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Forms Live Case Study: Ray White Cranbourne

Discover how Ray White Cranbourne improved team productivity and reduced costs by integrating Forms Live into their Ailo-powered real estate workflow.

Forms Guru

Forms Guru

July 03, 2025

Coffee

4 min read

Forms Live Case Study: Ray White Cranbourne

Client: Ray White Cranbourne, Victoria

Contact: Bridget Daly, Department Manager — New Business

Industry: Real Estate / Property Management

The Challenge: Too Many Systems, Too Much Manual Work

In a high-volume real estate office like Ray White Cranbourne, managing multiple systems for daily operations created unnecessary complexity.

Before adopting Forms Live, the property management team relied heavily on manual processes and repetitive data entry across different platforms. This often led to double-handling, data inconsistencies, and operational delays.

“If one person was away or behind, the kinks in the chain affected others’ next steps,” explains Bridget Daly, Department Manager – New Business.

They needed a modern property management software solution that would centralise workflows and improve team productivity.

The Solution: One Platform to Streamline Them All

The integration of Forms Live—as part of their broader transition to Ailo—was a pivotal shift.

By consolidating all digital forms and workflows into one intuitive platform, the team dramatically reduced manual input and increased data accuracy. Forms Live enabled smoother onboarding of new tenants and eliminated the need to switch between platforms during critical processes.

“We’ve been able to consolidate our processes into a single, intuitive platform. This has minimised manual input and improved accuracy and efficiencies.” — Bridget Daly.

This move was more than a tech upgrade—it was a smart business decision designed to align with long-term growth goals.

The Impact: Time Saved, Productivity Gained

The impact of Forms Live was immediate and measurable.

bullet-icon-text Repetitive tasks reduced.

bullet-icon-text Manual data entry eliminated.

bullet-icon-text Operational costs lowered.

bullet-icon-text Team productivity boosted.

“The time saved from repetitive tasks can now be redirected toward more dollar-productive activities for a BDM or customer-focused tasks for our Leasing and Property Management teams.” — Bridget Daly.

With property management automation in place, the team now spends more time on high-value work—ultimately improving the customer experience.

“Since implementing Forms Live, we’ve significantly enhanced the productivity of our team.” — Bridget Daly.

The Results: A Smart, Strategic Move for Real Estate Operations

For Ray White Cranbourne, the move to Forms Live within the Ailo ecosystem wasn’t just about convenience—it was a strategic improvement that directly supports innovation, efficiency, and quality service delivery.

“The move to Forms Live has proven to be a smart, strategic decision.” — Bridget Daly.

This case shows that modern property management teams can dramatically improve internal operations and customer service with the right tools.

Key Lessons Learned

bullet-icon-text Eliminated double-handling and platform switching.

bullet-icon-text Improved data accuracy and reduced admin time.

bullet-icon-text Boosted productivity for business development and leasing teams.

bullet-icon-text Supported a scalable, customer-focused workflow.

Ready to Streamline Your Property Management Workflow?

See how Forms Live can help you simplify processes, reduce costs, and enhance productivity—just like Ray White Cranbourne.

Book a demo or Contact our team to learn more about digital form solutions for real estate professionals.

About Forms Live

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.

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