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zipTMS: The Power of Transaction Management

July 22 2019

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Tuesday, July 30, 2019 at 9:00 AM PDT

This webinar path will provide best practices in utilizing zipTMS for efficient, time-saving workflow processes.

  1. What is zipTMS®?
  2. Create a New Template including a Checklist
  3. Add Template to an existing Transaction
  4. Review Transaction Summary zipTMS® Functionality
  5. Explore and Understand Tasks
  6. Display and discuss Transaction History and Recent Activities
  7. Explore the Agent Dashboard/populate graphs
  8. zipForm® Plus Guided Help

Register now!