2025 Dezrez Changes

December 2025

Dashboard Widget Improvements

We’ve made it easier and faster to add Platformz reports to your dashboard!
✅ Simply select Miscellaneous and instantly access all Platformz options—no more repeating steps.

Benefit: Save time and get straight to the insights that help grow your business. 📈

🎨 Styling Update

We’ve refreshed the scroll bar styling for a cleaner, more modern look across Dezrez.
Benefit: A smoother, more enjoyable experience when navigating large data sets. 🖱️

📅 Appointment Summary Enhancements

The appointment title now appears in the summary view and printouts, replacing the generic appointment type.
Benefit: Clearer information for staff and clients, reducing confusion and improving communication. 🗂️

Fixed an issue with recurring appointments where incorrect dates were shown in the summary view.
Benefit: Accurate scheduling ensures better diary management and avoids missed opportunities. ✅

✨ Activities & Notes Enhancements

📅 New Appointment Menu

We updated the Activities & Notes: the appointment item now has a new menu which allows the user to:

✅ See an audit log of all changes made to the appointment.
🔍 View the appointment details instantly from the same menu.

Why it matters: More transparency and faster access to key info = less admin, more time for clients!

💬 Financial Services Appointment Upgrade

📨 Send Comms Directly from Appointment Screen

We have updated the functionality associated with booking Financial Services appointments. When you book the appointment, you can now send communications directly to appointment attendees from within Dezrez.  You support this change we have introduced  new Rezi Post Packs.

📦 New Rezi Post Packs Added
New packs added for: Financial Services appointment confirmations, Financial Services appointment cancellations, and Financial Services appointment rescheduling

Why it matters: Faster, easier communication = happier clients and fewer missed opportunities!

These updates make your day-to-day simpler, save time, and help you deliver a better experience for your clients. If you need assistance with the implementation of any of these features please reach out to the team and we can provide assistance.

✅ Enhanced Landlord Payment Process

We’ve made important updates to how payments are handled for landlords, based on your feedback. These changes make the process more accurate, transparent, and time-saving.

🔍 What’s Changed?

💰 Automatic Fund Retention

1. Funds that need to be retained are now automatically held back, reducing manual work and ensuring compliance.
   

📊 Adjusted Payment Calculations

1. Payments to landlords now automatically account for retained funds, giving you accurate figures every time.
   

🏠 Updated Money Due Out Screen

1. Opening Balance now reflects the balance for each individual property rather than a combined figure.
   
2. This provides greater transparency and makes it easier to track property-specific finances.
   

🎯 Why This Matters

• ⏱ Saves Time: No more manual calculations or adjustments for retained funds.
• ✔ Improves Accuracy: Reduces errors and ensures landlords receive the correct amount.
• 🔍 Clearer Reporting: Property-level balances make financial management simpler and more transparent.

Diary Summary Print-Out Enhancements

We’ve improved the styling of the Diary Summary View when printed, making it cleaner and easier to read. In addition, we’ve added Grade and Finance details to the print-out.

Why this matters for estate agents

• Professional presentation: A polished print-out reflects well on your brand when sharing schedules with clients or team members.
• Better financial oversight: Including finance details helps you keep track of costs and revenue opportunities directly from your diary.
• Streamlined workflow: No need to cross-reference other screens—everything you need is now in one place.
  

November Changes

✅ Bug Fix: Lead Source Type

We’ve resolved an issue where the source type was not being populated when using the GetLead endpoint.
Benefit: This ensures accurate lead tracking and reporting, giving agents better visibility into where leads originate—helping you focus marketing spend on the most effective channels.

✏️ New Feature: Edit Appointment Notes in Diary

You can now edit appointment notes directly within the Dezrez diary.
Benefit: No more jumping between screens or creating duplicate entries—this streamlines diary management, saves time, and reduces admin errors. This improvement makes day-to-day scheduling much easier.

⚡ Improved Activity Timeline Loading

The Activity Timeline now loads significantly faster, making it easier for agents to track interactions and updates on properties and contacts. This enhancement saves time during busy workdays and improves responsiveness when dealing with clients.

🏢 Branch Info Display Fix for Viewings

A UI issue has been resolved where the attending or follow-up branch wasn’t correctly shown when booking viewings. This fix ensures agents have clarity on who is responsible for each appointment, reducing internal miscommunication and improving customer service.

🔁 Automated Communications for Move Out / Check Out Appointments

A new workflow now automates communications when a Move Out or Check Out appointment is made, rescheduled, or cancelled. It also includes automated reminders. This streamlines property management tasks, reduces manual follow-ups, and ensures responsible parties are always kept in the loop — boosting operational efficiency.

🔔 Webhook & Notification Improvements

1. EventChangedSubscriptionNotification Fix
   • What’s new: Resolved an issue with webhook notifications for event changes.
   • Benefit: Ensures smoother automation and more reliable updates for integrated systems—reducing manual checks and saving time.
2. New Webhook for Contact Preference Changes
   • What’s new: Agents can now receive automated notifications when a person’s contact preferences are updated.
   • Benefit: Helps maintain GDPR compliance and ensures communication methods are always up to date—boosting engagement and trust.
     

📅 Communication Workflow Enhancements for Inspections

Routine Inspection Appointment Workflow

What’s new: Automated messages for tenants/landlords when routine inspections are confirmed, rescheduled, cancelled, or reminders are due.

Benefit: Reduces admin workload, improves transparency, and keeps all parties informed—leading to better relationships and fewer missed appointments.

Inspection Follow-Up Appointment Workflow

What’s new: Similar automation for follow-up inspections.

Benefit: Ensures continuity in property management and keeps communication consistent throughout the inspection lifecycle.

🏠 Let Status Communication Automation

Let Status Workflow

What’s new: Automatically notifies landlords/tenants when a property status changes to "Let".

Benefit: Speeds up post-let communication, reduces manual updates, and enhances professionalism.

October Changes

🔔 New Workflow Trigger: Property Status – Exchange

We’ve introduced a new Exchange trigger within the Property Status workflow. This allows estate agents to:

• Automate communications when a property reaches the "exchanged" stage.
• Standardise messaging across branches or negotiators.
• Save time by removing manual steps in the sales progression journey.

💡 Benefit: Agents can now ensure consistent, timely updates to buyers, sellers, and solicitors—helping reduce fall-throughs and improve client experience.

🧠 AI-Powered Property Descriptions (First AI Segment in Dezrez)

We’ve laid the foundation for AI within Dezrez and Property Management (PM). The first feature allows agents to:

• Auto-generate property descriptions based on the write-up details.
• Speed up listing creation while maintaining quality and tone.
• Reduce repetitive admin and focus more on selling.
  

The AI generating description takes the following property write up elements into account when generating:

1. Example text from S&P
2. Bedroom count,
3. Bathroom count,
4. Reception room count,
5. Property type,
6. Address,
7. Language,
8. and Features of the property

💡 Benefit: This helps agents get properties live faster, with less effort, and ensures descriptions are consistent and engaging.

🏡 New Workflow Trigger: Sales Property Completed

What’s new?
We’ve added a powerful new trigger to the Property Status workflows: Sales Property Completed. This enables estate agents to automatically send communications when a property sale is completed—keeping vendors, purchasers, and internal teams informed without manual effort.

Key benefits for estate agents:

• 📩 Automated communication at the point of completion—no more chasing or manual follow-ups.
• 🧠 Standardised messaging ensures consistency across branches and teams.
• ⏱️ Time-saving and simplified workflows, freeing agents to focus on new instructions and pipeline growth.

This enhancement helps agencies deliver a more professional experience while reducing admin and improving operational efficiency.

🛠️ Dashboard Widgets – Tag Filter Fix

Resolved Issue:
Previously, if the same widget appeared multiple times on a dashboard, changing the tag filter on one would unexpectedly affect the others.

Benefit to Agents:
You can now confidently customise each widget independently—ensuring your dashboards reflect exactly what you need, without interference. This improves clarity and saves time when managing multiple views.

🔄 New Workflow for Lettings – Valued to Instructed to Let

What’s New:
A new workflow has been added to the Property Status triggers. It allows agents to automatically send communications when a property moves from Valued → Instructed → To Let.

Benefit to Agents:
This streamlines your lettings process by automating customer updates at key stages. It ensures timely communication, reduces manual effort, and helps you get properties marketed faster—keeping landlords and tenants informed and engaged.

🏡 New Automation in Property Status Workflow: Valued → Instructed to Sell

We’ve introduced a powerful automation to the Property Status workflow. Now, when a property's status changes from Valued to Instructed to Sell, communications can be sent automatically—no manual steps required.

💡 What this means for your agency:

• Time-saving: No need to manually trigger emails or updates—it's all handled for you.
• Consistency: Ensure every client receives the right message at the right time, every time.
• Professionalism: Standardised communications help maintain a polished and reliable brand image.
• Scalability: As your agency grows, this automation keeps your processes smooth and efficient.
  

September Changes

🏡 Valuation Timeline & Automation Enhancements

We’ve launched the first Workflow automation for property status changes. This initial release focuses on automating communications when a property is Valued — whether for sales or lettings.

💡 What you can do now:

• Automatically trigger emails, SMS messages , or printing of customer letters when a valuation is recorded.
• Create and edit workflows tailored to your agency’s process.
• Save time and reduce manual follow-ups with consistent, automated messaging.

🚀 Benefits for your agency:

• Boost productivity by reducing repetitive admin.
• Improve client experience with timely, personalised communication.
• Stay compliant and consistent with automated records and messaging.
  

🆕 New Automation Features to Streamline Your Workflows

We’ve expanded our automation capabilities to give agents more control, save time, and improve customer communication.

💼 Offers Workflow Enhancements

You can now trigger automations when an offer is rejected, across sales, lettings, or both marketing statuses. This means you can automatically send tailored communications, update records, and keep your team and clients informed—without lifting a finger.

🏠 Valuation Workflow Upgrades

Two new automations have been added:

• Rescheduled Valuation Appointments – Automatically notify relevant parties and update records when a valuation is moved.
• Valuation Appointment Reminders – Set up reminders to ensure clients and staff are prepared and punctual.
  

🆕 New Workflow Automation for Cancelled Valuations

You can now automatically trigger actions when a valuation appointment is cancelled. Choose to:

• Send an email
• Send an SMS
• Print a letter

This helps ensure your team stays proactive, keeps vendors informed, and maintains a professional touch—even when plans change. It’s a great way to reduce admin time and improve customer experience.

🏠 Property Copying Made Easy

We’ve introduced a powerful new feature: Duplicate Property.

When copying, you can:

• Select or enter a new address
• Copy across:
  • Images/photos
  • Virtual tours & walkthroughs
  • Descriptions
  • EPC details

This is ideal for agents managing similar listings or re-marketing properties. It saves time, reduces duplication, and ensures consistency across listings.

🏡 Automated Communication for Confirmed Valuations

We’ve enhanced our automation tools to now send automatic communications when a Valuation appointment is confirmed. This applies to all valuation types, ensuring consistent and timely engagement with your clients.

💡 What this means for your agency:

Save time: No need for manual follow-ups—clients are instantly informed.

1. Boost professionalism: Automated confirmations reinforce trust and reliability.
   
2. Reduce no-shows: Clear, timely communication helps ensure clients are prepared and present.
   
3. Stay consistent: Every valuation gets the same high-quality touchpoint, every time.
   

🏘️ Viewing Workflow Split by Market Type

You can now configure viewing workflows based on Sales, Lettings, or Both — giving you full control over how communications are sent depending on the market type.

What’s included:

1. Tailored messaging when a viewing is booked, cancelled, rescheduled, or reminders sent.
   
2. Ensures customers receive relevant and professional communications aligned with the property type.
   

Why it matters:

1. Improves customer experience with market-specific messaging.
   
2. Reduces confusion and manual intervention.
   
3. Supports brand consistency across sales and lettings teams.
   

💬 Automated Offer Communications

We’ve added automation for two key offer events:

1. Offer Accepted
   
2. Offer Withdrawn
   

These automations allow agents to:

1. Instantly notify relevant parties.
   
2. Standardise messaging across branches.
   
3. Reduce manual follow-up and improve operational efficiency.
   

Why it matters:

1. Saves time and reduces admin.
   
2. Improves transparency for buyers, sellers, and landlords.
   
3. Supports compliance and professional standards.
   

🆕 New Offer Confirmation Workflow & Automation Settings

Following the successful rollout of the Viewing Workflow, we’re excited to introduce a brand-new Offer Confirmation Workflow—designed to help estate agents streamline communications when an offer is confirmed.

✉️ What’s New?

1. Automated Messaging: Agents can now automatically send an email or SMS to relevant parties when an offer is confirmed—saving time and ensuring consistent communication.
   
2. Sales vs Lettings Flexibility: Based on feedback, we’ve added a setting that allows agents to tailor automations depending on whether the offer relates to a sales or lettings property. This means you can set up different messages, actions, or follow-ups for each type.
   

💼 Why It Matters:

1. Save Time: Reduce manual follow-ups and let the system handle confirmations.
   
2. Improve Client Experience: Keep buyers, sellers, landlords, and tenants informed instantly.
   
3. Customise Your Workflow: Align your communications with your business model—whether you focus on sales, lettings, or both.
   

August Changes

🛠️ Sales Progression Page – Performance Boost

We've made behind-the-scenes improvements to the Sales Progression page to ensure it loads faster and runs more smoothly. This means agents can now manage chains, track milestones, and update statuses with less waiting and fewer interruptions—especially helpful during busy periods when speed matters.

Benefits for agents:

1. Faster access to key sales data
   
2. Smoother experience when progressing sales
   
3. Reduced time spent waiting for page loads
   

🔔 Cancel a Viewing – Notification Alignment

The Cancel a Viewing dialog has been updated to ensure it aligns with our current notification system. This means when a viewing is cancelled, the right people are notified in the right way—keeping communication clear and consistent.

Benefits for agents:

1. Fewer missed updates for applicants and vendors
   
2. Improved professionalism and customer experience
   
3. Reduced manual follow-up
   

📣 New Workflow Automation for Viewings

We’ve introduced powerful enhancements to Viewing workflows in Dezrez, allowing estate agents to fully automate communications with landlords, vendors, purchasers, and potential tenants whenever a viewing is booked, rescheduled, or cancelled.

✅ What’s New?

1. Automated Communication: No more manual emails or missed SMS messages. Once a viewing is booked, Dezrez automatically sends branded communications using your existing Rezi post packs.
   
2. Smart Rescheduling: If a viewing is changed or cancelled, all associated parties are notified instantly — saving time and reducing confusion.
   
3. Centralised Logs: All communications sent via automation are logged in Settings & Preferences → Communication Logs, showing who received what, when, and which property it relates to.
   

💡 Why It Matters

1. Time Saver: Agents no longer need to remember to send confirmation emails — it’s all handled automatically.
   
2. Streamlined Experience: Improves the customer journey by ensuring timely, consistent communication.
   

July Changes

Stability Changes

These updates range from usability enhancements—making everyday tasks smoother and more intuitive—to functionality improvements that help agents work more efficiently. Each fix is part of our ongoing commitment to simplifying your workflow, reducing friction, and ensuring the tools you rely on are as reliable and effective as possible.

June Changes

BAU Changes

Continued to deliver minor enhancements, specifically focused on UI and performance changes.

May Changes

BAU Changes

Continued to deliver minor enhancements, specifically focused on UI and performance changes.

April Changes

Views & Offers

We've refreshed the design of both the "View Viewing Dialog" and  "Book a Viewing" dialogs within the Diary. These updates are intended to streamline the user flow and simplify the user journey.

The primary change is to ensure all buttons are displayed by default, all sections are displayed by default, and key information has been moved to key positions.

Applicant and Vendor Details

The group list now includes the interests of each person, which can help in better understanding and managing client relationships.

Feed to Rightmove and OnTheMarket

Additionally, the portal feed has been enhanced to include a title for each Material Information property description. This improvement will enhance the visual appeal of properties listed on portals, making them more attractive to potential buyers and renters.

March Changes

BAU Changes

Continued to deliver minor enhancements, specifically focused on UI and performance changes.

February Changes

OnTheMarket Exclusivity

We've made some exciting updates to how we handle exclusivity for our customers who have a commercial agreement with OnTheMarket. Our new process is designed to make it super easy and straightforward to set an exclusivity period for OnTheMarket. No more hassle or confusion!

If you're interested in setting up exclusivity, just drop us an email at [email protected]. Our support team is always ready and happy to help you out with anything you need.

Exchange/ Completed Status

Thanks to your valuable feedback, we've made a change that lets you mark a property as exchanged and/or completed without updating this status on the property portals. This means you can keep an accurate record of your stock while still showcasing a full and rich inventory on the portals.

To update the property status inside Dezrez without updating the status on the property portal, simply select the 'Continue to send Property to Portal' checkbox.

Once you're ready to mark the property as sold or completed, just uncheck the 'Property Portal' marketing flag.

Recurring Appointments

We are pleased to announce the release of a new feature that allows users to create recurring appointments within the Dezrez CRM. This enhancement is designed to streamline your scheduling process and improve overall efficiency.

In addition to this new feature, we have also resolved a number of issues related to appointment scheduling to ensure a smoother and more reliable experience.

January Changes

BAU Changes

Continued to deliver minor enhancements, specifically focused on UI and performance changes.

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