Liveoak 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Liveoak

4.4

(52)

Pricing

Starting at $50.00 per month

About Liveoak

Liveoak is a collaboration management solution that helps banks and financial institutions offer products/services to customers and manage operations related to documents signing, data verification, agreement creation and more. Manager can assist customers with the entire document generation process through online screen sharing, conferencing, and other collaboration tools.

Liveoak comes with an audit trail functionality, which automatically stores details about data alterations, keystrokes and shared documents/photos to ensure security against unauthorized access and data theft. The solution offers numerous features such as multi-platform access, synchronous form editing, web conferencing, file uploading, video attestation, virtual meetings and more. Additionally, organizations can capture and verify customer information using live electronic Signatures and client’s webcam.

Liveoak facilitates data encryption using AWS security and supports integration with various customer relationship management (CRM) applications. Pricing is available on request and support is provided via phone, email, FAQs and other online measures.

Liveoak Screenshots

Liveoak Pricing and Plans

Starting price: $50.00 per month

Free Trial

Free Version

Basic

$50.00

per user, per month

No plan information available

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Liveoak Features

Popular features found in Customer Success
Customer Engagement
Onboarding
Reporting/Analytics
Usage Tracking/Analytics
More features of Liveoak
Access Controls/Permissions
Collaboration Tools
Communication Management
Conferencing
Content Management
CRM
Customizable Templates
Document Management
Document Storage
Feedback Management
File Sharing
Live Chat
Mobile Access
Project Management
Real-Time Data
Real Time Editing
Recording
Reminders
Screen Sharing
SSL Security
Task Progress Tracking
Version Control
Video Conferencing
Video Support

Liveoak Integrations

Docusign

Liveoak User Reviews

Overall Rating

4.4

Ratings Breakdown

50%

40%

Secondary Ratings

Ease of Use

4.3

Value for money

4.4

Customer support

4.4

Functionality

4.1

Adam D.

Verified reviewer

Financial Services

Used daily for less than 12 months

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Financial Services

Used daily for more than 2 years

Review source

Reviewed March 2018

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Verified reviewer

Financial Services

501-1000 employees

Used daily for less than 2 years

Review source

Reviewed February 2020

LiveOak Review

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

Ratings Breakdown

Ease of use

Customer support

Functionality

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

Financial Services

10000+ employees

Used daily for less than 2 years

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Financial Services

Used weekly for less than 2 years

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Verified

Reviewer

Financial Services

10000+ employees

Used other for less than 2 years

Review source

Reviewed December 2018

Great System

Ratings Breakdown

Ease of use

Customer support

Functionality

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.

Casey A.

Verified reviewer

Financial Services

5001-10000 employees

Used daily for less than 2 years

Review source

Reviewed February 2020

Liveoak Review

Ratings Breakdown

Ease of use

Functionality

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.

Jesse F.

Verified reviewer

Financial Services

10000+ employees

Used daily for more than 2 years

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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"

Zafer K.

Verified reviewer

Medical Devices

10000+ employees

Used daily for less than 12 months

Review source

Reviewed August 2022

Modern video conferencing

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Liveoak makes it possible for us to have an excellent video conferencing experience in our internal meetings.

Cons:

We do not have any negative experience with Liveoak, for that reason nothing to write here.

Kelsey S.

Verified reviewer

Financial Services

Used weekly for less than 12 months

Review source

Reviewed March 2018

when it is working and loads correctly it is good

Quick turnaround for paperwork

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

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