The Little Pencil on Zip Form

By
Real Estate Broker/Owner with Crossroads Real Estate LLC

Have you used the INSERT CLAUSE option on Zip Form? That is the icon with the little pencil. I use Zip Form to write all my Option to Purchase contracts. I like presenting a nice neat, professional looking form. Using Zip Form allows me to save time and ensure accuracy in two ways. I can write a good portion of the contracts and save them as a template. I can save these templates as a new file to start a new file. This allows me to open a new file with all of the forms I will need. That way there is no risk of forgetting a form. I enter as much information as I can that I know will not change on the templates. This saves me time.

There is a clause area on Zip Form. One of the tasks I never enjoyed was trying to write a contingency, putting it into words that make perfect sense while a buyer is watching me write. I’ve learned, once you have the clause or contingency written the way you want it, save it to the clause manager. When it comes time to use it again, click on the little pencil and insert the clause you want. Life could not be easier. And it’s a nice way to show your customer or client, I’ve done this before.

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Ambassador
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Patricia Kennedy
RLAH Real Estate - Washington, DC
Home in the Capital

Dennis, I've tried to use that little pencil but have never been able to figure it out!

May 01, 2009 11:15 AM #1
Rainmaker
223,195
Dennis Herman
Crossroads Real Estate LLC - Waldo, WI
Dennis Herman

That should be what this forum is for, sharing these little tips to make all our lives so much easier.  I am still waiting to find some good marketing info on this site.  There are some good posts but most of the information I have already seen and or tried. 

May 01, 2009 11:19 AM #2
Ambassador
1,549,863
Karen Fiddler, Broker/Owner
Karen Parsons-Fiddler, Broker 949-510-2395 - Mission Viejo, CA
Orange County & Lake Arrowhead, CA (949)510-2395

Great idea....I'll look for it. My pencil though sends the contract to the e-signatures, so perhaps we have a different system

May 01, 2009 11:22 AM #3
Rainer
45,230
Elizabeth Benefield
Montana Country Real Estate - Libby, MT

Thanks for the tips on Zip Forms I had no idea. I love to read the blogs on active rain we learn so much .

Thanks Liz

May 01, 2009 11:34 AM #4
Rainmaker
223,195
Dennis Herman
Crossroads Real Estate LLC - Waldo, WI
Dennis Herman

I just checked my Zip Form.  It is a pencil on my version and it is called the CLAUSE EDITOR.  I can also access it from the TOOLS pull down.  I hope this helps.

Remember, 10 year olds are great at using computers because the try everything and are not afraid of harming anything.

May 01, 2009 11:50 AM #5
Rainmaker
341,571
Eric Reid
Renaissance Realty Group of Keller Williams Atlanta Partners - Lawrenceville, GA

I have a whole word doc full of "perfect statements" that I have writen or stolen and keep hand and just copy paste and go.

May 01, 2009 12:00 PM #6
Rainmaker
341,571
Eric Reid
Renaissance Realty Group of Keller Williams Atlanta Partners - Lawrenceville, GA

I have a whole word doc full of "perfect statements" that I have writen or stolen and keep hand and just copy paste and go.

May 01, 2009 12:00 PM #7
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Dennis Herman

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