REI Forms Live - FAQs

You will need to select the “Forms” option on the left-hand side of the menu from the left then select “Create/+” in the top right-hand corner.

A list of all the forms and agreements will appear.

Choose your required form or agreement from the list of forms and agreements that are available.

You be prompted to give your form or agreement a description – this a name that you can refer to in future if needed. We recommend the address of the property followed by the client’s name – i.e. 123 Pretend Street, Pretendville/Johnny Bloggs, rather than the type of form or agreement you are creating.

The forms or agreement will then open for you to complete.

You can use the “tab” key on your keyboard which will move the cursor to the next section to enter information.

Finalising a form or agreement completes the form or agreement ready for execution.

Finalising your form or agreement removes the Draft watermark and no further changes can be made.

To finalise your form or agreement select the “Finalise” button at the top (the icon looks like a Padlock). A pop-up box will appear asking if you are sure you wish to finalise.

Select the "Download” button (icon looks like a cloud with an arrow). This will download your document to your computer ready to print.

The "Templates" option allows you to create a form as a template. You can create a template that contains common data that is going to be consistent for that agreement. For example, you can create a Template for a Residential Tenancy Agreement with Emergency Contact details. This means when you need to create a Residential Tenancy Agreement, you select your Template and select create a form for that All the Emergency Contact details will appear on the form and all you will need to do is personalise for that particular property.

You must have Principal access to do this.

Select the “Users” on the left-hand side, then “New User” button in the top right-hand side.

By unter you staff member’s details as required. Emails must be unique.

Ensure you select “User is active”. This enables your staff member to receive their login immediately.

Sign into your account.

Select “Account Details” in the bottom left-hand corner, then select “My Details".

Under “Change Password” Type in your existing password, then your new password, retype your new password into the “Confirm” section.

Select “Save”.

This feature will allow you to automatically populate information from one form to another, which will save you time.

For example: you have created a Sales Inspection Report and Auction Agency Agreement (123 Pretend Street, Pretendville agreement), you will need an Auction Reserve Price Letter – Residential and Rural Property.

By using this related form option, information will be populated from Sales Inspection Report and Auction Agency Agreement to the Auction Reserve Price Letter – Residential and Rural Property.

Select your Agency Agreement from the form list.

Select the “New Related” at the top of the screen, then select the Related Form you wish to create from the menu.

Type a name for your form in the Description (i.e. 123 Pretend Street, Pretendville Reserve Letter) at the top of the screen and click create.

You will now be redirected into the newly created related form with the common information populated from the Agency Agreement and will need to enter the balance of information.

This area provides you with additional Forms for downloading, as well as links to forms provided by NSW Fair Trading.

In addition, there are also links to Disclosures, checklists, Acts and Regulations relevant to the industry to assist real estate agents in their day to day practice.

Within REI Forms Live you have the ability to add electronic signatures to your finalised forms and agreements. There are two different methods available on finalised forms and agreements.

Sign on Screen will allow you to sign on your screen (using a tablet/smart phone) when you are face-face with your client. This process is the equivalent to using pen and paper.

Remote signing is when you require 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. This is particularly useful at present of COVID19 social distancing and for your clients that are interstate or overseas.

To use this feature, you must have an account with DocuSign and authorise REI Forms Live to access this account.

Will need to connect your DocuSign Account by selecting the Third-Party option on the left-hand side then select “Connect” under “Apps REI Forms Live connects to”.

Select “Start authorisation process” in DocuSign Connect. Pop up box.

Complete your DocuSign account details, as specified by DocuSign.

Once authorised, you will see the success pop up box.

You can now use DocuSign.

You are currently able to purchase DocuSign within REI Forms Live for $275 per user per year. We recommend you check that the forms and agreements you use are DocuSign enabled. To check this you will need to select the “Forms” option on the left-hand side of the menu from the left then select “New/+” in the top right-hand corner, you will see a little green box with “sign” which indicates it is DocuSign enabled.

You must have Principal access to do this.

Select the “Account Details” in the left-hand corner, then “New User” button in the top right-hand side.

When the Account details window that pops up select “Logo," and then select "Choose File".

Select your preferred logo from your computer then select “Open”.

Note: File format of logo must be jpeg, bmp or png.

Recommended size for logo:

Ratio: 3:2

Width: 300 pixels

Height: 200 pixels