Got training? How to access Form Simplicity’s training sessions

When was the last time you took a Form Simplicity training class?

Whether you’re new to this Top 5 transaction management platform or have used it for years, chances are there’s more it can do for your business than you realize. That’s why training isn’t just a nice-to-have: It’s a critical resource for getting the most out of your Form Simplicity experience.

From onboarding new agents to advanced tips for streamlining workflows, training sessions are widely available, easy to access, and always free.

Where to start? Live training for new accounts

If your brokerage or association recently started offering Form Simplicity, you’re already on the path to greater productivity. All new group upgrades of 10 or more (brokerages, associations, and MLSs) receive complimentary live onboarding training at convenient, scheduled times to ensure a smooth rollout. These sessions are hosted by expert Form Simplicity staff who know the real estate world and Form Simplicity inside and out.

These aren’t robotic and generic software demos. The training is designed to reflect your team’s real-world transaction process so staff, brokers, and agents can apply what they learn immediately.

Monthly live webinars for agents

Once agents have logged in, they’re automatically enrolled in Form Simplicity’s monthly training email program. Email alerts will keep agents abreast of upcoming webinar schedules, topics, and registration links, making it easy for them to stay in the loop without lifting a finger.

Each month’s lineup includes both beginner and intermediate sessions, covering topics like:

• How to start a transaction from scratch
• Managing files and uploading documents
• Creating and using templates and checklists
• Staying compliant with built-in review tools

Our special topic webinars take a deeper look at advanced functionality, broker-focused tools, integration partners, and the full e-signature process.

Access the Help Center anytime

Busy agents don’t always have time to attend a live session. That’s where the Forms Simplicity Help Center comes in. This built-in resource is available 24/7 to every user. Log in and click the Help button from your dashboard.

Inside, you’ll find:

• Step-by-step written guides
• Quick video tutorials
• A search bar that points you to the exact support article you need

It’s like having a trainer on call whenever you have a moment to learn something new.

Real support, real people

If you ever hit a roadblock, you’re not alone. Along with on-demand training, Form Simplicity users also receive support from Tech Helpline, real estate’s No. 1 tech support team. Whether you have a question about uploading a file, creating a Task List template, or anything transaction-related, a friendly tech expert is just a chat, call, or email away.

These aren’t outsourced agents reading from scripts. They’re seasoned tech pros based in Orlando, Florida, who work with real estate agents every day. They’re ready to help you get the most from your Form Simplicity tools.

Watch this quick training overview

Want a fast visual summary of how to get training from Form Simplicity? Check out this short video for a refresher or to share with your team.

Training makes us all better

The more you use Form Simplicity, the more you’ll want to master its features. Regular training is the best way to stay sharp. If you’re a broker or association leader, promoting these live and on-demand sessions can help your agents become more productive and dramatically reduce compliance headaches.

Remember, training isn’t just for beginners. It helps you get more done in less time, more consistency, and fewer questions for every Form Simplicity transaction.