S-Forms
Powering efficiency. Elevating every experience.
S-Forms
S-Forms is the ultimate productivity cheat code, eliminating inefficiencies so agents can focus on what truly matters—building relationships, closing deals, and serving clients. Powered by advanced automation, S-Forms’ innovative document generation and dynamic forms ensure every step is seamless. With automated processes, real-time updates, and effortless collaboration, S-Forms’ smart tech saves time, reduces errors, and maximizes success for both agents and clients.
For Busy Agents to Prioritize What Matters
Automate, Simplify, Succeed
Open Sign-In Forms
When someone signs in at an open house on an S-Form, their info is instantly added to the property’s S-List, where agents can work leads and create offers. Clients can then track interest levels with access to this via their Interest Tracker, keeping them in the loop on momentum.
Schedule S Forms
Schedule S simplifies and streamlines deal paperwork by automating key details directly from S-RM into a structured, agent-friendly format. Powered by S-Forms, it ensures all necessary terms, conditions, and disclosures are properly formatted to protect our clients’ best interests, reducing errors and saving our agents time. With Schedule S, agents can generate, review, and send essential documents with ease—keeping transactions smooth, efficient, and fully compliant.
S-Forms ensures that every interaction is smooth, accurate, and efficient, creating a better experience for everyone involved.
Questions? Answers.
What is S-Forms?
S-Forms is a powerful automation tool within S-RM SHANE Relationship Manager, streamlining both document creation and smart forms. It eliminates manual data entry, reduces errors, and ensures that every form or document is pre-filled with accurate, up-to-date details.
How does S-Forms integrate with S-RM?
S-Forms is fully integrated with Business Tracker (S-RM), enabling two-way data flow. It pulls real-time data to auto-fill forms and documents, and it pushes updates back into S-RM—ensuring agents always work with the latest information.
What kinds of forms does S-Forms create?
S-Forms powers both interactive forms (like Open Sign-In Forms) and automated documents (like Schedule S).
