General
Touting Letters Guide
In this guide, I will show you how to use the Touting feature in Rezi. A video guide can be found here Firstly, you must ensure you have the Touting document uploaded to Rezi Post. You can find the document attached to this guide. You will need to ...
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 Rezi, the best way to manage your tasks and reminders is through the Task feature on the toolbar. Click here for the video guide To open this feature please click on the Task icon on the global toolbar at the top of the screen. Once you have ...
Creating a Task (Beta Testing)
In this guide I'll show you how to create a task from the plus icon in Rezi. 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 Rezi first, you must click the plus icon in ...
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 ...
Rezi PM Access
Rezi PM Access If you have not used the Rezi 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 choose ...
Document Storage Management
You can now view your document storage usage and manage the files stored it via the Settings and Preferences area in Rezi. 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 Rezi, 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 ...
How to archive and unarchive
This guide will show you how to archive and then unarchive people within Rezi. See the video guide here Individual Archive To archive an individual, navigate to their contact card by either searching their name or select them from the appropriate ...
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 ...
Raising an Idea
This section will tell you how to raise a feature request or an idea with us. Sign up The first thing you will need to do is sign up with us at my.dezrez.co.uk. There are a few tips on what you will need to do in order to register with us (it's ...
Contacting Support
Good news! It is now easier to raise and track a ticket with our support team. We have created a new customer portal which puts you in the driving seat and gives you clarity of where your ticket is and with which team. You can track your ticket ...