Handle property inquiries, site visits, bookings, agreements, and final documentation through a clear, step-by-step flow. Forms Made Easy automatically organizes and generates all necessary forms at every stage for a seamless experience.
Forms Made Easy helps real estate teams create and publish Salesforce-connected forms for property inquiries, viewing appointments, buyer qualification, rental applications, and agent onboarding—without repetitive data entry.
Create and update property inquiry, viewing registration, and rental application forms without code. Adapt fields and layouts as listings and agency workflows change.
Prefill forms with existing Salesforce contact, property, and appointment information so inquirying buyers and tenants do not need to enter the same details again.
Form fields and questions adjust automatically based on user responses or selections. Conditional rules determine which sections or inputs appear during completion. Logic can be applied across multiple objects, picklists, and record types for precise control.
Forms can be deployed through email, QR codes, embedded portals, or direct links. The publishing system connects submissions instantly to Salesforce records. Access controls and publishing options can be configured per form and audience.
Match your brokerage or property brand with customized colors, logos, and layouts across buyer inquiries, rental applications, and property viewing forms.
All form submissions automatically create or update records in Salesforce. Data is saved in the correct objects without manual work. This ensures accurate record keeping, faster processing, and real-time visibility for sales, support, and operations teams.
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Create secure Salesforce forms backed by trusted security and compliance standards. Forms Made Easy helps ensure every submission is protected while meeting important data security requirements.
Aligned with AICPA SOC 2 Type II standards, which focus on strong data security and operational controls. This ensures systems follow strict processes to maintain data privacy, availability, and integrity.
Supports HIPAA standards to help protect sensitive healthcare and patient information. This ensures medical data collected through forms is handled with strict privacy and security controls.
All form data is protected with 256-bit encryption, one of the strongest security standards used worldwide. This keeps information safe during transmission and storage, preventing unauthorized access.
Built to align with GDPR regulations, which protect the personal data of individuals in the European Union. This helps organizations collect and manage EU user information responsibly and securely.