Greatforms and RealtyAssist have collaborated to transform how the real estate industry manage documentation, compliance, and vendor payments—saving time, reducing admin, and helping you close more deals.
How to Integrate Your RealtyAssist Agency Account with Greatforms
There are two ways that you can activate your account with Greatforms - via the RealtyAssist Platform or via the team at Greatforms who will have the integration set up for you in no time!
Simply reach out to Greatforms on 08 8235 3939 or sales@reaforms.com.au
Activation via the RealtyAssist Platform
- Go to Office Settings and Select the Integrations tab
- Click to Activate the integration - this will send communication to Greatforms that you wish to connect.
- Once finalised Greatforms will be in touch to let you know you are ready to go!
How to Create a Fund Request using the Greatforms Integration
Once your agency is set-up with the integration, it is simple to create a fund request from the Marketing and Other Costs Section in the Greatforms platform - In this link, you will find a short video showing you the very simple process to send your fund request.