Published on October 1, 2014
1. 5 LienPilot Tricks Uncovered
2. Credit Academy Webinars: Every Wednesday & Thursday at 1pm CST http://www.zlien.com/credit-academy/webinars/
3. Webinar Hosts
4. • Generating and send lien waivers • Doing business under multiple names or locations • Adding custom messages to notices • Downloading project data • Certified Mail tracking
5. Generate & Send Waivers Electronically
6. Build Your Waiver, Sign Electronically and Send Directly From Your LienPilot
7. Waiver Express Tab
8. Doing business under multiple names or locations
9. Operating under DBAs, regions or branches?
10. Manage Locations
11. Location Name vs. Alternative Name
12. Location Name: Internal name that will display in the LienPilot identifying the location Alternative Name: The name that will appear on any documents filed through the LienPilot (if this is the same name as the “Default Name,” then it can be left blank.
13. Assign sub-users to locations
14. Adding Custom Messages to Notices
15. Add something extra to your notices “Joint Check Agreement” “Indicated contract amount is the monthly rental rate” “Customer & Contract Numbers ___”
16. Downloading project data
17. Certified Mail Tracker
18. Track your mail & download mail pieces
19. Let’s log in and see some of these features in action!
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