REI Forms Live

What REI Forms Live does

REI Forms Live, developed and operated by Adelaide-based Dynamic Methods (founded 2009 by Managing Director David Howell), is a cloud-based SaaS platform that delivers legally compliant real estate agreements and forms to Australian agencies. The product is co-branded and distributed through all seven Australian state Real Estate Institutes (REISA, REINSW, REIQ, REIT, REIWA, REINT, REIAct), giving it a national footprint under a single architecture; in Queensland the platform is marketed as Realworks. It offers roughly 487 templates and 219 annexures covering residential sales, residential property management, rural sales, commercial and business sales, and commercial leasing, with state-specific compliance that is automatically propagated to in-progress drafts whenever legislation changes.

The technology is delivered via any modern web browser on desktop, tablet, and mobile, using HTTPS/JSON APIs with 128-bit SSL encryption and Australian-hosted data. Core capabilities include a Related Forms engine that transfers data between linked agreements, a template and default-information system, multi-user agency controls, agency branding, and an open OpenAPI 3.0 Developer API. The platform is integrated with 21+ CRM systems (PropertyTree, Console, CoreLogic, PropertyMe, MRI Rest Professional, REX, VaultRE, etc.), DocuSign for electronic signatures, Equifax for commercial due diligence, and SecureXchange for deposit-fraud protection. Companion products Inspect Live (iOS/Android inspection app with offline photo capture) and Apply Now (online tenancy applications) extend the offering into adjacent property-management workflows.

REI Forms Live generates revenue primarily through annual subscription licensing to real estate agencies, with differentiated pricing for members versus non-members of state REIs, plus licensing/royalty-style economics from CRM partners that drive embedded usage. Scale signals include approximately 7,000 agencies and 50,000 agents and managers, more than 34 million forms generated since launch, and over 600,000 Australian real estate transactions per month powered through the platform and its CRM integrations.

Name

REI Forms Live

Legal name

Dynamic Methods

Website

https://reiformslive.com.au

Company type

Private

Founded year

2009

Operating status

Operating

Short description

REI Forms Live is an Australian cloud SaaS platform that provides legally compliant, state-specific real estate agreements and forms to approximately 7,000 agencies and 50,000 agents nationwide, distributed via state Real Estate Institutes and embedded in 21+ CRM systems.

Ownership category

akta.pro rank

Product category

Real Estate Forms Software

NAICS

Software Publishers (5132)

akta.pro primary industry

eSignature, Forms & Digital Workflow Platforms (HDAEAHAJ)

Keywords

• Real estate forms software
• Electronic signature platform
• Property management forms
• Electronic contract software
• Agency compliance forms

Headquarters

HQ city

Adelaide

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Operations, Marketing or Sales, Others

Revenue model

1. Subscription / Agency Licensing: REI Forms Live is offered as a SaaS subscription to real estate agencies, with agencies registering for accounts. The registration form distinguishes between REI members and non-members, suggesting differentiated pricing tiers. The company is Australian-owned and operated with all data stored in Australia.
2. CRM Integration Licensing: Revenue is partially derived from CRM integrations where partner CRM systems connect to and drive usage of REI Forms Live, embedding the forms product into the CRM workflow for real estate agencies across 15+ integrated CRMs.

Pricing tiers

Go-to-market motion4 records

Distribution channels5 records

Marketing channels8 records

Core offering

REI Forms Live is a cloud-based SaaS platform that delivers 705+ legally compliant, state-specific real estate forms and agreements for Australian real estate agencies. It enables agents and property managers to create, edit, customise, electronically sign via DocuSign, and manage property transaction documents across all Australian states and territories, with automatic legislative compliance updates, deep CRM pre-population, and an open Developer API. The platform is branded as Realworks in Queensland and is complemented by the Inspect Live mobile app and the Apply Now online tenancy application.

Product overview

REI Forms Live is a cloud-based real estate forms platform providing over 705 interactive, legally compliant forms and agreements for Australian real estate professionals. The platform operates as a unified ecosystem comprising the core REI Forms Live product (known as Realworks in Queensland) for form creation and management, complemented by the Inspect Live property inspection app for mobile condition reports, and Apply Now for online tenancy applications. All products integrate with each other and with 21+ CRM systems. The platform supports electronic signatures via DocuSign, offers an open Developer API, and maintains compliance with real estate legislation across all Australian states and territories through partnerships with Real Estate Institutes.

Differentiator

Problem solved

Functional benefit

Brands

• Inspect Live: Property inspection app for iPhone, iPad and Android devices to complete entry, exit and routine reports including photo attachments
• Apply Now

Products and services

• REI Forms Live Cloud-based real estate forms and agreements SaaS platform enabling agents and property managers to create, edit, customise, electronically sign, and manage 705+ legally compliant property transaction documents online across all Australian states and territories. Used by approximately 7,000 agencies and 36,000–50,000 agents and managers, with DocuSign integration, automatic legislative compliance updates, and 20+ CRM integrations.
• Realworks REI Forms Live branded as Realworks in Queensland, providing the same cloud-based real estate forms platform for Queensland agencies with identical features including electronic signing, form management, and CRM integrations under the REIQ endorsement.
• Inspect Live Companion mobile app for iOS and Android devices that allows property managers and agents to complete property condition reports (ingoing, exit, routine) with photo attachments (up to 250 photos per report) on-site, supporting offline capture and sync to REI Forms Live when back in Wi-Fi range.
• Apply Now Online tenancy application system that integrates with REI Forms Live, allowing prospective tenants to submit rental applications digitally and have the data flow directly into the agency's tenancy workflow.
• REI Forms Live Developer API Open Developer API (OpenAPI 3.0, HTTPS/JSON) providing third-party developers access to forms, templates, user sessions, electronic signing, file management, and agency information across all Australian state environments. Enables any third-party developer to build products and services around the REI Forms Live platform.

Quantifiable outcome

• Over 16 million forms created and downloaded (milestone in May 2018); more than 34 million forms generated since launch (2021)
• +5 more outcomes

Named customers17 records

Segments6 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration25 records

Feature15 records

Partnerships

33 partnerships are on record, tiered major and core.

• SecureXchange (powered by InfoTrack)majorTechnology or Integration · 11 October 2021SecureXchange integration within Realworks enables agents to securely request bank details and deposits from clients, protecting against deposit fraud and scams — an increasing risk in real estate transactions.
• EquifaxmajorTechnology or Integration · 18 December 2020Equifax provides credit reporting, trading history, and director performance reports integrated within REI Forms Live/Realworks. The integration helps commercial agents conduct in-depth due diligence on prospective tenants, identifying 'zombie' and 'phoenix' companies. Equifax holds data on 2.9 million commercial entities, 1 million companies, and 550,000 trusts.
• Inspect LivecoreTechnology or Integration · 8 December 2017Inspect Live is a companion mobile app (iOS and Android) developed by Dynamic Methods for property condition reports. It integrates directly with REI Forms Live, allowing seamless data transfer. Supports offline photo capture with sync when back in Wi-Fi range.
• DocuSigncoreTechnology or Integration · 21 July 2017DocuSign provides world-leading Electronic Signature Technology (EST) integrated directly into REI Forms Live. The integration tracks when documents are sent, opened, viewed, signed, and returned, and automatically emails completed forms back. Described as a world-leading integration that even impressed DocuSign's own American designers with its simplicity.
• Real Estate Institute of the Australian Capital Territory (REIAct)coreChannel Partner/ Reseller/ Distributor · 14 September 2016REIAct collaborates with REI Forms Live to provide ACT-specific real estate forms that are compliant with local legislation. REIAct endorsed and launched REI Forms Live in the ACT in September 2016, providing forms and support to its member agencies.
• Real Estate Institute of New South Wales (REINSW)coreChannel Partner/ Reseller/ Distributor · 14 September 2016REINSW partners with REI Forms Live to provide NSW-specific forms, with joint product development for forms such as the Managing Agency Agreement. REINSW introduced the REALTYPROTECT landlords insurance solution integrated with REI Forms Live in collaboration with CGU.
• Real Estate Institute of South Australia (REISA)coreChannel Partner/ Reseller/ Distributor · 14 September 2016REISA is a key strategic partner that lobbied the South Australian government to allow electronic documentation in real estate. REISA and Dynamic Methods co-developed and launched DocuSign functionality in SA in August 2016. REISA represents over 2,000 real estate professionals in SA.
• Real Estate Institute of Queensland (REIQ)coreChannel Partner/ Reseller/ Distributor · 14 September 2016REIQ endorses and distributes REI Forms Live in Queensland (where it operates under the brand 'Realworks'). REIQ co-organized webinars with REI Forms Live on commercial due diligence featuring Equifax. REIQ CEO Antonia Mercorella has publicly endorsed the platform.
• Real Estate Institute of Tasmania (REIT)coreChannel Partner/ Reseller/ Distributor · 14 September 2016REIT partners with REI Forms Live for Tasmania-specific forms and hosts Property Management Forums where REI Forms Live features prominently. REIT worked with REI Forms Live and the Department of Justice on Tasmania-specific Bond Lodgement and Bond Claim forms.
• Real Estate Institute of the Northern Territory (REINT)coreChannel Partner/ Reseller/ Distributor · 14 September 2016REINT partnered with REI Forms Live to bring DocuSign integration to the Northern Territory. REINT organized training and educational courses on DocuSign for its members, driving adoption of the electronic signature feature.
• Real Estate Institute of Western Australia (REIWA)coreChannel Partner/ Reseller/ Distributor · 14 September 2016REIWA partners with REI Forms Live to provide WA-specific forms and access to its member agencies. WA users access REI Forms Live through members.reiwa.com.au, indicating a deep integration with REIWA's member portal.
• CoreLogic (RP Data Professional)majorTechnology or Integration · 24 May 2016CoreLogic's RP Data Professional is integrated with REI Forms Live, allowing users to find a property in RP Data Professional and with a single click export all vital data into an REI Forms Live form, minimizing additional data entry.
• Agent BoxmajorTechnology or Integration · 31 December 2015Agent Box is listed as a CRM integration partner with direct integration into REI Forms Live, enabling form pre-population for users of the Agent Box real estate CRM.
• EaglemajorTechnology or Integration · 31 December 2015Eagle CRM is integrated with REI Forms Live, allowing users to prepopulate forms directly from their CRM data.
• InspectRealEstatemajorTechnology or Integration · 31 December 2015InspectRealEstate is a CRM integration partner of REI Forms Live, enabling direct data flow between the inspection and listing platform and the forms system.
• MantisPropertymajorTechnology or Integration · 31 December 2015MantisProperty is listed as a CRM integration partner of REI Forms Live.
• Move (Inhabit)majorTechnology or Integration · 31 December 2015Move real estate CRM by Inhabit Software is integrated with REI Forms Live.
• MRI Rest Professional (Rockend)coreTechnology or Integration · 31 December 2015MRI Rest Professional (by Rockend) is integrated with REI Forms Live, enabling property management and sales form prepopulation.
• My DesktopmajorTechnology or Integration · 31 December 2015My Desktop CRM is integrated with REI Forms Live.
• PalacemajorTechnology or Integration · 31 December 2015Palace real estate CRM is integrated with REI Forms Live.
• PropertyMecoreTechnology or Integration · 31 December 2015PropertyMe CRM is integrated with REI Forms Live, enabling form data prepopulation for agents.
• REI CloudmajorTechnology or Integration · 31 December 2015REI Cloud is listed as a CRM integration partner with REI Forms Live.
• REIMastermajorTechnology or Integration · 31 December 2015REIMaster CRM is integrated with REI Forms Live.
• REX SoftwarecoreTechnology or Integration · 31 December 2015REX (real estate software) is integrated with REI Forms Live, enabling seamless form workflows for REX users.
• Sherlock SoftwaremajorTechnology or Integration · 31 December 2015Sherlock Software is a CRM integration partner of REI Forms Live.
• Signifi (by Propic)majorTechnology or Integration · 31 December 2015Signifi CRM (by Propic) is integrated with REI Forms Live.
• VaultREcoreTechnology or Integration · 31 December 2015VaultRE real estate CRM is integrated with REI Forms Live, enabling form prepopulation.
• ZenumajorTechnology or Integration · 31 December 2015Zenu is listed as a CRM integration partner with REI Forms Live.
• Comet (Inhabit)majorTechnology or Integration · 31 December 2015Comet commercial/industrial real estate CRM by Inhabit Software is integrated with REI Forms Live.
• CoreLogic (general)coreTechnology or Integration · 31 December 2015CoreLogic (formerly RP Data) provides multiple integrations with REI Forms Live, including Marketing Direct (targeted marketing database), DocuSign offers, and RPP subscription logins, all negotiated as special member offers.
• PropertyTreecoreTechnology or Integration · 18 December 2015PropertyTree is fully integrated with REI Forms Live across all states and territories (including completed ACT integration as of June 2018). Users can complete sales and property management agreements by prepopulating forms directly from PropertyTree.
• APM PriceFindermajorTechnology or Integration · 9 November 2015APM PriceFinder is integrated with REI Forms Live, enabling users to populate forms directly from APM PriceFinder without re-entering data, saving time.
• Console (GatewayLive)coreTechnology or Integration · 15 May 2015Console's GatewayLive (version 7.29+) integrates with REI Forms Live, allowing complete sales and property management agreements to be prepopulated directly from the Console platform.

Scale indicators9 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Adobe Acrobat Sign: Enterprise e-signature product from Adobe — comparable as a broad e-sign incumbent competing for the same electronic-signature workloads that REI Forms Live embeds DocuSign for.
• DocuSign: Global e-signature leader and a current integration partner of REI Forms Live — comparable as the broader e-sign infrastructure layer that REI Forms Live sits on top of for real estate.
• MRI Software (Rockend — Rest Professional / PropertyTree / Palace): Property management and real estate software platform with Australian products (Rest Professional, PropertyTree, Palace) that are integration partners of REI Forms Live — comparable as a CRM/PM platform owner whose incentives overlap with REI Forms Live's distribution.

Direct peers

• zipForm Plus: Real estate forms platform operated by the US National Association of REALTORS, providing state-specific compliant forms with electronic signature — the closest international analogue to REI Forms Live's institute-endorsed forms model.
• SkySlope: US-based real estate transaction management platform covering listings, contracts, e-signature and compliance — directly comparable workflow and customer profile.
• dotloop: Zillow Group-owned real estate transaction management platform that combines form generation, e-signature and workflows for US real estate agents — directly comparable to REI Forms Live's transaction workflow thesis.
• Instanet Solutions (Authentisign): Real estate-focused electronic signature and transaction platform used across US brokerages — comparable as a vertically-focused e-sign/workflow product layered on top of forms.
• Lone Wolf Technologies (TransactionDesk): Real estate back-office and transaction software suite, including forms and e-sign via TransactionDesk — comparable as a vertically-integrated transaction workflow vendor for real estate brokerages.

Others

• REA Group (realestate.com.au): Australia's dominant residential property portal and parent of InspectRealEstate; comparable as the larger Australian real estate ecosystem incumbent whose adjacencies (CRM, listing, forms-adjacent tools) shape REI Forms Live's competitive context.

Emerging players

• InspectRealEstate (.id): Australian listing and inspection scheduling platform integrated with REI Forms Live — comparable as an adjacent real estate workflow product that intersects with the agency tech stack.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/reiformslive
• Facebookfacebook.com/REIFormsLive
• LinkedInlinkedin.com/company/dynamic-methods_2-rei-forms-live

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about REI Forms Live