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zipForm Plus Brokerge Account WEBINAR Training: Session 1
January 30 @ 3:00 pm - 4:00 pm
Brokers’ Path (multi-user accounts) Need to know how to Manage your multi-user account? This learning path will assist with quickly learning the zipForm® Administrative features.
1. Why a Multi-user account?
2. Explore the Broker Dashboard – How to populate graphs
3. ListFlash™ Introduction – Set ListFlash™ Preferences – Explore and existing ListFlash™
4. Explore the Administrative Tab – Create Broker Broadcast from Message Center
5. Add/Edit Agents
6. Reassign Transactions
7. Approve Transactions & Documents 8. Introduce Admin. access in zipForm® Mobile
This course is the first of a two-part series of courses within the Phase IV learning path. Continue on your path by also registering for: • zipTMS™ Transaction Management: Take Your Brokerage to the Next Level