Real Estate Transaction Management Software

  • Increase Efficiency & Customer Satisfaction
  • Create Custom Workflows
  • Safeguard Your Data & Ensure Compliance
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Idaho Realtors
Wyoming Association of Realtors
Florida Realtors
Arkansas Realtors
Black Hills Association of Realtors
Berkshire Hathaway HomeServices EWM Realty
RE/MAX All-Stars Realty
Cookie King Real Estate
Pro 100 Realtors
United Real Estate Infinity
Fairfield Real Estate, Inc.
RC Real Estate Group
MQ Realty Group
International Realty Plus
The Atlas Group Real Estate Services
Exit Realty Black Hills
Central Listing Service at Ocean Reef
Menke Auction & Realty
Paradise Real Estate International
Midwest Real Estate
Florida Suncoast Real Estate Inc.

Everything You Need in One Place

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Efficiency

All documents, forms and communication in one place, easy to locate. Dynamic Forms and Autofill eliminates redundancy and increases efficiency.

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Access

Demonstrate your professionalism to your clients with tools that help you manage transactions, including tasks and collaboration in real time (eliminating back-and-forth emails), to help you meet deadlines.

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Customer Convenience

Let clients sign securely and on their schedule with Sabal Sign, included in the Ultimate Edition. Send documents for e-signature, track progress in real time, and ensure every signature and initial is captured accurately for a faster, stress-free closing.

Learn More About Sabal Sign

Brokers – Close More Deals With Less Resources & Paperwork

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Customization

Create custom checklists, templates, clauses, workflows, and review processes to meet the unique needs of your office while easily meeting compliance and reducing risk. Work in teams is available with tools uniquely suited for group efficiency.

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Leverage Your Team

Build your digital team by granting permissions and assigning accounts to office managers and assistants. Gain real-time transparency into agents’ transactions.

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Live Assistance

Our team will meet with you to help you customize Form Simplicity to fit your needs. We’ll support you as you build processes uniquely suited for your business.

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Bank-Approved

Reduce risk and ensure compliance with a digital system that stores your documents and files in redundant locations with bank-level security to prevent loss from theft and disasters.

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Encryption

Your digitally signed contracts are safe and secure with encryption, an audit trail, timestamping, history log, third-party certification, and password protection options including KBA (knowledge-based authentication).

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Protection

Violations can result in fines, penalties, lawsuits, loss of reputation, and more. Ensure agents and staff follow standards. Use long-term storage and broker review tools to verify compliance.

Partners & Integrations

We have a growing list of integrations that work effortlessly with our real estate transaction management software to
give you the right tools to streamline your workflows.

RentSpree

RentSpree

Google Drive

Google Drive

Google Contacts

Google Contacts

Adwerx

Adwerx

Dropbox

Dropbox

Moove Guru

Moove Guru

Earnnest

Earnnest

Sellers Shield

kvCORE Platform

RateMyAgent

Form Simplicity is user-friendly and very intuitive. It’s also great to have all our forms and transactions in one location. The program continues to evolve, making it easier and faster to use. We’ve been using FS since 2012 and have experienced very few issues.

Luz Rodriguez

Thank you Florida Realtors for Form Simplicity for significantly minimizing stress, improving quality of life, saving a lot of money and reducing countless hours of work.

April G.

I just wanted to congratulate you on having great analysts on your team. My analyst was extremely patient, thorough and knowledgeable with my inquiries regarding Form Simplicity.

Sandra C.

I just called Tech Helpline on Form Simplicity. I must tell you how overly surprised I was by the level of service that I received. Not only did your analyst speak clearly, she worked very diligently in an effort to successfully solve my question. I commend your analyst and her attitude. I believe that the Tech Helpline analyst is an excellent ambassador for Form Simplicity. Thank you again, for not only solving my issue but handling it in a professional and caring fashion.

Cynthia A.

I wanted to let you know how very helpful your analyst was with me. She was so nice and helpful. I had a challenging transaction and your analyst was with me every step to completion. She provided truly wonderful help. Thank you.

Ginger R.

What a great Form Simplicity class! We have had very positive comments from our sales professionals. Many of them did not realize all the features included with Form Simplicity, nicely done. Even our experienced users were impressed. Our Form Simplicity instructor was very patient and flexible. Thank you for his expertise and support.

Carol H.

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Responsive Design

Form Simplicity is compatible with most browsers and operating systems. Our intuitive approach automatically adjusts the website depending on screen size and orientation.

World-Class Tech Support

Tech HelplineSM is the real estate industry’s number one technical support team and offers personalized expert assistance to Form Simplicity users.

Learn More
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Frequently Asked Questions

Real estate transaction management software helps agents and brokers manage the documents, deadlines, and tasks involved in a real estate transaction. It keeps transaction information in one place and workflows organized to simplify the process from contract to closing.

A real estate CRM helps agents manage contacts, follow up with leads, and maintain client relationships. Transaction management software helps agents and brokers handle the forms, documents, signatures, and tasks involved in a transaction. The two serve different purposes and can be used alongside each other.

Look for software that brings forms, document storage, eSignatures, task tracking, and collaboration tools together in one place. Autofill and reusable forms packages can reduce repetitive work, while broker review tools and permissions support transaction oversight. Also consider how easily agents can learn the software and what training and support are available.

Form Simplicity brings professionally programmed real estate forms, task checklists, collaboration tools, document storage, and built-in eSignatures through Sabal Sign together in one platform. Agents can create transactions, autofill data across forms, organize documents, track important tasks, and complete paperwork without relying on multiple disconnected systems. Features vary by Edition.

Yes. Associations and brokerages can have their forms professionally programmed for use in Form Simplicity. Users can enter information once and autofill it across forms. Forms are also preprogrammed for signing through Sabal Sign in Ultimate Edition. Contact our team for details.

Yes, and Form Simplicity offers autofill for supported MLSs. This lets agents pull property information directly into supported transaction forms, reducing repetitive data entry and helping maintain consistency across documents.

Yes. Form Simplicity includes team features and permissions that allow authorized users to share transaction information and documents. This helps agents, transaction coordinators, and other team members work together on the transaction while keeping important information organized.

Form Simplicity Ultimate Edition includes unlimited eSignatures through Sabal Sign, our built-in solution. Forms in the library are preprogrammed for signing, so there’s no need to drag and drop signature fields. Users can also upload their own documents, place signing fields with drag and drop, or create reusable signing templates. They can send documents for signature and track their progress within Form Simplicity.

Starter Edition provides access to forms you can complete, autofill, print, email, and download. It does not include document storage or eSignatures.

Professional Edition adds transaction management tools, collaboration, and 50MB of document storage.

Ultimate Edition includes everything in Professional, plus unlimited document storage and unlimited eSignatures through Sabal Sign.

Let’s Connect

Need help? We’re just a call or message away! Our knowledgeable team offers concierge-level support for associations and brokerages.

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Real estate agent using tablet