Here is just some of the great feedback that we have received from our customers.

Collaborate with Remote Customers

“Users are able to collaborate and sign electronically, which saves a substantial amount of time during the signing process. The audit trail has come in handy when there are questions or issues during the onboarding process. The main aspect that stands out to me is Liveoak’s professionalism and customer support.”

    “Sales teams are able to collaborate with users in real time.”

“Liveaok has created a seamless way to edit documents with clients to have them sign via DocuSign.”

Reduce Errors and Omissions

“Makes my job easier and saves time. Paperwork is submitted correctly the first time. Clients are impressed with the technology.”

“Faster processing times and less errors on paperwork received.”

“It has allowed us to get signed paperwork in the door faster and reduced the number of errors on our forms. From a professional development standpoint, as someone who is in internal sales, the software has allowed me to connect with many more plan sponsors which has been a great experience.”

Improved Customer Experience

“I enjoy Liveoak because it provides an interactive way to complete paperwork for our clients.”

“Allows flexibility with coordinating schedules between multiple parties, easy ways to process paperwork without having errors and full audit trails. The client also gets an experience that makes them feel like they are with a company that is investing in technology and helping them be more efficient. Liveoak has an excellent team and support to go along with a product that is truly an innovator in this space.”

“Overall, Massively cut down the time frame for our client’s journey.”

“This product is very easy to use with many different people, over many different systems (windows, mac, cell phones, etc.)”

“Ease of use. Both clients and employees comment on how intuitive it is. Audit function is very important to certain businesses and vital for ongoing compliance.The quality of video and document uploads provides additional comfort to the user. The Live Oak team are excellent and listen to feedback, releasing updates frequently.”

“Liveoak has greatly helped make our paperwork process more streamlined and efficient.”

“Liveoak is overall a positive experience for our sales team and clients.”

“Technology that makes signing paperwork hassle free and more efficient by leveraging virtual solutions.”

“My favorite part of the software is that we are virtually able to be in a conference with many people while completing paperwork. It provides such a high touch experience for our advisors and clients. My favorite part is finishing each call with a request by text message for their actual signature. Everyone loves it!”

“The software is very easy to use both as an agent and for the client. The feedback we have received as a business has been exclusively excellent.Very good software, very responsive support team.”

“Improved client experience (saving client, time, money, and hassle) and work reduction (able to close down cases quickly).”

“Overall, increase client satisfaction, time saver, improved our paperwork process.”

“It is fairly easy for us to use and very easy for the client. The overall functionality is great. Good looking user interface. Integration with DocuSign is generally very smooth. Allows me to do my job more easily. Clients like the experience and are impressed with the technology.”

Sign and Complete Paperwork Faster

“I am able to get new account paperwork to our processing department faster than ever before!! When volume counts, this has directly contributed to my success on the sales desk!”

“Huge time saver for the proposal signing process.”

“Very easy to use, quickly editable and reduces the time required to get multiple sets of paperwork signed.”

“Overall – quick turnaround for paperwork.”

“Gets the paperwork signed quickly and that we can all view together/answer questions. Love the phone text/easy upload feature for specimen signatures.”

“Liveoak has been a great asset to my team. It has allowed us to get signed paperwork in quicker.”

“Overall – It has drastically reduced the time it takes to get completed paperwork back from clients and has eliminated errors or missed signature sections.”

Click to read Liveoak’s reviews on Capterra. 

Case Studies & Whitepapers

Remote Account Opening

Use Liveoak to create a remote live customer interaction. We know from experience that complex paperwork, transactions and remote customer onboarding requires professional assistance.

 

Liveoak Technologies

We get virtual business done™