This 20-min video will teach you everything you need to know about connecting Glide to ZipForm to import your transaction and send your clients their forms. You can also follow the step-by-step instructions below to get started!
1. From your Glide Home Screen click "New Transaction" in the upper right corner
2. Import the transaction details from ZipForm by clicking "Link ZipForm Plus Transaction"
Glide allows users to connect to an unlimited amount of ZipForm accounts. Click here to learn more about connecting your Glide and ZipForm accounts.
3. Select the relevant ZipForm transaction or create a new ZipForm transaction using Glide.
Pull transaction details directly from ZipForm by selecting the ZipForm file, otherwise click "Don't Link" located at the top right corner to create a new transaction from scratch.
When creating a new transaction, you'll enter the address and specify whether the transaction is a Listing or Purchase before clicking "Continue" in the lower right corner.
To learn how to send your clients' disclosure forms after connecting Glide to your ZipForm transaction click HERE.