What This Integration Supports

The integration allows you to:

1. Send fund requests for;
   1. Vendor Paid Advertisement (VPA)
   2. Buyer Deposit.
2. Automatically attach required listing details (e.g., address, agent, authority dates, list price).
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 up to three VPA documents to a Vendor Paid Advertisement fund request (files must start with "VPA").
7. Automatically update settlement details in the RealtyAssist platform.

How to Send a Fund Request

Step 1: Ensure Your Listing Has the following Required Details

To send a fund request, make sure the listing contains:

• Match as

• Primary Contact/Staff Member (Listing agent)
  • The first selected agent in the listing.
  • You will need to have this agent as an active or passive member of your RealtyAssist account, otherwise, the Listing agent will default to the integration owner in the RealtyAssist platform.

• Date Listed

• Listing Owners' details (for VPA) Or Purchasers' details (for Buyer Deposit)
  • First & Last Name
  • Phone
  • Email address

⚠️ If any of these details are missing, the fund request will not be generated, and an error message will be sent to our internal team.

Step 2:

Generate a VPA Fund Request:

• Click $ to switch to Finance Mode as per the image below:

• Navigate to Trust Accounting

• Then click on Fund Requests > Request VPA Funds

• This will display a popup window where you can select which VPA items you would like to request funding for. After selecting VPA items you can proceed by clicking the Add to Request button As per the screenshot below:

• Enter fund request details:

1. Recipient Field: Due to a limitation in REX CRM, you can only select one recipient. However, our integration ensures that all relevant listing owners (for VPAs) or purchasers (for Buyer Deposits) linked to the listing are automatically included in the invoice, regardless of the selected recipient.
2. VPA Reference Field: You can use the reference field to add the description you want on the invoice.

• After completing all required information, you can proceed by clicking the Save button which is the trigger to create the Fund Request.

Generate a Buyer Deposit Fund Request:

• Click $ to switch to Finance Mode as per the image below:

• Navigate to Trust Accounting

• Then click on Fund Requests > Request Other Funds

• Enter fund request details:

1. 1. Recipient Field: Due to a limitation in REX CRM, you can only select one recipient. However, our integration ensures that all relevant listing owners (for VPAs) or purchasers (for Buyer Deposits) linked to the listing are automatically included in the invoice, regardless of the selected recipient.

• Add the code RA-D in the reference field for the fund request to be generated as a Buyer Deposit.

• To enter the amount and description, you need to click “Click to add an item”.

• Once you have entered the amount and description, you can proceed by clicking the Save button which is the trigger to create the Fund Request.

📌 Please Note:

For VPA Requests Only, you can upload up to three documents.

• Each document must start with "VPA" in its file name (e.g., 📁 VPA_Invoice.pdf).
• The system will automatically detect and attach these documents to your fund request.

Managing Fund Requests

Cancelling a Fund Request

• Currently, fund requests cannot be cancelled through the CRM once they have been sent. If you need to cancel a fund request, log in to the RealtyAssist platform and cancel it there.

Updating a Fund Request

• If a fund request has already been created in the RealtyAssist platform, any changes made to it in the CRM will not update the existing request.
• If you need to make changes after submission, the best approach is to cancel the request inside RealtyAssist and create a new one.
• Currently, there is a limit of two fund requests. If you have already used both fund request fields in the CRM, you must generate a new request from the RealtyAssist platform.

Updating a Fund Request After an Error Occurs

If an error occurs, we will reach out to you with the missing data.

What you'll need to do next?

• Go to your listing and update the required details or enter any missing information.
• Once you are done, click Save/Update.
• We will receive the updates, and the fund request should be created successfully. ✅

Updating Settlement Details

The integration will update settlement details automatically in the RealtyAssist platform from your 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.

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