Liveoak Technologies

We help you get virtual business done™

4.4 /5 (51 reviews) Write a Review!

Liveoak Technologies Overview

What is Liveoak Technologies?

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™.

Liveoak Technologies Overview

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

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

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

Liveoak Technologies Reviews

Liveoak Technologies Reviews

Overall rating
4.4
/
5
Excellent
25

Very good
21

Average
4

Poor
1

Terrible
0

Value for Money
4.4
Features
4.1
Ease of Use
4.3
Customer Support
4.4
90% recommended this app
Adam D.

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

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


Verified Reviewer

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

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


Matthew S.

LiveOak Review

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


Martyn P.

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

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


Casey A.

Liveoak Review


Adam D.
Industry: Financial Services

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

Used Daily for 6-12 months
Reviewed on 3/6/2018
Review Source: Capterra

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
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Financial Services

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

Used Weekly for 1+ year
Reviewed on 3/9/2018
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

Matthew S.
Industry: Financial Services
Company size: 501-1,000 Employees

LiveOak Review

Used Daily for 1+ year
Reviewed on 2/19/2020
Review Source: Capterra

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)

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

Martyn P.
Industry: Banking
Company size: 10,001+ Employees

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

Used Daily for 6-12 months
Reviewed on 3/23/2018
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

Casey A.
Industry: Financial Services
Company size: 5,001-10,000 Employees

Liveoak Review

Used Daily for 1+ year
Reviewed on 2/13/2020
Review Source: Capterra

Pros

It makes it a lot easier to control our paperwork process and makes signing more accessible for the trustees, which makes the sales process quicker.

Cons

If you are setting up a room and you forget to add something or you use the wrong template, you have to make a whole new room vs being able to edit it, which is inefficient and ends up taking up more time then you're intending to spend on setting up paperwork.

Rating breakdown

Ease of Use

Likelihood to recommend: 8.0/10

User recommendation
8.5/10
Based on 51 user ratings
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Liveoak Technologies Pricing

Liveoak Technologies Pricing

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

Value for Money
4.4/5
Based on 51 user ratings
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Liveoak Technologies Features

Liveoak Technologies Features

API
Access Control
Activity Dashboard
Activity Tracking
Automatic Notifications
Chat
Collaboration Tools
Collaborative Workspace
Commenting
Customizable Branding
Document Management
Document Storage
Drag & Drop Interface
File Management
Permission Management
Projections
Reporting & Statistics
Search Functionality
Third Party Integration
Workflow Management
Features
4.1/5
Based on 51 user ratings
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Categories

Additional information for Liveoak Technologies

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
  • 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

    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
    • 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:

    Phone Support, Online Support, FAQs, Video Tutorials