Form Simplicity – Maximize Workflow Efficiency – In person & Virtual

When:  Jun 28, 2022 from 10:00 to 12:00 (ET)

Form Simplicity – Maximize Workflow Efficiency – In person ONLY 

Tuesday, June 28th

10:00 am – 12:00 pm

FREE, 2CE.

Location: 2950 Pineda Plaza Way, Palm Shores  Fl  32940 or via Zoom

 

Registration Link:  https://mdweb.mmsi2.com/spacecoastss/deeplinks.pl?type=EDU&id=22work06

 

Form Simplicity is a paperless real estate forms management program designed to help you manage your transactions. Form Simplicity gives you the tools necessary to have your office “in the cloud.”  The Form Simplicity products are available on all mobile devices, are accessible anytime, anywhere.  Objectives: After taking this class students will be able to:  •Successfully navigate electronic web-based transaction software.  •Identify system requirements to ensure a reliable platform.  •Complete the client’s state approved real estate related paperwork in an electronic format.  •Import MLS/Tax record information into a new or existing transaction.  •Edit and change existing documentation in an active transaction.  •Electronically manage real estate paperwork in a web-based application.  •                Create and manage electronic clauses.  •Create an electronic transaction package for smoother, quicker processing.  •Effectively correspond with clients via print, e-mail, faxing, sharing and electronic signatures.  •Create, manage and store electronically signed documentation.

 

Instructor:  Kaz Cisowski

 

FOR THOSE ATTENDING CLASS IN PERSON AT THE ASSOCIATION:

Masks are optional.  By registering, you acknowledge you have read and accept the COVID-19 Waiver

 

WAIVER REGARDING COVID-19

By attending any meeting(s) in  person at any facility owned or operated by The Space Coast Association of Realtors© , Inc. , you are acknowledging that an inherent risk of exposure to the virus that can cause  COVID-19 (or other illnesses) exists in any public place where persons are present. By attending, you  voluntarily and knowingly assume all risks related to such exposure, and voluntarily and knowingly waive any causes of action, rights, or claims against the Space Coast Association of Realtors© , Inc. or any of its affiliates, directors, officers, employees, or agents regarding COVID-19 or other illness or injury, and any damages arising therefrom, which may result from your attendance or presence at such facility.

 

 

The student needs to have attended The Foundations of Form Simplicity (2CE) and Optimizing Your Workflow with Form Simplicity (2CE) or Master the Paperless Real Estate Transaction with Form Simplicity (3CE).

This Form Simplicity class will teach you how to make the most of Form Simplicity to increase your productivity. All tasks for this course are hands-on and designed to help you save time and use the program in the most effective way possible. 

 

After attending this class students will be able to:  •Learn time saving integrations to streamline their workflow within the Form Simplicity program.  •Create tasks that must be completed on a regular basis for certain types of transactions by applying those tasks as part of a checklist and include the checklist in a template for that transaction type.  •Create a task list templates set up for each types of transactions which provides a list of things you need to do, or documents you need to gather to complete a deal.  •Use a time-saving feature which allows certain forms and/or files to be copied from an existing forms package to create a new forms package. There is no need to create a forms package from scratch.  •How to utilize the collaboration paperless feature which will allow outside parties and clients to add negotiation comments to the shared forms and files and the real estate agent will easily track negotiation comments from all parties and keep all the information together in the transaction real time.  •In the case where a sale falls through, an agent can use a time-saving feature which allows them to select certain forms and/or files from the transaction and copy them to a new transaction. There is no need for the agent to create a transaction from scratch.  •Agents who work in teams have the ability to share individual transactions with other agents on the team and have the ability to set sharing permissions.  •Have the ability to improve the storage and organization of important real estate documents and files in Form Simplicity; i.e., eFaxes, completed eSigns, and Emails stored in one place. For example, it like having an electronic file cabinet “in the cloud.”

 

 

 

 

Form Simplicity – Maximize Workflow Efficiency – Via ZOOM ONLY 

Tuesday, June 28th, 2022

10:00 am – 12:00 pm

FREE, 2CE.

Location: 2950 Pineda Plaza Way, Palm Shores  Fl  32940 or via Zoom

 

Registration Link:  https://mdweb.mmsi2.com/spacecoastss/deeplinks.pl?type=EDU&id=22work06z

 

Instructor:  Kaz Cisowski

The student needs to have attended The Foundations of Form Simplicity (2CE) and Optimizing Your Workflow with Form Simplicity (2CE) or Master the Paperless Real Estate Transaction with Form Simplicity (3CE).

This Form Simplicity class will teach you how to make the most of Form Simplicity to increase your productivity. All tasks for this course are hands-on and designed to help you save time and use the program in the most effective way possible.  

After attending this class students will be able to:  •Learn time saving integrations to streamline their workflow within the Form Simplicity program.  •Create tasks that must be completed on a regular basis for certain types of transactions by applying those tasks as part of a checklist and include the checklist in a template for that transaction type.  •Create a task list templates set up for each types of transactions which provides a list of things you need to do, or documents you need to gather to complete a deal.  •Use a time-saving feature which allows certain forms and/or files to be copied from an existing forms package to create a new forms package. There is no need to create a forms package from scratch.  •How to utilize the collaboration paperless feature which will allow outside parties and clients to add negotiation comments to the shared forms and files and the real estate agent will easily track negotiation comments from all parties and keep all the information together in the transaction real time.  •In the case where a sale falls through, an agent can use a time-saving feature which allows them to select certain forms and/or files from the transaction and copy them to a new transaction. There is no need for the agent to create a transaction from scratch.  •Agents who work in teams have the ability to share individual transactions with other agents on the team and have the ability to set sharing permissions.  •Have the ability to improve the storage and organization of important real estate documents and files in Form Simplicity; i.e., eFaxes, completed eSigns, and Emails stored in one place. For example, it like having an electronic file cabinet “in the cloud.”

 

FOR THOSE ATTENDING VIA ZOOM:   The zoom link will be sent to everyone the day before class.