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Product Review: Form Simplicity

February 09 2014

There is a world of solutions available to agents and brokers. It's no surprise, though--real estate is one of the largest sectors of our economy, and many technology companies have recognized our industry for the opportunity that it offers.

While there are plenty of solutions offered by industry "outsiders," a smaller number are created by professionals with hands-on real estate experience. Today, we're going to introduce you to one such solution.

Form Simplicity is a transaction management solution created by a professional real estate organization, Florida RealtorsĀ®. Its ongoing development is, in part, shaped by a panel of REALTORĀ® members who ensure that the program stays in step with what agents and brokers need to be successful.

A Closer Look

True to its name, Form Simplicity is simple. Right from the home page, users will notice its pared down interface that offers only what agents need to work fast.

pr form simplicity 1

Efficiency is the name of the game here. Form Simplicity offers time-saving features like client data that auto-populates to every form in a transaction, and automated data synch tools that reduce the amount of typing necessary. Additionally, users can create and save packages of frequently used forms.

Other features include:

  • Ability to integrate MLS data
  • Create and edit forms on any mobile device, no apps or plug-ins necessary
  • Extensive online library of downloadable forms that are frequently audited for compliance
  • Ability to create, edit, download, print and email forms to clients
  • Add clauses to forms with ease
  • Online storage for custom files, documents and photos
  • Cloud-based model makes it easy to access to information from anywhere at anytime
  • Set email reminders for tasks that need to be completed
  • Add contacts to system
  • Import tax data records
  • Create custom "skins" to match your Association's or brokerage's branding
  • Extensive Transaction History logs

Broker Features

Form Simplicity offers brokers multiple additional features for managing their business, like:

  • Real-time visibility and control of agents' transactions, including the ability to create broker submittal checklists to automate the process of approving agents' transactions
  • Designate agents to act as brokers in different offices
  • Reinforce your brand by uploading your logo to forms
  • Add and edit brokerage-wide clauses and packages

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A note on eSignatures

Whenever we talk about transaction management solutions, the number one that people want to know is if it supports eSignatures. Fortunately, the answer here is "Yes!"

Form Simplicity teamed up with Go Paperless to offer electronic signatures, with enhancements to navigation and functionality made just last spring. New features include conditional signing, options for signing with a stylus, mouse or finger, and the ability to create templates. Other features include:

  • Integrated forms programmed with signing blocks
  • Send documents to signers all at once or with sequencing signing
  • Address book and activity log
  • Signing session information page
  • Automated deliveries to of completed and signed documents
  • Ability to add custom fields
  • Preview screen
  • Custom email message toolbar

As well as top quality security for eSigned documents:

  • A third party Certificate Authority validates and certifies the signed documents
  • eSigned documents are self-reliant and tamper-evident
  • Documents are hosted in a SAS70 Type II data center with biometric security

 pr form simplicity 3

Additionally, Form Simplicity's eSignatures are secure, encrypted, and compliant with the 2000 eSign Act. It also includes a complete audit trail.

Training and Support

Form Simplicity offers multiple options for support, depending on your needs:

  • Help videos throughout the program for assistance at your fingertips
  • Bi-weekly webinars
  • Phone, chat, and email support via Tech Helpline, which is also owned and operated by Florida Realtors
  • Integrated Help Guides
  • Educational email campaign for new users
  • Trainers available for brokerages and Associations

Form Simplicity also offers transition support for organizations switching to Form Simplicity from another product.

Next Steps