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!
1368 results found
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open home feedback
Bring across the new Leads popup (with "Send Email', 'Book Appointment', 'Send SMS; etc options) to the open home buyer feedback process (upon clicking the 'edit' link in open home feedback dropdown menu), with an extra column to the left with open home attendees names, and instead of the internet portal enquiry to the right, have the buyer feedback text box.
1 vote -
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 -
Individual Agent Buyer Match Landing Page For New & Existing Contacts
Give prospects the opportunity to add themselves with an active buyer match to our CRM.
Each agent/ account holder in our office account can generate a URL code that they can add to newsletter broadcasts, by having the URL we can create QR codes for print marketing and open homes.
Essentially, whatever way we get prospects to scan or click the link. They end up on our individual URL/ landing page which has my unique indentifier, they can add themselves as a contact first if required. They can then input their own buying requirements into our system ensuring it is…
31 votesJamie, thanks for taking the time to share this feedback. Enhancing the buyer experience is definitely on our radar and we really appreciate the great way in which you’ve summarised the problems you’re looking to solve.
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Create a Submission Form for Buyer Match Profile for buyer to fill out
Be able to send a link to an online form that the buyer completes with their general property requirements that then auto creates a Buyer Match Profile in Rex.
3 votes -
Contact warning alert
It would be awesome if there was some kind of warning pop up in pockets for contacts that are potentially volatile.
Eg we have a 'buyer' that has been texting abusive things to an agent, if there was an alert to other agents that popped up so they can see right away that this person might be an issue and act accordingly.1 vote -
Brochure Merges
Would be really helpful if we had the ability to add a brochure template as a reminder in a track so that similar to a letter merge in a track if the template is attached when can automatically preview & generate the brochure needed when completing the reminder in the dashboard rather than having to go into the listing. for example QR codes. We have this as a task in our listing track to Generate the QR code for the agent, it would be much more efficient if we could have the template there ready to go so it would…
3 votes -
When a track is updated, updated already assigned tracks with updated tasks
It would be really helpful, as we expand our business & ideas that when we update a track in the Admin section, it reflects on tracks that have already been assigned instead of manually going through each property to delete & re-enter a track to get the updated tasks required.
18 votes -
adding an email that is not in as a contact
When sending an email, can we manually add an email, that is not in as a contact.
2 votes -
Updating Reminders & Tracks and highlighting when assigned to self
I would love when looking at reminders or notes from property screen if it highlighted my name so it gets my attention
Rex reminders screen would love to be able to edit bulk reminder due dates at once, and also add a "STATUS" note as some reminders might be pending other information or a task.
2 votes -
Enable phone number link for Rex desktop
User is able to click the phone number attached to a contact via Rex desktop and use Facetime or another program to call the contact. Similar to how Pocket is able to dial a number
3 votes -
Make Open Home and Auction events viewable by anyone subscribed to a users calendar without giving full access to all appointment details.
It would be very useful for Personal Assistants if they subscribe to an agents calendar and can see the details of Open Home and Auction events but not be given full access to all appointments as the agent would have personal/confidential appointments in their calendar.
This would also be useful for joint listings because at the moment you can only add one agent to an open home so the second agent wouldn't be able to see the open home details in the calendar.
29 votes -
Your letters and email templates are hard to organise
It would be great if you could have categories for email and letter templates where they could be seperated for who they are intended for this will save alot of time searching through templates that seem to be in no particular order.
eg Purchaser, Vendor, Vendor Solicitor, Buyers Solicitor, Tenant6 votes -
Mass action "add mailing list"
Allow multiple mailing lists to be selected when conducting a mass action with mutliple contacts.
Currently if you select mutliple contacts and add mailing list you can only add one mailing list at a time. Other sections of Rex (ie. within an individual contact) allows you to select multiple mailing lists so should be a simple fix to mimic the same selection type.
2 votes -
Option for lead to automatically assign to the contact record owner
The system currently has 2 settings for assignment of leads. 1) automatically assign to the listing agent or 2) leave the lead unassigned. I would like to see a 3rd option introduced to automatically assign the lead to a contact record holder if the contact is already owned by a salesperson in the agency. If the lead contact record is not owned by anyone in the company the lead to assign to the listing agent.
3 votes -
Home open registration
In Homepass it is possible to pre-register a buyer for a home open so they then receive reminders leading up to the open, then when at the open the agent can tick them off a registration list to check them in straight away (saving a lot of time when on site). It would be great if this could be integrated into Pocket.
5 votes -
Ability to add/CC multiple contacts into a match profile email.
When producing a list of match profile result, we are able to email flagged properties to the contact. However it would be helpful if to that email we could also add another contact into the email. This means that for example a contact will be sent this list, but someone who is involved or needs to see this as well could be cc'd into the one email.
14 votes -
day of the week to home opens
In the events tab for home opens, add in what day of the week it is, in addition to the date. ‘Saturday 13th Nov 2021’
1 vote -
The ability to see the deposit amount when it has been paid, in addition to the tick box confirming payment
The ability to see the deposit amount when it has been paid, in addition to the tick box confirming payment
1 vote -
more than one seller for invoicing
If there are two separate seller contact cards (instead of one for whatever reason), when that property has sold you can only select one seller when creating the commission invoice. Both sellers would need to be selected here. Please can we have this looked at.
1 vote -
ebrochure
Currently the eBrochure does not include the disclaimer from 'Portals and Publication defaults'. All the newsletters (just listed) we send link to the eBrochure with no disclaimer. Can the eBrochure be modified to add the code-grab for the disclaimer? And also allow ability to edit css?
6 votes
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