Rex Software Product Updates

We’re always updating our estate agency software products and services, here are the major releases.

Introducing Rex AI

Make more time for action with AI built right into our Estate Agent CRM.

Learn about AI

Newsletter Builder

Make your newsletters your way with the updated builder in our CRM.

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Valuations Pipeline

Forecast at every pipeline stage and tailor to your business process.

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Estate agency software that never goes out of date

We're constantly improving and enhancing our products so you maintain your competitive edge. Check out the list below for the latest feature releases, product enhancements, and service updates to our estate agency software.

Rex Continuous Updates
Tenancy Applications—Now Smarter, Faster, and Fully Customisable

Send e-sign requests, track status, and auto-store signed docs—all from Rex. Build custom templates with auto-filled applicant info. Streamline tenancy workflows with zero friction.

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Security Enhancements 2025

To keep your Rex CRM account (and your data) safe, we’ve rolled out some new security measures.

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One Step, Two Actions: Feedback and Reminders Together at last

No wasted moves. Add follow-up reminders while entering feedback—fewer clicks, zero hassle. Pre-filled details save time. Available everywhere you add Feedback.

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Fine-Tune Your Listing Reports with Land Characteristic

Precision matters. Fine-tune your listing reports with land characteristic filters—frontage, depth, corner blocks, and more. Get sharper insights. Found in Reporting > Listings.

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Enhanced Activity Logging Now Live!

Stay in control. Track logins, profile changes, and MFA updates with 90-day security logs. Spot unauthorized access fast. Find it in My Settings > Security > Audit Logs.

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Drag, Drop, Done! A Faster Way to Upload Files

Upload files in seconds with drag-and-drop. Real-time feedback, error alerts, and a smoother UI. Classic upload button still available. Now live across Rex CRM.

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New Internal Approval Reminders within tracks

Tracks now support approval reminders, pausing progress until sign-off. Full approval history, email alerts, and Super Admin overrides ensure compliance and accountability.

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A new automation for Listing Enquiry Feedback

Complete a listing enquiry lead, and Rex auto-generates feedback—no extra steps. Pre-approved for reporting, ensuring accurate vendor reports with zero hassle.

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New Commission Worksheet

Discover our new Commission Worksheet—flexible, seamless, and integrated for easier payroll and commission management. Say goodbye to hassle!

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Stream Filters & Updated Reminders

Simplify Home stream management with property, location, and category filters, plus track-aware reminders for smarter updates!

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New KPI report for Estate Agencies

Save time with the UK KPI Report! Get a rolled-up view of 70+ metrics, from valuations to exchanges, under High-Level KPI Summary.

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Easily Add & Update Records on the Go

Streamline workflows in Pocket by viewing related records when adding tasks. Save time and manage client interactions more efficiently!

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Drag-and-Drop Newsletter Builder

With our new builder, you can create stunning, effective newsletters directly within Rex.

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Better Reporting When Offers Fall Through

Easily track why offers fell through in Rex! Customise reasons with Value Lists and use Custom Reports for deeper insights into offer outcomes.

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On Hold Agent Ledger Transactions

Streamline cash flow with Agent Ledger improvements. Mark transactions “on hold” to manage deferred payments and maintain clear records.

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Simplify contract management in Rex

Improvements to our admin stream filters making it even better for Admins in Rex CRM

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Preset Contract Conditions

Simplify contracts in Rex with saved conditions, auto-apply features, custom ordering.

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On-The-Fly Sales Memo Template Editing & Capitalised Field Names

Easily edit Sales Memo emails in Rex for a tailored touch. Capitalised field names ensure a polished, professional appearance every time.

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More Filters for Properties, Contacts and Listings

Save time with new Rex filters! Filter properties by ownership, contacts by listings, and listings by owners to boost prospecting efforts.

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Exclude Documents from Merges

Protect sensitive info with document exclusions in Rex. Easily exclude files from merges, ensure confidentiality, and sort your documents table.

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We've been updating our products for a while

2020 & Beyond Update Archive