Liveoak Technologies

Liveoak Technologies

We help you get virtual business done™

4.5/5 (33 reviews)

Liveoak Technologies Overview

Livoeak's Virtual Interactions™ platform enables enterprises and their customers to accurately complete virtual agreements, multi-step transactions and workflows faster.

By combining Liveoak's functionality with your own highly trained representatives, your customers will receive both the benefit of human assistance with the convenience of a digital experience. Specific functionality includes the unique combination of web conferencing, synchronous form editing, digital signature, screen sharing, selfie photo upload, ID capture, wet signature upload, file sharing and audio/video conference recording (video attestation). Liveoak combines best in class productivity tools into one seamless platform to help you get virtual business done.

Liveoak's platform includes the System-of-Audit™ captures and records all of the conference activity and data down to the keystroke for a complete record of all transaction data by participant.

Liveoak Virtual Interactions™ platform activity and all customer data are wrapped in bank-grade security, compliance and capabilities for the most complex customer interactions.

Liveoak is a cloud-based, Software-as-a-Service platform that is designed to run alongside existing IT infrastructures (and legacy systems). Therefore, you can start using Liveoak without putting additional stress on internal IT resources.

Liveoak Technologies. We help you get virtual business done™.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

Liveoak Technologies Reviews

Overall rating
4.5/5
94% positive reviews
18
Excellent
13
Very good
2
Average
0
Poor
0
Terrible

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

Used Daily for 2+ years
Reviewed on 2018/03/06
Review Source: Capterra

Pros

Allows flexibility to 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. LO has an excellent team and support to go along with a product that is truly an innovator in this space.

Cons

Some of the functionality is evolving still - LO has already came so far in the last year alone and some of the features we spoke about early on during set up are now being implemented and used in live scenarios.
I think one of the biggest hurdles that could arise when onboarding a new firm that would like to use Liveoak is when that specific company's ppwk is complex - they will need to find the right team to figure out the "work flow" that would make the best sense for that particular company and the processes they have in place for ppwk processing. It makes it slightly harder to scale this type of technology with multiple firms and different paperwork. Not many people realize the front end work and time that goes into finding the right "work flow" for each different paperwork scenario. 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. They have always exceled in customer service and support and that itself differentiates their company from others.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Game changer for our business

Used Daily for 1+ year
Reviewed on 2018/12/06
Review Source: Capterra

When we launched electronic signature for our business, we had very low adoption rates among users because it wasn't necessarily intuitive and the process was a bit clunky. Using Liveoak has made it easy for our users, and given us that extra edge over our competitors due to the fantastic cobrowsing/editing capabilities that allow us to quickly and easily complete what can otherwise be very complicated and lengthy paperwork.

Pros

The cobrowsing and editing feature to complete paperwork for our new clients has been a game changer for us. With Liveoak, we can ensure that paperwork is in good order and easily launch into the e-signing process, making for a smooth onboarding process for our clients.

Cons

Initially there have been limitations in what it can do as far as the actual document tagging (in comparison to Docusign, for example), but the Liveoak team has actively worked with us to continue to enhance their capabilities.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10

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

Used Weekly for 1+ year
Reviewed on 2018/03/09
Review Source: Capterra

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

Pros

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.

Cons

Majority of cases run smoothly, but sometimes we run into system issues and limitations that make this not the best solution in some cases. There are too many templates in our system. It is time consuming to create a conference and we are unable to add or edit documents once a conference is created. As a user, once envelope moves to docusign we cannot see it, edit or resend an email - we have to go to an administrator. We also have to talk clients through the process because it's not easy for them to figure out on their own.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Martyn P.

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

Used Daily for 6-12 months
Reviewed on 2018/03/23
Review Source: Capterra

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

Pros

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

Cons

No issues.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Grant H.

LiveOak - End-User Review

Used Daily for 1+ year
Reviewed on 2018/12/07
Review Source: Capterra

Exponentially accelerating the speed at which client-signed paperwork can be collected, also allowing for extreme flexibility in the environment which the client can be in when signing.

Pros

This software is very attractive to technology-oriented individuals, and makes getting signed paperwork easy especially with people that are rarely stationary!

Cons

Somewhat of a rigid structure that must be followed in order to set up the room to get sold case paperwork signatures.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10

Liveoak Technologies Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Liveoak’s pricing varies by the size of the job and number of users or seats deployed. Contact Liveoak for detailed pricing information.

Liveoak Technologies Features

  • Collaboration Tools
  • Document Storage
  • SSL Security

  • API
  • Access Control
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Chat
  • Collaborative Workspace
  • Commenting
  • Communication Management
  • Customizable Branding
  • Document Management
  • Drag & Drop Interface
  • File Management
  • Permission Management
  • Projections
  • Search Functionality
  • Third Party Integration

Additional information for Liveoak Technologies

Key features of Liveoak Technologies

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

Benefits

  • Liveoak helps financial institutions and regulated industries to virtually engage and complete work with customers through our Virtual Interactions™ platform.

  • By seamlessly combining tools like eSignature, digital video conferencing, synchronous form editing, identity verification and file sharing, enterprises virtually onboard new customers, complete multi-step workflows and agreements.

  • Reduce NIGO (not in good order status) and experience over 99% accuracy on completed customer agreements.

  • Virtually guide customers through complicated applications and agreements - as if meeting face-to face, in person.

  • Improve digital completion rates by 12x by engaging remote customers and providing expert assistance.

  • Increase digital signature adoption rates by walking customers through the process.

  • Liveoak's bank-grade security wraps a protective layer around your customer interactions and data.

  • Liveoak's System-of-Audit™ offers a comprehensive record of all conference activity down by participant to the keystroke.

  • Close deals 60% faster.

  • Feel confident knowing that Liveoak operates with the highest level of integrity and trust. Liveoak is SOC 2 certified and HIPAA Security Rule compliant.

  • Liveoak Technologies FAQs

    Below are some frequently asked questions for Liveoak Technologies.

    Q. What type of pricing plans does Liveoak Technologies offer?

    Liveoak Technologies offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Available

    Liveoak’s pricing varies by the size of the job and number of users or seats deployed. Contact Liveoak for detailed pricing information.

    Q. What are the main features of Liveoak Technologies?

    Liveoak Technologies offers the following features:

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

    Q. Who are the typical users of Liveoak Technologies?

    Liveoak Technologies has the following typical customers:

    Large Enterprises, Mid Size Business

    Q. What languages does Liveoak Technologies support?

    Liveoak Technologies supports the following languages:

    English

    Q. What type of pricing plans does Liveoak Technologies offer?

    Liveoak Technologies has the following pricing plans:

    Subscription

    Q. Does Liveoak Technologies support mobile devices?

    We do not have any information about what devices Liveoak Technologies supports

    Q. What other apps does Liveoak Technologies integrate with?

    Liveoak Technologies integrates with the following applications:

    DocuSign

    Q. What level of support does Liveoak Technologies offer?

    Liveoak Technologies offers the following support options:

    FAQs, Online Support, Phone Support, Video Tutorials