General
Removing or Withdrawing a Property from Portals
Removing or Withdrawing a Property from Portals (based on: “How to remove or withdraw a property”) ? Purpose Help customers correctly withdraw or remove a property from portals (Rightmove, Zoopla, OTM) and/or archive it in Rezi. ? Use This When... ...
Listing Not Appearing on Portals
Listing Not Appearing on Portals (based on: “Why is my listing not appearing on portals”) ? Purpose Resolve cases where a property is live in Rezi but not showing on portals. ? Use This When... Customer says: “My listing isn’t showing on Rightmove” ...
Listing Changes Not Syncing (Photos, Price, Description)
(based on: “Syncing Listings with Dynamic Market & Portals”) ? Purpose Troubleshoot when property changes don’t appear on portals (e.g., photo/price not updated). ? Use This When... Customer says: “My price change hasn’t updated” “Photos wrong on ...
How to Set Up and Manage the Client Portal for Your Customers
Applies to: Granting portal access to vendors/landlords, managing visibility, troubleshooting login issues. ? Purpose To help Rezi users give their clients (vendors, landlords, applicants) secure access to the Client Portal, where they can track ...
How to Send a Credas AML Check
Applies to: Customer identity verification via Credas, initiating AML checks, checking status, and troubleshooting invite issues. ? Purpose To help users issue a Credas AML check to applicants, buyers, vendors, or landlords through Rezi, ensuring ...
Scheduling Property Listings in Rezi
Purpose: Guide users in setting a future go-live date for a property listing, rather than publishing immediately. ✅ Steps: Create the property record as normal: fill in address, photos, price, etc. Go to the Marketing tab within the property profile. ...
How to Create and Share Viewings or Appointments in Rezi
Applies to: Scheduling viewings, valuations, internal meetings, or reminders via Rezi’s diary/calendar. ? Purpose To guide users through creating appointments in Rezi, adding attendees, and sending out confirmation emails to clients and team ...
Re-listing a Property after a sale falls through
? Purpose To guide users through the correct steps in Rezi to: End a failed sale Re-activate the property listing Return the property to portals and available stock ? Use This When... Customer says: “The sale has fallen through — what do I do now?” ...
What to do after an offer is accepted
? Purpose To guide agents through the immediate steps required in Rezi once a buyer’s offer has been accepted — including setting statuses, generating documentation, and initiating sales progression. ? Use This When... A customer says: “I’ve ...
Resolving issue with property ID's
? Purpose To help users locate, confirm, and correct Property IDs in Rezi, especially when syncing, reporting, or linking records. ? Use This When... The user says: “What’s the Property ID?” “The ID on the listing doesn’t match what’s in Rezi.” ...
How to Update or Correct Contact Details
? Purpose To guide users through finding and updating contact details for a person or company record in Rezi, whether fixing an error or updating new information. ? Use This When... The user asks: “How do I change a customer’s email address or ...
Syncing Listings with Dynamic Market & Portals
? Purpose To guide users through syncing listings with Dynamic Market and external portals (Rightmove, Zoopla, OnTheMarket, etc.), and troubleshoot when syncs fail, delay, or partially apply. ? Use This When... Customer says things like: “My ...
How to remove or withdraw a property from portals or rezi
? Purpose To guide users through correctly withdrawing or removing a property from: ? Public portals (Rightmove, Zoopla, OTM etc.) ? Internal marketing visibility in Rezi This ensures data integrity and prevents accidental relisting or compliance ...
Why is my listing not appearing on portals?
? Purpose To help diagnose and resolve cases where a property is not displaying on external portals (Rightmove, Zoopla, OTM, etc.), despite being listed in Rezi. ? Use This When... The customer says: “My listing isn’t showing on Rightmove” “The ...
🐞 Reporting General Bugs or Unexpected Behaviour Troubleshooting & Escalation Checklist (with Zoho-Specific Steps)
? Purpose To guide support agents through capturing and escalating bugs or system anomalies in Rezi / Dezrez that aren't caused by known outages or user error — using Zoho as the system of record. ? Use This When... The customer says things like: ...
Dezrez/Rezi isnt loading or responding
? Purpose To guide resolution when the Rezi platform fails to load fully, freezes after login, or becomes unresponsive during use. ? Use This When... Customer says: “Rezi isn’t loading” “It’s stuck on the loading screen” “It just freezes when I log ...
General Trouble shooting Checklist
? Purpose To quickly resolve or diagnose issues preventing users from accessing or using the Rezi platform. ? Use This Checklist When... A customer says Rezi won’t load, respond, or is slow. Phrases include: “Rezi not working” “I can’t log in” “The ...
Reporting a Full System Outage (Out Of Hours Only)
PLEASE NOTE: This form must only be used for full system outages outside of our published support hours If you have an issue within our published support hours then please visit our Help Centre to submit a regular ticket. Alternative means of getting ...
Touting Letters Guide
In this guide, I will show you how to use the Touting feature in Dezrez. A video guide can be found here Firstly, you must ensure you have the Touting document uploaded to Dezrez Post. You can find the document attached to this guide. You will need ...
Rezi Reporting
In this guide, I'll show you how to use the Rezi Reporting system. It'll cover all manner of reports from negs performance to property stats. Click here to see a video guide To get into the reporting, you must first click on the graph at the top of ...
How to create a list of To-do's
In this guide, I will show you how to create a list of tasks for properties. Here is the video guide for creating a list of To do's Firstly I can navigate to a list of properties and select the ones I need to have a to-do against them. In this ...
Change Property Owner
We've added a new option to the Property Hub so that you can change the owner of the property without booking a valuation. Click here for the video guide This new function will work even if the property has active roles, so please bear in mind that ...
STC/Let agreed Flag on Portal and Websites
In this guide, I will show you how to mark a property as STC or let agreed on our portal and with feeds. Click here to see the video guide On a property, when you accept an offer on a Sales or Lettings property, the status of the property in Rezi ...
Matching an Applicant to Properties
In this guide, you will be shown how to match a group to multiple properties. Click here to see a video guide First, you must navigate to a group and then click on the Property Searches tab. Once clicked you can select add a search either for Sale or ...
Task Management
In Dezrez, the best way to manage your tasks and reminders is through the Task feature on the toolbar. To open this feature please click on the Task icon on the global toolbar at the top of the screen. Once you have clicked this it will open the task ...
Creating a Task (Beta Testing)
In this guide I'll show you how to create a task from the plus icon in Dezrez. You can do this anywhere in the software where you can see the plus icon on the top right hand side In order to create a task in Dezrez first, you must click the plus icon ...
Sending Bulk Correspondence
If you want to contact multiple clients via one method then bulk correspondence is the best way to achieve this. Many agents use this to send the 'Are you still looking?' email and this is the best way to do it. See our video guide to 'Send Bulk ...
What 3 Words Intergation
To use the What3Words integration in Rezi first you must navigate to a property on rezi. It will allow you to pin point certain areas on the property such as the front door or the best place to park when visiting. Once in the property you can click ...
Redacting Clients from the System
This guide will take you through the process of redacting clients (applicants, vendors, landlords, tenants etc) from the system. This process can be done from a property hub or from a client group. Click the link to see a video guide on this article ...
Dezrez PM Access
Dezrez PM Access If you have not used the Dezrez admin area before, please follow this guide first to show you how to access and use it - https://my.dezrez.co.uk/portal/en/kb/articles/settings-and-preferences-new In your agency admin area, you can ...
Document Storage Management
You can now view your document storage usage and manage the files stored it via the Settings and Preferences area in Dezrez. If you haven't seen our settings and preferences area yet, please take a look at this article for more information: See our ...
Setting Default Lettings Milestones/ Checklist Items
Within the pre-tenancy section of Dezrez, you have different checklist items that correspond to the tab you are on and that you are able to alter to suit your individual agency needs. Agreement Money Tenant Landlord Property ALTERING THE DEFAULT LIST ...
Settings and Preferences
This article will guide you through the Settings and Preferences area on Rezi. See our video for 'Settings & Preferences' here To access your admin centre, please click on your agency’s name at the top of the page. Please note that if you have ...
Reassigning owning neg/ branch on People
This article will show you how to change the owning negotiator or branch on an applicant or vendor registered within Rezi. Click here for the video guide Click into the 'People' tab on your home screen, then select a list you would like to work from. ...
Reassigning owning neg/ branch on Properties
This article will show you how to reassign an owning negotiator or branch on a property. This is a useful tip if someone leaves the business and you need to reassign important clients and applicants to another negotiator. Click here for the video ...