REI Forms Live is cloud-based software, which means you don't need to install it. It runs through your web browser instead.
To be able to use REI Forms Live, please check you meet the following requirements:
This Section outlines how to create, delete, edit and use the forms.
To return to the form for further editing or completion, please refer to Using Forms.
This feature allows you to share and monitor activity to a form with a third party. An email with a link (identifying your agency, the agent and the form you are sending) will be sent to the nominated email address, allowing the recipient to click a secure link to download the form as a PDF.
There are two different areas where you are able to email your form from:From the forms list
When you have shared a form within REI Forms Live, within the forms list you will see an envelope icon, identifying the number of times you have shared a form.
When using the share feature within REI Forms Live, you will be presented with a dialog containing your Share Activity for the selected form
When a recipient clicks on the link within the email, which takes them to the download page, you will see the eye icon, identifying how many times they have viewed the download page.
If you use the <resend> link in the Share Activity dialog and resend a form to the same email address, this will disable access to the previously shared form.
Note: this is useful if you have shared a form with a recipient and forgotten to attach a file. Simply attach the file to the form and when you resend the Share to the same email address access to the original form has been disabled. Meaning they will only be able to open the version that you want them to have!
Also note: if you are in the habit of sharing Draft forms, access will be live, meaning if you share a draft form with a recipient and then make further edits, when they download the draft form, they are seeing the latest version of this form.
Finalising a form locks the form so no further changes can be made. When you finalise a form it will also remove the “DRAFT” watermark stamp. If you wish to edit a form once it has already been finalised, it may be duplicated into a new draft (refer to "Duplicating a Form" below).
The act of deleting a form removes the form from your form listing.
Once deleted, a form cannot be recovered.
This delete action is only available from the form list.
This feature is used so that you can download a PDF version of the form to your local computer from there you can also to open it to print. Depending on your Internet browser you can also choose to just open the form rather than downloading and print it.
Depending on your internet browser you will notice different results after clicking the print action.Google Chrome:
You will notice the below popup asking you to "Keep" or "Discard", After selecting "Keep" the form will download to your "Downloads folder". You can then open it to print.
You will notice the below popup asking you to "Open", "Save", "Cancel", If you click "Save" you will be able to download the form to your computer. By clicking "Open" it will open the form in a separate window which you can then print the form.
This feature allows users to identify signature requirements in a finalised form that is printed or shared/emailed via REI Forms Live. Sign Here tabs will appear at the right hand side of the signature areas.
This feature will allow you to duplicate a currently completed form and all information contained within.
Any form can be duplicated, regardless of whether it is in a finalised or draft state.
If duplicating a finalised form the duplicated form will be in a draft state so that you can edit it.
Within REI Forms Live you have the ability to search for forms.
You will find a search field at the top right of the screen, both within the New Forms screen and the Forms listing.
This feature will allow you to automatically populate information from one form to another, which will save you time.
For example: after creating a Sales Agency Agreement, you will need a Contract of Sale. Using this related form button, common information will be populated from the Sales Agency Agreement into this newly created Contract of Sale.
Currently we have the following related forms:
|Parent Form||Related Form|
|FM1110 - Residential Sales Agency Agreement
FM1110A - Subsequent Sales Agency Agreement
|FM1110A - Subsequent Sales Agency Agreement
FM1111 - Notice of Expiry
FM2100 - Contract
FM2400 - Option to Purchase Land
|FM2100 - Contract||FM2500 - Mutual Termination of Agreement
FORM1 - Form 1
|Residential Property Management|
|FM6200 - Residential Property Management Agreement||FM6100 - Residential Property Tenancy Agreement|
|FM6100 - Residential Property Tenancy Agreement||FM6012 - Notice of Lease Extension|
|FM1130 - Commercial Sales Agency Agreement||FM2200 - Commercial Contract|
|FM2200 - Commercial Contract||FORM1 - Form 1|
|FM5100 - Business Sales Agency Agreement||FM5001 - Business Sale Contract|
|FM5001 - Business Sale Contract||FORM1 - Form 1|
|FM1120 - Rural Sales Agency Agreement||FM2110 - Rural Contract|
|FM2110 - Rural Contract||FORM1 - Form 1|
|Parent Form||Related Form|
|SA00100 - Sales Inspection Report and Open Selling Agency Agreement
SA00200 - Sales Inspection Report and Exclusive Agency Agreement
SA00300 - Sales Inspection Report and Auction Agency Agreement
SA00600 - Sales Inspection Report and Sole Agency Agreement
SA00710 - Rural Sales Inspection Report and Open Agency Agreement
SA00720 - Rural Sales Inspection Report and Exclusive/Auction Agency Agreement
|NORESP - Notice of Revised Estimated Selling Price|
|Parent Form||Related Form|
|002 - Residential Management Agreement||000 - Residential Tenancy Agreement|
|101 - Sales Agency Agreement||2000 - Contract of Sale|
This list will be expanded as new forms are added.
Simple and time saving!
This feature allows you to add/remove pages to a form.
From time to time you will find a ! icon next to the name of your forms and templates.
This is to indicate the form requires updating.
To update your form, just double click on the name of your form and then click <Update>.
Once your form is updated you will have the latest version of your form.
Within REI Forms Live you have the ability to add electronic signatures to your forms and agreements via two different methods on finalised forms (availability and selection of forms depends on legislation in your state).
Sign on Screen, allowing you to sign your form on screen (using a tablet device) whist you are physically present with your client. This process is the equivalent to using pen and paper.
The signing person will be prompted to acknowledge and agree that, in general, they are aware that they are signing their form electronically and agreeing to the legal obligations of that form, as well as agreeing to receive electronic communications.
Remote signing, when you need a document to be signed by a party that is not present in the same location as you. The signing requires will be emailed to the recipient and electronically signed remotely.
To use this facility you must have an active account with DocuSign and authorise REI Forms Live to access this account. Once you have set up and authorised your DocuSign account in REI Forms Live, you will be able to choose to send your forms and agreements for remote signature without interruption.
This dialog will identify how many initials and signatures are required by the signee Note: If your client does not agree to the Electronic Signing consents, they will need to click <I Disagree> and <Cancel> the process, and you are obligated to print out the document and get it physically signed with ink.
|* In order to use the remote signing feature of REI Forms Live, you will complete a few extra steps in order to set up and authorise integration of DocuSign & REI Forms Live. This is a one-time set up which is linked to your login, so no matter what device you use, you will have your account linked with DocuSign.
The process to receive the sign in details for your DocuSign account may take to 24 hours to complete.
Steps required prior to using DocuSign for signing:
For further details on DocuSign account configuration and usage, see the DocuSign Support page.
By default, DocuSign uses the UTC time zone with US date format (mm/dd/yyyy).
To change this setting:
See the DocuSign help guide for further instructions.
When your form has been remotely signed (using DocuSign) within REI Forms Live you will be able to access these forms in the following areas:
DocuSigned documents are returned to the DocuSign account holder via email when all signatures are completed.
DocuSigned documents are also available within the Electronic Signing area in REI Forms Live.
Forms that have been sent for remote signing via DocuSign will also be available via logging into your DocuSign account.
Warning: The Kits feature of REI Forms Live has been deprecated, as of 30th April, 2018. This means that the feature is no longer being enhanced and REI Forms Live will no longer fix bugs related to this feature.
Users will be able to view previously created kits and convert any template kits to standard templates for continued use. Templates are where you can set up a single base form with your default information to be used when creating forms.
See Templates for further information.
This feature allows you to add files to your forms, allowing you to send or print a form with the selected attachments appearing as a single PDF.
Various types of files are able to be attached to forms, for record keeping, whilst only PDF’s are able to be appended to the form when printed/emailed.Please note: you will not be able to view the attachments within REI Forms Live, only when it is printed or emailed.
This section outlines how to create, edit, delete and insert clauses/snippets into forms.
Clauses, or snippets of information, are able to be created and inserted into your forms, as necessary.
To return to the form for further editing or completion, please refer to Using Forms.
The "Templates" feature allows users to create a form as a template, allowing the template to be used for more than one transaction.
The template contains pre-filled data and when a new form is created from this template, it inherits this pre-filled data.NB: The correct sequence is to select the Template, then select <+Create Form>. Once the form opens, make your additions. This is important to remember, as Templates are able to be edited by all users. Making changes before creating the form from the template will update the original template data.
Once you have created your custom templates you can create a Form from that template.
Your newly created form will now appear in the "Forms" List
The act of deleting a template removes the template from your template listing.
Once deleted, this template cannot be recovered.
This delete action is only available from the main Template screen
If you have created a Form that you have been using as a template by Using the "Duplicate Feature" you can now convert that to an actual template without needing to re-create it.
This feature will allow you to duplicate a template and all information contained in it.
This feature will allow you to customise your forms by stamping your company logo on the top right hand corner of each form.
Recommended size for logo:
Width: 300 pixels
Height: 200 pixels
All created forms will now appear with your logo on the top right hand corner.
To update or change the logo repeat steps 1 to 3.
The Users section of REI Forms Live is aimed towards businesses that have multiple users and will improve account management and form creation.
This section outlines how to add users, set access levels and move forms from one user to another.
Principal users also have the ability to see all forms that are created within an account - regardless of whether they have been marked as private.
A dialog will appear in the bottom right hand corner, advising that the Users details have been updated.
Principal Users have an extra set of features unavailable to regular users including:
For details on availability throughout each state, please contact your integrator.
When setting up an integration, many programs will require you to create an authentication token in REI Forms Live. You can do this by following these quick steps:
You can then copy your token to paste into your other software by clicking the token, clicking <Copy to Clipboard> and copying the token from the popup that appears (Ctrl + c on Windows, Cmd + c on Mac).NB: Pictured token is an example only.
Now on all of your addresses, listings, appraisals and contracts, a new tab will appear called "REI Forms Live / Realworks". Click on that tab to be able to add forms and push data from Eagle to REI Forms Live.
For more information about PropertyMe integration or to submit a support request see this article.
NB: Requires PropertyMe login.
For more information about PropertyTree integration or to submit a support request see this article.
NB: Requires PropertyTree login.
For more information about rp.office integration see this pdf.
REI Forms Live has many partnerships in place with organisations that provide goods and services that are complimentary to the Real Estate industry.
The services partners offer vary and details are provided below on which states, forms and types of services available.
Service: easyBondpay finance http://easybondpay.com.au/
Forms available: Residential Tenancy AgreementNB: This feature is only available to Agencies that have signed up to use easyBondpay’s service and have been enabled within REI Forms Live.
Once registered with easyBondpay, Agents will receive a username and password and will be required to enter these details into REI Forms Live on their first submission to easyBondpay. This is a one time only requirement.
Service: Quote for Landlord Insurance provided by CGU https://www.cgu.com.au/insurance/personal/products/landlords-insurance
Forms available: Exclusive Management Agency Agreement (Long & Short versions)NB: This feature is only available to Agencies that have signed CGU’s Distributor Agreement.
Further details on this service can be found here.
Service: Electronic bond submission from REI Forms Live to BondsOnline www.commerce.wa.gov.au/bondsonline
Forms available: Residential Tenancy Agreement, Lodgement of Security Bond Money
NB: This feature is only available to Agencies that have registered with the Department of Commerce for BondsOnline.
To register or find out more details about this service, contact REIWA's member relations by email at firstname.lastname@example.org
Once registered with BondsOnline and activated with REIWA, Agents are able to submit tenant bonds electronically from REI Forms Live.
BondsOnline User Agreement forms can be found at www.commerce.wa.gov.au.
Service: Custom Gift range featuring your agency branding www.edibleblooms.com.au
Forms available: Form 1, Contracts, Sales Agency Agreements, Edible Blooms order form
To register or find out more details about this service, contact Edible Blooms by email at: email@example.com
Once registered with Edible Blooms, Agents will be able to select from a tailored branded gift range, enabling them to select recipient, delivery date and add a gift message. Saving time and increasing referrals!
See this pdf for a full guide on how to submit an order.
Service: Electronic bond lodgement and claim submission from REI Forms Live to Department of Justice www.consumer.tas.gov.au/renting
Forms available: Bond Claim Form, Bond Lodgement Form
Further details on this service can be found in this pdf.
In each case, upon finalisation of a selected type of form, a partners dialog will appear allowing users the option to submit a request to one of these partners, from within REI Forms Live.
Select desired Partner option and proceed to review Request dialog
Wherever possible, REI Forms Live will prepopulate as much information for the Partner request directly from the form that has been completed.
In some cases additional information will be required and the presented dialogs will prompt users to fill in, select or alter (as the case may be) the details that will be sent with the request.
There may be several dialog screens that need to be reviewed. Using the <Next> button will allow you to view the information prior to being sent to the relevant partner.
When information has been completed, users will need to click the <Submit> button to send the information to the Partner.
Once the request is accepted, a green success message will appear in the bottom right corner of the screen.
Re-selecting the Partners button will show the date information was submitted to the Partner.
If you choose not to send details at the time of finalising the form, you can manually submit a request to the Partner at a later time by selecting the finalised form and clicking the <Partners> button at the top of the screen in REI Forms Live.
Occasionally after an update to REI Forms Live, you may find the site not acting as you expect.
This is usually caused by your internet browser keeping old website data
To clear this old data, select your browser from the list below and follow the instructions.
If the issue persists or your browser is not listed, please contact our support team by lodging a support request through the "Contact" or "Help" area in REI Forms Live, or by the email for your state in the Support area of this guide.
Due to a recent update, AVG toolbar is causing forms to not work on Internet Explorer.
Note, this is NOT an issue with AVG Security, and we do NOT recommend users disable this.
The AVG toolbar, is a toolbar bundled with AVG Security, and a number of other software downloads; it appears on Internet Explorer as shown below.
At present, the AVG toolbar is causing issues with Internet Explorer when attempting to view forms. This error usually relates to the crashing of Internet Explorer when users first enter the forms site, or when they first open up a form.
The error can differ from case to case, but it usually makes some reference of Internet Explorer in the error, a few examples below.
The fix for this is to disable the toolbar
Users will need to click the X located on the left of the toolbar, next to the AVG logo, seen below.
Once the X is clicked, users will get a confirmation popup
Users will need to click disable, and then reload Internet Explorer to access their forms again. Note that disabling AVG Security Toolbar does not disable AVG Security
Attempting to log in to REI Forms Live on an iPad via Safari and it appears to “hang” and does not progress any further.
Using REI Forms Live on an iPad in Private Browsing halts the logging in process.
There are two solutions for this:
Switch off Private Browsing
Adding REI Forms Live as icon on your home screen
NB: iPad/Safari instructions only. For browser specific instructions please refer to your browser user guide or contact REI Forms Live Support
The print button provides you with the option to open a PDF copy of your form and, if using Adobe Reader, you have the ability to use the File button to access the Save option. Less clicks!
See here for further information on printing/downloading your forms
If you are constantly getting logged out of REI Forms Live during the day, it may be because you are using multiple Internet connections in your office. Some offices have multiple Internet connections or VPN connections to help alleviate congestion when everyone is using the Internet. This causes REI Forms Live to think that you are not using the same computer, so it asks you to login again.
The best thing to do in this case is to speak to your IT Administrator and ask if you have "mutliple WAN connections", if so then your IT Administrator will need to put in a rule in your router to ensure that REI Forms Live traffic only travels down one path all the time. This is usually a quick change for IT as they often have to do it for other web-based services as well. The hostnames that need to be configured are:
Direct your IT Administrator to this help site and they will be able to fix the issue. If they have any troubles, just let us know and we can help them out!
This can be fixed by selecting the "fit to page" option when printing.NB: Firefox uses your default print settings, which will vary depending on your printer manufacturer. Internet Explorer uses the Adobe Reader plugin, and should look the same as below.
Haven't found the answer?
Contact the Support team in your state: