# Liveoak Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Liveoak the right Video Conferencing solution for you? Explore 52 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/145292/Liveoak/reviews --- Liveoak 4.4 (52) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Liveoak Ease of use 4.3 Customer Service 4.4 ## Showing most helpful reviews Showing 1-25 of 52 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Adam D. 401(k) Wholesaler Financial Services Used the software for: 6-12 months ### "Liveoak has created a seamless way to edit documents with clients to have them sign via DocuSign" March 6, 2018 5.0 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. Review Source VR Verified Reviewer Business Development Director Financial Services Used the software for: 2+ years ### "Technology that makes signing ppwk hassle free and more efficient by leveraging virtual solutions. " March 6, 2018 5.0 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. Review Source MS Matthew S. Internal Sales Consultant Financial Services Used the software for: 1-2 years ### "LiveOak Review" February 19, 2020 3.0 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) Review Source VR Verified Reviewer Sales Support Manager Financial Services Used the software for: 1-2 years ### "Game changer for our business" December 6, 2018 5.0 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. Review Source VR Verified Reviewer Internal Sales Consultant Financial Services Used the software for: 1-2 years ### "Great experience with the majority of cases, but sometimes experience issues and limitations" March 9, 2018 4.0 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. Review Source VR Verified Reviewer Marketing Associate Financial Services Used the software for: 1-2 years ### "Great System" December 5, 2018 5.0 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. Review Source CA Casey A. Internal Sales Consultant Financial Services Used the software for: 1-2 years ### "Liveoak Review" February 13, 2020 5.0 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. Review Source JF Jesse F. ISC Financial Services Used the software for: 2+ years ### "ISC Review " February 13, 2020 5.0 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" Review Source ZK Zafer K. Managing Director Medical Devices Used the software for: 6-12 months ### "Modern video conferencing " August 9, 2022 5.0 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. Review Source Kelsey S. Sales Consultant - Pacific Division Financial Services Used the software for: 6-12 months ### "when it is working and loads correctly it is good " March 9, 2018 4.0 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 Review Source BB Brian B. Internal Sales Consultant Financial Services Used the software for: 1-2 years ### "Brian's Review" February 13, 2020 4.0 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 Review Source RH Robert H. Senior Business Analyst Financial Services Used the software for: 6-12 months ### "Liveoak is overall a positive experience for our sales teams and clients. " March 6, 2018 4.0 \-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. Review Source AM Arthur M. Internal Sales Consultant Used the software for: 1-2 years ### "LiveOak has greatly helped make our paperwork process more streamlined and efficient. " March 19, 2018 5.0 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. Review Source HC Hunter C. Internal Sales Consultant Financial Services Used the software for: 1-2 years ### "LiveOak Review " February 13, 2020 4.0 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. Review Source TG Tory G. ISC Financial Services Used the software for: 1-2 years ### "Liveoak" December 5, 2018 3.0 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. Review Source PG Paul G. Internal Sales Consultant Financial Services Used the software for: 6-12 months ### "For the Love of Liveoak" February 13, 2020 4.0 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. Review Source ML Matt L. Wholesaler Wholesale Used the software for: 6-12 months ### "LiveOak Helps" December 4, 2018 5.0 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. Review Source TL Timothy L. Sales Manager Financial Services Used the software for: 6-12 months ### "Liveoak review" February 6, 2019 5.0 Pros Ability to go paperless, no longer need to drive 3+ hours to have a document signed. Cons Occasional timeouts and glitches due to web browser preference. Review Source GB Greg B. ISC Financial Services Used the software for: 2+ years ### "Live Oak" February 13, 2020 4.0 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. Review Source SM Sarah M. Moment banker Banking Used the software for: 1-2 years ### "I have been using liveoak for over a year and find the system extremely easy to use and set up. " March 27, 2018 4.0 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. Review Source MP Martyn P. Analyst Banking Used the software for: 6-12 months ### "Excellent. Live Oak are very supportive and always available to talk to." March 23, 2018 4.0 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. Review Source GH Grant H. Internal Sales Consultant Financial Services Used the software for: 1-2 years ### "LiveOak - End-User Review" December 7, 2018 4.0 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. Review Source BB Brian B. Internal Sales Consultant Used the software for: 6-12 months ### "Liveoak has empowered me to take better control of my business but it's not one size fits all." March 6, 2018 3.0 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. Review Source KN Kat N. Internal Sales Consultant Financial Services Used the software for: 1-2 years ### "Kat Norton - review" February 13, 2020 5.0 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. Review Source BB Ben B. ISC Financial Services Used the software for: 1-2 years ### "Live Oak Review" February 13, 2020 4.0 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. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.