What This Integration Supports

The integration allows you to:

1. Send fund requests for;
   1. Vendor Paid Advertisement (VPA)
   2. Buyer Deposits
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 documents to a fund request 
7. Automatically update settlement details in the RealtyAssist platform.

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How to Send a VPA Fund Request

Step 1: Find the listing you wish to create a fund request for

• From the Listings tab in the RealtyAssist Platform
  • Select from the list, search or filter by Agent or by Listing Status

• Select New Fund Request button
• Select Vendor Paid Advertising (VPA)

Step 2: Generate the fund request

• Check/Select Agent 
• The Amount will pull through from the Marketing Budget amount in your CRM but can be amended if required.
• Select the Due Date
• The Property Address, Listing Price and Listing Date will automatically pull through from your CRM

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

• The vendor Customer Details associated with the listing will pull through from your CRM for you to select to add to the fund request.  You are also able to add additional vendors if you wish.

• Enter a Fund Request Description if you wish
• You can also Select Files you wish to include with the fund request - these will be collected from files saved against the property in your CRM
• When you are ready, Submit the fund request to be sent to your vendor/s

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How to Send a Buyer Deposit Fund Request

Step 1: Find the listing you wish to create a fund request for

• From the Listings tab in the RealtyAssist Platform
  • Select from the list, search or filter by Agent or by Listing Status
  • Select New Fund Request button
  • Select Buyer Deposit

Step 2: Generate the fund request

• Check/Select Agent 
• Enter the Amount to be paid
• Select the Due Date
• The Property Address will automatically pull through from your CRM

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

• The buyer Customer Details associated with the listing will pull through from your CRM for you to select to add to the fund request.  You are also able to add additional buyers if you wish.
• Enter a Fund Request Description if you wish
• You can also Select Files you wish to include with the fund request - these will be collected from files saved against the property in your CRM
• When you are ready, Submit the fund request to be sent to your buyer/s

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Updating Settlement Details

The integration will update settlement details automatically in the RealtyAssist platform from the Reapit Sales (formerly Agentbox) 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.

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Fund Request Reconciliation

Due to a limitation with the Reapit Sales (formerly Agentbox) CRM, we are unable to feed back the payments made, directly into your CRM. 

To help you with this, we have built a fund request table where you can easily see what funds have been received and any outstanding balance for both VPA and Buyer Deposits at a quick glance.

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