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(WB) Master the Paperless Transaction: A Form Simplicity Quick Start Guide -3CE
January 24, 2024 @ 9:30 am - 12:30 pm
FreeInstructor: 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 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.
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