Maximize Workflow Efficiency in Form Simplicity - In Person and Zoom
June 20th1:00 pm – 3:00 pmFREE, 2CE
In Person or Via Zoom – Zoom link and class materials will be emailed the day before class.
Registration Link for IN PERSON: CLICK HERE FOR IN PERSON REGISTRATION
Registration Link for ZOOM: CLICK HERE - ZOOM REGISTRATION
Instructor: Kaz Cisowski
Schedule certain people and vendors after creating task list templates and managing them in a transaction. Streamline the creation of additional packages by copying form(s) and/or file(s) from one form package to another forms package. Optimize communications using Form Simplicity’s Collaboration feature to allow outside parties and clients permission to review and add comments in real-time to forms and files before sending the final document for signatures. Agents, who work in teams, have the ability to set sharing permissions for their individual transactions with other agents in their company with the Transaction Sharing Feature. Agents can improve and organize efficiently their important real estate documents using My Files