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!
1305 results found
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Commission Deductions & Agent Invoices: to show up on sales persons Commission Statement in payrun
It would be great if a sales reps deductions listed on the commission sheet was shown on the sales persons commission statement when doing the pay run. So they know why their cut of the commission is less than they might think.
Examples are when the rep spends more on marketing than the vendor agrees or there is a PA that needs to be paid etc.
At the moment the only way we can do it is to go from the listing card to the agent ledger screen and put them in.
It seems quite clunky.
Also with agent invoices…
4 votes -
Second Agent on Open Home
At almost all of our open homes, we have two agents attend and work with the buyers, this helps when we have very busy open homes or if one agent is caught up talking to a buyer.
I would like the option to add two agents to an open home so that we can both register buyers while the open home is on or add notes while the other agent is talking to the buyer.23 votes -
Save a draft email, rather than having to delete it
Save a email in draft, rather than having to delete it and start again
24 votes -
vendor report
When creating a Vendor Report I'd love the opportunity to have a few selectable timeframes available. 'Entire Campaign', 'This Month' and 'This Week' make sense to me. I usually email the report through to my vendors so to speed that up pre-filling 'To' with the attached property owner and 'Regarding' with the property we're doing the report on would be idea. A stretch request would be to have a variable subject that is set somewhere in settings which would let us pull in variables like the property address etc so we could set a subject like, 'Vendor report for [property]…
31 votes -
Vendor property preview
We would like to be able to send our Vendors a preview of what their property looks like before it goes live as often they want to make changes to the photo order and wording etc, so that they can view the whole property details and photos.
30 votes -
Change Log for Finance/ VPA Tab / Invoices payments Tab
Have a changes log that is under the Finance tab / or added to the current changes log.
That records changes done under the Finance section , this would include the VPA tab , invoices and payments Tab and the commission Tab.
It would provide information such as what user added the VPA item , who invoiced it , who voided and or edited292 votes -
Allow agents to amend the commission worksheet/settlement statement
As an agency who want to use the commission worksheets without having the trust accounting function activated, we would like to be able to state that we have received the deposit and have the worksheet calculate this. We want the total commission owing at the bottom to be commission, plus what is outstanding in VPA less the deposit that has been paid. Maybe providing us a tick box option to say that it has been paid. Or even allowing us to make changes to the final commission worksheet before finalising it to send.
9 votes -
Being able to add more information to OFI attendees in Pocket
We should be able to add a note and address when adding OFI attendees in Pocket not just phone and email if they are not in the system
13 votes -
Mailing List
A rule where anyone we add into rex (buyer, seller, realesatate.com, hompass) be automatically added to a specific mailing list
6 votes -
Different Projects Views
The ability to have different views for Projects would be beneficial to us. When we have a project that is 'inactive' it would be great to have it show in a separate area - much like the Listings section has a 'Current' and 'Sold' section.
71 votes -
Show booking date and product cost on VPA invoices
It would be beneficial for the vendors to see on their invoice, the date the service was provided and the actual costs of the service. At present we are producing a marketing schedule to send out with the invoice. The only additional information this is giving the vendor is the date and creating additional work inhouse to produce!! It would also be of value to include the cost amount of each product so that vendors can see there actual savings.
6 votes -
Linking the Lead to the Listing via Stepthrough
When you do a step through from the leads section and you want to email a contact, it should link the lead to the listing automatically so you don't have to enter the address, then the subject heading, then the email body. The less an agent has to enter the easier it is to get them to use it :)
6 votes -
Automated email campaigns with event triggers & mailing list segments OR more integrations with 3rd party APIs
I'd love the ability to build a campaign that sends set emails at certain steps throughout a campaign. The ability to have triggers is also a must - Eg. the person gets an email clicks a link but doesn't convert would trigger an action that sends them another email to put them through a different marketing funnel.
If this isn't easy to build into the current system, 3rd party API support would be amazing. App support I'd love to see and personally use: ActiveCampaign, Zapier & Facebook Lead Ads
Mailchimp/Mandrill has also been requested by another user and would be…
83 votes -
Merge 'regarding' listing data into contact module share a listing sms feature
Hi there.
I want there to be more merge tags added in the contact module for SMS templates for sharing a listing. Like some of the merge tags that are in the property module, but of course the property module doesn't show up when sharing a listing. When sharing a listing from the pocket app by SMS you can select the 'regarding' property of the listing that you are sharing. I want to be able to implement a merge tag for 1) the regarding property listing's address, and 2) the marketable sharing e-brochure link for that regarding property listing, also.
…
4 votes -
Save on each individual feedback in OFIs
I have just lost all of my feedback for 24 contacts, resulting in a lot of extra and unnecessary work. Currently, when you add individual feedback for a contact that came to one of your OFIs, it does not save once you have clicked "done". Instead, it saves as a group only once you have clicked "save" after every entry has been added. This poses a huge risk when it comes to connection loss, computer crashes or even simply closing the browser window by accident. It would be much smarter and safer to save these entries after each one has…
16 votes -
Ability to assign leads to an agent at the listing level
Could we please have the ability to choose which agent receives the leads from the listing page?
Currently we like the 2nd agent to process the leads for most listings but are having to manually reassign leads and change contact ownership as the leads come in.
At times this can be very inefficient if the 1st agent is not sitting at the computer to do this straight away as the leads come in.
The second agent role is not always a PA designated to an individual agent or part of a consistent sales team within the company so having a…
3 votes -
Search for keywords within the Marketing tab
It would be ideal to be able to search for keywords or phrases used in the Marketing tab of properties to bring up a list of properties that have used that. Example: Searching 'renovate' and all properties that have the word renovate within their marketing text are now in a list form that you can choose from.
This would assist greatly with writing future marketing text, or being able to provide a list to buyers who have a specific need.
6 votes -
Filter contracts by address
Need to be able to filter contacts by address, even if its any word in the address field of the contact details. Understand you can filter by associated property, but with a database merged from another CRM, this is not possible. The basic functionality to target contacts in your patch or a street has been lost.
6 votes -
There should be 2 options for Sales Advices to solicitors, 1 with commission and 1 without. Also solicitor references should be available s.
There should be 2 options for Sales Advices to solicitors, 1 with commission and 1 without ie. vendors solicitor and purchasers. Also personal solicitor references should be available so it can be addressed to an individual and not just the company.eg. Andrew Thomas, Thomas & Co solicitors blah blah
8 votes -
Print off notes that are added to a company/property/contact
I would like to see if there is a print option where someone puts a note in and we can automatically print that note which then we can keep a hard copy in a file instead of having to remember wherethe last note/phone call was made & for what company and what property.
It would be a great option to have and will work very good.
26 votes
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