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Description
In the fast-paced realm of real estate, every moment counts and efficiency is key. Form Simplicity caters to the needs of busy real estate professionals by streamlining the transaction process while minimizing potential risks. To begin, you can create templates that save time by grouping frequently used forms, complete with pre-filled information. Inputting data into a single field ensures that it automatically updates all relevant standard fields throughout the transaction. Additionally, you can import information directly from the MLS, further enhancing convenience. The automation features of Form Simplicity significantly cut down on typing and boost overall productivity. With eSign, the electronic signature tool provided, you can swiftly obtain signatures, saving you valuable hours. As a user of Form Simplicity, you benefit from a Library of Forms that contains the latest versions of your association’s, MLS’s, or brokerage’s documents. This assurance means that the forms used in your clients’ transactions are consistently current, thereby safeguarding both you and your clients from potential risks. Ultimately, Form Simplicity empowers you to focus on what truly matters—serving your clients effectively and efficiently.
Description
Efficiently manage service tasks, keep clients informed, generate proofs, facilitate online payments, and much more. Begin by launching a new job and inputting the necessary information, which will seamlessly integrate across different job phases. Save your attempts and service specifics, while selecting which events you wish to communicate with the client. The details of the job and services will be reflected in the template you choose. After reviewing or making edits, you can print and sign the documentation. Monitor your services from initiation to completion, entering data only once to save time as information automatically flows through each service's lifecycle. You can also send email alerts or invite clients to create a free account, enabling them to enter services, upload documents, and check their status without needing to contact you. Streamline your payment process by enabling clients to pay directly from the invoice online, reducing the time and effort required for payment collection. Enhance transparency by incorporating GPS data into your serves, as many clients are now requesting this information, and it is a requirement in certain court cases. This efficient system will ultimately lead to improved client satisfaction and a more organized workflow.
API Access
Has API
No
API Access
Has API
No
Integrations
AWeber
No
Asana
No
Box
No
Dropbox
No
Google Calendar
No
Google Docs
No
Google Drive
No
Google Forms
No
Mailchimp
No
Microsoft 365
No
Integrations
AWeber
Yes
Asana
Yes
Box
Yes
Dropbox
Yes
Google Calendar
Yes
Google Docs
Yes
Google Drive
Yes
Google Forms
Yes
Mailchimp
Yes
Microsoft 365
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$29 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Form Simplicity
Country
United States
Website
www.formsimplicity.com
Vendor Details
Company Name
ServeManager
Founded
2010
Country
United States
Website
www.servemanager.com
Product Features
Real Estate Transaction Management
Accounting
No
Appointment Scheduling
No
CRM
No
Commission Management
No
Contract Management
Yes
Critical Date Alerts
No
Document Templates
No
Electronic Signature
Yes
File Sharing
Yes
Task Management
Yes
Transaction Review
No
