REI Forms Live is an online agreements and forms product for all Australian states and territories except Victoria.
Realworks is a similar product for Queensland through the REIQ.
Forms Live is an online agreements and forms product for Victoria only.
Eagle CRM can integrate with each of these platforms, depending on which one you have an account with.
Setting up the integration
Go to Settings > Integrations
Scroll down to the Forms section
In the REI Forms Live / Realworks section, click the 'Manage' button
Follow the instructions on the page to obtain your API key and add it to your account
Using the integration
When you are viewing an address, appraisal, listing or contract you will see a new tab called 'REI Forms Live / Realworks'. Go into the tab and click the New Form button, select the template and save. Key information will automatically prefill and you can edit the form just like you would directly in REI Forms Live.
