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Webinar: 5 LienPilot Tricks Uncovered

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Information about Webinar: 5 LienPilot Tricks Uncovered
Technology

Published on October 1, 2014

Author: zlien

Source: slideshare.net

Description

Accompanying webinar: http://hub.zlien.com/5-lienpilot-tricks-uncovered-webinar

zlien's LienPilot platform empowers users to manage projects in any state, calculate and track deadlines and file documents such as preliminary notices and mechanics liens. Did you know the platform also allows users to generate and send lien waivers electronically, file documents under multiple branches or DBAs, and add custom messages to appear on your notices?
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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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