zipForms & Transact Program Training

Schedule

Mon Nov 09 2026 at 10:00 am to 03:00 pm

UTC-08:00
Location

3690 Elizabeth St | Riverside, CA

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Live Training for IVAR REALTOR® Members
About this Event

AM Session: zipForm & Transact Basics
  • Introduction to zipForm and Transact, including key differences
  • Navigating the Form Editor and working with forms
  • Adding forms, PDFs, and outside documents
  • Using templates and sharing documents with clients
  • Best practices and live Q&A



PM Session: Advanced Tools & Paperless Workflows
  • Advanced Form Editor tools and editing multiple documents
  • Templates and time-saving workflow features
  • Organizing multiple offers and tracking activity in Transact
  • Paperless tools: DocInbox, Email to Transaction, and Upload by Email
  • Advanced E-Sign and Share functions
  • Workflow tips and live Q&A
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Where is it happening?

3690 Elizabeth St, 3690 Elizabeth Street, Riverside, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

Know what’s Happening Next — before everyone else does.
Inland Valleys Association of Realtors
Host or PublisherInland Valleys Association of Realtors

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