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Feature Requests

Welcome Rex Users!

Let us know what you really want out of the system you use in your businesses every day!

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Current Feature Request List

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344 results found

  1. Legal name to autofill on contract

    It'd be great to have the legal name from a contact record autopopulate on a contract, when created.

    If the Listing Owner and Purchaser are already selected on the listing, have it so the fields in the contract can autofill from the legal titles (or even just their names).

    Having the solicitor as a related contact on a listing, as well, would allow their details to be selectable/autofilled.

    This would save a lot of time when creating a contract.

    3 votes
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    0 comments  ·  Contracts  ·  Admin →

  2. Statement Of Information

    As a CAV requirement for all VICTORIAN residential properties, i feel that the listing should not be able to be uploaded to any portal until the Statement of Information document is uploaded, saved and made public.
    This will assist in meeting our requirements

    4 votes
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    1 comment  ·  Listings  ·  Admin →

  3. Change pocket Open section so it's more like HomePass

    Hi guys,
    we have been using HomePass to register buyers at Open Inspections and were excited to try using Pocket. Luckily I tested it before going to an open with it, because it's a little clunky.
    We generally don't ask for a full name at an open, but even if we did, searching by name isn't fool proof. So then I tried typing in the mobile number in the name field which was good for picking up a duplicate, but then if it's a new contact and I hit add contact, Pocket pre-populates the name field with the mobile number…

    1 vote
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    completed  ·  0 comments  ·  Contacts  ·  Admin →

  4. Ability to send custom automatic replies to email enquiries/leads from REA, Domain etc

    We would like to be able to set up custom automatic replies for each listing to be sent to email enquiries/leads from online portals. During busier periods we find it hard to keep up with all the property enquiries and this would ensure everyone gets a helpful response from us instantly and then from there we can also call later on certain people who have provided a number and we would like to speak to as well as people who have asked a more specific question that wasn't answered in the automatic reply. The automatic reply is more for the…

    70 votes
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    6 comments  ·  Leads  ·  Admin →
    completed  ·  AdminRex Software (Support, Rex Software) responded

    We released the leads autoresponder in 2022 which allows you to automatically respond to all enquiries from within the CRM. This is supported by customisable templates which let you include as much about the listing as you like.

  5. Ability to adjust/enter receipt number

    Would like the ability to adjust the 'next receipt number' in rex to enable us to add the receipt number that we use for the same transaction in our manual receipt book.

    As we have already issued receipt numbers to customers, we should be issuing chronological receipts following on from our previous system/process.

    10 votes
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    completed  ·  0 comments  ·  Trust Accounting  ·  Admin →

  6. Search for Tags

    It would be really handy if from DASHBOARD, using the "Search for contacts, properties, etc." field, to be able to search for CONTACTS with a specific TAG.

    Currently, the only way to search for contacts with a specific tag, is to do it via CONTACTS tab, 'Filter Contacts'/'Tags'.

    Here's how this would be useful...

    We tag every buyer who comes to an Open Home with a tag like this: '18 Kitchener Road - OFI Attendee'.

    When doing phone backs, or merge email or txt to contacts who have attended an Open Home of a specific property, we search via CONTACTS…

    1 vote
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    completed  ·  0 comments  ·  Searching  ·  Admin →

  7. List error required when property doesn't have a Statement of Information

    4 votes
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    1 comment  ·  Listings  ·  Admin →

  8. Tracks - Being able to choose the order of the reminders within the track

    We would like to use the tracks as a checklist in listings and currently they can't go in any order.. Having that option is a crucial factor.

    18 votes
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    6 comments  ·  Tracks / Templates  ·  Admin →

  9. Ability to present different Agents Commission structures

    Hi,
    we like most agencies have many agents, who all have different commission structures. We also sell different products where the commissions rates vary.
    Is there a way to pre-load these commission structures that would be like the pre-set agency commission, so that these important fees are set once and then just selected by the Administrator with no room for errror.

    13 votes
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    1 comment  ·  Commissions  ·  Admin →
    completed  ·  AdminRex Software (Support, Rex Software) responded

    You can now set the default commission amount for an agent under Settings > Commissions > Agent Defaults!

    In addition you can set up default Commission Structures for things like packages offered by your agency.

  10. Contact ownership on Pocket

    On REX Pocket you cannot see who owns the contact, can there be a field that shows who is the owner of that contact please.

    0 votes
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    0 comments  ·  Contacts  ·  Admin →
    completed  ·  AdminAlex Babkov (Admin, Rex Software) responded

    This feature is already available.

    If you own the contact an extra icon appears overlaid on top of the contact record in lists, search results etc.

    When viewing a contact record you can check on the permissions and record ownership by clicking on the little person icon in the top right hand corner of the record.

  11. Admin to be able to see Contract Conditions for all Agents

    For Admin to be able to see the contract and conditions and upcoming settlements etc in the dashboard

    27 votes
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    0 comments  ·  Contracts  ·  Admin →

  12. First name default for Vendor Reports

    It would be great if the Vendor Reports were set to default to a First Name only. They currently default to Full Name.

    It's better for privacy if the First Name is set as a default for these.

    15 votes
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    completed  ·  0 comments  ·  Reporting  ·  Admin →

  13. View contact ownership in search bar drop down box

    When typing in a contacts name or number in the search bar that turns out to be in there three times for three different agents, its would be great to have an indication of which agent each one belongs to so you dont have to click on them all until you get the right one. Great for sales support when adding in notes to a partucular contact.

    4 votes
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    completed  ·  0 comments  ·  Contacts  ·  Admin →

  14. iPad Compatible Pocket Rex

    We use iPads at our opens and try not to use mobile as it can come across as rude to potential purchasers making it look like your messaging someone rather than engaging in the conversation whilst taking notes. As it is iPhone and Android compatible only there are several glitches when entering open inspection feedback such as not being able to minimise the keyboard. It would be great to implement an iPad version of pocket rex to fix these issues

    8 votes
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    1 comment  ·  Admin →

  15. Document adding

    I Cant add a document on my iPad and the iPhone Pocket app keeps crashing when attempting to add one

    1 vote
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    0 comments  ·  Documents  ·  Admin →

  16. Incoming call

    It would be great if pocket recognised the incoming call number and iPhone gave a possible description of who it might be rather that just the number. Also, pocket could then register the incoming call and count it on Rex and drop a note to say that the client had called

    3 votes
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    1 comment  ·  Admin →

  17. It would be good if your appointments were able to be shown in icalendar. Like how the app deputy let you subscribe to calendar updates

    It would be good if your appointments were able to be shown in icalendar. Like how the app deputy let you subscribe to calendar updates

    3 votes
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    1 comment  ·  Admin →

  18. Group SMS from app

    After registering attendees at an open home on the Pocket by Rex app, it would be great at the end of the open home to then have an option to send a group text to all the attendees (still using a template).Rather than having to do it individulaly, or waiting to get back to the office to do a mass SMS on the full website.

    15 votes
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    2 comments  ·  Contacts  ·  Admin →
    completed  ·  AdminRex Software (Support, Rex Software) responded

    Thanks for the suggestion! This feature is now available in Pocket. You can access it in an Open Home, tap the “•••” menu, selecting Bulk Message and then selecting SMS.

  19. Import custom templates for Automatic Updates

    We would like to import custom templates for Automatic Updates. Currently our email clients receive updates with a header graphic that is not acceptable for our brands visual image. We invest a lot of marketing dollars into ensuring every element of branding that is seen and sent to our clients is spot on with corporate colours and logos. This automated email template is not flexible and not on brand. We would like to be able to upload our own graphic template please.

    1 vote
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    0 comments  ·  Newsletters / Mailing Lists  ·  Admin →
    completed  ·  AdminAlex Babkov (Admin, Rex Software) responded

    This is possible though may attract a cost (unless your designers / developers are able to adjust the formats to be compatible with Rex). Please contact our support team via for more information via the help bar in Rex.

  20. Leads to show in pocket

    Leads to show in pocket app.

    15 votes
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    completed  ·  4 comments  ·  Leads  ·  Admin →
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