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:
Access to payment/subscription area is only available to Principal users of REI Forms Live. For further details about Principal Users see here.
As your REI Forms Live subscription comes close to renewal (30 days from renewal date) or your credit goes below a certain level (under $10), you will see a reminder banner appearing:
When Principal users click on the link in this banner they will be redirected to the subscription area of REI Forms Live.
When Non-principal users click on the banner link they will be redirected to the My Details area.
Pay Per Form subscriptions require credit to finalise forms. For a full list of form costs, see this price list.
While renewing your REI Forms Live subscription you have the option to set up automatic renewal, based on credit card details saved.
Once this box has been checked, the selected subscription will auto renew three days prior to subscription expiry to ensure no interruption of service. This will continue until one of the following conditions has been met:
All Tax Invoices are emailed to the Principal User that completed the subscription payment.
If another copy of any paid REI Forms Live invoice is required, they are available to Principal Users in the Account Details/Transactions section.
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.
To request additional related forms, please contact us as per the Support contact options.
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 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.|
Steps required prior to using DocuSign for signing:
For further details on DocuSign account configuration and usage, see the DocuSign Support page.
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 in REI Forms Live
Forms that have been sent for remote signing via DocuSign will also be available via logging into your DocuSign account.
When a form has been successfully signed via Remote Signing, the status will show status as completed and will provide the REI Forms Live user with an option to Download Signed Document.
DocuSigned forms are also sent to the signing agents email address (as per the DocuSign account set up).
This feature allows Agents to create and store their own signature within REI Forms Live and insert their signature into selected letters and forms. The applicable forms are marked with the following icon in the New Forms list:
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.
For more information about VaultRE integration see this pdf or contact VaultRE support via "Support Request" in the sidebar in VaultRE.
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: Send REI Residential Tenancy Application forms to applicants for completion.
To enable this feature in REI Forms Live, users will need to activate Third Party access to REI Apply Now. This is a one time only requirement.
This is a once only set up process.
This step is required to include specific details within the Residential Tenancy Application, including attachments. Once details are set up within an application, this Residential Tenancy Application can be sent multiple times/to multiple applicants.
At a minimum, we suggest adding the Property Address and the Rent amount within the Residential Tenancy Application, as well as using the Property Address for the form name, for simpler searching.
Your prepared Residential Tenancy Application for the property is now ready for sending!
This process is able to be undertaken from within the form itself or the forms list by using the Partners button.
Once an applicant has completed the Residential Tenancy Application form, an email notification is sent to the Agent to advise an application has been submitted via Apply Now. This notification includes a link to the form within REI Forms Live itself (time saving!).
See here for information on how to transfer data from one form to another.
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 https://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 email@example.com
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
NB: This feature is only available to Agencies that have registered with Edible Blooms.
To register or find out more details about this service, contact Edible Blooms by email at: firstname.lastname@example.org
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!
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.
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
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?
Complete the support form available in the Help or Contact area of REI Forms Live:
Or contact the Support team in your state: