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Features

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Forms Advisor™ Features

No matter how many years you’ve been in the business, it’s a dilemma every agent faces at the beginning of a real estate transaction – deciding which of the hundreds of federal, state, local and broker forms are applicable to your specific transaction.  Agents familiar with Forms Advisor say it’s like having a real estate attorney by your side 24 hours a day, 365 days a year.

Forms Advisor provides the following benefits: 
  • The precise information that is required when needed, even for unusual transactions and situations that are encountered infrequently
  • Risk mitigation without reliance on real estate professionals remembering everything presented in training seminars
  • The same answer for a given set of facts every time
  • An audit trail of the forms recommended for a given set of inputs
  • The ability to pre-populate a zipForm® Plus transaction with the recommended forms (this feature requires zipForm® Plus as a prerequisite)
  • Optional supplemental client-facing information about the forms that they are signing
  • Optional linkage to Association-provided legal Q&As and FAQs

Forms Advisor can be used in the following modes of operation:

  • Advisor – define what forms to use for a particular transaction
  • Template Creator – define a reusable set of forms for a class of transactions (e.g. the forms to use in a common tract)
  • Audit – review a file prior to close to ensure that it is compliant with respect to the correct set of forms
  • The Other Side – identify what forms the cooperating side of the transaction should be providing


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