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!
1342 results found
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Agent Performance Report Adding universal KPI's new listings, new appraisals , new inspections
Agent Performance Report
We would really like to be able to see the following kpi's on this report
Appraisals – (already shown)
Listings – (number of new lisitngs in the date range)
Contracts – (ALREADY SHOWN)
Open Homes - (SHOW THE NUMBER OF OPEN HOMES RECORDED THE THE PERIOD SELECTED)
Inspections – (NUMBER OF INSPECTIONS AND ENQUIRIES)
Price corrections –(SHOW THE NUMBER OF PRICE CHANGES)
12 votes -
Full Custom Field integration with Docusign
when making a contract template for docusign, the standard contract fields dont quite cover everything we use at our agency,
i can add these fields through custom tabs however i cant then access them when making a docusign template,admittedly some will carry over ie. property and contact custom fields show, but listing, contract, project etc do not.
how difficult would it be to add in the remaining custom fields for integration??
3 votesWe are aware of this issue and it has been flagged with the developers.
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Send emails to multiple email addresses on the same contact i.e. Multiple 'Primary Email Addresses'
I would like to be able to send merge emails to multiple email addresses on the same contact i.e. sending a contract to a husband and wife where they both want a copy in to their email (rather than having to create them twice). So maybe like being able to assign multiple 'primary email addresses' for a contact.
16 votes -
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 -
MATCH & REVERSE MATCH with properties that are listed with (OAB Tab) another agency
I am not sure how it works in Australia but many of us here in NZ can work with other agencies through conjunctional agreements.
We would like to be able to match all of our buyers to OAB as we can sell those properties even tho they are not our listing.
So when I run a match, all the OAB's that are currently on market will show as well as my live listing, those will be good options for our buyers and we can then contact the agent in charge and create more dollar and business for everyone.
Also create…
3 votes -
Pocket App - Tick box to be contacted for Finance
It would be wonderful to have a tick box for clients to select saying that they would be happy to be contacted about finance. We use a company that assist clients with finance however they require client approval before sending the referral.
10 votes -
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 -
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 -
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 -
Ability to select which photos to cycle
Currently all images cycle if set to do so. It would be great to be able choose which images cycle as the main portal image, so only the better images appear on the main portal image. Some properties include some less than ideal photos!
Thanks.
3 votes -
Finance Amount to be shown on Sales Advice
The finance amount is missing on the sales advice, however the lender and finance due date is.
3 votes -
Make confirming sales deposits easier
We receive requests to confirm Sales Deposits held everyday. Currently marketing and sales are combined as we only have one trust account. Seems backwards that we have to pull out our calculator and add up the deposits paid and to be sure not to include any VPA. Would be fantastic to have it like propertyme for rent and bond held boxes at top of the ledger.
4 votes -
Ability To 'Sort' Match Profile Search Results
When doing a match profile it would be great if we could sort those search results by " Price Lowest to Highest (and vice versa)" and also "Newest to Oldest (and vice versa)". This would help our agents to sort through listings easier and would also align with how listings can be sorted through on online real-estate platforms.
4 votes -
Search for postal
Search for postal address! Would be helpful if you have a contact thats name has been input incorrectly/ you have forgotten someones name but know they have a postal address in rex
6 votes -
3 votes
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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 -
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.
6 votes -
interest level
only need 1 "interest level" section, being under contact's name.... no need for "interest level" in feedback.... that's confusing and doubles up.... also needs to have option to go back to neutral, currently once you make them cold, warm or hot, they must be 1 of them from now on
2 votes -
Ability to email trust receipts directly out of the trust account section
Once a deposit has been created in the trust section of Rex the ability to email it directly from that section rather than downloading the deposit and then uploading it to the CRM section and emailing from there to the purchaser.
6 votes -
zapier
Would be great please to have zapier intergartion auto attach a mailing list please.
2 votes
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