Quick Tips
Unique Marketing Preferences on the Property Hub
In this guide I'll show you how to add unique marketing preferences to the Property hub. See here for the video explanation for this feature On the For Sale/To Let tab, there is a Marketing sub-tab (1), with options to set Unique Marketing ...
How to Archive and Unarchive Groups
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 ...
Rezi Notes
This guide will take you through the process of using Rezi notes. Navigate to the page that you wish to leave a note on (property or applicant/ vendor). Click on the orange “Actions” menu then click on the “Notes” tab. Any notes already recorded can ...
Applicant Facing Tool - Turning Rezi into a Presentation Tool
Ever wanted to show your applicants properties on Rezi, however you worry about GDPR? Don't worry. Rezi has a feature where you can choose to have an 'Applicant Facing view. This guide will take you through creating a list of properties for an ...
Signable
Signable is an enhanced feature of the Rezi post software, that assists estate agents in saving both time and money, getting documents signed and returned quicker and easier than ever before. Please click here for the video guide Signable pack ...
Rezi Chat
The Rezi chat option allows users to send instant messages to each other through Rezi. To access the chat option, you can click the message bubble in the top right corner as shown below. You are then able to click a contacts name and start ...
Setting Internal Reminders
This guide will take you through the process of setting internal reminders. Here's a quick video on how to Set Reminders The system reminders will allow you to set reminders that will appear in the Rezi. These reminders are individual to each user ...
SMS in Rezi (Charges Apply)
This guide will take you through setting up and sending an SMS through Rezi or using Rezi Post. Ensure the correspondent you wish to send the SMS to has an active mobile number. To send an SMS from a group card, navigate to the group you wish to send ...