Getting Started
Booking a Viewing
In this guide, we will learn how to book a viewing into Rezi. Please see our video for a demonstration of the guide below. Book a Viewing Guide To book a viewing, start by clicking on the plus icon (top right of the screen) and clicking on Viewing ...
Recording an Offer
In this guide we will show you how to record an offer on a property. You will be able to add any offer onto the property via the offer tab so you can contact the vendor and wait for their decision. To see a video guide on this, please see our guide ...
Writing Up a Property
Writing up a Property This guide sheet will take you through the process of Writing up a Property within the Rezi system. Watch our webinar on Property Write Ups here You have access to the right up tab as soon as the property has been created. This ...
Booking a Valuation
Booking a Valuation In this guide, we will take a look at booking valuations in Rezi. Please see the link for our webinar on 'Booking Valuations'. Start by clicking on the Plus button in the top right corner of the screen and then clicking on ...
Sending out Individual Properties
In this guide, I’ll show you how to send a single property to your entire database. This is perfect if you have one property that you want to showcase to your clients or could be sent to perhaps a list of investors. Click here to see a video guide To ...
Matching Properties to an Applicant
In this guide, you will be shown how to match a property to multiple clients. Click here for the video guide First, you must navigate to the property that has been instructed and click the Matches section. Once you have clicked on Matches it will ...
Adding a General Appointment
In this guide, I will show you how to add a general appointment into the diary. This can be a team meeting with nultiple negotiators or a meeting with a client. To see a video guide on this please click here to see it. In order to add a general ...
Adding a Person
In this guide we'll go through how to add a client on to the system. There is also a video guide on 'How to add a person', which can be found by clicking the link. There are a few different areas within Rezi that will allow you to register new ...
Recording Contact with Customer
This guide will show you how to record any correspondence within Rezi. Once in Rezi, click on the 'Plus' button and click on 'Log a call or contact'. If you do this from a property or contact card, it will prefill the information on the person and ...
Creating Custom Dashboards with widgets
This guide will take you through the creating custom dashboards on your Rezi homepage. Take a look at our guide on how to 'add a custom widget' You have the ability to customize your home dashboard to show widgets specific to your daily Rezi needs. ...