Users can now integrate their RP Proposals account with their Real Estate Institute (REI) credentials to auto populate customer details in REI forms.
To connect your REI credentials first find Integration in the left side panel menu then click ACTIVATE on either Forms Live - REINSW for New South Wales or Forms Live - VIC if you're working in Victoria.
Image 1: Activating an integration
Click PROCEED to continue to the forms live site and enter your details to connect your account.
Image 2: Connecting your account
Once you have signed in, click Yes to allow RP Proposals to create and edit forms on your behalf.
Image 3: Authorising Proposals to edit your forms
Your Forms Live integration should now show ACTIVATED.
Image 4: REI Forms activated
To create a form from a Proposal, navigate to a published proposal, find the more options menu and click Create Form.
Image 5: Creating a form
Fill in the drop menus to choose the form you would like to create and click proceed.
Image 6: Filling out drop down menus for a new form
A new window will be opened in your Forms Live account with the chosen form and details copied from the Proposal.
Image 7: New window showing the chosen form
Continue to complete the form as you normally would in Forms Live.