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!

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  • My feedback
  1. 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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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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  ·  Flag idea as inappropriate…  ·  Admin →
  3. Suburb Groups for buyer match profiles

    Rather than adding individual suburbs or postcodes each time you add a buyer match profile, have the ability to add a group ie Wester Suburbs which could be customisable.

    6 votes
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    0 comments  ·  Match Profiles / Auto Updates  ·  Flag idea as inappropriate…  ·  Admin →
  4. Select the relevant email on a contact with multiple emails

    Particularly with Company contacts it would be great to be able to select which email linked to the contact you'd like to merge an email to.

    3 votes
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    0 comments  ·  Emails  ·  Flag idea as inappropriate…  ·  Admin →
  5. Have an email / outlook / inbox / sent feature in Rex

    Have your Outlook email account linked with REX to make it a one stop shop

    1 vote
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    0 comments  ·  Emails  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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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    0 comments  ·  Listings  ·  Flag idea as inappropriate…  ·  Admin →
  7. It would be great if agenda items were added to the calendar.

    If all the agenda items were automatically added to the calendar function it would be a lot more streamlined. As an admin, I put a lot of our agents listings on to different tracks. Our agents check their calendar religiously, but aren't so great at checking their agenda daily too.

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. Display small blue Ownership logo next to your properties (same as contacts)

    When you search contacts, there is a little blue headshot next to contacts if you are the owner of the contact. This helps differentiate between contacts you own and contacts someone else in the office owns. This is a very useful feature.

    This feature would be great if also applied to when you search properties. At the moment, you dont know at a glance when typing into the search bar which property record is yours and which belongs to a different staff member

    28 votes
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    1 comment  ·  Properties  ·  Flag idea as inappropriate…  ·  Admin →
  9. Xero Integration - Draft Bills

    Allow the commission to appear in Xero as a draft bill, rather than a draft pay run, after completing the Xero integration function in Rex.

    This is applicable where commission agents are not employees of the entity, rather they're subcontractors.

    3 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  10. Reminders Notification

    It would be useful to have an alert/notification pop up on the day/s you have any reminder/s due, similar to outlook (a notification pops up to reminder you what needs to be completed). Instead of having to manually go into your reminders it would be helpful for a notification to appear to prompt you to complete all outstanding reminders in Rex.

    1 vote
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    0 comments  ·  Reminders  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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

    0 votes
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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  12. Integration with REINZ to electronically report unconditional statistics

    We are required to report monthly unconditional statistics to REINZ.
    Rex does not currently have a feed directly to them, meaning we have to manually enter the data separately into the REINZ website each month for every sale. This in our previous CRM was automatically feed through, therefore saving on double entry. It would be great if there was an integration with REINZ.

    8 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  13. Record Owner

    To auto add Agent 1 so we aren't double handling.

    7 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  14. Auto assigning a match profile from Leads & ofi/inspection contacts

    It would be amazing for REX to be able to auto populate a buyer match profile on to a contact when it is inputted into the system from a LEAD & OFI/Private Inspection. It should populate from the property that the buyer enquired on or inspects within $50k either side.

    Other CRM systems do this and it is amazing for matching buyers quickly and saves time with the agents having to manually put a match profile on to each contact. This is a must have ASAP for agents using the system efficiently and being able to confidently tell an owner…

    23 votes
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    3 comments  ·  Match Profiles / Auto Updates  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote
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    0 comments  ·  Trust Accounting  ·  Flag idea as inappropriate…  ·  Admin →
  16. Drag and Move Email/Letter Merge Positions

    To be able to drag and move the templates into different positions.

    3 votes
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    0 comments  ·  Merge  ·  Flag idea as inappropriate…  ·  Admin →
  17. Printing direct from trust ledger and not having to generate PDF

    It would be more time efficient to be able to print the ledgers directly when the ledger has populated instead of having to generate the report then download then print. Way too many unnecessary steps.

    41 votes
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    2 comments  ·  Trust Accounting  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  19. Agency Funds Account

    REX needs a 'Pay Agency' or 'Accumulation' account ledger that commission & marketing funds are dispersed to once a property has settled so that funds can be moved from Trust to General as they are needed instead of every time a property settles or having multiple ledgers with funds. There are a lot of of other trust accounting systems that have this feature so I am surprised that REX doesn't offer this.

    3 votes
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    0 comments  ·  Trust Accounting  ·  Flag idea as inappropriate…  ·  Admin →
  20. Absentee Owner or Owner Occupier search function

    I tried to mail merge to absentee owners in my farm area. However the only function enabled is refined search > Postal Address > Yes/No.

    It would be great to find Current Owners in my farm area, who have a postal address set in another suburb i.e. an absentee owner.

    Please can we creat a refine search:

    Postal Address > Is / Is Not > [SUBURB NAME]

    or even better yet, a feature to determine absentee or owner occupier contacts

    6 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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