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ZipFormConcierge Tutorial
ZipFormConcierge allows a REALTOR® to assist clients in connecting and/or disconnecting their utilities and services.
This service is available through ZipFormOnline.
How to use ZipFormConcierge
Step 1 –
After you have logged into ZipFormOnline locate the transaction of your client.
Step 2 –
From the Select Action dropdown at the right of the transaction, select Partners to open the SelectPartner pop-up window.
Step 3 –
Click on the ZipFormConcierge Icon in the SelectPartner pop-up window.
Step 4 –
From the ZipFormConcierge interface, choose which client you wish to assist in connecting/disconnecting their utilities - Buyer 1, Buyer 2, Seller 1, Seller 2. (You may only send information for one client at a time)
Step 5 –
Confirm the property information and click the Send Transaction button.
To update the information within the ZipForm transaction click the Update Transaction check box before clicking the Send Transaction button.
Step 6 –
Your client will receive an email explaining the simple process available to them and inviting them to use ZipFormConcierge where your client may shop, request and schedule their services in one easy process.
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