About Liveoak

Liveoak'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™.

Key benefits of Liveoak

  • 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.

  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Images

    Conference and synchronously edit applications and agreements in real-time with your customers.
    Guide your customers through the digital signature process while inside a video conference session.
    Detailed System-of-Audit™ provides every action taken inside the conference down to the keystroke.
    Upload selfies, wet signatures, photo identification and other required documentation through Liveoak's mobile upload.
    Through Liveoak's System-of-Audit, all conference assets are attached to the conference record.
    Upload files and documents directly to the Liveoak conference.
    View 7 more
    Liveoak video Liveoak screenshot: Conference and synchronously edit applications and agreements in real-time with your customers. Liveoak screenshot: Guide your customers through the digital signature process while inside a video conference session. Liveoak screenshot: Detailed System-of-Audit™ provides every action taken inside the conference down to the keystroke. Liveoak screenshot: Upload selfies, wet signatures, photo identification and other required documentation through Liveoak's mobile upload. Liveoak screenshot: Through Liveoak's System-of-Audit, all conference assets are attached to the conference record. Liveoak screenshot: Upload files and documents directly to the Liveoak conference.

    Features

    Total features of Liveoak: 39

    • Access Controls/Permissions
    • Archiving & Retention
    • Audit Management
    • Audit Trail
    • Authentication
    • CRM
    • Collaboration Tools
    • Communication Management
    • Compliance Management
    • Conferencing
    • Content Management
    • Customer Engagement
    • Customizable Templates
    • Digital Signature
    • Document Imaging
    • Document Management
    • Document Review
    • Document Storage
    • Document Templates
    • Electronic Signature
    • Feedback Management
    • Forms Management
    • Live Chat
    • Mobile Access
    • Mobile Signature Capture
    • Onboarding
    • Project Management
    • Real Time Data
    • Real Time Editing
    • Reminders
    • SSL Security
    • Synchronous Editing
    • Task Progress Tracking
    • Template Management
    • Two-Factor Authentication
    • Usage Tracking/Analytics
    • Version Control
    • Video Conferencing
    • Video Support

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    Reviews

    Overall rating

    4,4 /5
    (51)
    Value for Money
    4,4/5
    Features
    4,1/5
    Ease of Use
    4,3/5
    Customer Support
    4,4/5

    Already have Liveoak?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 51
    Adam D.
    Overall rating
    • Industry: Financial Services
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

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

    Reviewed on 2018/03/06

    It has drastically reduced the time it takes to get completed paperwork back from clients and has...

    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.

    Verified Reviewer
    Overall rating
    • Industry: Financial Services
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

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

    Reviewed on 2018/03/06

    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.

    Matthew S.
    Overall rating
    • Industry: Financial Services
    • Company size: 501-1 000 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 5.0 /10

    LiveOak Review

    Reviewed on 2020/02/19

    the ability to sign paperwork electronically and quickly review that paperwork with a client to...

    the ability to sign paperwork electronically and quickly review that paperwork with a client to address any questions they have.

    Pros

    What I like most about this software is the ability to quickly email a link to an agreement, so that I can walk that individual through the agreement.

    Cons

    There are several areas for improvement. It would be great, if we could upload a pre-fill form, and the information from that prefill form auto-populates in liveoak based on field names. I've listed a few more items below to simply this review:
    - Add additional documents to a room after the room has been created.
    - Ability to add trustee's after the room has been created
    - Bot that scans common forms and autocreates a template that can be used with liveoak.
    - Integration with salesforce, so that the required paperwork can be automatically sent based on information entered in Salesforce. Also, status updates in salesforce based on opportunity ID/proposal number.
    -Specific step by step instructions when signing (i.e. Helptext)

    Verified Reviewer
    Overall rating
    • Industry: Financial Services
    • Company size: 10 000+ Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Game changer for our business

    Reviewed on 2018/12/06

    When we launched electronic signature for our business, we had very low adoption rates among users...

    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.

    Verified Reviewer
    Overall rating
    • Industry: Financial Services
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

    • 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

    Reviewed on 2018/03/09

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

    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.

    Showing 5 reviews of 51 Read all reviews

    Liveoak FAQs

    Below are some frequently asked questions for Liveoak.

    Liveoak offers the following pricing plans:

    • Starting from:
    • 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.

    We do not have any information about Liveoak features

    Liveoak has the following typical customers:

    11-50, 51-200, 201-500, 501-1 000, 1 001+

    Liveoak supports the following languages:

    English

    Liveoak supports the following devices:

    Liveoak integrates with the following applications:

    DocuSign

    Liveoak offers the following support options:

    Email/Help Desk, FAQs/Forum, Phone Support, Chat

    Related categories

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