Our entire workflow has been streamlined thanks to Forms Live.
We spoke to Dexter Prack from Harcourts Judd White Director and Senior Auctioneer, a 20-year veteran of real estate, who introduced Forms Live with a clear idea of what he wanted the software to achieve – his dream of a paperless office for his agency.
All paperless office
Seamless training
Reducing complexity
Increased productivity
Training on Forms Live was simple, easy and didn’t take more than 30 minutes. Some technologies are challenging to implement. We’ve had some technology needing between six to 12 months to integrate into our business because of the complexity. Forms Live was also a big change - but it’s easy to use - so it didn’t take long.
Why choose Forms Live?
Platform features and functionality you know and love- Platform features and functionality you know and love
More than 30 CRM & partner integrations- More than 30 CRM & partner integrations
Fully compliant forms and contracts- Fully compliant forms and contracts
No membership fees- No membership fees
You own your data- You own your data
Independently SA owned and operated- Independently SA owned and operated
No manual workarounds- No manual workarounds
Digital signing included- Digital signing included
Efficiency at Scale with Forms Live
“We’ve been able to consolidate our processes into a single, intuitive platform.”
Department Manager - New Business
Ray White, Cranbourne
Ray White Cranbourne
From Manual Chaos to Seamless Control — the Strategic Shift That Paid Off
Previously, managing data across different systems required repetitive manual entry with a number of team members being involved in each management or tenancy being set up - this resulted in time-consuming double handling, an increased risk of errors and then if one person was away or behind, the kinks in the chain affected others next steps. With Forms Live now integrated into our workflow, we’ve been able to consolidate our processes into a single, intuitive platform. This has minimised manual input and improved accuracy and efficiencies across the board.
Since implementing Forms Live as part of our broader transition to Ailo, we’ve experienced a marked improvement in the efficiency and effectiveness of our business operations. One of our key objectives during this transition was to eliminate the need for multiple platforms and streamline the various steps involved in our daily processes. By doing so, we’ve not only reduced operational costs but also significantly enhanced the productivity of our team.
For a high-volume office like ours, these changes have made a substantial difference. 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.
Overall, the move to Forms Live within the Ailo ecosystem has proven to be a smart, strategic decision that aligns with our goals of innovation, efficiency, and quality customer service delivery.
Meet Our Paperless Pioneers
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“With Forms Live now integrated into our workflow, we’ve been able to consolidate our processes into a single, intuitive platform. This has minimised manual input and improved accuracy and efficiencies across the board. For a high-volume office like ours, these changes have made a substantial difference.”
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Ray White, Cranbourne
“We found out about Forms Live through its connection with Property Tree and we’ve been so happy with their Lease Agreement and Disclosure Statement in particular - it’s easier for us as agents to have Forms Live because we know the forms being used are always up-to-date and reflect changing legislation.”
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Care Property Agents
“My team are so happy with the forms on Forms Live - it's so flexible and always evolving. Any feedback I've noted on my Forms Live wish list are actually taken on board by the support team. I've delt with other platforms in the past that promise they'll take my feedback on board yet twelve months later it's all the same.”
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Leyton Real Estate
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Nutrien Harcourts
“Forms Live is very efficient and an absolute time-saver, even with people remaining in their own homes and work environments we can still do business!”
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Sovereign Properties
“Since switching to Forms Live, I have found the integration between PropertyMe and Forms Live saves me a huge amount of data entry, which saves time and reduces the risk of errors. It's made my workflow faster, easier, and more accurate, one happy camper.”
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Ray White Williamstown
“We were recommended Forms Live through MyConnect and now use it for all our documents - Authorities, Leases, Disclosure Statements, all of it! Since everything is eSigned these days, Forms Live's DocuSign integration has been a great feature that we've gotten a lot of use out of.”
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JPP Property Management
“Coming off pen and paper, Forms Live offered an easy-to-access portal where you could create forms and have them signed without having to worry about compliance or additional membership - and the best part are all the integrations (we use AgentBox and Console Cloud), since day one Forms Live and its integrations have worked so well that it all just flows together – I’m a very happy client!”
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Director / LEA
“There are so many features we love in Forms Live, templates for one, the DocuSign integration which is fantastic as well. It has just saved us so much time. Forms Live is such a time-saver, now, we don't even need to arrange meetings to sign contracts.”
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OBrien Real Estate
“I was almost at the end of the trial with Forms Live and I thought. 'This is S**t! There’s too much data entry!!' I called Chelsea and we talked about creating templates so I could build out what I wanted as standard. Then she asked me if I had turned on the integration with Property Me. OMG. I take it all back, amazing!! What a gamechanger. Thank you, Chelsea. ”
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Harcourts Move
“Using other form sites meant that I would have to fill and send my authority through their platform and then any additional forms through another system. Forms Live makes starting and completing a form super easy with all their integrations including Agentbox, Realty Assist and Securexchange. Forms Live forms are easy to complete and are updated when necessary to ensure compliance.”
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Open Doors Real Estate
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Investlink
“Forms Live is comprehensive and has improved both our efficiency and accuracy. The Platform is user-friendly, offers an extensive range of forms, and the support is excellent.”
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Buxton Stonnington
“Training on Forms Live was simple, easy and didn’t take more than 30 minutes. Some technologies are challenging to implement. We’ve had some technology needing between six to 12 months to integrate into our business because of the complexity. Forms Live was also a big change - but it’s easy to use - so it didn’t take long.”
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Harcourts Judd White, Waverley
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Ristic
“We're in the country so getting to any property is quite the drive, in that regard Forms Live is great, it just makes everything so much easier...and quicker - I've had leases done in 3 minutes! It's easy to navigate, find your way around, and what you need is always there - they've got every form, it's just a matter of finding it, clicking it, and off you go!”
LJ Hooker - Broadford | Kilmore
“We discovered Forms Live through Console Cloud and have used the platform for 3 years now. It has allowed my office to become paperless, with our staff working remotely with no trouble. We quite often sit with our clients and do forms while they’re with us, and Forms Live’s ease-of-use ensures that it all runs smoothly - so, if you want to save time and money, then you should seriously consider Forms Live!”
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re-define Real Estate
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