Add mortgage broker to list of company types
The title says it all but certainly it seems to make sense to have the broker as a company - as they're important to the whole process.
Include Archived
Could there be an option to automatically include all archived applicants in the drop down search bar like DezRez does? This would be really helpful rather than having to manually search and tick the include archived button.
Different Appointment Types
it would be useful to have a few additional appointment types: Property Inspection Training Contractor Meet
Non-binary
Hello, We have had a call from a person who identifies as non-binary and found it offensive that there were no options on Rezi for MX or to leave the title blank. Please can this be looked in to and MX be added to avoid any further upset with people who
Add Mx as an option for title of a contact
Hi there, Please can we have 'Mx' added to the list of titles for contacts? At present is only an option for either a Male or Female. Can I put forward that we add 'Mx' for someone who identifies as Non-Binary? Thank you, Rory
Mobile app
Hi is there any progress on a mobile app as it does not work well on phones and the phone numbers and emails are unresponsive . it would be very useful when out in the field on appts to have this working thanks Tim
Add conveyancer's names to company details of the milestones and contacts tab as below.
Option to remove negotiators title
Please could we have the option to remove the negotiators title (mr/Mrs/Miss etc) from emails & documents, it feels very formal to a lot of our clients, we would like to have the option to use this or not and it is a pain to have to go into the documents
Please can it be possible to upload docuents into Rezi Post.
I creat lots of docuemtns within Canva that I can download as a PDF. We also have docuements creadted via our referencing company for tenant journeys etc that would be good to be able to upload into Rezi post when sending out correspondence from an offer
Linking landlord and property page
Hiya, I spoke to your colleague Liam and he mentioned to suggest an idea - it's something I have found successful on other lettings systems. Is there a way to link the landlord and property notes. I am finding presently that I am having to do the same
Make lists of people or searches able to be ordered by date and other parameters
Make lists of people or searches able to be ordered by date and other parameters Seems pretty basic to be honest
Offers reporting - Export to CSV or Excel
No report for all offer information. Closest option is to filter the 'Recent Offers' screen, but you can't export this information either.
Following on from ticket 16050
Following on from suggestion this morning, it would be very helpful if the Property Inspection appointment had the ability to tag a client to this appointment, similar to a viewing or valuation. The client who we are attending would then get a confirmation
Can we add a drop down box
Can we add a drop down box when booking a valuation for lease length before the instruction stage? This is very important info that we need to be getting from all customers and would be so helpful if we could be prompted to ask this question when booking
Changes to report
Good afternoon, I have received feedback from our administrators regarding the current reports and want certain fields added to the reports to make their daily/weekly/monthly reporting more efficient. Currently, for an end-of-week report for our directors,
Adding a contract link to the New Instruction email
When sending out a confirmation of New Instruction letter it would be ideal if you could also include on the email not just a link to the brochure but also a link to the signed contract field that holds the pdf as this is pretty standard with most agents
Tick box for properties that don't require an EPC
I carry out the EPC’s for my business and I have the widgets setup on my dashboard for outstanding properties that require an EPC but i am wanting to tidy it up some more as i have new builds requiring SAP, Land, Grade 2 listed properties that do not
Price Qualifiers
Can you please add 'Offers Invited' to the list of price qualifiers. Similiar to 'P.O.A.' Thank you , Laura Stephenson John Nash Estate Agents
Valuations Retargeting
Seems like Rezi only allows you to produce list's of valuations that need following up. However, if you would like a list of historic valuations which you can retarget it is not possible to produce a list of email address of potential vendors. Can this
Printable Diary
Hi, Would it be possible to add the vendors contact details to the printable diary? The buyers number shows but not the vendors & sometimes vendors ask us to call them at the end of the viewing to confirm we have finished, so think it would be really
Landlord Groups
We have landlords that have purchased a portfolio of properties and have now formed a limited company. It is not however possible to amend the groupd from an individual person to a company name without having to create new properties, copy and paste over
Sales Reporting
In the reporting tab under sales and then sales progression the first tab labelled branch has a filter where you can filter out different branches. Can a filter be added to the property status tab so you can filter out the exchanged and completed properties
'Residential portfolio' property type
Introduce a new property sub-type under Commercial: 'Residential portfolio' to accommodate listings with multiple residential properties, e.g. tenanted residential properties including blocks, portfolios and HMOs
Applicant management
Hi! I find applicant management is very difficult when trying to call through my applicant list about a property that isn't on Rezi yet (for example, a property that we might be trying to get a one off viewing on that isn't on the market with us yet or
To include the contact status is a CSV export
I think including a cloumn in a CSV export for the Contact Status would be an idea to explore. I am wanting to export some vendor information but can see at a glance there are many DO NOT CONTACT contact statuses so will need to manually go through the
Requesting a signable document
It should be a normal thing in Rezi to make a request to retract a document from Signable even though not all parties have signed the document - we are the agents and so we should have control over the document that we are sending out. If we were using
Client Middle Names - For Sales Profomas
Hi, we would love to be able to add clients middle names so that Sale memorandums can be sent out automatically including full names, so solicitors can get up and running quicker. Thanks Donna
Key Management
Hi, We would love to see a key management system within Rezi. Like in Dezrez one, where you can print a list of held keys or search the key number and it shows which property the key is allocated to. Thanks Kirstie
Email VIDEO to buyers
Could it be possible to have the option to email a match to clients the link to the YouTube video instead of the image or even perhaps have the image and the video together of the property. The video image to have a play icon - to get the clients to press
chains
It would be really helpful as a sales progressor to have one screen where the full chain was visible in summary form, with sight of the milestones achieved on each sale so that I could see at a glance where the chain was at. It's too cumbersome and time
Valuation Documents
When booking a valuation appointment we create a valuation form which is printed and taken on the appointment. Probaby not uncommon. I don't understand why the valuation form is then stored in the documents section of the customer's group as opposed to
Add Email Brand Drop-Down to the Contact Customer option in the Actions button
When using the contact a customer function in the actions button on a person or property, you cannot choose the email brand when sending an email. Can the choose brand option be added here:
Logging a staff member out of Rezi
Hi, it would be great to have the function of logging a staff member out of Rezi/revoking their access with immediate effect.
Successful Release on Tuesday the 17th of November 2020.
On Tuesday the 17th of November 2020 we successfully released new functionality into Rezi. The latest release notes can be found inside rezi toward bottom left of the screen or by clicking into the "Rezi Help" button on the bottom left of the screen and
Two email addresses
We have a few clients who have two emal addresses and would like us to use both i.e. sending viewing confirmations to hteir home and work emails.
lease details
can the lease length be added to a section where charges are in the flat description / features section
Automatic Email Feedback Request
Not sure if you can help at all - is there a way we can have an automated email sent out the buyers say an hour after a viewing has taken place asking what their feedback is? we could write out what we want said but is there a way it can auto send rather than us having to go into each applicant and sending an email.
New EPC Generator - Coming Soon
We are in the process of updating our EPC generator to accommodate the new EPC laws that has been recently brought in. We understand that there has been a lot of queries regarding this item and will update this post when we are near to releasing the new functionality asap. Any questions on this please comment below. Kind regards Rhodri Pugh Product Owner
A and B sales pipeline
We really need two different settings for sales An A and B sales pipeline An A pipeline will consist of sold subject to contract (under offer) properties with complete chains and will be sales in our Main pipeline before exchange of contracts A B pipeline will be sales where the vendor has a buyer but has not found anywhere or the buyer has a incomplete chain below them but their offer has been accepted and this type of sale remains in the b pipeline When the chain is complete it moves in to the
New Energy Performance Certificates
I have today spoken with a company who carry out the Energy Performance Certificates. They have informed me that the certificates have now changed and they no longer test for the EIR rating. There is also a new certificate along with a new government EPC website where the certificates are produced/stored. The rezi template will need to be updated to coincide with the new certificates and in order for us and other agencies to generate the epc on rezi for our brochures/literature. So possibly take
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