✅ Recurring Invoices and Fees
You can now set up recurring invoices and fees, making it easier to manage regular payments without manual intervention.
Benefit: Saves time, reduces errors, and ensures consistent cash flow for your agency.
✅ Proof of Address for Tenants
Agents can now upload and attach proof of address documents directly in the system, alternatively tenants can directly upload these documents via the Customer Portal, and they integrate seamlessly with the existing document approval workflow in Property Management.
Benefit: Speeds up tenant onboarding and improves compliance with minimal admin effort.
✅ Certificate & License Expiry Reminders
A new workflow for Property Management users allows you to send automated reminders when certificates or licenses are nearing expiry or have expired.
We’ve also introduced new Rezi POST packs for these reminders. If you need help setting up these packs, please reach out and we can walk you through the process. Suggested defaults include:
- 30-day notice
- 60-day notice
- Expired notice
Benefit: Keeps your agency compliant and reduces the risk of missed renewals, all while saving time through automation.