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THE WORKING GUIDE
Know the next step.
Practical guidance for the people who run the operation. Start with your team's workflow, then connect it to the rest of the platform.
New to REX-OPS?Start with a clear operating model.Prepare your data, assign owners, and agree how your first workflow will run.Getting started
Sales operations
Maintain reliable inventory
Keep projects, units, availability and pricing understandable across your internal team and partner channels.
3 min read
Move enquiries into owned deals
Keep lead sources, ownership, next actions and property decisions connected as an opportunity progresses.
3 min read
Coordinate with partner agencies
Share selected inventory, keep client registration clear, and preserve responsibility across company boundaries.
2 min read
Share a property collection
Turn a buyer's requirements into a curated property selection with clear context and a responsible contact.
2 min read
Transaction coordination
Prepare documents and signing
Keep document versions, parties and signing progress connected to the correct property transaction.
3 min read
Track payment milestones
Connect expected amounts, supporting records and review responsibilities to the property deal.
2 min read
Prepare the buyer-facing workspace
Give buyers useful transaction information while controlling what is shared and when it becomes visible.
2 min read
Administration & integrations
Plan a website or partner integration
Define the data, access and verification your connection needs before a website, portal or partner system goes live.
3 min read
Prepare knowledge for AI assistance
Keep source material current, test answers against your records, and define when a person must review the result.
3 min read
