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Spring Clean Your Business Processes

April 05 2013

paperwork messHow organized is your work life? If you're like a lot of agents, your desk is probably scattered with random paperwork, sticky notes, and more. Your unofficial other office--your car--is probably not faring much better.

You're not alone. According to a survey by staffing firm Adecco, 57% of workers admit to judging colleagues based on the tidiness of their workspace. Your co-workers, however, are likely to be far more forgiving than potential clients. Luckily, spring is finally here, and now's the perfect time to get your professional life and space organized.

Deep Clean Your Business Processes

Spring cleaning your work life should, yes, include your physical space, but should also be a time to take a critical eye to your business processes and technology use. Why? Because while it's easy to get organized, it's far more challenging to stay organized.

Start by honestly examining your weaknesses. What are your obstacles to staying organized? Are there technological tools you can use that would help? If you find yourself buried in mountains of paper, for instance, consider purchasing a solution like zipForm® 6 that digitizes transactions and eliminates unnecessary paperwork.

Conversely, are there any tools that you're paying for but not using that you could eliminate? Cleaning up your bottom line is as important as cleaning up your personal space. For the most efficient use of your time and budget, focus on acquiring tools that integrate with each other.

For example, when your transaction management solution offers digital signature capability, just think how much easier it would be to collect signatures from all parties, and how much faster you could submit offers or close a deal.

A Closer Look at an Integrated Solution

While there are many fantastic products on the market, today we're going to take a look at one of our favorites. Most real estate agents have used or at least heard of industry heavyweight zipLogix. But did you know that zipForm® 6, the company's digital forms solution, integrates with leading real estate technology products like Top Producer and DocuSign to streamline your workflow?

In addition, zipLogix offers more features that make zipForm® 6 a complete paperless transaction solution. Here are some highlights:

  • Mobile CapabilityzipForm® Mobile Web Edition lets you manage your transactions on the go, from any device. Access your forms from any smartphone or tablet--including iPhone, iPad, Android, and Blackberry! With Mobile Web's TouchSignTouchSign component, you can even have clients easily sign documents with their finger on your tablet.
  • Online Storage - Remember all those papers once stored on your desk? With zipVault®, all your documents are stored online in one safe, easy-to-access place.
  • Transaction Management - zipForm® 6 integrates with leading transaction management solutions, as well as relay®, zipLogix's own transaction manager. With relay®, users have granular control over permissions, can connect to back office solutions like Lone Wolf and Outlook, send and receive faxes, and more.
  • Easily Import MLS DatazipFormMLS-Connect®zipFormMLS-Connect® eliminates unnecessary data entry by importing data directly from the MLS into a transaction.

zipLogix also offers Digital Ink® for those just getting their feet wet with digital signatures. Unlike other solutions that require a monthly or annual subscription, Digital Ink®'s pay-as-you-go model makes trying out e-signatures simple and cost effective.

Which solutions do you use to help you stay organized and save time and expense? We'd love to hear your thoughts in the comments section below.

Other articles of interest: Settlement Room by Emphasys | Track My File