Have you ever had this problem? You're trying to get information from a client and it's taking forever. First, they call you back and tell you they'll get back to you in an hour. Then, they call back and say they can't find the document. Then, they call back again and tell you that the file is too big for email.
And then, everything just stops. You're left sitting there with your phone in your hand, staring at it, dreading that tenth follow up call.
That’s where Forms Live steps in - Victoria’s best cloud-based online forms real estate software.
You know what's better than having a client come back to you with the information you need? Having them provide it for you in the first place!
Our new Info Request feature empowers you to send forms to clients for them to complete form fields on your behalf - no more wasted time chasing up information or playing an endless game of phone-tag!
In today’s economic climate, customer service is more important than ever - it’s not enough to simply offer professional one-on-one contact, you need to be able to provide the same quality service along every touch point in the client experience as well.
Easy Sidebar Navigation
From within the online form, the Info Request tab is located in the easy to navigate sidebar. Simply enter the recipient’s name and contact details, using the optional message field to request the information needed.
For example, you can let your client know what information you need and when you need it completed by, all without needing access codes or logins - we’ve already taken care of all those technical details behind-the-scenes! You’ll also be able to track your client’s progress through our handy sidebar, making it a super efficient online form builder for all parties involved.
Client Focused Communications
The new Info Request feature makes communication between you and your clients more personal and professional than ever before. An automated email will be sent, outlining what details are required from them—so you don't have to contact them yourself!
They'll be able to access instructions from within the email itself, making the whole system super efficient for even the busiest of professionals.
Seamless collaboration is a must-have for today’s businesses. Especially in the real estate industry, due to the fast paced nature of transactions, it’s essential to have a smooth contract agreement workflow.
Forms Live’s new Info Request feature enables you to gather information from your clients, reducing the amount of time spent on following up loose ends. This can be challenging when you’re pressed for time, having to pick up the phone or send out manually written emails is more burdensome than productive. Fortunately, with our Info Request feature, agent-client collaboration has never been so smooth!
We've made sure that only editable fields can be updated - so you don't have to worry about client’s overriding essential compliance information. This way there’s no need for constant back-and-forth or fixing an non compliant form - everything happens automatically in real time within the Forms Live online form builder platform!
The form is updated within the platform in real time - so when the client submits their information, or when the document is auto-saved - the form fields automatically populate with their data (and only theirs). This magic happens without ever having to leave the secure Forms Live online form builder platform!
Our online forms are easy to use and easy to edit, especially with the option to save an unfinished form. If a client cannot finish the form in one sitting, or changes their mind halfway through filling out the form (which happens more often than you think), they can simply save their progress, then easily go back and change any answers they already entered - without losing any progress that has been made so far!
Fast Turnaround Time Equals More Clients, More Referrals & Higher Satisfaction
Since it’s a given that excellent customer service is a key factor in business success, it's clear that providing better online customer service through an automated system has a significant impact on a real estate agent’s productivity and professionalism.
It’s easy to get started and more importantly, it doesn't require any technical knowledge. If you aren’t already using Forms Live and our Info Request feature, make sure you take advantage of our 10-day free trial [link to trial page] and experience the magic for yourself!
It's time to streamline your client management process. It’s time to join the Forms Live revolution.