A Guide to zipForm & DocuSign by Independence Title Education

A Guide to zipForm & DocuSign

INDEPENDENCE TITLE

Best Practice Naming of Templates – identify the representation type and property type in the template name. Use SFR to abbreviate Single Family Residence EG: SFR Resale Purchase, SFR New Home Purchase, SFR Listing, etc. Using Folders – add folders and subfolders to your templates to better manage documents as they are signed and returned to the transaction. Purchase Folder Examples Signed Documents Docs from Seller (for docs the buyer needs to sign) Notices Listing Folder Examples Signed Documents Docs from Buyer (for docs the seller needs to be sign) Notices The Signing Order – carefully consider the signing order of all parties involved in the transaction, especially when the parties have other actions to perform in the documents. EG: when one of the sellers is completing the Seller’s Disclosure Notice online. The seller who is completing the document must receive it first, complete the document, and sign it before the second seller signs it.

Obtain approval from your managing broker regarding the forms you use as well as the verbiage you input.

Listing – Single Family Residence *Signed Documents

Add Folder

*Docs From Buyer The forms below will be added in the primary template folder. Form Name TAR Coversheet Residential Checklist Information About Brokerage Services Consumer Protection Notice Residential Listing Exclusive Right to Sell Amendment to Listing #1 Seller’s Disclosure Notice Update to Seller’s Disclosure Notice General Info and Notice to Buyers and Sellers Authorization to Furnish TILA RESPA Integrated Disclosure Wire Fraud Warning Request for Mortgage Information T47 Residential Real Property Affidavit Request for Information from an Owners Association What to Know About Title Insurance Info. About Prop. Insurance for a Buyer or Seller Sellers Invitation to Buyer to Submit New Offer Seller’s Temporary Residential Lease *Notices (The forms below will be added to the Notices folder.) Information About Onsite Sewer Facility Information About Special Flood Hazard Areas Add. For Seller’s Disclosure on Info Regarding Lead Based Paint Addendum for a Property in a Propane Gas Service Area Addendum Containing Notice of Obligation to Pay Improve. District Seller’s Authorization to Release and Advertise Certain Information Notice of Information from Other Source Termination of Listing Agreement

Add Folder

*Add folders to help organize forms.

Form Code COVER 1415 2501A 2503 1101 1404A 1406 1418 1506A 2516 2517 1413 1907 1405 WTK-ATI (NAR) 2508 1926 1910 Add Folder 1407 1414 1906 2514 1955 1412 2502 1410 All forms are in the TR library, unless noted.

Obtain approval from your managing broker regarding the forms you use as well as the verbiage you input.

Listing – Unimproved Land/Lot *Signed Documents *Docs From Buyer The forms below will be added in the primary template folder. Form Name TAR Coversheet Information About Brokerage Services Consumer Protection Notice Residential Listing Exclusive Right to Sell Amendment to Listing #1 General Info and Notice to Buyers and Sellers Information About Onsite Sewer Facility Information About Special Flood Hazard Areas Addendum for a Property in a Propane Gas Service Area Addendum Containing Notice of Obligation to Pay Improve. District T47 Residential Real Property Affidavit What to Know About Title Insurance Authorization to Furnish TILA RESPA Integrated Disclosure Wire Fraud Warning Request for Mortgage Information Request for Information from an Owners Association Seller’s Authorization to Release and Advertise Certain Information Notice of Information From Other Source Sellers Invitation to Buyer to Submit New Offer Seller’s Estimated Net Proceeds Termination of Listing Agreement *Add folders to help organize forms.

Add Folder Add Folder Form Code COVER 2501A 2503 1101 1404A 1506A 1407 1414 2514 1955 1907 WTK-ATI (NAR) 2516 2517 1413 1405 1412 2502 1926 1935 1410 All forms are in the TR library, unless noted.

Obtain approval from your managing broker regarding the forms you use as well as the verbiage you input.

Purchase – Resale Single Family Residence *Signed Documents *Doc From Seller The forms below will be added in the primary template folder. Form Name TAR Coversheet Information About Brokerage Services Consumer Protection Notice Residential Buyer/Tenant Representation Agreement Amendment to Buyer/Tenant Representation Agreement #1 General Info and Notice to Buyers and Sellers Information About Property Insurance For Your Protection Get a Home Inspection Information About Special Flood Hazard Areas 1-4 Family Residential Contract Resale Amendment #1 Non Realty Items Addendum to Contract Wire Fraud Warning Third Party Financing Addendum Authorization to Furnish TILARESPA Integrated Disclosure Addendum for Property Subject to Mandatory Membership in HOA Addendum Concerning Right to Terminate Due to Lender’s Appraisal What to Know About Title Insurance Addendum for Sale of Other Property by Buyer Addendum for “Back-up” Contract Notice of Information from Other Sources Intermediary Relationship Notice Seller’s Temporary Residential Lease Registration Agreement Between Broker and Owner Buyer’s Walk Through and Acceptance Form Notice of Termination of Contract Release of Earnest Money *Add folders to help organize forms.

Add Folder Add Folder Form Code COVER 2501B 2503 1501 1505A 1506B 2508 1928 1414 1601 1903A 1924 2517 1901 2516 1922 1948 WTK-ATI (NAR) 1908 1909 2502 1409 1910 2401 1925 1902 1904 All forms are in the TR library, unless noted.

Obtain approval from your managing broker regarding the forms you use as well as the verbiage you input.

Purchase – New Home SFR *Signed Documents *Doc From Seller The forms below will be added in the primary template folder. Form Name TAR Coversheet Information About Brokerage Services Consumer Protection Notice Residential Buyer/Tenant Representation Agreement Amendment to Buyer/Tenant Representation Agreement #1 General Info and Notice to Buyers and Sellers Information About Property Insurance For Your Protection Get a Home Inspection Information About Special Flood Hazard Areas New Home Contract (Completed Construction) New Home Contract (Incomplete Construction) Amendment #1 Non Realty Items Addendum to Contract Wire Fraud Warning Third Party Financing Addendum Authorization to Furnish TILARESPA Integrated Disclosure Addendum for Property Subject to Mandatory Membership in HOA Buyer’s Walk Through and Acceptance Form Addendum Concerning Right to Terminate Due to Lender’s Appraisal What to Know About Title Insurance Addendum for Sale of Other Property by Buyer Notice of Information from Other Sources Approximation of Buyer’s Closing Costs Notice of Termination of Contract Release of Earnest Money

Add Folder Add Folder

Form Code COVER 2501B 2503 1501 1505A 1506B 2508 1928 1414 1604 1603 1903A 1924 2517 1901 2516 1922 1925 1948 WTK-ATI (NAR) 1908 2502 1936 1902 1904 All forms are in the *Add folders to help organize forms TR library, unless noted. Builders typically have their own contracts that you must use. Ask the sales representative in advance if what contract they use. If they use their own, ask to obtain a copy of the contract before an offer is submitted so you can review the terms and discuss them with your client.

Obtain approval from your managing broker regarding the forms you use as well as the verbiage you input.

Lease - Listing *Signed Documents *Doc From Tenant The forms below will be added in the primary template folder. Form Name TAR Coversheet Residential Checklist Information About Brokerage Services Consumer Protection Notice Residential Listing Exclusive Right to Lease Keybox Authorization by Tenant Owner’s Notice Concerning Cond. of Prop. Under Property Management (Owner) Residential Lease Application #5 (Applicant) Residential Lease Application #6 (Applicant) Residential Lease Application #7 (Applicant) Residential Lease Application #8 (Applicant) Request for Rental History Request for Employment Verification Residential Lease Pet Agreement Addendum Regarding Lead-Based Paint Residential Lease Inventory and Condition Form Agreement Between Brokers for Resid. Leases Extension of Residential Lease *Lease Applications #5 - 8 (Applicant) are fillable by the applicant, 2003E-H, and must be sent in order.

Add Folder Add Folder Form Code COVER 1415 2501A 2503 1102 1411 2206A 2003E 2003F 2003G 2003H 2214 2219 2001 2004 2008 2006 2002 2005 All forms are in the TR library.

Obtain approval from your managing broker regarding the forms you use as well as the verbiage you input.

Leases – Tenant *Signed Documents Add Folder *Doc From Landlord Add Folder The forms below will be added in the primary template folder. Form Name Form Code TAR Coversheet COVER Information About Brokerage Services 2501B Consumer Protection Notice 2503 Residential Buyer/Tenant Representation Agreement 1501 Amendment to Buyer/Tenant Representation Agreement #1 1505A Intermediary Relationship Notice 1409 Residential Lease Application #5 (Applicant) 2003E Residential Lease Application #6 (Applicant) 2003F Residential Lease Application #7 (Applicant) 2003G Residential Lease Application #8 (Applicant) 2003H Residential Lease Guaranty 2007 Residential Lease Inventory and Condition Form 2006 Agreement Between Brokers for Residential Lease 2002 Invoice CB Library *Lease Applications #5 - 8 (Applicant) are fillable by the applicant, All forms are in 2003E-H, and must be sent in order. the TR library. Remember to have a lease commission invoice and your company’s W9 (current year and signed by the company owner) ready to send for commission payment. Some apartment complexes require you to register online before your client signs the lease agreement for you to qualify for commission payment (similar to new homes).

Obtain approval from your managing broker regarding the forms you use as well as the verbiage you input.

zipForm Login via texasrealestate.com

zipForm Login via zipformplus.com

Welcome to zipForm Plus

DocuSign Login via account.docusign.com

Welcome to DocuSign

zipForm Profile and Settings

Profile & Settings

Settings: E-Signature Options

Select DocuSign in the E-Signature Options and link to your account by entering your username & password. Digital Ink e-signature is available through your zipForm account at no additional cost.

Settings: Account Preferences

Update your autosave and auto apply options.

zipForm Templates

Understanding Templates • Templates are created for specific transaction types. • listing/purchase/lease/tenant • property type • Each template should contain all forms required for that type of transaction. Review the contracts and disclosures for requirements, and always verify with your broker. • Complete static information on forms in templates like the TXR cover sheet (your information only), the IABS and the listing/buyer representation agreements. This will save you time when working through your transactions. • Do not add a client’s information to a template. Unless you’re creating a template for a repeat client like an investor.

Template Guides

Creating Templates Click the New button in the Templates screen to get started.

Creating Templates

Select the type of transaction you’re creating the Template for. This example is for a Purchase/Offer.

Creating Templates

The template name should identify the following: • The property type, example: SFR for Single Family Residence • Listing/Purchase/Lease/Tenant

• • • •

Name the template Select the property type Select an auto apply option Click Save

Adding Folders Adding folders to your template will help you stay organized in your transactions.

Add a Signed Document folder to each template.

Create additional folders to organize your documents. E.G. a folder for Notices that aren’t needed in some transaction, but Required in others.

Adding Forms Open All Forms

Adding Forms Filter by form library

Adding Forms Search by form Name or Number

Adding Forms

Click the form name to add or remove it from the template

Adding Forms

Some forms will have multiple options to choose from. • Forms that require signature might have a buyer/seller version. • Amendments usually have multiple versions to allow for additional changes. • The best residential lease applications to use are 5-8.

Organizing Templates

Re-order and change your display.

Pre-fill Static Information

The TXR Cover Sheet, IABS and Agreements.

Use the Internal Back Buttons

Back to List returns you to the primary template screen.

Template Action Menu

Click to access the Template Action Menu

Template Action Menu

Template Details allows you to edit the template name, property type and auto-apply options.

zipForm Transactions

How Templates Are Used • When you begin working with a client, create a new Transaction and apply the appropriate template. • Add the client’s information to the Texas Realtors Cover Sheet and begin completing the forms in the transaction. • Add client and property information to Transactions only. Do not edit the templates with this information!

Creating New Transactions Click the New button in the Transactions screen to get started.

Creating Transactions

Select the type of transaction you’re creating. This example is for a Purchase/Offer.

Creating Transactions

Enter the client’s name and/or property address as the transaction name.

Select the property type, status and template.

Working Through the Transaction

Skip the Summary and Parties screen and go straight to Documents. Enter the property and parties' information on the Cover Sheet.

Documents

Apply a template if needed.

Editing Forms

Click the form row/grid to edit and complete forms.

Editing Forms Intellicopy updates fields from the cover sheet when needed.

Auto-populated from the Cover Sheet.

Editing Forms

A Zero % or $ amount must be entered by following these steps. 1. Press the spacebar to activate the field 2. Type 0.00 3. Press the spacebar again 4. Remember to save at the top left-hand side of the screen

Form Editing Tools

Form Editing Tools • • • • • • • • • • • • • • • • • • •

Save – save your work Fullscreen – open the form in a larger display Print – send to a printer Send – email the document to another party. This does not allow them to edit or e-sign Save as PDF – save the document to your computer as a PDF Fastfill – displays only the fields that can be entered/edited. This removes all contract/form verbiage N/A Fill – complete all remaining alpha fields with N/A (or wording of your choice) Sticky Notes – add a note to a section of the from or view notes previously added Preview – open a pdf preview of the form with all fields locked Addenda – add or remove addenda associated with that form (EG Exhibit A) Spelling – spell check Intellicopy – pulls data from one form to another (EG seller/buyer names from the TXR Cover Sheet) Highlight – use your cursor to select verbiage to highlight Strikeout - a markup tool that allows you to strikeout on a form Undo – undo your last change Redo – redo your last deletion Photos – add or remove photos associated with a form (EG non-realty items to convey) Lookup Field Manager – manage the data that your forms “remember” per field Clause Manager – create saved statements that can be inserted into a document

Add Doc | Add Folder • Add an external document • Create a new folder

Add Documents from the Form Library Add a document form a Form Library.

Organize and Display Settings

• Re-organize documents and folders • Change the display • Refresh the list

Sending for e-Signature

The zipForm and DocuSign Flowchart The boards upload contracts and forms in zipForm. This is always your starting point!

When sending documents from zipForm for e-signature they will “pass through” & send via DocuSign.

Signed documents are returned to Both zipForm and DocuSign.

To Delete/Void (stop) or Resend documents that have been sent for e-signature, login to DocuSign and go to Manage.

All transaction documents should be sent for signature from zipForm. Upload pdf documents that need to be signed by your client to the related zipForm transaction. Signed documents will be automatically returned to the zipForm transaction.

E-Sign Clicking the E-Sign button takes you to the E-Sign screen.

Creating a New E-Signature Packet Click New

Select Document to Sign

Choose a Return Folder

Re-Order Documents

Next Step: Selecting Parties... Click Next to proceed.

Selecting Signers

Only select individuals who have an action to preform on the documents being sent at this time

Re-order Recipients

Next Step: DocuSign... Click Next to proceed.

DocuSign

Select the party you need to add Standard Fields for.

DocuSign Standard Fields

Drag/Drop Standard Fields to documents

DocuSign

Standard Field Editing Tools

DocuSign Edit Recipients

DocuSign Send for signature

DocuSign

Manage DocuSign Envelopes

Manage DocuSign

Manage Envelopes

You can review sent emails, make corrections and resend from the Manage screen.

Manage Envelopes

You can review sent emails, make corrections and resend from the Manage screen.

Corrections via DocuSign

Corrections via DocuSign Click Next after making the corrections.

Corrections via DocuSign Click Correct to complete the process.

DocuSign Manage: Quick Views

Signed Documents in zipForm

Signed Documents are Returned to the Transaction

Signed Documents Folder

Select a Document to View Options

Open a Document to Edit

PDF Tools

Markup Tools

Retrieving Signed Documents

If the system fails to return the signed documents to the Signed Documents folder your created & selected in the e-Sign process, you can retrieve them from the History screen within that transaction.

Retrieving Signed Documents

Finding the Retrieved Signed Documents

Retrieved signed documents will not be added to the signed documents folder you created. The system will create an additional folder, located at the bottom of the screen, but accessible from the left-hand side.

Moving Retrieved Documents

DocuSign Templates

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