LIVE ZipForms Training

Description

For one day only, WCBR members will receive a live training opportunity with ZipForms training specialist, Adam Fletcher. This session will show you the fundamentals of your account for Transactions (zipForm Edition). We will be covering how to navigate the system, manage transactions and documents, and create e-sign packets. You'll learn everything you need to know to work efficiently, stay productive and give you clients superior service. Four sessions are available, and instruction will be repeated each session. Register for ONE session that is most convenient for you.

Session #1: 10:30am - 12:00pm
Session #2: 12:30pm - 2:00pm 
Session #3: 2:30pm - 4:00pm
Session #4: 4:30pm - 6:00pm

To ensure best success we advise logging into your Zipforms account prior to the meeting. For help logging in reach out to the board office at 435-628-7374 or click HERE for login instructions