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Frequently Asked Questions Transition from Instanet e-Forms to Reveal Systems’ TrueForms™
At GBAR, our goal is to provide you with the most value for your membership dues dollar and that means provide the highest quality products and services. Since many of our members take advantage of our real estate forms library and our E-Forms Platform, and it had been more than five years since we first introduced this member benefit in 2002, the association leadership felt it was in the best interest of our members to examine the expanded universe of electronic forms products available to the real estate industry prior to renewing it’s existing agreement with the present vendor. In the summer of 2007, GBAR issued an RFP, seeking pricing proposals and presentations from several companies which work with the real estate industry and REALTOR® associations to deliver forms and other transaction management tools to agents and brokers. A task force of GBAR members was appointed and met over several months to evaluate products, pricing, and customer service capabilities. In December 2007, after much deliberation, the task force voted to recommend the association enter into an agreement with Reveal Systems for its TrueForms™ product, finding that it offers a very intuitive platform that is easy to navigate, provides many custom branding and advanced editing features, and delivers superior customer services to users. The GBAR Board of Directors accepted the task force’s recommendation, but due to timing issues instructed the association to renew its contract with Instanet Solutions for 2008 to provide uninterrupted E-Forms service and soft launch the TrueForms™ product in this summer prior to formally switching vendors on January 1, 2009.
We believe TrueForms® will allow our members to be more productive with the user-friendly interface that TrueForms™ provides as well as its superior customer support.
No, like Instanet e-Forms, TrueForms™ is a complimentary component of your GBAR membership.
While some capabilities will be different, most are the same and it offers several more... TrueForms™ is compatible with the transaction management systems SettlementRoom™, SureClose™ and TransactionPoint™. Unlike Instanet, TrueForms™ has a bookmark feature, unlimited sticky notes and margin notes for forms, a highlight and click strikeout feature, and the online and desktop user interface are identical when using TrueForms™.
TrueForms™ and eForms are not compatible, which means if you’re making the switch to TrueForms™ you’ll need to save any of your old files you wish to keep on an external storage device or on your computer’s hard drive.
When in the document “click” on the File Cabinet Icon: then “Archive the form to your local computer,” Follow to “Archive Flattened” and then click on “Archive.” The document will be automatically sent to your email address as a PDF file that you can download on your computer.
Yes, there is a toll-free help line specifically for GBAR members. Just call 1-866-790-8783 during support hours: M-F 8 am – 5 pm MST.
Reveal Systems has a variety of resources on its website to learn about TrueForms™. When you log into the site, you will note the online, easy to use training materials including a Quick Start Video, a PDF Quick Start Guide and a Power Point Quick Start Guide. The “How To” sections will take you step by step from getting started with a PDF, sending Email From TrueForms™ Online to Creating Forms Packages.
Yes, we will also be offering several live classroom training sessions on July 16th at the Courtyard Marriott, Natick. TrueForms Training Faxable Registration or Register on line for Training
The platform is being changed by GBREB for all it’s members, not individual brokers. As such, TrueForms™ will be the only platform that GBREB will be offering.
No, TrueForms™ will be the only platform that GBREB will be offering as part of your membership dues.
Yes, TrueForms™ is compatible with SettlementRoom™, SureClose™ and TransactionPoint™.
You will receive an e-mail directly from Reveal Systems containing your site ID and pass code, at which time you may begin using TrueForms™. Designated REALTORS® and Office Managers are scheduled to receive the e-mail on or about September 8 and agents on or about October 1, 2008. However, check with your broker or office manager to confirm that the office will begin service that day.
No, TrueForms™ is a PC only based system. They anticipate coming out with a platform independent system in late 2009.
If you would like to continue using e-FORMS by Instanet you may do so at a cost of $49 per year. Instanet order information available at: http://www.instanetsolutions.com/eforms/order.html
It will still be offering an Individual Desktop Version [same as Individual CD but now only downloaded] and Individual Internet Version. Additionally, we will be offering a new feature, “Custom Office Forms Site,” see below for further details.
A Custom Office Forms Site will allow your company to have its own individual Site ID for agents to log in to and allows you to add your own company’s custom contracts and other documents that you desire be made available only to your agents. In others words, your agents can have access to any documents you desire they utilize all on the same platform and in the same forms library. Taking advantage of the custom site feature also allows you to incorporate any company or corporate logo onto the forms thus providing you with instant branding as logos will automatically appear on all documents; and, a direct URL that you can place on your own web site or intranet site.
The cost of establishing a Custom Office Forms Site is $600.00 per company [includes one time set-up and cost per year fees] plus a charge of $35.00 per letter-sized page for any contract or document to be included in the forms library. This is a discounted price only available until December 8, 2008, after which time the individual price per page will increase to the standard fee of $135.00 per page. Further, there is a $350.00 fee per year renewal fee.
No, any purchases made before December 8, 2008 shall not expire until December 31, 2009, but would then need to be renewed for 2010.
A Custom Site Order Form can be found on www.gbar.org/TrueForms, printed out, completed and then be mailed or faxed directly to GBREB. Upon processing of payment, you will receive a “Custom Forms Agreement” and coordinate the uploading of information, your logo/branding and forms directly to Reveal Systems, Inc. Please remember, this custom forms rate of $35.00 per page expires December 8th, 2008.
Additional information shall be delivered over the next several weeks via email, and you can read more at www.gbar.org/TrueForms. Further, please do not hesitate to contact GBAR Counsel Bill Mullen at 617-399-7842 or via e-mail at wmullen@gbreb.com. |
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