(HQ) Master the Paperless Transaction: A Form Simplicity Quick Start Guide – 3 Hrs CE

Instructor: Kaz Cisowski

This class will cover how to improve your Form Simplicity experience with time saving tips on such as setting up preferences; adding, editing and importing contacts; adding, editing and previewing clauses, creating form packages, working with the blank forms library, creating transactions from form packages, importing MLS/Tax data into transactions, inserting clauses, tasks, e-sign, and archiving completed transactions.  We will also discuss how the agents will be submitting paperwork to the broker electronically via the broker review feature.