Zipforms

Agent Dashboard

For any transaction management tool to be useful to real estate agents, it need to start with an intuitive and user friendly dashboard. A dashboard which not only makes it quicker and easier to do what they do but also shows them how they’re doing in line with their targets.

Zipform’s agent dashboard uses a powerful range of widgets to provide valuable insights into transaction activities, highlight listing performance, monitoring ongoing transactions, viewing historical transaction data and much more.

The dashboard empowers agents and managers alike and furnishes them with the data they need to make strategic business decisions, track their progress and implement measures to ensure that targets are met in a timely and agile manner. Transactions can be logged and charted to view statistical trends, monthly tasks can be set and reviewed, and a range of reporting tools can be used to inform ongoing strategies.

The dashboard’s robust reporting features can document transactions, activities and sales volume in seconds. Data is easy to parse and interpret too. Reports can be filtered by timeframe, status, transaction type and property type and even exported as a Comma Separated Value (CSV) spreadsheet file for collaboration, meetings and briefings.

A Suite Of Transaction Management Tools

The life of a realtor tends to be busy and a little hectic. Organization can make all the difference between success and failure. What makes ZipForm Plus so appealing for realtors is that it offers a useful suite of transaction management tools that allow them to set and manage tasks, mark their way through checklists and manage tasks in calendars for superior time manage in the office and on the road.

E-Signature Integration

Real estate transactions involve a lot of documents. The sending, signing and receiving of these documents can become a big part of what holds transactions up, resulting in frustration for agents, managers and clients alike. The integrated signature solutions that are now completely embedded within ZipForm’s system are designed to make the handling of documents, faster, easier, more convenient and more secure for everyone.

E-Signature subscribers are able to send documents, modify signatures, add new documents to transactions and check whether or not the client has signed the relevant documents without even leaving the application.

Push Notifications That Keep You In The Loop

Many realtors know the volcano of frustration that can erupt when they return to the office from an appointment or viewing to find that a crucial signature or piece of information that could have moved a transaction along came in while they were away from their desks, and unable to utilize it. That frustration is echoed by the client who will have to wait longer for their moving day or sale and their manager who may have to adjust targets accordingly.

Through ZipForm’s use of push notifications, users know straight away when a documents is ready, approved, completed completed or signed without needing to leave the user interface. What’s more, Zipform’s interface makes it easier for agents to act upon those notifications quickly and decisively, accessing items and action prompts pertaining to the notification with just a click.

Photo Customization For Easy Visual Reference

Realtors need to deal with and maintain effective communication with many clients and manage many properties throughout the course of a working week. All agents remember just how bamboozling it was when they first started out to learn and assimilate property and client data.

They say that a picture is worth a thousand words and ZipForm’s use of photo customization goes a long way in making realtor’s lives easier by enhancing their transactions, contacts and profile with photos. Agents can assign transaction photos to assist in maintaining visual reference throughout the transaction creation process and make concurrent transactions easier to manage. They can also assign photos to contacts in order to improve their navigation of the address book and help put faces to names.

Advanced And Intuitive Search Tools

Realtors need to be able to spin a lot of plates. At any given time an agent may be juggling several or even dozens of transactions simultaneously, all at different stages in the pipeline. Even with solutions that keep all of your information in one place, this doesn’t always make for quick and easy reference. Zipform’s solution is made more effective because of its advanced search functions which make it quick and easy for agents to get the information they need when they need it. Transactions, contacts and forms are all equipped with their own search bar. The search function has recently been upgraded so that as agents type within the search bar, results are presented to them in real time. This makes it easier and more intuitive for agents to get the information they need without wasting time searching through reams of data.

Happy Clients And Robust Referrals

All of the above allows agents and real estate companies to provide a superior standard of customer service and increase their chances of glowing client referrals. As any realtor knows, client referrals are great social proof and a useful way of gaining highly motivated leads who are predisposed to trust in their brand.

ZipForm’s transaction management system allows realtors to be their best. That’s why we’re proud and excited to be able to integrate with ZipForm Plus!