Learn how to set up and use the REI Forms Live integration in MRI Vault to create, manage, and store prescribed forms seamlessly.
This article covers:
About REI Forms Live integration
The REI Forms Live integration allows you to create and manage prescribed forms directly within MRI Vault. Once connected, all forms are stored in one location for easy access and compliance.
Set up the integration
Before creating forms in MRI Vault, you need to link your MRI Vault account with your REI Forms Live account. This is a one-time setup.
- Go to: My Integrations > REI Forms Live (or Realworks/Forms Live in QLD)
- Click Connect to open the secure REI Forms Live login page
- Enter your REI Forms Live credentials
- Grant MRI Vault access when prompted, then click Yes
- After successful authentication, you’ll return to MRI Vault and see options like Go To Forms Live or Go To REI Forms Live
Create forms in MRI Vault
Once the integration is set up, you can create property forms directly in MRI Vault.
- Go to: A property profile > Other > REI Forms Live or Forms Live
This page shows all previously created forms for the property.
- In the search box, type the name of the template you want to use
- Select the template from the list
- Define a name for the form (pre-filled with the property address)
- Click Create Form to merge MRI Vault data into the form
- Choose Close or Open Form to access it in REI Forms Live / Forms Live
Manage existing forms
Forms created in MRI Vault appear under Existing Forms for the property.
You can:
- View
- Update
- Download
- Delete
Finalise forms
When the form is complete:
- Click Finalise in REI Forms Live / Forms Live
- MRI Vault updates the form status to Finalised (no further edits allowed)
- A PDF copy is automatically saved to your Filing Cabinet in MRI Vault for sharing or sending.
What's next?
Learn about the other integrations supported by MRI Vault.