Feature Requests
Welcome Rex Users!
Let us know what you really want out of the system you use in your businesses every day!
Please include as much detail as possible about what the feature is and how the feature would make your life easier – this will encourage other rex users to vote for your request rather than creating a duplicate idea. The more votes you get the quicker your idea will come to our attention :)
How it works:
- You can add as many new ideas here as you like but each new idea that you add will cost you one of your votes.
- You have ten votes to use. You can distribute these however you like with a maximum of 3 on any single item. You can remove a vote if you change your mind and put it elsewhere.
- If you have voted on an item that is then implemented, you will get those votes back to use again.
Remember – no request is too small :)
Happy voting!
38 results found
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Adding attendee notes for open homes
When using Pocket Kiosk App at open homes to register attendees - add an option to add notes to the attendee details, sync this information to contact. Allows the agent to make important notes on the visitor on the run in the same app. Allow an edit feature in the notes.
2 votesWhen checking in attendees at an open home yourself your best option is to use the Open Homes feature in Pocket, rather than using Kiosk. This will let you add a note to an attendee, send listing documents with a single tap, log partner details, etc. Kiosk is designed for attendees to self-check in and so has limited access to your database and no actions available.
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Multiple agents receiving the one lead
Hi guys,
Just a quick one.....is there the ability for two agents (we work as a team) to receive leads via Rex? When someone enquires on a property via online portals (realestate.com.au, domain etc) I receive an email via outlook but I don't receive it in Rex - my colleague is the only one who receives the leads for our joint listings in Rex. Therefore would love to receive leads on joint listings. Look forward to hearing from you.
Cheers,
Nick.4 votesA lead can only be assigned to one user at a time — however you are able to view your Team Leads from the leads menu. This will show any leads that are assigned to users within your Permission Group.
Permission Groups can be set up under Settings > Users and Security > Permissions Groups.
If you have both agents in the same permission group then they will both be able to see each others leads under the Team Leads inbox.
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Include the stream in the merge during a de-duplication process
Its fantastic to have the merging abilities for Contacts, but our sales partners are now wondering why the streams are not being merged as part of the process.
Are we able to have this in Rex please?
7 votesAfter further investigation our developers were unable to replicate this issue. If you’re still running into troubles with this one, we recommend reaching out to support@rexsoftware.com.au
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Mandatory compliance document uploads prior to launching on portals
The following compliance documents must be uploaded into individual designated document upload areas in REX before a listing can be published to the portals - I.e. For NSW:
- Agency Agreement
- Marketing Schedule
- Material Facts Disclosure
- Vendor ID Check
- CMA
- Property Contract
Once all of these compliance documents are uploaded, this would unlock the "publish" button for portal advertising.
The benefit of this functionality would be to ensure that there is a compliance checkpoint prior to the listing being launched live on the web.50 votesHi there. Thanks for sharing your idea. Good news is that Rex already has this feature. You can set documents to be ‘Blocking’ where the listing will not publish unless the documents have been uploaded to the listing record.
This feature is fully customisable. You choose what document types must be present. You can also set the feature to warn instead of block for documents that are desired but not necessarily required.
For more information, visit the Rex help article that outlines how to set blocking or warning documents on listings
https://support.rexsoftware.com/hc/en-us/articles/360034195974-Required-Documents-Before-Publishing
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Simple ‘kiosk mode’ for OFI’s
The option to put extra details into pocket when conducting an OFI is great, but sometimes is cumbersome. If an OFI is busy, it would be great if we could have a kiosk mode where you can just put the bare minimum in similar to what Homepass has.
1 vote -
Selling Details - Contract Fields
It would be great if Rex can add some fields in the Selling Details:
- Building and Pest Due Date
- Initial deposit Due Date (need to be about to generate these in reportsThe conditions section - would be great to have the standard few conditions so we can select them if required.
eg, Subject to Sale, Subject to Settlement, Pool Safety Certificate, Termination of Prior ContractMany Thanks
13 votesTo add additional conditions to a contract (like building and pest), edit the contract and at the bottom of the window you can add conditions.
Then, when updating the status of a contract, you will be able to check off these conditions on the right along with the deposit and finance conditions.
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Could you please add a "Friends" category to the "Related Contacts" section.
Could you please add a "Friends" category to the "Related Contacts" section. So that it appears in the pull down menu.
4 votesYou have the ability to create custom relationship types. You can even create ones that have the same functionality as our defaults (so contracts can automatically be pre-filled in common workflows)!
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Match Contacts to Specific Apartment Buildings
In our area, Buyers will often only want to purchase in a specific apartment building.
It would be so helpful to be able to add a match profile to a complex "Eg the Silverpoint building" so we can match buyers and sellers in that regard.0 votesHi Natalie,
Thanks for taking time to send us some feedback!
This is something you can already do with match profiles, using Tags.
Check out the following link for more info: http://help.rexsoftware.com/match-profiles-using-tags-as-criteria
If you’re unsure, get in touch with the Rex Support team, and they’ll point you in the right direction.
Thanks again!
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It would be handy to be able to automate texts,emails
Automate the tracks, to be able to set up an automated track to nurture clients through each step of the process.Combination of texts (originating from senders number) and emails ,letters and phone call reminders.
This will help solve the problem of incomplete tasks filling ones dashboard especially when agents are on holidays etc.
This would allow more touch points with clients and for an agent to manage a larger seller and buyer base.
Some of our competitors crm,s have this already7 votes -
Delete whole track
New to Rex, so this might already be available and I've missed it, but it would be good if you could delete an entire track rather than just the individual reminders. If you put a really long track onto the wrong contact that could be painful to go through and delete them all.
2 votes -
Contact Search in Feedback OPtions
When entering contacts in via Feedback for Enquiry & OFI , it would be great if you could enter the email/mobile to search rather than just a name. This ability would also alleviate some duplicate records.
Thanks25 votes -
Show the date a contact was created
Show the date a contact was created
3 votesHi,
This is already available both via the Contacts list view (you may need to show the column using the column picker) and via the contact record view in the bottom of the right bar.
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Add a box for B&P and further boxes for initial deposit and due date
Add additional boxes for B&P due date and initial deposit and due date in the view edit contract screen
44 votesTo add additional conditions to a contract (like building and pest), edit the contract and at the bottom of the window you can add conditions.
Then, when updating the status of a contract, you will be able to check off these conditions on the right along with the deposit and finance conditions.
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Report for portal errors
It would be great to have a report that would identify if any uploads are not going through to portals instead of having to check each individual listing
70 votesIn our classic reporting centre, under Listings & Uploads we have the Published Listings with Errors report which shows you all the listings that have errors preventing upload to portals.
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Having the option to save a PDF Letter straight to the documents tab
Currently PDF letters sent via email from REX are only temporary files and disappear after two weeks, however these letters are usually important documents that are referred to at at later date e.g. Settlement Statements. It would be great if there was an option for the PDF letter document to be saved directly to the document tab in REX without us having to download-save-upload to this tab.
128 votesYou can send emails as real attachments, so they are no longer links. These attachments are normal files so they will not expire. While they don't save to the documents tab, this allows you to always access the files if you need.
You can access it under Advanced Settings > Communication Settings by ticking "send as file attachments" https://app.rexsoftware.com/admin/settings/communication_settings
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Bring up all relevant contacts in Feedback
Can you please see attached – the issue we are having is that if you type in smith in the feedback section why can it not bring up all names with a Smith in it. This is important in avoiding duplicates because the first name may be saved under something different for example making a new contact “will smith” when there is already a “bill smith” or another example is if ‘bill smith” came to the open home but when we search ‘smith’ his name doesn’t come up but maybe his wife’s name ‘Sarah smith’ is already in the system…
25 votes -
Add Default Ad to text pre-set options for Brochures
Could Default Ad Heading and Default Ad Body please be added to the text pre-sets for brochures to increase the choices from where the copy is drawn. We create a variety of different brochures & one with default advertising showing the information displayed on the internet would be very useful.
0 votesYou can actually do this yourself.
You’ll need to duplicate one of the existing templates, go into the brochure editor, click on the ad text, delete the current merge code and click “Add” to add a new one. For category select “Listing (Advert) > Long Ad Body” – this will cause the internet add to be used as a priority. For more help with this (if needed) please contact the support team via the Help button in Rex.
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Auto Correction
Auto Capitalisation and sentence Structure
When typing text into just about any area of REX, it would be very helpful if the letter 'i' converted to an upper case 'I' when typed on its own. Likewise, when a full stop is used, the next letter to be typed ought to be automatically converted to upper case, as it appears in Microsoft Word programs. In fact any/all of those Word features would be most helpful. Thanks1 voteThank you for your suggestion. All modern browsers support a spell-check system. All operating systems also support an autocorrect system and even a predictive text system. There are also browser extensions available like Grammarly which can provide more grammatical suggestions and insights. It is therefore unnecessary for Rex to implement this at this point in time.
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