Liveoak Features

Liveoak

Conferencing & collaboration platform

4.33/5 (12 reviews)

Liveoak Feature Summary

  • Chat / messaging
  • Audio / video conferencing
  • Sequential signing
  • Expiration date
  • Real-time collaboration
  • System audit reporting
  • Audit log
  • Document overview
  • Templates
  • Authentication
  • Mobile signature
  • Multi-party signing
  • Compliance management
  • Audit trail
  • Electronic signatures
  • Bank-grade security (SSL)
  • Record all session on data and keystrokes
  • File upload
  • Device-agnostic
  • Virtual meeting room
  • Forms library
  • Electronic document routing
  • CRM integration & data capture
  • Digital workflow
  • Omnichannel communication
  • CRM integration & data capture
  • Identity authentication (photo/video ID capture)

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Competitor Feature Comparison

Liveoak Feature Reviews

10 reviewers had the following to say about Liveoak's features:

Anonymous
A verified reviewer

Great experience with the majority of cases, but sometimes experience issues and limitations

2018-03-09

Makes my job easier and saves time.

Pros

The overall functionality is great.

Cons

It is time consuming to create a conference and we are unable to add or edit documents once a conference is created.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Martyn Padden

Excellent. Live Oak are very supportive and always available to talk to.

2018-03-23

Enhanced controls environment Improved client experience (saving client, time, money, and hassle) Work reduction (able to close down cases quickly)

Pros

Both clients and employees comment on how intuitive it is

Cons

No issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sarah Mitchell

I have been using liveoak for over a year and find the system extremely easy to use and set up.

2018-03-27

Easy to navigate a non- techy client to allow camera and microphone access on their laptop/ computer to give them full access to liveoak

Pros

Easy to arrange a conference and to edit should it need to be re-arranged.

Cons

We work with the system in order to take face to face images of documents - being able to view the images and still talk to the camera was a much better layout.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Robert Hoang

Liveoak is overall a positive experience for our sales teams and clients.

2018-03-06

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

Pros

Users are able to collaborate and sign electronically, which saves a substantial amount of time during the signing process.

Cons

Integration with DocuSign can lead to performance issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Kim Locklear

I enjoy liveoak because it provides an interactive way to complete paperwork for our clients.

2018-03-08

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

Pros

My favorite part is finishing each call with a request by text message for their actual signature.

Cons

I know that it takes time and work to have fully fillable documents, but at times it can become cumbersome trying to navigate through the templates to figure out which one works.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Technology that makes signing ppwk hassle free and more efficient by leveraging virtual solutions.

2018-03-06

Pros

Allows flexibility to coordinating schedules between multiple parties, easy ways to process paperwork without having errors and full audit trails.

Cons

I think LO is on the right track and have already made tremendous strides in the technology that they offer and I'm excited to see it continue to grow.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Arthur Michaels

LiveOak has greatly helped make our paperwork process more streamlined and efficient.

2018-03-19

Increase client satisfaction, time saver, improved our paperwork process.

Pros

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

Cons

This has caused some instability in regards to the functionality at times.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Adam Dani

Liveoak has created a seamless way to edit documents with clients to have them sign via DocuSign

2018-03-06

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

Pros

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

Cons

Once a room is created it would be nice if there was a way to edit what documents were included in that room, without having to set up an entirely new room.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kelsey Slonieski

when it is working and loads correctly it is good

2018-03-09

Quick turnaround for paperwork

Pros

Love the phone text/easy upload feature for specimen signatures.

Cons

limited help when a problem does arise. Working Pacific hours and a loading problems occurs past 5pm EST - seems nobody can help. Also when there is a fund update on our platform, I feel like it takes a few weeks to get the whole system back to running smoothly

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Kelly Heyes

Very good software, very responsive support team.

2018-03-26

Massively cut down the time frame for our clients journey.

Pros

The software is very easy to use both as an agent and for the client.

Cons

There is nothing I like least about the software. In the time I have been using it , it has never let me down in any way.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Other

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more