To use the Rex integration, we need to set it up on your Rex account, if we've not already done this for you, reach out to the team in the chat and we'll get it done.
How to start onboarding from Rex
Step 1
Navigate to the listing for the property you'd like to start the onboarding process with. From here, you can onboard your sellers and/or buyers. If the listing doesn't exist, create it first.
Step 2
Once you're on the listing page, click the down arrow and then click "Kotini". You'll then see the Kotini page appear. Click "Open listing"
Step 3
You'll now be taken to Kotini, where you'll see your listing and any cases already linked to it or related to it (matched by address). From here you can navigate to an existing case to check on it or create a new one, following the normal create a case process.
Step 4
The easiest part of the process... leave it to us to get your client to complete your onboarding process. Once things are completed, you'll get emails to confirm and we'll push the documents, such as ID reports, title documents* and more to the documents space on your listing.
*The documents pushed back to the listing will be dependent on the requirements you set for the client, as well as what your account has permissions for
How to link a case in Kotini to your listing in Rex
You'll likely want to do this if you've created a case in Kotini without going through the listing in your CRM. When this happens, you can simply link the case in Kotini to your CRM listing.
Coming soon
How to search for Rex listings from Kotini
Coming soon


