Buying a home is not yet a fully digital process. Not even the part where you as a broker, appraiser or intermediary are involved. Your clients often still have to fill out several forms, such as a AML form or a statement of the origin of assets.
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On this page I would like to explain how Formulive makes work easier for real estate agents. With more ease for your customers, a higher data quality for you and.... it costs you almost no effort to start using Formulive.
Formulive makes this easier. You don't even have to create new forms. You just add your existing PDF forms and draw the input fields once. Then you can publish the form on your website. You can also invite people via email to fill out the form.
If you are still working with paper forms: no problem. You can easily digitize those as well. Scan the forms and add them to Formulive. Then it works exactly the same as if you had a PDF form.
You can easily invite your customers to fill out one or more forms. This is done via 'verified forms'. You enter the email address of the person who has to fill out the form. This person receives an e-mail with a personal link to the form. The answers given are then linked to the email address, for more trust.
Thanks to email invitations, you also know which people you have asked to fill out a form, and where you are still waiting for a response. This gives you a real-time insight, and you can specifically remind customers to submit a certain form to you.
On any device
Filling out a PDF form on your phone is not easy. If you have digitized the form with Formulive, it is easy. Formulive supports all screen sizes: from smartphones to desktops. So your customers can fill out your forms at any time and from any location. This offers them convenience, which is undoubtedly appreciated!
Easy to process
The data from the completed forms can be viewed on the forms themselves. But Formulive also automatically creates convenient tables of all data. These can easily be inserted into Excel, so that you can work with the data there as well, quickly and easily. And if you want to store the data in another system: copying from Formulive is much easier than copying from a completed PDF file.