Harpreet, happy Rex launch day!

Your Rex account has been set up with the details you supplied in ‘Stage 1 : Setting Up’. Now its time to do those pre-flight checks to make sure everything has been set up as you need.

Complete

Show completed steps
1

Watch the ‘Stage 2: Launch Day’ intro video

Est Time:
1 Min

Complete Step to unlock

2

Review your Data Import

Est Time:
20 Mins

Check over your contacts, properties, appraisals and any other information that was imported. If anything is incorrect or looks out of place, please promptly contact your Success Manager.

Check over your contacts, properties, valuations and any other information that was imported. If anything is incorrect or looks out of place, please promptly contact your Success Manager.

Once you’ve logged in, you'll notice all listings imported will be in draft status.Please note before your portal feeds are started, your listings will require reviewing (and possibly a little editing) before they will be accepted for publishing.

Access your "current" listings by following these steps:

Go to Listings in the left side menu
• Select 'Current' from the 'All Listings' section
•Step through each of your Current Listings to confirm each one is ready to be published. This includes checking all Listing details such as agent 1 & 2, listing type/category and all required Listing information.
• To publish the Listing select the ‘Publish’ button in the top right corner
• If there are any ‘Listing Validation Errors’ they will show under ‘Portal Settings’. For example, you may find that when a Listing is imported that it’s missing the 'Listing Agent' from the key details tab

Please note if you have added any new listings between your final data extract and today, they will not be present in Rex. In the case of Listings created during that time, you will need to create these manually in Rex and publish them for the portals.

Complete Step to unlock

3

Review your REA Import before publishing your Listings

Review your data import before publishing your Listings

Est Time:
30 Mins

Once you’ve logged in, you'll notice all listings imported from realestate.com.au will be in draft status.

Please note once portals are active, your listings will require reviewing (and possibly a little editing) before they will be accepted for publishing back to your portals.

Access your "current" listings by following these steps:

  • Go to Listings in the left side menu
  • Select 'Current' from the 'All Listings' section
  • Step through each of your Current Listings to confirm each one is ready to be published. This includes checking all Listing details such as agent 1 & 2, listing type/category and all required Listing information.
  • To publish the Listing select the ‘Publish’ button in the top right corner
  • If there are any ‘Listing Validation Errors’ they will show under ‘Portal Settings’. For example, you may find that when a Listing is imported from REA that it’s missing the 'Listing Agent' from the key details tab

Please note if you have added any new listings between Thursday and today, they will not be present in Rex. In the case of Listings created during that time, you have two options for how these are handled;
1. Manage these manually through REA's Agent Admin page until the end of their life online, or
2. Create the Listings manually in Rex, but do not publish them. At this point, you'll need to reach out to REA and request the 'Unique ID' for each Listing created. Send this information onto Rex, and we'll update the Listing for you appropriately, then give you the ok to go ahead and publish.

Once you’ve logged in, you'll notice all listings imported will be in draft status.

Please note before your portal feeds are started, your listings will require reviewing (and possibly a little editing) before they will be accepted for publishing.

Access your "current" listings by following these steps:

  • Go to Listings in the left side menu
  • Select 'Current' from the 'All Listings' section
  • Step through each of your Current Listings to confirm each one is ready to be published. This includes checking all Listing details such as agent 1 & 2, listing type/category and all required Listing information.
  • To publish the Listing select the ‘Publish’ button in the top right corner
  • If there are any ‘Listing Validation Errors’ they will show under ‘Portal Settings’. For example, you may find that when a Listing is imported that it’s missing the 'Listing Agent' from the key details tab

Please note if you have added any new listings between your final data extract and today, they will not be present in Rex. In the case of Listings created during that time, you will need to create these manually in Rex and publish them for the portals.

Complete Step to unlock

3

Enter any Marketing Overrides on your listings

Est Time:
3 Mins

Marketing overrides can be accessed here


Upon account set up, Marketing Overrides are added to hide parts of the listing address sent to the portals. These Marketing Overrides apply to all listings.If you wish to update these, Marketing overrides can be accessed
here. Please note in order for listings to be successfully send to Zoopla Marketing Overrides on addresses must contain exactly 3 address parts separated by a comma (e.g. 'Westminster Cct, London, SW1A').

Complete Step to unlock

4

Connect your External Calendar

Est Time:
8 Mins

Connect your external calendar here

Complete Step to unlock

5

Activate required Integrations

Est Time:
3 Mins

Activate required activations here

Complete Step to unlock

6

Set up your Watermark

Est Time:
6 Mins

Set up your watermark by clicking here

Complete Step to unlock

7

Set up your Required Documents for Listing Records

Est Time:
4 Mins

Set up your Required Documents for Listing records by clicking here

Complete Step to unlock

9

Create System Tags for filtering

Est Time:
3 Mins

Create system tags for filtering by clicking here

Complete Step to unlock

9

Add in your own Custom Values

Est Time:
3 Mins

Congratulations! YPA Cranbourne & Pakenham is ready to start using Rex.

What’s next? You can get started with ‘Stage 3: CRM Basics’ right away so that you can start getting the most out of Rex right from the off.

Contact Maisy

Have a question or need some help?
Reach out to Maisy using the details below.

📞 Phone: (+61) 0427 380 837

✉️ Email: maisy.timbrell@rexsoftware.com.au

Book an appointment
×

Contact Dylan

Have a question or need some help?
Reach out to Dylan using the details below.

📞 Phone: (+61) 0429 124 848

✉️ Email: dylan.carey@rexsoftware.com.au

Book an appointment
×

Contact Camila

Have a question or need some help?
Reach out to Camila using the details below.

📞 Phone: (+61) 0475 005 359

✉️ Email: camila.garcia@rexsoftware.com.au

Book an appointment
×

Contact Liz

Have a question or need some help?
Reach out to Liz using the details below.

📞 Phone: (+61) 0437 967 729

✉️ Email: elizabeth.winkler@rexsoftware.com.au

Book an appointment
×

Contact Meg

Have a question or need some help?
Reach out to Meg using the details below.

✉️ Email: meghan.warne@rexsoftware.com.au

Book an appointment
×
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The onboarding tool is currently undergoing maintenance.
It will be back online by 5pm Friday 09/09.

We apologise for the inconvenience. Please reach out to your customer success manager if you have any concerns or if you are needing assistance