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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!

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 :)

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1376 results found

  1. Calendar feature on home screen

    Have the calendar option added to home screen - Could may be limited to just the users calendar for ease of coding

    1 vote
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    0 comments  ·  Calendar  ·  Admin →
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  2. Different User Ability Levels

    Rex University shows all users as at a Learner stage, which is clearly inaccurate. It would assist Super Admin users if there were different levels, such as Learner, Basic, Intermediate, Rexpert etc. This would be particularly helpful for an Admin to understand the amount of time their staff are spending on the system and the amount of training they have done. As a tracking tool, a staff member that undertakes a lot of merge activity, inputting of notes and training, would be upskilled from Learner. Others that remain on Learner may need more training, which would be helpful for the…

    1 vote
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    0 comments  ·  Other  ·  Admin →
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  3. I'd like to mass assign tracks to properties and contacts

    After I have visited or addressed a bunch of people or properties, I'd like to send followup material & gifts, and put people on a call rotation etc

    1 vote
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  4. Add CC section when emailing a match profile to a Client

    Hello, at present we can only send a match profile report directly to one person and not able to add a CC in. Could we please request this be looked into as this would be of great use to our office.

    1 vote
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  5. Pocket App - Viewing match profiles

    Hello. When viewing a match profile on the pocket app, it will only display a max of 20 property listings. This is an issue when we know that there could be more than 20 suitable property matches. Could we please view all with no limit.

    1 vote
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  6. Marketing Schedule to have Invoiced and Uninvoiced options separated

    Please have Invoicecd/Unvoiced as separated categories when generating a Marketing Schedule
    Currently the client is receiving Marketing Schedules with items previously paid for.
    The invoice goes over 2 pages and looks unprofessional. The client only wants to see what the new Schedule is, not previous ones.

    1 vote
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  7. 1 vote
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    0 comments  ·  Trust Accounting  ·  Admin →
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  8. Commission Cash Flow to include Advertising invoice

    Is it possible to have the Advertising invoiced added to the commission cash flow report - it has a Commission Invoiced column but not advertising. That would save a lot of time having to add it manually

    1 vote
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  9. Rental return

    If we could have a rental return field in the more info section that would be super helpful.

    Our BDM would be able to put the amount straight in and other agents would be able to see it at a glance without having to delve into mountains of paperwork

    1 vote
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  10. Improve the UX around vendor feedback reports

    When generating a report, the contact interest level is repeated when multiple contact records are assigned to a viewing.

    In addition, it's not clear to the vendor what "Cold", "Warm" or "Hot" means when reading the report.

    Redacted example attached.

    1 vote
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    0 comments  ·  Feedback  ·  Admin →
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  11. Viewing Management & Notification engine

    Book a viewing via the calendar.

    Enable confirmations to vendor & applicant.

    Include a link to a web page in each confirmation (unique confirmation templates) templates where the vendor & applicant can confirm, cancel or amend (for review) the appointment time.

    Once the client has updated the event booking web page, the event is updated in Rex and the relevant agent user(s) are notified.

    Add a new list to "Other Lists" where users can see an overview of viewing model events and filter. For example, IF event type viewing IS not confirmed.

    1 vote
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  12. Export Events .CVS

    Hi,

    It would be great to be able to export the listing events as CVS files. At the moment we can only get HTML and PDF files, which aren't ideal to quickly formate the data after export.

    We're specifically using this for open home times.

    Cheers

    1 vote
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    0 comments  ·  Reporting  ·  Admin →
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  13. Remove Duplicate Contact Records as a Result of Enquires with Multiple Agents

    When a lead/enquiry comes through for a listing that has two agents, we can see that it goes to both agents. However the person who has enquired, their contact record gets created twice, one for each agent. Instead of going in each time this happens to duplicate the record it would be good if REX could somehow recognise this and only create the one record for that contact.

    1 vote
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    0 comments  ·  Contacts  ·  Admin →
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  14. Visual Farm Area contact database/market share

    I have come from an agency that used Agentbox. It had this wonderful feature that I could look at my farm area as a map and the properties I had contacts details for were green and the ones I didn't in red. It allowed you the opportunity to visually see your area and the market share you had, this would be great if REX had something like this.

    1 vote
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    0 comments  ·  Leads  ·  Admin →
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  15. My problem is sometimes we get involved in lengthy back and forward correspondence via text on our phones with buyers. In the past I have s

    My problem is sometimes we get involved in lengthy back and forward correspondence via text on our phones with buyers. In the past I have shared the text via email back to my computer where i cut and paste in to Stream on Rex. This is a timely process, and I was looking for a quicker way .

    1 vote
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    1 comment  ·  Contacts  ·  Admin →
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  16. Checkbox in Rex for Feature Listing on Siteloft Website Homepage

    It would be useful if there was a checkbox in the listing to push across to our Siteloft developed website for listings to be featured on our Home page.

    Instead of this laborious process:
    https://support.siteloft.com/hc/en-us/articles/360036426453-How-do-I-feature-a-listing-on-my-homepage-

    1 vote
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  17. When agents want to change the record owner, this request is sent to the principal of the agency

    Just like requesting permission to a record, we should be able to also have a request to change the record owner - which is then sent to the principal/account holder to approve.

    1 vote
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  18. Ability to maximise preview screen in reporting

    The preview box should be able to maximise so you dont have to dick around with scroll bars on side and bottom

    1 vote
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  19. Vendor Reporting - Enquiries - Grouping Interest Level

    The option of grouping the Interest Level in the Vendor Reporting would be advantageous for the client to see all enquiries at the top of the list that are, for example, "Hot" leads, then "Warm" and then "Cold". This will put the stronger concentration on the hot enquiries being in the forefront of the vendor reporting and not mixed through same.

    1 vote
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  20. Calendar event - Link to record shortcut

    Duplicate the link to record functionality & UI used on lead records, on calendar events.

    Example UI attached.

    1 vote
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