Maximize Workflow Efficiency in Form Simplicity - At the Association and Virtual

When:  Sep 5, 2024 from 13:00 to 15:00 (ET)

Maximize Workflow Efficiency in Form Simplicity

Thursday, September 5th

1:00 pm – 3:00 pm

2CE, $5.00 or FREE with Education Passport

In Person or Via Zoom – Zoom link and class materials will be emailed the day before class.

Registration Link for IN PERSON:

Registration Link for ZOOM:


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