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Click The Icon Below to access tutorials on zipforms, the mls, and more!

Looking for something specific?

Check the list below!

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follow up boss

• How to Organize Lists - how to organize your lists / ponds of leads.

• How to Access Conversion U - where to find the course Conversion U on FUB Academy.

• How to Manually Input a Lead into Follow Up Boss - how to add a lead/ listing into FUB.

• How to work leads in FUB - where to find your leads lists, and how to follow up with them.

• How to Adjust Text Notification Settings - how to adjust settings to receive texts when you get a new lead.

• How to Import iPhone Contacts to FUB - how to upload contacts into FUB so the system will monitor them as leads.

• How to Transfer a Lead to a Group of Agents - how to transfer a call to a group of agents on FUB.

• How to Search Property on FUB/Ylopo - how to do a property search through the FUB Ylopo Stars link.

• How to Find the Phone Number of a Missed Call - some phone numbers are assigned to multiple agents. In that case, a missed call or voicemail will go to that phone number’s inbox. This shows you how to find the phone number of a missed call.

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HomeBOT

• Homebot - how to check the value of a property.

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Homelight

• How to Introduce Client to a Lender for Trade-in and Cash Offer - how to submit client info to HomeLight for their Trade-in or cash offer programs.

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MLS

• CRISNET: How to create a Cloud CMA - how to create a Comparable Market Analysis for listing appointments.

• CRISNET: How to search on the MLS - how to search for properties on Crisnet.

• CRISNET: How to search for Open Houses & Broker’s Open Houses - how to search for open houses or broker’s opens on Crisnet.

• CRISNET: How To Map Search and Plan Caravan - how to search for properties on a map in order to plan a Caravan route.

• CRISNET: Changing the Price of a Listing in the MLS - how to modify the price of a listing on Crisnet.

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Permits

• How to Order Permits - how to order / find permit reports on PermitReport.com.

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PROGRESSIVE TITLE

• How To Use Progressive Title - how to get property profile, APN, and see who’s listed as the owners of a property.

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ramsey trusted elp

• What is Ramsey Trusted - Learn about Dave Ramsey, and the Ramsey Trusted Endorsed Local Provider.

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RODEO rEALTY

• How to Search for Off Market Properties - where to find off market properties on Rodeo Realty’s website.

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TOP AGENT NETWORK

• Search for Buyers or Sellers on TAN - how to advertise properties on Top Agent Network, or how to find buyers.

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Ylopo

• How to Manually Create a Ylopo Stars Link - how to create a Ylopo Stars link for a Follow Up Boss contact if they don’t have one on their page. Reminder, if a contact doesn’t have a Ylopo Stars link you can’t send them properties, or listing alerts etc.

• How to Search Property on FUB/Ylopo - how to do a property search through the FUB Ylopo Stars link.

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ZBUYER

• ZBuyer - How to find buyer’s information on ZBuyer.

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Zillow

• How to input sale into Zillow - how to input / claim a sale on Zillow. Once you claim the sale it will be added to your transaction history.

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ZiMAS

• How to Use Zimas - How to use Zimas to check the zoning of properties on a map.

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Zipforms

• Setting up Templates in Zipforms - how to create templates, and add forms to them.

• How to get Transaction Email - where to find the Zipforms email for each transaction. When sending documents to the Zipforms email, it will automatically be added to that file.

• How to Write an Offer - how to prepare a Residential Purchase Agreement (RPA) when writing an offer.

• How to Write a Buyer Counter Offer - how to prepare a counter offer for a buyer.

• How to Send DocuSign to Representative Capacity Buyer or Seller

• Modification of Terms (MT) Price Reduction - how to prepare Modification of Terms (MT) when you need to change the price, or other terms in the contract.

• How to Do a Contingency Removal (CR) Form - how to prepare a Contingency Removal (CR) once your client is ready to remove one or multiple contingencies.

• Extension of Time Addendum (ETA) - where to find, and how to prepare an Extension of Time Addendum (ETA). These forms are used when you need to extend a period of time, whether it be EMD, escrow due dates, etc.

• Seller Purchase of Replacement Property (SPRP) - If a seller needs to find a replacement property, you’ll need to put this in writing. How to prepare a (SPRP) Seller Purchase of Replacement Property form.

• Cancellation of Contract (CC) - how to prepare a Cancellation of Contract for either buyer or seller.