Maximize Workflow Efficiency in Form Simplicity (2CE)
Thursday, September 14, 2023 (1:30 PM - 3:30 PM) (EDT)
Description
Schedule certain people and vendors after creating task list templates and managing them in a transaction. Streamline the creation of additional packages by copying form(s) and/or file(s) from one form package to another forms package. Optimize communications using Form Simplicity’s Collaboration feature to allow outside parties and clients permission to review and add comments in real-time to forms and files before sending the final document for signatures. Agents, who work in teams, have the ability to set sharing permissions for their individual transactions with other agents in their company with the Transaction Sharing Feature. Agents can improve and organize efficiently their important real estate documents using My Files.
Instructor
Kaz Cisowski
Florida licensees will earn 2 hours of Specialty CE Credit upon successful course completion.
General Education
Continuing Education