Who It’s For:
Forms are used by all agents and cross-agents but are created and managed by Admins. They provide a standardized and flexible way to collect and store key information related to transactions, offers, and client intake.

Video Walkthrough

What it Does

Forms allow your brokerage to capture consistent data through four customizable form types:

• Transaction Forms – Add custom fields to specific transactions.
• Purchase Offer Forms – Gather standardized offer details for easy comparison.
• Seller Intake Forms – Streamline listing appointments and seller data collection.
• Buyer Intake Forms – Record client preferences and requirements for buyer representation.

Once configured, these forms bring structure and consistency to how information is entered across all users and offices.

Where to Access

Navigate to Left Menu → Forms Configuration.
You can also search for Forms in the left-side menu.
Inside the Forms section, you will find multiple tabs:

• Transaction
• Purchase Offer
• Seller Intake
• Buyer Intake

Each tab contains its own set of forms that can be created, customized, or managed independently.

Creating and Managing Forms

Adding a New Form

1. From the Forms Configuration page, click Add New in the upper right corner.
2. Select the form type (e.g., Transaction, Purchase Offer).
3. Review the Static Fields listed at the top — these are built-in fields already associated with that form type.
4. Scroll to the Dynamic Form Builder to start adding custom fields.
   • Drag and drop field types such as Text, Number, Date, or Dropdown into the builder.
   • Give each field a name and adjust settings like Required, Visible, or Read Only.
5. Click Save when finished to create your new form.

Editing an Existing Form

1. Select the form you wish to modify.
2. Review the existing fields, make updates, or add new fields as needed.
3. You can also copy a form to use as a base for another form type or office.
4. Click Update to apply changes.

Managing Form Fields

• Visibility Logic: Control when a field appears based on another field’s value.
  • Example: The Home Warranty Cost to Seller field appears only when Home Warranty = Yes.
• Requirement Logic: Define when a field becomes required.
• Formula Logic: Automatically calculate values using other fields.
  • Example: Net Offer Price = Offer Price – Additional Costs.
• Column Layout: Adjust the number of columns per row to fit multiple fields side-by-side.
• Headers and Separators: Use header fields to visually divide sections; these span the full width of the form.

Using Forms Inside Transactions

1. Open a Transaction and click Edit Property.
2. From the Form Dropdown, select any existing transaction form.
3. The selected form’s fields will be added directly to that transaction.
4. Agents can then complete or update the fields as part of the workflow.

Example Use Cases

• Purchase Offer Form: Helps agents compare offers side-by-side by calculating a net offer price using formulas.
• Seller/Buyer Intake Forms: Ensure agents collect consistent client details during listing or buyer consultations.
• Transaction Forms: Add brokerage-specific custom fields directly into property records.

FAQ

Q: Can I reuse the same custom fields across multiple forms?
A: Yes. Once a field is created, it can be reused in other forms without needing to rebuild it.

Q: How can I make a field appear only when another field is selected?
A: Use Visibility Logic to define when a field becomes visible based on another field’s response.

Q: Can I calculate totals automatically within a form?
A: Yes. Use Formula Logic to perform calculations such as net offer price or total costs.

Q: Who can create or edit forms?
A: Only Admins and Super Admins have permission to create or modify forms. Agents can fill them out but not configure them.

Q: Do I need to set up forms for every new transaction?
A: No. Once configured, your forms can be reused across all future transactions.