Connect Propertybase Go with zipForm! Track and manage all transaction information and activities, from listing to close, with zipForm.
You can connect PBGO with zipForm in the Transactions section of your account. Follow the directions below to learn how to connect with zipForm:
Note: To connect to zipForm, you must have an active zipForm account. Click here to learn more about zipForm and to setup your account.
Step 1: The Broker or Admin of the account must decide which Transaction platform they want to connect with. Once they've connected to zipForm then the Transactions tab will appear for all agents. If that has been done, click the Transactions tab. If that has not, reach out to your broker/admin to have them set it up for the account.
Step 2: Once on the Transactions tab, enter your zipForm login credentials to authorize and click the link below the password box to authorize.
Step 3: The Transaction page will now display as it does below:
Done! You are now connected to zipForm via PBGO!
IMPORTANT: By integrating your account with zipForm, it will automatically funnel in any active transactions.