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
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
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
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
'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
tenants and buyers off the live applicant system
hello good morning, i found out yesterday that all previous tenants that have lived and moved out of our properties and current tenants that are living in our properties stay as active applicants registered on the system. this means when i send out new properties to all my live applicants, they are still on there so they receive the new proeprty alert. which is completely irrelevant to them. when a tenant is linked to a property as offer accepted, their search should stop. their property search should
Rezi Post Templates
I would like to see a mail merge field for the users signature to be pulled through into templates
Lettings - Tenant Fee and EICR
Hello Can we get the "Tenant Fees" option removed from the Pre-Tenancy page as agents can no longer charge tenant fees due to the Tenant Fee Act 2019. Can we replace it with an "EICR certificate" option as this is now something we have to have. Maybe an "upload the certificate" option so it is all saved in the same place? Helps us go paperless too!
recent history
can something be done so we can see what other people have been dealing with on recent history? at the moment if one person deals with it we send an email to let the other person know but would be easier to check on rezi
mail outs
We would like to send multiple properties to multiple applicants via email and we noticed it will not let you send that property list to multiple applicants within Rezi system. Could you add a feature for sending specific/selected properties to specific/selected applicants
Chain Details
Hi Guys, Would there be a way we can add an Estate Agent box to the chain details page? Obviously we can record the chain details and add the agent within each page, but I think there needs to be a section within the blue box or next to the blue box where it shows at a glance the selling agent for that property and their telephone number so this information can be quickly identified without having to click into each individual property when we need to progress a sale? Thank You
Giving Notice
Hi Guys Is there a way we can add a section somewhere to record when someone gives us notice to take their house off the market? If people want to remove their property or switch agents they have to give us 30 days notice but there is nowhere to record this maybe we could add something under the Withdraw Property Section? It would need to include: Date of notice Notice Expiry date Reason Maybe once you've completed this section it could then add a "to do" for the notice expiry date to remind us to
Document merging
When we make a change to one Sales Memo we obviously want that change to be made to all memos being sent out in that mail merge. At the moment each document has to be changed individually which takes a really long time and means that we are having to repeat ourselves.
Source lead
Wondered if we can add additional lead sources into the drop down menu facebook ads, google ads, bing ads, drip (email funnel)
Interested Party
Hi Me again :-) Is there a way we can add an interested party section to the system, where we can link an applicant to a property as interested ahead of booking them a viewing, so that when we are ready, we can easily see the list of interested parties to call and book in. Some owners like us to market the property for a week or so before arranging viewings or there is some reason we have to delay them or are waiting for a date to start them, so registering applicants and adding them as an interested
Rezi Post - Additional Merge Fields
Hi can we add offer prices, solicitor details for buyer and seller and chain details to rezi post to create an offer form
Unconfirmed Viewings
Hi Is there a way a text vendor option can be added to an unconfirmed viewing/appointment? When we call a vendor to confirm an appointment, if they don't answer or if they were unreachable our previous system allowed us to send a pre populated text asking them to call us to confirm the appointment. i know we can manually write the text but it would be much quicker and avoid mistakes if a button appeared next to confirm appointment, cancel viewing or save for later for "text vendor" that we can just
Add a separate text branding for your text messages
We have recently noticed a problem with our text messages. As we have two brands - Brand A & Brand B, we send confirmation of viewings and valuations for both brands. However, we have just noticed that when we send confirmation texts from Brand B, it shows that the company that has text is Brand A. How do we update this so when it's a Brand B/valuation, it shows that it is from Brand B and vice versa for Brand A. The two brands are completely separate and we do not want them overlapping.
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