Ratings Breakdown
User Reviews Overview
Feature Ratings
Ease-of-use
4.5 / 5
Value for Money
4.5 / 5
Customer Support
4.5 / 5
Functionality
4.0 / 5
Pros
"It makes executing agreements easier than ever. It saves me time and headache. "
"Easy to arrange a conference and to edit should it need to be re-arranged. This all happens in 'real time' without lags which is great for my particular use of the system. "
"Ease of doing business. Makes our lives easier and the clients lives easier. This creates a smooth process. "
Cons
"I know that it takes time and work to have fully fillable documents, but at times it can become cumbersome trying to navigate through the templates to figure out which one works."
"I wish templates, documents, and signers were editable. I wish we could see what signers see when they sign. Sometimes glitches occur. "
"I spend a lot of time prefilling data, that I could be doing something else."
Liveoak Reviews
Filter by:
March 2018

Adam from John Hancock Financial Services
Industry: Financial Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
March 2018
Liveoak has created a seamless way to edit documents with clients to have them sign via DocuSign
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.
March 2018
Anonymous
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
March 2018
Technology that makes signing ppwk hassle free and more efficient by leveraging virtual solutions.
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.
February 2020
Matthew from John Hancock
Company Size: 501-1,000 employees
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Customer support
1.0
Functionality
2.0
February 2020
LiveOak Review
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)
December 2018
Anonymous
Company Size: 10,000+ employees
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2018
Game changer for our business
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.
March 2018
Anonymous
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
3.0
Customer support
3.0
Functionality
4.0
March 2018
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.
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.
February 2020
Casey from John Hancock
Company Size: 5,001-10,000 employees
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Functionality
4.0
February 2020
Liveoak Review
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.
March 2018
Martyn from Barclays
Company Size: 10,000+ employees
Industry: Banking
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
5.0
March 2018
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)
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.
December 2018
Grant from John Hancock Retirement Plan Services
Company Size: 501-1,000 employees
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
4.0
Customer support
5.0
Functionality
5.0
December 2018
LiveOak - End-User Review
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.
March 2018
Sarah from Barclays International
Company Size: 10,000+ employees
Industry: Banking
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
3.0
March 2018
I have been using liveoak for over a year and find the system extremely easy to use and set up.
easy to use, can use snag-it and screenshots live with the software. Easy to navigate a non- techy client to allow camera and microphone access on their laptop/ computer to give them full access to liveoak
Pros
Easy to arrange a conference and to edit should it need to be re-arranged. This all happens in 'real time' without lags which is great for my particular use of the system.
Cons
You previously could have the clients video screen full frontal and take the pictures, the pictures would then populate above the full screen feature showing the client. This isn't available now, to view the captured images you need to shrink the video screen down in order to view the images. We work with the system in order to take face to face images of documents - being able to view the images and still talk to the camera was a much better layout.
December 2018
Anonymous
Company Size: 10,000+ employees
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Customer support
5.0
Functionality
5.0
December 2018
Great System
Pros
I think the option the client has to be able to send their signatures through their smartphone and have it upload directly into the Liveoak room is extremely helpful and efficient.
Cons
So far, I think the system works great. There were a few things before that made it inconvenient to work with like the time it took for the room to load, however the Liveoak team has since fixed that issue and now the room loads very quickly.
February 2020
Jesse from John Hancock
Company Size: 10,000+ employees
Industry: Financial Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
February 2020
ISC Review
Keeps us up to speed with tech. every company needs to be in part a tech company if they want to succeed.
Pros
Ease of doing business. Makes our lives easier and the clients lives easier. This creates a smooth process.
Cons
Watermark on downloaded paperwork "In process"
February 2020
Greg from John Hancock
Company Size: 5,001-10,000 employees
Industry: Financial Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Customer support
5.0
Functionality
4.0
February 2020
Live Oak
technology has definitely improved, less glitchy; faster and more functionally useful
Pros
helps eliminate client errors on our forms
Cons
I spend a lot of time prefilling data, that I could be doing something else.
December 2018
David from John Hancock
Company Size: 5,001-10,000 employees
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
4.0
Functionality
4.0
December 2018
Excellent Technology - Game Changer for how we do business
It is a great experience for myself and our clients. It is the reason we win some deals. I am extremely pleased with this technology.
Pros
It makes executing agreements easier than ever. It saves me time and headache.
Cons
I would like to be able to see what the trustee see while they are in docusign. Other than that there are no major improvements needed
March 2018
Stephen from John Hancock
Company Size: 10,000+ employees
Industry: Financial Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
4.0
Functionality
4.0
March 2018
Liveoak has been a great asset to my team. It has allowed us to get signed paperwork in quicker.
Faster processing times, and less errors on paperwork received.
Pros
It has allowed us to get signed paperwork in the door faster, and reduced the number of errors on our forms. From a professional development standpoint, as someone who is in internal sales, the software has allowed me to connect with many more plan sponsors which has been a great experience.
Cons
Right now, there are far too many templates available in liveoak and this is confusing. I think this is mostly a product of our paperwork at John Hancock and we need to better streamline the number of forms that we have. Additionally there has been a couple of instances when the trustee on the other line has not received the popup to have them signed and this has required me to go the hardcopy paperwork route. This put me in a negative light in form of clients.
December 2018
Adam from John Hancock Retirement Plans
Company Size: 1,001-5,000 employees
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2018
LiveOak
Most of the plans I write are with LiveOak. Processing is significantly shorter. Sending out non-embedded emails for signatures has allowed me to increase my ability to sell plans.
Pros
Send documents out for trustees to complete at their convenience.
Cons
Not very easy to edit, or resend if you an email address that you were given is incorrect.
March 2018
Kim from John Hancok RPS
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
March 2018
I enjoy liveoak because it provides an interactive way to complete paperwork for our clients.
I am able to get new account paperwork to our processing department faster than every before!! When volume counts, this has directly contributed to my success on the sales desk!
Pros
My favorite part of the software is that we are virtually able to be in a conference with many people while completing paperwork. It provides such a high touch experience for our advisors and clients. My favorite part is finishing each call with a request by text message for their actual signature. Everyone loves it!
Cons
I know that it takes time and work to have fully fillable documents, but at times it can become cumbersome trying to navigate through the templates to figure out which one works.
December 2018
Anne from John Hancock
Company Size: 10,000+ employees
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
3.0
Customer support
3.0
Functionality
3.0
December 2018
Liveoak review
Overall good experience. Few areas for improvement.
Pros
I like how we can all be in a conference together and go through page by page.
Cons
I wish templates, documents, and signers were editable. I wish we could see what signers see when they sign. Sometimes glitches occur.
December 2018
Tom from John Hancock
Company Size: 5,001-10,000 employees
Industry: Financial Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Functionality
4.0
December 2018
TP
I have really enjoy using Liveoak and it has made my job a lot easier when it comes to signing paperwork
Pros
Very easy to use and navigate. High tech feel. Clients are always impressed by the technology, especially the text message function
Cons
Would prefer if the window size was compatible with the size of the documents. Typically have to scroll up and down to view each full page.
February 2020
Kat from John Hancock
Company Size: 10,000+ employees
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
February 2020
Kat Norton - review
I'm solving not having to do hard copy paperwork which streamlines our overall closing and business process. I'm able to get paperwork done without having to be on the phone with the advisor or in person.
Pros
I love the ease of use. Liveoak allows my team to be able to sign multiple documents at once in a matter of minutes. It streamlines our paperwork process and makes it so much easier for our advisors and clients. Without Liveoak, it would be extremely difficult to get the paperwork done.
Cons
There really isn't anything I don't like about Liveoak.
February 2020
Ben from John Hancock
Company Size: 10,000+ employees
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Functionality
5.0
February 2020
Live Oak Review
Pros
How easy it makes gathering paperwork with our clients.
Cons
The worst part is that it seems to be not working in most needed situations.
February 2020
Carter from John Hancock
Company Size: 1,001-5,000 employees
Industry: Financial Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
4.0
Functionality
4.0
February 2020
Great Product
Pros
I like that everything is editable in real time and that the client can sign either on the spot or through a secure link.
Cons
There is a number that looks like a code that comes with the initial email, it confuses plan sponsors into thinking that it is the access code.
December 2018
Austin from John Hancock
Company Size: 51-200 employees
Industry: Financial Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
3.0
Value for money
3.0
Customer support
2.0
Functionality
3.0
December 2018
DocuSign
Pros
- Ease of signing - Filters for potential NIGO flags - Quick and easy upload
Cons
- Cannot update once made - too rigid - Needs to be able to add more docs after creation - Need more adjustments once created - Easier signing process - Clear up glitches
March 2018
Robert from John Hancock
Company Size: 10,000+ employees
Industry: Financial Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
5.0
Functionality
3.0
March 2018
Liveoak is overall a positive experience for our sales teams and clients.
-Huge time saver for the proposal signing process. -Sales teams are able to collaborate with users in real time. -Audit trail and keystrokes.
Pros
Users are able to collaborate and sign electronically, which saves a substantial amount of time during the signing process. The audit trail has come in handy when there are questions or issues during the onboarding process. The main aspect that stands out to me is Liveoak's professionalism and customer support.
Cons
Integration with DocuSign can lead to performance issues. However, this shouldn't be attributed to Liveoak as they're finding ways to mitigate these issues.
December 2018
Brett from John Hancock Retirement Plan Services
Company Size: 10,000+ employees
Industry: Financial Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
December 2018
Liveoak review
Overall, positive experience, and there are minor fixes that would make it even better.
Pros
Very interactive and easy to use for all parties involved. Rooms set up very quickly, so there's a lot of flexibility involved as well. Convenient in all cases to sign plans on.
Cons
Have had plenty of glitches. Often times when a plan sponsor starts to type in their SSN, they get kicked out of the room and have a hard time re-entering. Also, it needs to be easier to use on Iphones in the case that laptops aren't readily available. It's hard to guide plan sponsors to sign the paperwork on their phones.
February 2020
David from John Hancock
Company Size: 10,000+ employees
Industry: Financial Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
February 2020
Making Customer Experiences Great Again
I enjoy using Liveoak. It's easy, interactive, and my customers have great experiences using it.
Pros
The ease of use for my clients (and for me).
Cons
I can't really think of any cons at the moment.
March 2020
Matthew from John Hancock
Company Size: 1,001-5,000 employees
Industry: Financial Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Functionality
4.0
March 2020
Review
Pros
Its quick to set up a Liveoak "Room" with customized paperwork. In a matter of minutes a client or advisor can electronically fill out paperwork. I find the turnaround time to be extremely efficient for my job. Also, I very rarely get questions for how to use the software. It is very intuitive and reliable.
Cons
Sometimes the page does not fit on one screen. I think re-engineering the display would help advisors and clients who are viewing contract paperwork on a small laptop.
February 2020
Elizabeth from John Hancock
Company Size: 10,000+ employees
Industry: Financial Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
February 2020
great support
I love liveoak
Pros
I had an issue with a liveoak room and it was troubleshooted within 2 hours.
Cons
sometimes it can be a little slow on my browser
December 2018
Paul from John Hancock
Company Size: 1,001-5,000 employees
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Functionality
5.0
December 2018
LiveOak review
My overall experience was great. This software really helped me in my role enhance the way I was able to complete contract paperwork and obtain signatures.
Pros
How easy it is to set a room up and gain signatures the first time around. How all parties can be in the room and all have access to the documents for edits at the same time.
Cons
Once the signature button was hit, not being able to see what the person signing is seeing.
March 2018
Arthur from John Hancock
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
March 2018
LiveOak has greatly helped make our paperwork process more streamlined and efficient.
Increase client satisfaction, time saver, improved our paperwork process.
Pros
This product is very easy to use with many different people, over many different systems (windows, mac, cell phones, etc.)
Cons
Because of our industry changes have to continually be made to this product. This has caused some instability in regards to the functionality at times.
December 2018
Jeff from John Hancock
Company Size: 10,000+ employees
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Functionality
4.0
December 2018
Liveoak Review
Pros
The ease and convenience of use. Everyone can be in different places and we can still get signatures done. Also like how it is fully interactive.
Cons
The lack of flexibility once you create a room. Once the room is created you cant add another document without deleting the room and creating a whole new one
February 2020
Salim from John Hancock
Company Size: 501-1,000 employees
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Functionality
4.0
February 2020
LiveOak Review
Pros
The thing I like most about this product is it's reliability. It never fails and always works the same.
Cons
The think I like least about this product is the lack of flexibility. When uploading documents, we are unable to easily interchange documents without completely starting over.
December 2018
Paige from John Hancock
Company Size: 5,001-10,000 employees
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Functionality
4.0
December 2018
Paige Bennett Liveoak Review
Pros
The software makes doing business efficient. Advisors are growing familiar with DocuSign and enjoy the experience liveoak provides
Cons
I wish there was the ability to edit the documents/templates included in the room AFTER it is created. I also wish these extending of the expiration was a little easier to do
December 2018
Andy from John Hancock
Company Size: 1,001-5,000 employees
Industry: Financial Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
5.0
Functionality
4.0
December 2018
Liveoak review
Getting better, but still some bugs to work out.
Pros
I like the ease of use and the ability to save time and efforts for everyone involved by keeping them off the road traveling to other offices to sign paperwork.
Cons
The fact that certain browsers have a tough time bringing up the web portal and delaying the signature process. The process should be universal regardless of the hardware or software being used. Frustrating to hear when advisors get booted up of sessions for no apparent reasons.
March 2018

Kelsey from John Hancock Financial Services
Industry: Financial Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
3.0
Functionality
3.0
March 2018
when it is working and loads correctly it is good
Quick turnaround for paperwork
Pros
That is gets the paperwork signed quickly and that we can all view together/answer questions. Love the phone text/easy upload feature for specimen signatures.
Cons
limited help when a problem does arise. Working Pacific hours and a loading problems occurs past 5pm EST - seems nobody can help. Also when there is a fund update on our platform, I feel like it takes a few weeks to get the whole system back to running smoothly
February 2020
Brian from John Hacock
Company Size: 10,000+ employees
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
February 2020
Brian's Review
I enjoy Liveoak, definitely makes my job easier
Pros
Makes for a clean and easy way to track signatures across a variety of contracts in one interface
Cons
There are some instances where a simple change requires a whole new room being built, which can become very time consuming
February 2020
Mario from John Hancock
Company Size: 10,000+ employees
Industry: Investment Management
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
February 2020
Live oak evolution
Pros
Gets paperwork done quicker and more accurately
Cons
unable to change forms once room is created
March 2018
Brian from John Hancock
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
3.0
March 2018
Liveoak has empowered me to take better control of my business but it's not one size fits all.
Pros
I can cut out the advisor for the most part and work directly with clients. It takes the delay out of getting paperwork turned around as well as often times advisors will have forms signed and then just sit on them.
Cons
It doesn't work everywhere. Some BDs have firewalls that prevent us from using it and nobody seems to ever know until I've created the room, prefilled stuff and got the advisor on the line who finds the issue. It also is not Iphone/smartphone compatible which makes it tough with construction companies and folks who work remotely.
December 2018
Neil from John Hancock
Company Size: 10,000+ employees
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2018
Live Oak Is Amazing
Great software, easy to use.
Pros
I love this software. Quick, efficient, sleek, professional. Really simple to use and great interface.
Cons
Having to reupload the templates and create a new envelope could be annoying. I wish you could see what the trustee was viewing on DocuSign.
December 2018
Michael from John Hancock
Company Size: 1,001-5,000 employees
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
5.0
Functionality
3.0
December 2018
Review
overall its been very good and has made the paperwork seamless
Pros
Easy to complete paperwork. Helps turnaround time with processing
Cons
Functionality. Wish we were able to control access to sending docusign emails if the user gets locked out
February 2020
Hunter from John Hanock
Company Size: 10,000+ employees
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
4.0
Functionality
5.0
February 2020
LiveOak Review
Overall it has been great and definitely helps us in our role as sales consultants to quickly get paperwork signed and no complications on the clients side.
Pros
Ease of use. We can set-up plan documents quickly and seamlessly. Pre-filling paperwork before it gets sent to the contact has helped avoid mistakes during processing.
Cons
It can be very sallow to respond at times. Whether its flipping pages or entering information, there is a bit of delay which can cause some frustration.
December 2018
Cara from John Hancock Retirement Plan Services
Company Size: 10,000+ employees
Industry: Financial Services
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Functionality
4.0
December 2018
Pretty satisfied overall!
Pros
I like how the areas in the document that need to be filled out are in blue- easy to identify.
Cons
Font is super small, and once a room is created you cannot remove forms/documents- must re create room entirely.
February 2020
Patrick from John Hancock Retirement Plan Services
Company Size: 5,001-10,000 employees
Industry: Financial Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
3.0
Customer support
3.0
Functionality
2.0
February 2020
Liveoak Review
Pros
Ease of prefilling paperwork, and the time it takes to create a room has improved
Cons
Ability to add/remove documents after room is set up for prefill, stability of software during signing of documents, and kicking participants out during signing
February 2020
Paul from John Hancock
Company Size: 10,000+ employees
Industry: Financial Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
February 2020
For the Love of Liveoak
Pros
Seamless screen-sharing without the headache
Cons
When processing signatures, we lose the ability to see what the signer is viewing. Makes it difficult to diagnose issues.
December 2018
Andrew from J Hancock RPS
Company Size: 10,000+ employees
Industry: Financial Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
3.0
Value for money
3.0
Functionality
3.0
December 2018
Liveoak Review
Does a good job of speeding up the signature process
Pros
UI has a slick look, rooms can be created much faster than before.
Cons
Changing participants on the fly can be challenging, cant swap documents in a room
December 2018
Matt from John Hancock
Company Size: 1,001-5,000 employees
Industry: Wholesale
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
4.0
Functionality
5.0
December 2018
LiveOak Helps
It has been well received. People can get nervous about putting socials online
Pros
It makes things easier to process and saves time
Cons
Getting older people to understand it.
February 2020
Warren from John Hancock
Company Size: 10,000+ employees
Industry: Financial Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
February 2020
Review
Pros
Fast and Effective with signing multiple people at the same time
Cons
some technical issues with loading outside files
February 2020
Michael from John Hancock
Company Size: 10,000+ employees
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
2.0
Functionality
3.0
February 2020
Too Rigid
Pros
It expedites our paperwork process
Cons
It is WAY TOO RIGID for digital paperwork. It doesn't allow to add key signors after you enter them initially, which makes scheduling impossible. Also cannot change form formats if the wrong template is chosen. WAY TOO RIGID
December 2018
Tory from John Hancock
Company Size: 10,000+ employees
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Functionality
4.0
December 2018
Liveoak
Pros
I like the electronic portal and ability to drag and drop documents.
Cons
I don't like the rigid-ness: -the ability to only remove trustees but not add others once a room is setup -not being able to add/replace other documents once a room is setup.
December 2018
Ryan from John Hancock
Company Size: 5,001-10,000 employees
Industry: Banking
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2018
LiveOak Review
Great experience overall
Pros
We have received great feedback from Clients, especially on the CellPhone integration that allows the specimen signature to be uploaded via text message link.
Cons
I know we can't get everything, but being able to add persons on the fly once the room has been created would be nice.!
March 2018
Kelly from Barclays
Company Size: 10,000+ employees
Industry: Banking
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
March 2018
Very good software, very responsive support team.
Massively cut down the time frame for our clients journey.
Pros
The software is very easy to use both as an agent and for the client. The feedback we have received as a business has been exclusively excellent.
Cons
There is nothing I like least about the software. In the time I have been using it , it has never let me down in any way.
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