contain the basic information for your file, including information about you, your clients, service providers, and the property. Updating information in any of these locations will automatically fill out the same information in your forms Go Beyond Shortcuts

28. www.ziplogix.com Transaction Information/Cover Sheet Use the method you prefer to enter file information Go Beyond Shortcuts Transaction Information Cover_Sheet Form MLS Connect

29. www.ziplogix.com Full Screen Button View larger contracts to make it easier to complete form text Go Beyond Shortcuts Full Screen

30. www.ziplogix.com Fastfill Button Strips away form language, leaving only the fields to fill out Go Beyond Shortcuts Fastfill

31. www.ziplogix.com Highlight Text Click and drag to select text, then click Highlight Double-click on highlighted text to remove highlighting Go Beyond Shortcuts Highlight

32. www.ziplogix.com zipFormMLS-Connect ® Import listing information into forms from a participating MLS using the MLS Connect button. www.zipform.com/mlsconnect Go Beyond Shortcuts Choose your MLS Find the listing Import MLS Connect

33. www.ziplogix.com Look Up Fields Drop-down fields can be used to look up text previously entered on other forms or transactions for this type of field Save time when entering information for common fields, such as: o City, State, Zip Code o Your Agent and Broker information Intellicopy in the look up fields provides the “best guess” for the field at the top of the field’s drop- down, for example: o Seller’s address in the Property Address line o Brokerage information for the other side Edit field information by clicking the Look Up button on the Forms Tools (under “More”) Go Beyond Shortcuts Look Up Fields

34. www.ziplogix.com Automatically Formatted Fields Date fields are automatically formatted o Double-click to enter today’s date o Click to select a date from the displayed calendar Price fields are automatically formatted o Commas and decimal points are entered automatically o Click the gray calculator button to open the mortgage calculator tool from a price field Use the Space Bar on your keyboard to override the automatic formatting o Use ESC to bring back the automatic formatting Go Beyond Shortcuts

35. www.ziplogix.com Attach a Photo to a Form Attach Photo from the quick tools, or by right-clicking on a form Go Beyond Shortcuts Highlight Attached Photo Tag Browse Add More Save Attach Photo 1.Click Attach Photo and browse for the picture on your computer 2.Enter the photo’s Caption 3. Add more photos, as needed 4.Click and drag the [Photos #] tag to position the reference on the form (Positioning will change the number on the tag relative to other tags)

36. www.ziplogix.com More (…) Tools Attach Photo – Add a photo to the form (the photo will be added as a new page at the end of the form) Check Spelling – Spell check the form fields that you have completed. Notes – Add an electronic sticky note. Note: Notes on forms do not print, but they can be included when emailing the form(s). N/A Fill – Enter “N/A” or text of your choosing in the blank text fields of this form. Look Up – Edit the text remembered by the Look Up fields for your forms. Undo/Redo – Undo or redo a change to a form field (CTRL + Z on a PC or Command + Z on a Mac will also work) Activate Intellicopy – Automatically copy the intellicopy fields through the form. Go Beyond Shortcuts

37. www.ziplogix.com Completing Real Estate Forms You now know how to:  Save time with Transaction Information or The Cover Sheet form Basic information for the transaction Similar to the Parties and Property tabs  Fill out forms using tools and shortcuts View the form larger using Full Screen view Use editing tools, such as Fast Fill and Highlight Use Look Up Fields to look up text typed previously in other forms Automatically formatted date, price, and number fields Use additional Quick Tools Go Beyond

38. www.ziplogix.com Step 1 Start a New File Click the New button on the TRANSACTIONS page, label the file, and add forms or documents as needed. Step 2 Complete Contracts Click and type in form fields to complete contracts quickly and professionally. Step 3 Save and Send Click Save to save changes online, then click Send to email or fax, or eSign to send for signing using zipLogix Digital Ink® or DocuSign® Getting Started in zipForm ® Plus Go Beyond

39. www.ziplogix.com Save Changes Changes are also saved when you add forms, switch forms, or use Fastfill Go Beyond 8 8

40. www.ziplogix.com Send (eMail, Fax, or eSign) Send and share directly from the forms page, or send from the Documents tab inside the file. Go Beyond 9 9 9 9

41. www.ziplogix.com Share Your Screen Use zipConsult to meet face-to-face online to review contracts with clients as you fill them out or before clients sign Go Beyond zipConsult

42. www.ziplogix.com Collaborate Online Share contracts and let others fill in contract information as needed – you are always in control Go Beyond 1 1 4 4

43. www.ziplogix.com Collaborate Online Go Beyond 3 3 4 4 5 5 2 2

44. www.ziplogix.com Saving and Sharing Go Beyond Save forms online, then share forms with anyone using the email and fax options, Collaborate button, or zipConsult screen sharing, and use the eSign option for paperless signatures Email or Fax Share your screen Share Online Summary eSign

45. www.ziplogix.com Save as PDF Save to your computer or to the file to preserve a copy of the unsigned form at this point in time. Go Beyond Save as PDF Shortcuts

46. www.ziplogix.com Saving and Sharing Forms You now know how to:  Save forms using the Save button Files also saved when adding a form or navigating to a new form Enable automatic saving through the profile  eMail or Fax using the Send button  Save as PDF Save to a computer Save as PDF within the file (zipVault®)  Review files online using zipConsult™  Share documents or forms online using the Collaboration tool Go Beyond

47. www.ziplogix.com Getting Started in zipForm ® Plus Go Beyond Step 1 Start a New File Click the New button on the TRANSACTIONS page, label the file, and add forms or documents as needed. Step 2 Complete Contracts Click and type in form fields to complete contracts quickly and professionally. Step 3 Save and Send Click Save to save changes online, then click Send to email or fax, or eSign to send for signing using zipLogix Digital Ink® or DocuSign®

48. www.ziplogix.com eSign with zipLogix Digital Ink ® Send files for secure click-to-sign online signatures directly from zipForm® Plus Go Beyond zipLogix Training Training@zipLogix.com

49. www.ziplogix.com Signing Contracts Paperlessly Congratulations! Your client is ready to execute the contract. How do you make signing easy for you and your client? Professionalism – Use the eSign button so that signers can click to sign from any computer or tablet, without waiting for couriers or driving long distances Accuracy – Signature areas are “pre-tagged” (marked for you) by zipForm ® Plus according to the signer’s role when you use the eSign button to send for signatures Expertise – Your expertise travels with the contracts, since you are always in control of who is signing, where they sign or initial, and what they fill out Trust – Contracts are secured with Digital Signatures, ensuring signature and contract authenticity can be confirmed each time the PDF is opened Go Beyond * With zipForm ® Mobile

50. www.ziplogix.com Secure Digital Signatures Confirms signatures are valid each time the PDF opens Prevents tampering with the final contract Visible through the free Adobe Acrobat Reader and compatible viewers Note: Some PDF preview programs will not show the signatures because they do not have the ability to confirm the validity. If this happens, visit www.adobe.com/reader to download and install the free Acrobat PDF viewer.www.adobe.com/reader Go Beyond zipLogix Digital Ink®

51. www.ziplogix.com Sending for Signatures Go Beyond Step 1 Select forms to send Click the eSign button inside a zipForm® Plus transaction file, and select the contracts, signers, and add locations to be signed. Step 2 Click to Sign Signers receive an email immediately with signing instructions. They can create their own signature and click to sign. Step 3 Check Status to track signing The signing packet continues automatically to each signer until all parties have signed. See the history or make changes using eSign > Check Status within the zipForm® Plus file.

52. www.ziplogix.com Step 1 Select forms to send Click the eSign button inside a zipForm® Plus transaction file, and select the contracts, signers, and add locations to be signed. Step 2 Click to Sign Signers receive an email immediately with signing instructions. They can create their own signature and click to sign. Step 3 Check Status to track signing The signing packet continues automatically to each signer until all parties have signed. See the history or make changes using eSign > Check Status within the zipForm® Plus file. Sending for Signatures Go Beyond

53. www.ziplogix.com Select Forms to Sign 1.Click the eSign button within the zipForm® Plus Transaction file, or when filling out a zipForm® Plus form. Go Beyond 1 1

54. www.ziplogix.com Select Forms to Sign 2.Enter a name to identify this packet of documents in the Check Status list (Optional) 3.Click the Check Box to select forms and add them to the list of Documents to sign Tip: Use the blue ▼ arrow to select a specific page or pages to send. Go Beyond 2 2 3 3

55. www.ziplogix.com Select Forms to Sign 4.Use the Browse button to add PDF documents to this packet from your computer (Optional) 5.Click Next Go Beyond 4 4 5 5

56. www.ziplogix.com Select Signers 6.Click to check the check box to select signers 7.Enter required information for signers, such as email address or role (their role determines what signature fields they will be prompted to complete) 8.Click Done Go Beyond 6 6 7 7 8 8

57. www.ziplogix.com Select Signers 9.Click and drag to change the signing order. Drag one signer on top of another to have them sign at the same time. (Optional) 10.Select signer options, such as CC to automatically email signed contracts as PDF attachments from the system once signing is complete. (Optional) 11.Click Next Go Beyond 9 9 11 10

58. www.ziplogix.com Add Tasks 12.Signing tasks allow signers to execute the contract. Click and drag an icon to add a signature or task, if needed. 13.You will see a sample signature preview, to help with sizing signature areas. 14.Review tasks on all documents on the Document List. 15.Click Send Go Beyond 15 12 13 14

59. www.ziplogix.com Send Now Customize the message for all signers (Optional), and then click Send Now to send the email invitation to start signing. Go Beyond Send Now

60. www.ziplogix.com Documents Sent for Signatures Your set of documents has been sent to the first signer(s) for their signatures, and you will see a summary of the packet you sent. Click Close to return to zipForm®. Go Beyond Cancel Return to zipForm® Modify

61. www.ziplogix.com Step 1 Select forms to send Click the eSign button inside a zipForm® Plus transaction file, and select the contracts, signers, and add locations to be signed. Step 2 Click to Sign Signers receive an email immediately with signing instructions. They can create their own signature and click to sign. Step 3 Check Status to track signing The signing packet continues automatically to each signer until all parties have signed. See the history or make changes using eSign > Check Status within the zipForm® Plus file. Go Beyond Sending for Signatures

62. www.ziplogix.com Start Signing The email to start signing is automatically sent to the first signer. Go Beyond Click to start signing Signer’s Name Signing Contracts

63. www.ziplogix.com 1 1 2 2 Legal consent 1.Read and accept the E-Sign Legal Consent 2.Click Next Go Beyond Signing Contracts

64. www.ziplogix.com 3 3 4 4 Create Your Signature 3.Select your Signing Password 4.Select a signature font OR Draw your own signature 5.Click On to View/Sign Go Beyond Signing Contracts 5 5

65. www.ziplogix.com Option: Choose a Signature Font Select the desired signature font (style) from the displayed options. This selection will represent your signature on the documents you are signing. When finished, click On to View/Sign. Go Beyond Signing Contracts Signature Font On to View/Sign

66. www.ziplogix.com Option: Draw Your Own Signature Click the toggle button to choose to draw your own signature. You can draw using a mouse, touchpad, tablet, phone, or stylus. Go Beyond Signing Contracts Draw Signature On to View/Sign

67. www.ziplogix.com 6 6 Ready to Review and Sign 6.Click Let me review to read the contract and click to sign as prompted Confident in the contract’s contents? Click Go! to scroll automatically to signature locations Go Beyond Signing Contracts

68. www.ziplogix.com Click to Sign and Initial Go Beyond Signing Contracts 7 7 Previous Progress Next Signed

69. www.ziplogix.com Optional Fields Go Beyond Signing Contracts Optional Check Box Fields that are optional, such as check boxes, or optional signatures, will be highlighted with blue instead of yellow, and will have the Optional tag. Read the contract carefully before making your selection – you may be asked to select only one optional field out of many.

70. www.ziplogix.com Finished Signing Go Beyond Signing Contracts 8 8 Review 8.Click Finish to complete the signing process when prompted Not yet ready to commit to these contracts? Click Stay Here to continue to review the contracts.

71. www.ziplogix.com Signing Complete Go Beyond Signing Contracts Congratulations! Signing is complete. Click Review to see a copy of the signed documents, complete with time and date stamps and digitally signed seals. Review

72. www.ziplogix.com Review Signed Contracts Go Beyond Signing Contracts When reviewing the signed documents, you can download or print the contracts at any time. Download or Print Signature Initials Automatic Date

73. www.ziplogix.com Thank you for Signing eMail Go Beyond Signing Contracts When you have finished signing, you will receive an automatic email which lists the contract(s) that you have signed and provides a link to view or download the contract(s). View Signed Contract(s) Contract Name

74. www.ziplogix.com CC List Email Signers or outside parties added to the CC List receive an email with signed documents attached as PDFs, once all signing is completed. Go Beyond Signed Contract(s)

75. www.ziplogix.com Step 1 Select forms to send Click the eSign button inside a zipForm® Plus transaction file, and select the contracts, signers, and add locations to be signed. Step 2 Click to Sign Signers receive an email immediately with signing instructions. They can create their own signature and click to sign. Step 3 Check Status to track signing The signing packet continues automatically to each signer until all parties have signed. See the history or make changes using eSign > Check Status within the zipForm® Plus file. Go Beyond Sending for Signatures

76. www.ziplogix.com Transactions with Signed Contracts 1.Click to sort for transactions with documents sent using zipLogix Digital Ink® 2.Click the transaction name to open a file Go Beyond This file has documents sent to zipLogix Digital Ink® Contains Documents Sent for Signatures 1 1 2 2

77. www.ziplogix.com Signed Contracts Stored in zipVault ® The folder of signed contracts is appears once signing is complete A new notification with direct link to the documents appears Go Beyond Notification Folder Signed PDF

78. www.ziplogix.com Check Status Review signature progress, make changes, or cancel the signature packet. 1.Click eSign 2.Click Check Status 3.Click the Check Status button next to the eSign submission Go Beyond 3 3 2 2 1 1

79. www.ziplogix.com zipLogix Digital Ink ® Status Check Status: Downloading or checking the status is available for 30 days Cancel History Modify

80. www.ziplogix.com E-Mail Signing Link E-Mail Edit E-Mail Include link Send

81. www.ziplogix.com eSignatures You now know how to:  Send forms to be signed using the eSign button Connect with zipLogix Digital Ink® or DocuSign®  Select documents to send for signatures  Select signers  Review signature areas on the form and send for signatures  View signed documents Folder within zipForm® Plus once all signing is complete Check Status to view signature status in progress, email signers, and make small edits if needed. Go Beyond

82. www.ziplogix.com Managing the file Tips and tricks to quickly saving and sharing information and working more efficiently in zipForm® Plus and zipVault® Go Beyond

83. www.ziplogix.com Increasing Your Success Congratulations! Your clients are referring you to friends and family. How do you grow your business? Professionalism – Save PDFs and other documents online alongside your zipForm® Forms using the zipVault® feature for a complete transaction file Accuracy – Share your screen or share documents online using the zipConsult™ and zipLogix Community (“Collaborate”) features built in to zipForm® Plus so clients can review and contribute to the file, reducing risk Expertise – Save Clauses and Templates to ensure you always have the right legal language and required forms for a transaction Trust – zipLogix files allow you to work securely online, protecting your client’s information for years to come. Go Beyond

84. www.ziplogix.com Managing the File Go Beyond Step 1 Saving and Storing Add folders and documents, including PDFs, to the file for storage and reference, and use Document Approval to mark contracts and files for approval within a brokerage. Step 2 Personalize zipForm® Use your Profile to customize your preferences and personalize your zipForm® Plus experience. Step 3 Shortcuts to Save Time Use shortcuts like Templates and Clauses to save time on current and future transaction files.

85. www.ziplogix.com Managing the File Go Beyond Step 1 Saving and Storing Add folders and documents, including PDFs, to the file for storage and reference, and use Document Approval to mark contracts and files for approval within a brokerage. Step 2 Personalize zipForm® Use your Profile to customize your preferences and personalize your zipForm® Plus experience. Step 3 Shortcuts to Save Time Use shortcuts like Templates and Clauses to save time on current and future transaction files.

86. www.ziplogix.com Online Archives Use the List View option to see more details about files Search by Status, including “Closed”, “Inactive”, or “All” to find a specific file Go Beyond ProTip: Search “All” files to recover a file that was recently accidentally deleted. List or Icon View Search Status Expiration Date Deleted File

87. www.ziplogix.com Update Storage Settings Change the Transaction Status or storage Expiration Date for a file as the file progresses Go Beyond Transaction Status Expiration Date

88. www.ziplogix.com Import or Export an Archive Import a previously downloaded copy of a zipForm® Transaction to add to this file, or Export to save a copy of this file on your computer as a.ZIP (Compressed) file. Go Beyond Import Export Menu

89. www.ziplogix.com zipForm ® Mobile Update or review files on a tablet (such as an iPad) or a phone (such as an iPhone), or sign in person using the TouchSign feature on a tablet Learn more at www.zipLogix.com/mobilewww.zipLogix.com/mobile Get the zipForm® Mobile Companion at the iTunes Store: https://itunes.apple.com/us/app/zipform- mobile-companion/id538083561 Go Beyond Update Contracts eMail eSign

90. www.ziplogix.com Storage and File Management You now know how to:  Search and sort through zipForm® Plus files Adjust the file expiration date (zipVault®) and Transaction Status as needed  Import or Export files for extended storage  Mark files for review and approval (zipForm® Plus Broker Edition)  Use zipForm® Mobile for phone or tablet access Tap and type to update forms Send for signatures using the eSign button Sign in person with the TouchSign® option View saved documents using zipVault® Go Beyond

91. www.ziplogix.com Managing the File Go Beyond Step 1 Saving and Storing Add folders and documents, including PDFs, to the file for storage and reference, and use Document Approval to mark contracts and files for approval within a brokerage. Step 2 Personalize zipForm® Use your Profile to customize your preferences and personalize your zipForm® Plus experience. Step 3 Shortcuts to Save Time Use shortcuts like Templates and Clauses to save time on current and future transaction files.

92. www.ziplogix.com About Me Add your picture, update company information, and save an email signature Go Beyond Profile Photo

93. www.ziplogix.com Libraries Organize Libraries of forms – the first library is your default library on the All Forms tab Go Beyond Profile Organize

94. www.ziplogix.com Settings Select your eSign product, enable autosave, and connect to outside services, such as Zapier Go Beyond Profile eSign

95. www.ziplogix.com Personalize zipForm® Plus You now know how to:  Edit profile information Add Photo Edit office information (if individual zipForm® users)  Edit the order of Libraries Add Photo Review the libraries and products you have purchased  Update eSign and other Settings Enable Autosave to save forms every fifteen minutes Connect to Zapier and other external services Go Beyond

96. www.ziplogix.com Managing the File Go Beyond Step 1 Saving and Storing Add folders and documents, including PDFs, to the file for storage and reference, and use Document Approval to mark contracts and files for approval within a brokerage. Step 2 Personalize zipForm® Use your Profile to customize your preferences and personalize your zipForm® Plus experience. Step 3 Shortcuts to Save Time Use shortcuts like Templates and Clauses to save time on current and future transaction files.

97. www.ziplogix.com Clauses Common paragraphs, sentences or phrases can be saved and inserted into form fields quickly. Create and save clauses using the Clauses button on the Transactions page. How to insert a clause: 1.Click on a form field 2.Click the gray pencil button 3.Click the Insert Clause button 4.Select the Clause by Category and Title 5.Click Insert Go Beyond 2 2 1 1 3 3 4 4 5 5

98. www.ziplogix.com Templates Save forms, contacts, and documents to be used as forms packets through the Apply Template option when creating or editing a zipForm® Plus transaction file. Click TEMPLATES and then click New to create a template. 1. Name and Save your template 2. Add forms, following the same steps as creating a new transaction 3. Fill out key information, such as your brokerage name and address 4. Save your template 5. Click TRANSACTIONS to use the template Go Beyond New TEMPLATES Name Save

99. www.ziplogix.com Using a Template You can use a template when creating a new transaction by using the Apply Template drop-down on the Transaction Details window. Or, apply a template to an existing transaction with these steps: 1.Click Apply Template 2.Select your template Name 3.Click Apply Forms, documents, folders, and other saved transaction information are automatically applied to the file Go Beyond 1 1 2 2 3 3

100. www.ziplogix.com Contacts Add or save contacts to create an address book for all of your zipForm® Plus transactions Go Beyond Contacts Add New Click to Edit Search

101. www.ziplogix.com Copy a File Go Beyond Create an exact copy of a file, including all forms and documents, to easily set up a new offer for a buyer, or a repeat listing for a seller. 1.Click on the Transaction Menu 2.Click Copy 3.Enter a New Name for the new file (Note: the name of the copied file will be entered by default, so it is important to enter something new to differentiate the transations) 4.Click Copy Shortcuts Copy Transaction Menu New Name Copy

102. www.ziplogix.com Integration and Partners Go Beyond Import Contacts Top Producer® (Partners) eSign DocuSign® (eSign, Profile) Transaction Management relay® (Transaction Menu, Profile) SureClose (Transaction Menu) BackAgent (Partners) DocuSign® Transaction Rooms (Partners) Client Services Updater (Transaction Menu, Partners) Offer Runway (Partners) Homeminders (Partners) Automation Zapier (Profile) Shortcuts Partners Transaction Menu

103. www.ziplogix.com Set up Time-Saving Tools You now know how to:  Add Clauses for future use  Use TEMPLATES Create a template (saved packet of forms) o Add forms and documents o Enter key information, such as your name and brokerage Edit templates to keep them current Use the Apply Template option to start a new file using a template Copy a file  Add CONTACTS for future use Edit a contact Go Beyond

104. www.ziplogix.com zipForm® Plus Versions Single Agent Manage your personal transactions online. Combine with zipForm® Standard to add offline access. Team Edition Create and work in transactions together with any agent on your team. Keep track of everything with automatic history. Broker Edition Manage brokerages, offices, and teams online. Create clauses or templates, use file approval, and work seamlessly online. Go Beyond

105. www.ziplogix.com zipForm® Plus Broker Edition Tools Empower agents and manage risk with the zipForm® Broker Team multi-user solution. o Manage agents and offices online o Transaction oversight, including transaction and document approval o Forms and form library access controls o Time-saving and risk reducing tools at the brokerage, office, and agent-level include: Transaction Templates (forms packets) Clauses (legal language) Agent and Team management o Complete transaction history and easy-to-use interface that agents love to use o Secure document and file management(with zipVault®) o Access from any computer, or use your tablet or mobile device (with zipForm® Mobile) Go Beyond zipForm® Broker Team

106. www.ziplogix.com zipForm® Plus Team Edition Tools The zipForm® Plus Team Edition allows team members to team up online, seamlessly sharing information for better transactions and smoother closings. o Team transactions are shared with other team members in real time o Eliminate repetitive paperwork o Search and filter files based on the transaction owner o Create templates to share with the team o Team members can create transactions for other members o Ability to have individual teams, or teams as part of the Broker Edition Go Beyond zipForm® Broker Team

107. www.ziplogix.com File and Document Approval Go Beyond Approve File Approval Open or edit forms Approve Documents zipForm® Broker Team

108. www.ziplogix.com Document Approval Email Go Beyond zipForm® Broker Team Approved Document(s) Comments Approved By

109. www.ziplogix.com Team Edition: Select Agent Go Beyond When creating a transaction in the zipForm® Plus Team Edition, the Agent defaults to the person creating the transaction. 1.Use the Agent drop-down selection to assign ownership of this transaction to a different agent 2.Click Save This can also be edited at a later date by clicking on the transaction photo for a zipForm® Plus file. Select Agent zipForm® Broker Team

110. www.ziplogix.com Administration An Admin is someone assigned to manage a brokerage, office, or team. Admins can manage users and settings, approve documents and transactions, and view reports and transactions. Click Administration to access Admin features. Go Beyond zipForm® Broker Team Reports Administration

111. www.ziplogix.com Shortcuts and tools, such as Clauses and Templates may be provided at the Agent (individual), Office (location within the brokerage), or Global (everyone in the brokerage) level. The Status is selected when creating the template or clause. Agent – Only viewed and used by the user (Agent) who created this item Office – Visible to and can be used within the selected office Global – Visible to and can be used by every user within the brokerage Global, Office, and Agent Levels Go Beyond zipForm® Broker Team Status Select status

112. www.ziplogix.com zipForm® Plus Broker Team Edition You now know how to:  Work online in a team or brokerage setting  Submit document or transactions for approval using the document and transaction approval tools  Assign a transaction to another agent on the team using the zipForm® Plus Team Edition  Access the Administration tools if you are a Brokerage, Office, or Team Admin in zipForm® Plus  The difference between Global, Office, and Agent levels for tools, such as Templates and Clauses Go Beyond

113. www.ziplogix.com Next Steps Try it! Reinforce your learning o Sign in to zipForm® Plus o Create your own zipForm ® File to practice Add the forms you need for a standard listing or sales presentation, so you will be prepared for your next client presentation Explore the features within the file – don’t be afraid to try something new! If you need to, use the “Delete” button to delete the file Learn more! Review your training and increase your skills o Training on Demand – www.YouTube.com/ziplogixwww.YouTube.com/ziplogix o Step-by-Step Instructions – Click the (?) button in zipForm® Plus o Live Webinars – Sign up for a future live training at www.zipLogix.comwww.zipLogix.com Go Beyond

114. www.ziplogix.com Training and Support Support -Phone support: 586-840-0140 -24 hours Monday - Friday -10 am to 10 pm Eastern Time Saturday and Sunday -Online Support, FAQs, and Knowledge Base: http://support.zipLogix.com http://support.zipLogix.com Go Beyond Training -Training on demand: www.youtube.com/ziplogix www.youtube.com/ziplogix -Live online training via webinar: www.zipLogix.com/training www.zipLogix.com/training -Click the (?) icon or HELP link for in-app training and support in zipForm® Plus

115. www.ziplogix.com Thank You Additional information and resources: www.ziplogix.com www.ziplogix.com Go Beyond