In line with our mission to constantly improve the transaction workflow for real estate agents nationwide, Form Simplicity is delighted to announce a recent upgrade of the broker transaction management process within the Broker View settings. The layout has been revamped and updated to include a simple and easier-to-understand process for submitting files for review, a customizable checklist for brokers, and better tracking of agents’ and brokers’ communications throughout the transaction review to ensure compliance and legal procedures are followed.

Within the new upgrade, brokers have the ability to create a customizable checklist for their agents to follow when submitting transactions for review. The list features multiple components of a transaction, such as a residential lease or HOA agreement and does not allow the agent to submit the transaction for review until all required documents have been uploaded. As the agent uploads signed parts of the contract into Form Simplicity, the contract changes color depending on the status, such as red for required, yellow for added and purple for additional files. Once the contract has all necessary files uploaded, and the agent has completed all desired notes to their broker, the contract is submitted and under review once the broker opens the file. Continue reading

The Content tab of your Active Transactions has a new button: ADD FROM CONTACTS. This button allows you to easily access your Form Simplicity Contacts and populate their information to the relevant role they play in the transaction (Seller/Landlord, Buyer/Tenant). With smart, find-as-you-type recognition, you can locate and populate the information quickly into your transactions.

Add From Contacts

Add From Contacts 2

  • Enter the information into the Content tab to auto-populate the information into all the forms in your transaction.
  • Locate  contacts using the “Find Contact” smart-search box (the list is filtered as the agent begins typing in the contact name).
  • Smart drop-down fields allows you to choose which contact is party 1 and which is party 2.
  • Remember to save your changes before exiting the Content tab!

Quickly add the Seller/Landlord and the Buyer/Tenant information to your active transaction using the new ‘ADD FROM CONTACTS’ button.