New Ways to Streamline Your Workflows: Introducing Jot Form & e-Signature Integrations + Custom Property Forms

In the fast-paced world of property management, "busy work" is often the silent killer of growth.

We’ve all been there: copying data from a PDF application into your CRM, chasing down a tenant for a missed signature on a lease, or realizing that your software doesn't have a specific field to track the one piece of property data your owners care about most.

When your tools don’t talk to each other, your team pays the price in lost time, and your customers pay the price in slower service. At LeadSimple, our mission has always been to provide the connecting pipes for your business. Today, we are taking a massive leap forward in that mission.

We are thrilled to announce three major updates designed to eliminate manual tasks and keep your data moving: Jotform integration, e-Signature integrations, and custom property forms.

Capture Data Effortlessly with Jotform

Status: Live Now

Forms are the front door of your business. Whether it’s a new owner inquiry, a maintenance request, or a rental application, information usually starts with a form.

With our new Jotform integration, that data no longer has to sit in an inbox waiting for a human to move it. You can now link Jotform’s powerful, logic-based forms directly to your LeadSimple workflows.

• Why it matters: Data captured in Jotform flows instantly into LeadSimple, triggering the next step in your process automatically.
• Use Case: Create a sophisticated "Owner Lead" form on your website. When a prospect hits "submit," a lead is automatically created in LeadSimple, assigned to a team member, and an initial "Thank You" email is sent.

Learn more in this training article.

Close Deals Faster with E-Signatures

Status: Rolling out over the next few weeks

Getting a "Yes" is great; getting a signature is what matters. In the past, managing e-signatures often meant exporting documents, uploading them to a third-party site, and manually checking back to see if they were signed.

By integrating the leading e-Signature tools directly into LeadSimple, we’ve closed the loop.

• Why it matters: You can now send legally binding documents for e-signature without ever leaving the LeadSimple interface.
• Use Case: Once a lease is generated in your workflow, send it via the e-Signature integration. LeadSimple can track the status of the document, ensuring that your team knows exactly when the deal is officially closed and the next stage of onboarding can begin.

Data Your Way: Custom Property Forms

Status: Rolling out over the next few weeks

No two property management portfolios are exactly the same. Some managers need to track HOA specifics, while others need to document specialized HVAC requirements or unique landscaping schedules. Standard fields often fall short.

That’s why we are introducing Custom Property Forms. This update gives you the flexibility to tailor your data collection to the specific needs of your business.

• Why it matters: You are no longer confined to "out of the box" data fields. You can build forms that capture the exact property details you need to provide elite service.
• Use Case: Create a "Property Onboarding Form" that includes custom fields for "Roof Warranty Expiration" or "Smart Home Integration Codes." This ensures that every piece of vital information is centralized and searchable within LeadSimple.

Building a Unified Ecosystem

The property management industry is shifting. The winners won’t be the companies that work the hardest, but the ones that work the smartest. By unifying your forms, your signatures, and your custom data within LeadSimple, you aren't just "organizing" your work – you are automating your growth.

These updates reduce the "switch-tasking" tax that slows down your team, allowing you to focus on building relationships rather than managing spreadsheets.

Ready to see it in action?

The Jotform integration is live today for all users! e-Signatures and custom property forms are beginning a phased rollout over the next few weeks to ensure a seamless transition for every customer.

To find out how you can implement these updates, and learn more about other LeadSimple integrations:

VISIT THE HELP CENTER

Have questions about how to set up these integrations for your specific workflow? Reach out to our support team – we’re here to help.