Instructor: Leslie Van Burkleo, Education & Training Specialist

Create more time for lead generation and client nurturing by becoming proficient in zipForm Plus! This course is designed to increase your productivity by streamlining your transaction management. In this class, you will receive in-depth experience in creating templates including how to send some of the key forms as a fillable document to your client and utilizing the clause manager. This comprehensive class will teach you how to add assigned text and checkboxes to documents and how to edit a sent signature packet. Bring your laptop for this hands-on learning experience!

All costs for non-title education underwritten by independent vendors. Provider #0403 • Course #37553

Arrival time: 9:45 am Class: 10:00 am – 12:00 pm

*Registration is required*