Using Partners

REI Forms Live has many partnerships in place with organisations that provide goods and services complimentary to the Real Estate industry. The services partners offer vary and details are provided in this section on which states, forms and types of services are available.

Requirements

To utilise the features of a Partner, you need to have a user account with their platform which can then be linked to REI Forms Live via Connections.

Sending Information to Selected Partners

Upon finalisation of specific forms, a popup will appear providing you with the option to submit a request to the relevant Partner/s.

Select the desired Partner 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 dialog will prompt users to fill in, select or alter details.

Submission of information

When information has been completed, users will need to click Submit to send the information to the Partner.

Once the request is accepted, a green success message will appear in the top right corner of the screen.

Re-selecting the Partners button will show the date information was submitted to the Partner.

Submit information at a later time

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, clicking More and then selecting Partners at the top of the screen.