What is a smart form?

  • SmartForm™ is a feature within DealTap that provides built-in intelligent features. When sending forms out for signatures, you no longer need to tag the signature fields. SMARTFORM will recognize the role of the party in the agreement, and automatically generate tags for fields that are applicable to them.
  • With our SmartForm™ technology, DealTap understands what each field means in every OREA form. This means we can alter you and your respective parties if inputs are missing or entered incorrectly. This ensures documents are executed right the first time, protecting you from any potential liabilities down the road.
  • We understand it takes time to properly mark where each party needs to sign. Every SmartForm™ has built-in electronic signatures so signatures and initials are already marked for all parties. Simply add your respective party and share for electronic signing, we guide them through the signing process to make sure it is done right every time.
  • Smart Alerts are notifications that appear when creating a deal using SmartForms. SmartForms recognize if there is any missing information (such as missing field, signatures, dates, initials, etc.) and will prompt the user to correct these errors.Screen Shot 2016-09-13 at 4.00.50 PMScreen Shot 2016-11-01 at 10.45.19 AM

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