
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.
Victorian real estate professionals can now integrate their favourite CRM with Forms Live, making real estate Vic forms easier to manage.
One of the great advantages of Forms Live is that it captures the history of any form or contract you create in the system and this record is always available to you. This includes all changes made right through to finalisation and sign off.
While you can download any form or contract and save it onto your computer, this is generally not needed.
Inside your Forms Live account you will have a full history of your forms and any changes that have been made to them during their lifestyle.
So if in say six months, a year down the track, you need to check what was the term on this form, you’ll have access to those conditions, who added them and when they were sent to the client. This can be a significant benefit as it creates a papertrail that you can provide as evidence at rental tribunals.
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.