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!
1433 results found
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Insert Merge Tag for sales person headshot
Along with having the contextual Merge tags for letters & emails (eg contact details etc) it would be great if there was the option to also add one that inserts the sales persons headshot. Obviously the sales persons headshot is already uploaded into Rex, so its stored online.
7 votes -
Caller ID to link with SMS sent from REX
Have the caller ID function link with SMS sent out of Rex (as it does with calls) I often receive return texts from buyers or vendors in the system that I don't have in my personal contacts. Iit doesn't display the owner just a number when an SMS is sent directly from REX. I then have to manually go in and search the number again to see who it is.
7 votes -
Add checkboxes for "needs renovating" and "subdivision potential"
This feature would make it easier to look after developers and flippers that are searching, which is important as some listings rely on those buyers and as an agent, there's an opportunity for repeat business.
7 votes -
Contacts hot/warm/cold status for a property should adjust for that contact on that property if their interest changes
When posting feedback for a client there is a hot/warm/cold status. This is very useful when keep a track on the interested parties and the number of interested parties displayed on the vendor report. Currently if you have a contact like John Smith and he has hot feedback when you first meet him but on further follow up he changes his interest level, or if John Smith came for multiple viewings with 3 feedback entries for example, and was ranked as hot on all 3 and on the 4th viewing he decided he had changed his mind, the vendor report…
7 votes -
Abillity to Customise Text on a Tax Invoice
Ability to have custom text generate on an invoice.
For example an authorisation for the real estate to pay the balance due to vendor at settlement.7 votes -
Automatically send Trust account receipt to the person making the deposit
It is a legal requirement to send through a trust receipt, can you simply give us a option through a check box whether we would like to send one or not. Other programs do this automatically
7 votes -
Record Owner
To auto add Agent 1 so we aren't double handling.
7 votes -
Attach invoices Directly
Ability to be able to attach invoices without having to print, save and upload.
7 votes -
Property Settlement Date
Settlement dates to be automatically updated as an event on the Calendar once processed in the property contract and or edited to a different date through the process!
7 votes -
Trust Account Auditor Access
Create temporary access for auditors of trust accounts, without the need to purchase a new licence or give out active users login details
7 votes -
Automatically include Payments as 'Included in Bank Upload'
Would love to have a back end setting to automatically include Payments onto the bank upload. We upload all payments as an aba and never do it manually (as to avoid double handling) and it would make it much safer to ensure that all payments are automatically included in that list.
7 votes -
Allow Multiple Agents to be Linked to Open Homes
Current functionality only allows one agent to be linked to an open home. It would be great to have two agents linked to the open home as there can often be two agents on a listing.
The reason that this is important is when using the Rex calendars it only adds the appointment for the open home into one agents calendar. If two agents need to be attending the open home, there is no option to invite another agent. The only way to do this would be to manually add the appointment into the other agents calendar.
See attached image.…
7 votes -
Zapier - more triggers and actions
With AI Agents becoming more useful in Zapier, it would be great to have more REX Triggers and Actions available to use in Zapier as the possibilities would expand exponentially.
Eg. Action: Update existing contact - this would allow us to clean our REX contact database using AI
Action: Change Property Owner Status - eg. Current Owner to Past Owner7 votes -
Printer icon for receipts
It would be awesome to have a printer icon when viewing a receipt, which would save alot of time withouht having to generate, download then select print. A shortcut for these steps would be great!
6 votes -
OFI LIST - On a per agent basis
Create OFI report on a per agent basis
6 votesHi Neri (and others who have voted on this request),
Thanks for your suggestion.
Would you mind clarifying: when you say on a per agent basis, do you mean per listing agent or per agent running the open home?
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Ability to print off sent emails
I am still required to print off some sent emails for the manual file - would like to do this straight from rex rather than cc myself into email and printing from outlook.
6 votes -
Trust Account Deposit Receipts
If possible, could we have the address of the purchaser showing with the received from section on the Deposit Receipt.
This would be handy when mailing out the receipts.6 votes -
STOCKLIST - Sort by Auction Time
It would be great to be able to sort Auction Stocklists by Auction Date, this will help identify upcoming Auctions.
6 votes -
Limitations when emailing all contacts linked to feedback for a listing
When we want to send an email to all contacts linked to feedback we can use a template but we are unable to:
1. have these emails show on the stream for the property listing record, which would be good to see when you would like get an overall picture of all correspondence relating to the listing
2. attach a brochure as an attachment (which is the case for all emails unless you email it from when you've generated the brochure)6 votes -
Upcoming OFIs in Newsletter
All upcoming open homes should be listed under a listing on the newsletter, not added by date order as you may have an open on the Saturday & Sunday so the property comes up twice with one open for Saturday and then further down again for Sunday (would be better to have all opens included per listing).
6 votes
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