What This Integration Supports

The integration allows you to:

1. Send fund requests for;
   1. Vendor Paid Advertisement (VPA) and Buyer Deposits
2. Automatically attach required listing details (e.g., address, agent.  Authority dates, list price will pull through when creating a VPA fund request).
3. Assign an agent to the fund request
4. Auto-attach up to 4 owners for a VPA fund request.
5. Auto-attach up to 4 purchasers for a Buyer Deposit fund request.
6. Upload and attach documents to a fund request 
7. Automatically update settlement details in the RealtyAssist platform for VPA fund requests.
8. Automatic Trust ledger updates for VPA and Buyer Deposits (optional for VPA)

How to Send a VPA Fund Request

Step 1: Select the property page you wish to create a fund request for

• Select Financials tab
• Go to Advertising

Step 2: There will be a section called RealtyAssist

• Select New RealtyAssist Fund Request - This will open the Fund Request Form

• Request Type is VPA
• Location (if you are linked to more than one office)
• Select Agent and Due Date
• The Amount will pull through from the VPA  agreed amount
• Select Trust Account that you wish the funds to be paid in to and reconciled (If Automatic Ledger Updates is activated )
• The Listing Price and Authority Start Date will automatically pull through

Step 3: Select Invoice Type - Individual, Company or Trust, POA or Other 

• The Customer Details will pull through from the owners cards associated with the listing, regardless of if they are listed as a Partner or individual card - you can select which customers to include on the fund request and align their correct email and phone number to each person
• Enter a Fund Request Description if you wish
• You can also select from a drop down list any Additional Attachments you wish to include with the fund request - these will be collected from the Filing Cabinet
• Then select Create Fund Request - it will tell you is the fund request send was successful and you can close the pop up.

• The fund request created will then be showing in the RealtyAssist table.

Updating Settlement Details

The integration will update settlement details automatically in the RealtyAssist platform from the MRI Vault CRM. When you add a contract to the listing and enter the following details:

• Sale Price
• Settlement Date
• Vendor's Solicitor

These details will automatically sync with the RealtyAssist platform, ensuring your records are always up to date.

Automatic Trust Ledger Updates (Optional)

If the automatic Trust ledger update feature is activated, the integration will update the Trust ledger with payments made to your agency by RealtyAssist.  This is an optional feature designed to save time and extra work for your Trust management team.  

Once a payment has been made to you and is showing in your Trust ledger, you will be able to disburse monies against the ledger.  This will also update in the transactions section of the advertising tab, under financials.

How to Send a Buyer Deposit Fund Request

Step 1: Select the property page you wish to create a fund request for

• Select Financials tab
• Go to Trust Ledger

Step 2: There will be a section called RealtyAssist

• Select New RealtyAssist Fund Request - This will open the Fund Request Form

• Request Type is Buyer Deposit
• Location (if you are linked to more than one office)
• Select Agent and Due Date
• Enter the Amount to be paid by the buyer
• Select Trust Account that you wish the funds to be paid in to

Step 3: Select Invoice Type - Individual, Company or Trust, POA or Other 

• The Customer Details will pull through from the purchasers cards associated with the listing, regardless of if they are listed as a Partner or individual card - you can select which customers to include on the fund request and align their correct email and phone number to each person
• Enter a Fund Request Description if you wish
• You can also select from a drop down list any Additional Attachments you wish to include with the fund request - these will be collected from the Filing Cabinet
• Then select Create Fund Request - it will tell you is the fund request send was successful and you can close the pop up.
• 

If you have any question please contact service@realtyassist.com.au or Call 1300 355 729