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.
Diary Entries - Show Person Who Booked It
Hi, is there a way you can footprint all diary appointments, to show who and when an appointment was booked in? It appears to show who booked it in on a confirmed appointment but would be useful to show on all appointments especially unconfirmed viewing appointments? In a busy office the person who books in an appointment and saves for later isn't always the person who confirms it so its helpful to know who booked it in to ask them any further questions we may need to answer before speaking to a
Lease Length
Hi, i'm so sorry to bother you again, but can we add a a section under property features for Leasehold properties to enable us to add Lease Length details?i'.e Lease Length Remaining? I can see we can add service charges & Maintenance charges but no option to record lease length Thank You
Room Descriptions
Hi Would there be a way that when you add rooms into the room descriptions section that the system then automatically uses this information to count the room types in the main room sections? this will avoid any mistakes when counting rooms? Typical rooms could be added to the room description section as a drop down to select, so for example when adding a room you would have a drop down with options i.e. reception room, bathroom, conservatory, garage and then when you select the drop down the system
The ability to have a different txt name on mobile
I believe the max characters that you can have is 11 and sadly our full company name is 12 so it looks a bit silly on a txt that goes out to clients so I think you should be able to change our txt name to say something different
Reoccurring appointments in the Rezi diary
Good Morning, if we could have a function in the rezi diary to do a reoccurring appointment that would be great. the rezi diary need to work as any other diary would as allot of agents will use it as their sole diary to avoid confusion.
Take on Appointment
Hi, When we get instructed on a property we make an appointment to go and take pictures and measure up etc... I am currently using "Take on Appointment" for this (which i believe is the right option) however there is no option attached to send an email/text confirming this appointment, please can this be added to the system as an event? I have tried creating a letter in Rezi Post but it doesn't recognise the "Take on Appointment" as an event to link it to. Please can you add this facility to the
Mail Merge
I feel a reduction mail merge option would be very beneficial
Property Type
Please can 1930's be added as a property type in the drop down menu
To do's Badge
Hi Is there anyway a counter badge could be added to the to do's section so we can easily identify there are leads waiting in unassigned tasks (just like you have on the messages tab) Thank You
Rezi Diary - Tracking the current time
Would it be possible to remove the red line that has appeared in the diary as this defaults to the time of day and makes it difficult for us to view diary appointments for the day or even the next day. The attached file shows tomorrow which we then have to scroll up to be able to see the full day of appointments. It is most annoying.
Online digital appointments
Would it be possible to have integration with Rezi and our website so customers can book valuation/viewing appointments straight into our diary with pre-allocated times (similar to booking a restaurant booking online) book a valuation button on our website - fill in short form- pick appointment time- we receive the notification and the appointment is put in our rezi diary
Properties at risk report and on live properties
It would be good to have a traffic light system on the for sale property list for properties at risk of withdrawing This could be done by a report or live on the property search tab and would highlight vulnerable properties for example no viewings within 4 weeks, no offers within 4 weeks or no vendor contact within 4 weeks would be red at risk Amber could be for two weeks as above Green indicates plenty of activity on the property.
Automatically Update Group Name
When editing group member(s) it would be helpful for the group name to automatically change or at least a pop up asking if we would like it to change. I added a member recently, put her down as a Mrs however turned our she was Ms, changed the details but it did not update the group name so correspondance we going out incorrectly.
Amending property features - Key Feature
Can 'Key Feature' become an editable feature. We have had properties where these change (eg. size of a building site) but the system does not allow us to save the changes.
Names of the viewing staff
We have a number of people who are employed to just do viewings (they do not come into the office or have any email address with us) for us. On some weekends we can have up to 30 viewings happening, spread across multiple houses. We would like to allocate the name of who is showing the clients around for each viewing. Rather than it just giving the choice of the two people who are using rezi. This would make life a lot easier and clearer as to who is doing what viewing. Our vendors do not show anyone
Unassigned Tasks
We need a dashboard widget to display unassigned tasks. The widget should show how many tasks there are currently and how many are overdue. It would be great to have an overview via the widgets of outstanding tasks.
Social media feed
Love the twitter feed but could you add other social media outlets such as Facebook, instagram, Linkedin, etc
Uploads
We have clients that upload JPegs for ID and the system only takes PDF's - can these be changed to allow for other formats to be uploaded
Virtual & Video Tours - Link on portals
Now we are all using more Virtual Tours and Property Videos and Rightmove and other portals are supporting this marketing tool as well. We have noticed that you can add captions to your tour or video such as for example - TO WALK AROUND THIS PROPERTY Click Here or WHY NOT VIEW THIS HOME NOW FROM YOUR SOFA Click Here. On Rezi there is currently no ability in Property Video or Virtual Tour Section like there is in the photos section to add such captions so we would like to see this added as currently