
Get Attached to Our Unsung Hero: 6 Ways to Transform Your Workflow with PDF Attachments
A great way to speed up your work processes and simplify your digital paperwork is by using our PDF Attachments feature in Forms Live. It’s our unsung hero.
Delivering an amazing moving experience for new tenants and building your reputation as a great agency has been made super simple with the new integrations and tools inside Forms Live.
Delivering an amazing moving experience for new tenants and building your reputation as a great agency has been made super simple with the new integrations and tools inside Forms Live.
Moving into a house has always been an exhausting experience, as a property manager you can help your tenants avoid being overwhelmed and keep organised all while providing them with choice, by making their utility connections something that can be sorted in just a few clicks.
Here’s how...
Forms Live has a range of utility providers available who can help your tenants find services, be it moving, electricity, gas, water, internet, or subscription services. Connect to your preferred provider within Forms Live and each time you send out a Residential Rental Agreement for signing the system will also send the tenant an offer of utilities from the connected provider. Tenants are free to accept or decline the offer as they see fit.
If you send Residential Rental Agreements as PDFs, your tenants have to find a printer, print out the agreement, sign it, photocopy it, and return the agreement to you as an email attachment for you to store. But by sending the agreement with DocuSign you can create an easier way for tenants to sign immediately, be it from their phone or computer. You can have the whole signature process sorted within just a few minutes - use of DocuSign is even free-to-use with Forms Live.
Save yourself a significant amount of time and make your life easier with electronic signatures. With electronic signing, no more time needs to be spent waiting for documents to be returned, plus, they can be edited and resent which can be a huge help - as we all make mistakes sometimes. Anything that is ‘DocuSigned’ is also automatically saved to your client record, so you don’t need to worry about filing or searching for paperwork in the future.
Gain valuable insights by using Commercial and Residential Reports inside Forms Live and make the job of having your landlord’s back even easier...while watching your own as well. Forms Live’s reports are powered by Equifax and provide both commercial and residential tenancy reports. You can look out for clients with just a name, a few contact details, and the click of a button, the reports can deliver detailed background checks on tenants. Residential Reports use the National Tenancy Database, ensuring property managers can be certain that tenants are trustworthy, safe, and the right choice for the property. The Commercial Reports available on Forms Live include Equifax’s Commercial Apply, Company / Business Scored Enquiry, as well as Company / Business In-Depth Trading History Reports. The Residential Report available is the NTD Tenant Check.
With it now so easy to deliver great service to tenants, why wouldn’t you try going the extra mile for your clients?
The Forms Live platform is the leading provider of forms and contracts for the real estate industry around Australia and is owned by Dynamic Methods. It is used by 8,500 real estate agencies and more than 50,000 agents and managers. More than 60 million of our forms have been used since launch in 2005 resulting in more than $100m in property sales per month and a further $80m in property leases per month.
A great way to speed up your work processes and simplify your digital paperwork is by using our PDF Attachments feature in Forms Live. It’s our unsung hero.
The latest Forms Live upgrade cuts your admin time and relieves the admin headache of dealing with incomplete forms and chasing clients for the missing info.
Legendary property manager Helen Rolfe talks about the power of Forms Live integrations - urging agencies to embrace software integrations.