How To iPad For Real Estate · zipForm® (ZF) documents since you went directly from ZF into DS. Therefore it will tab them for you with all places that your client has to intial,

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How To iPad For Real Estate

OBJECTIVE:The goal of this class is to learn:

The iPad effectively for real estate.

Creating A Paperless OfficeI. Create a systematic filing system- You will have to start off by creating a

folder system in your computer, where it will now be on the ipad.

II. Receive & send online faxes

III.PDF & sign

Dropbox- Transfer docs from PC/MAC to other devices In the app storeA. Basic- Free- 2 GB

Metrofax- Send and receive faxes online In the app storeA. Essential- $6.63 per month- 500 incoming or outgoing faxes

B. Value- $10.79 per month- 1,000 incoming or outgoing faxes

C. Essential- $29.96 per month- 2,500 incoming or outgoing faxes

zipForm® mobileThe mobile edition is the only version that will work on the ipad,

android OS device and smartphones. It works likezipForm® Plus, but will look different from the Standardversion.

Second, on your ipad (or other non-computer device),go to www.zipform.com and click on the Pro version.You can now sign in zipForm® mobile! Once you signin, you never need to put in your username and passwordagain. Note: Don’t use the zipForm app from the app store

B. Pro 100- $19.99 per month- 1000 GB

Advanced Real Estate Investment Solutions, Inc. ╬ 11445 E. Via Linda #2-222, Scottsdale, AZ 85259╬ Office 602-206-7200 ╬ Fax- 800-671-6511 ╬ [email protected] ╬ www.Technology4RE.comCopyright 2015

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Working with current transactions1. A list of your transactions will appear.

2. Then click on Edit

3. Start editing the documents in the fillable fields

Start a new transaction1. Start a new transaction and apply a template to

save time. Templates CAN NOT be created on the ipad

2. Put in the buyer name, choose the type of transaction, and then choose theappropriate template.



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3. Add other zipForm® forms that are not in your template by choosing fromthe form library, then choosing the form.

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Signing I don’t recommend these as it’s cumbersome and wonder about the legal ramificationsThis is a feature built into zipForm® mobile to allow your client to “sign”

1. Choose the Signatures tool.2. Choose Sign With TouchSign ™

3. Choose the documents you want.4. Put in client’s name and email.

5. Agree to the use of the system.

6. SIGN!!!

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a. Resize will change the size when placing the signature or initial where youwant.

b. You can also generate will change it into anelectronic signature.

7. Place where needed.8. Finish

Docusign for ipadDocusign is $15-$20 +/month. You can godirectly from zipForm® into Docusign.

To do this, go into zipForm®, then


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Choose the documents youwant and choose Next

Put in the email addresses,and choose Next

It will now look just like the “computer” version of Docusign!

Docusign (DS) willrecognize yourzipForm® (ZF)documents since youwent directly from ZFinto DS. Therefore itwill tab them for youwith all places that yourclient has to intial, signand date. You can alsoChoose an OnlineDocument and bring innon-zipForm® docs.You will have tomanually drag and dropwhere you want yourclient to initial, sign ordate.


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PDF ExpertThis is a $10 program that will also allow you to get real “wet” sigs onall documents, as well as manipulate PDF documents. This can be donewith all zipForm® or non-zipForm® documents. From any document,convert into PDF Expert.

Directions:1. Convert by Open in…

**You must “lock” down ZFto get to the Open in Screen.To do this, click on theMagnifying Glass icon, thentap at the upper right corneron page. The Open Inscreen will appear.**

2. Once in PDF Expert, choose the pen feature.

3. Choose the color, the thickness and opacity.

4. Sign!

5. There are many other features you can do with PDF Expert:a. Type b. Create shapes c. Underline d. Highlight e. cross-out


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6. Even more features by clicking on page icon:

a. Rotate b. Copy c. Mail d. Extract e. Switch documents around

PDF Expert also lets you fill out fillable PDF documents and sign on non-zipForm® documents, which is different from the TouchSign™ inzipForm® mobile.

Conclusion


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Total price expected to pay for all productsa. Docusign- $20/monthb. PDF Expert - $10 one time

You will be able to “WOW” your clients as well as save time by getting realsigs at the property you’re writing a contract or taking a listing at. Nomore paper, scanning or printing out the forms.

Things to practice:

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How To iPad For Real Estate · zipForm® (ZF) documents since you went directly from ZF into DS. Therefore it will tab them for you with all places that your client has to intial,

Documents