Creating a New Property Onboarding Form Has Never Been Easier
A new property onboarding form is an important way to collect the necessary information from customers when they are signing up for a new property. With the right form, you can make it easy to gather the right data and ensure that nothing important is missed.
At File Request Pro, we offer a template that can help you quickly create a professional property onboarding form. Our form is extremely customizable and white-labeled so that it can be edited to fit your company's branding. Also, our software allows you to collect unlimited entries, sync with Google Drive, SharePoint and Dropbox, and automate emails based on the responses.
With File Request Pro, creating a new property onboarding form has never been easier. Get started today and give your customers the best onboarding experience.
Frequently Asked Questions
- What is the purpose of this form?
The purpose of this form is to create a comprehensive onboarding form that can be used for collecting and organising the necessary information from clients when applying for a new property.
- When should I use this form?
This form should be used whenever you are looking to create a property onboarding process in order to streamline the process of obtaining the necessary information from clients.
- What information will the form collect?
This form will collect detailed information about the client, including contact information, financial details, and information about the property they are interested in.
- How can I customize this form?
There are several ways you can customize this form, including adding additional questions or fields, changing the order of the questions, and changing the appearance.
Make it uniquely yours
Add your own logo and company colours to the upload page. Choose your language. Make more detailed UI changes using CSS.
Learn more about branding your document collection process.
Use conditional logic
Hide and show form fields depending on user input. Only show your clients relevant questions and improve their user experience. Read more about conditional logic.
Find out more about conditional logic.
Use multiple pages for longer or complex forms. Clients click through using clear call to action buttons, so they see only a few questions at once. Conditional logic can be applied to pages as well as individual questions.
Read more about the flexible upload-page layouts.
Make life easy with integrations
File Request Pro natively connects with Google Drive, Dropbox, SharePoint and OneDrive. Set up takes 2 minutes. Files are automatically sent to a folder or subfolder of your choice.
Learn about our integrations.
The easiest way to offer a secure upload service that your clients will love.
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