Utilize the Latest Updates Within Form Simplicity

Within the past few months, our real estate transaction management software has experienced many exciting changes. Change is inevitable in any industry, but we are dedicated to helping REALTORS® nationwide transition in the smoothest and easiest way possible. Some of our most recent updates include Email History, Emails to Transaction, eSign Markup, Add from Contacts, and AddFiles in eSign.

‘Email History’ is a feature that allows Form Simplicity users to be more organized and keep a record of the communication between themselves and clients via email and text messaging. The feature is located on the transactions page in its own tab. This tool is a great way to implement a checks and balances system into your work to make sure you are tracking communication with your clients as well as a great way to keep your work organized.

The ‘Email to Transaction’ feature was recently updated in Form Simplicity. The tool allows users to easily send transaction files to their transaction in Form Simplicity via a unique email address assigned to the transaction. The email address includes the street address of the desired property., providing details that both the seller and agent will recognize easily. With the housing market sometimes requiring multiple offers before a contract is negotiated, this updated feature gives agents the tool to easily store important files and emails for long-term storage alongside their transactions.

‘eSign Markup’ is a feature that is included in the Ultimate Edition of Form Simplicity. This tool provides users with the ability to make amendments to their transactions with tools to strike-through, underline and highlight text, and add check marks/text boxes to any location in the contract.

‘Add from Contacts’ is located in the active transactions tab when logged into Form Simplicity. With find-as-you-type recognition, this tool allows users to easily access their stored contacts and populate information into the corresponding location within the transaction. This is above all else, a great time-saving tool and another way to avoid disorganization and spelling errors on names.

Lastly, Form Simplicity’s newest tool ‘Add Files’ provides cloud integration features with OneDrive, Dropbox, and Box. While this feature is available only in the Ultimate Edition through eSign, it allows users to add documents from cloud storage systems quickly and directly into signing sessions. This tool further provides users with the ability to truly go paperless and not have to worry about having physical forms in their possession.

Form Simplicity is dedicated to achieving top-notch results and to helping users create the same results for themselves. If you are not already an Ultimate user, please know that it is available for purchase and provides multiple features that have helped many real estate professionals to build a successful business model and career.

This site uses Cookies.

The types of cookies we use, and the way we use them, are explained in our Privacy Policy. By clicking "Accept" or continuing to use our site, you agree to our use of Cookies. More information.