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Rolling Out zlien: Communicating the Benefits

Deep Dive into the zlien dashboard & what the stats mean

Posted by Gretchen Lynn

8/17/17 10:31 AM


You spoke, and we listened!  Our customers wanted to see progress and success when logged into their zlien account, in addition to directing focus to what needs to be done next.  Based on feedback we received on the new zlien, our Product Team was hard at work building the dashboard to help customers just like you receive even more value from your zlien experience. In this post, we'll take a deep dive into the zlien dashboard and what the stats mean to you, how to improve your numbers and more. 

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Topics: Best Practices

zlien JobSight Research Documents Explained

Posted by Max Segal

8/10/17 3:29 PM


You’ve likely come to zlien to take away the stress associated with lien rights management.  You’ve conquered the beast, but it still may be unsettling to see a lot of JobSight suggestions popping up on your dashboard or changes made to your project information.  We understand this, so we’ve included the “attachments” section on your project pages to let you see where any discrepancies are coming from and why information is being changed.

In this article, we will deep dive into zlien JobSight Research documents, what they mean, where to access them and why they are useful for you!   

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Topics: Best Practices

4 Tricks to personalize your zlien account

Posted by Gretchen Lynn

8/4/17 10:02 AM



We've got many tips and tricks up our sleeve to help our customers customize their account and get the most value out of  zlien.  Whether you want to have special ordering preferences do the job for you, or personalize the mail you send through  zlien, in this article we'll cover 4 tricks to help you  personalize your  zlien account. 
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Topics: Best Practices, customer relationship, new zlien

How to file a Notice of Intent to Foreclose in zlien

Posted by Gretchen Lynn

8/3/17 9:23 AM


You've filed a mechanics lien - now what?  Most folks never have to take the official step of filing a mechanics lien to collect payment, and if they do, then typically the lien does the job of securing payment.  Next, there is an even smaller percentage of liens that are escalated to legal, and the claimant forecloses on the property.   There's a few measures that can be taken after filing a lien, and in this article, we'll cover how to file a notice of intent to foreclose in zlien and the benefits of this document

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Topics: Best Practices

Getting the Most Out of Your JobSight Research Suggestions

Posted by Sean Laughlin

8/2/17 11:31 AM


JobSight notifications flooding your inbox? Documents getting sent with info that you did not want on there? z
lien’s JobSight Suggestions are there to help avoid these kinds of situations and can really help make your entire zlien experience more beneficial to you so you can focus on getting paid faster.  

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Topics: Best Practices

3 Strategies for Explaining Your Lien and Notice Policy to Your Customers

Posted by Sarah Toulmin

7/25/17 11:17 AM

Protecting your lien rights doesn't have to put a strain on your customer relationships. The reality is that notices are sent primarily for the benefit of your customer and parties up the chain. If you can communicate your policy well, your customer relationships will grow stronger as a result. Follow these three tips for explaining your policy to customers to ensure mutual understanding and positive relationships.

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Topics: Best Practices, partnerships, communicate, customer relationship

How to Roll Out Your Lien and Notice Policy to Your Coworkers

Posted by Sarah Toulmin

7/24/17 1:43 PM

So you're ready to kick off your notice policy and start being proactive about protecting your lien rights! Congratulations - this is something to celebrate, and we're here to help you do it.

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Topics: training, client success, Best Practices, customer relationship

Help your boss understand why you need to file a lien on a job

Posted by Gretchen Lynn

7/14/17 9:03 AM

Do you find yourself in a situation where you need to file a lien on a slow-paying job, but you have to wait for your boss’ approval before filing it?  Here at zlien, we help many folks file their liens and encounter this scenario frequently.  Waiting to file can be a risky cycle if you’re getting close to your deadline.  

In this article, we’ll provide you with helpful tips to help your boss understand why you need to file that lien so that you never miss a deadline and get your money more quickly.

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Topics: Best Practices

5 Awesome Reports You Can Pull in the New zlien Platform

Posted by Sarah Toulmin

7/11/17 11:35 AM

Feature improvements in the new zlien platform make finding and organizing your data easier than ever. We've been so inspired by the creative reports our customers are generating using our new smart filters, customizable table columns, and custom CSV exports that we decided they were too good not to share!

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Topics: client success, Best Practices, customer relationship

What's the difference between Texas Monthly Notices & Notices of Intent to Lien?

Posted by Gretchen Lynn

7/7/17 1:49 PM



Texas lien and notice laws can be confusing and difficult to manage. If you have jobs in Texas, then you typically have a recurring notice requirement; therefore, it's important for you to understand the difference between Texas monthly notices and notices of intent to lien.  In this post, we will up clear any confusion and ensure that you are set up for success when filing your documents in Texas. 
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Topics: Best Practices