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Category
Business Management
Built by
Beam.ai
Nurture listings and client records in Rex, handling property chores such as advancing enquiries and updating listing status.
Listing status updates
Rex keeps records of the properties an agency has listed. A Beam agent reads listing records and related activity, applies your rule for what each status should be, and updates listings as they go under offer, sell, or come off the market. It notes the change and the date on the record. Listings with conflicting details, missing prices, or an unusual status jump are routed to an agent to confirm before the change stands. Routine status upkeep happens on its own, so the agency's listings stay accurate without someone editing each property record after every update by hand.
Enquiry routing
Rex takes in enquiries from buyers and renters about listed properties. A Beam agent reads each new enquiry, applies your rule for the property, area, and agent responsible, and assigns it to the right person with the enquiry details attached. It updates the enquiry status and notifies the assigned agent. Enquiries that are high-value, come from an existing client, or lack key details are surfaced to a manager to place. Routine enquiries are owned quickly, so agents follow up with interested buyers promptly instead of picking through a shared inbox each time one arrives.
Contact record upkeep
Rex stores the buyers, sellers, and renters an agency works with. A Beam agent reads contact records and recent interactions, applies your rule for what should be noted, and updates each contact with fresh details like a new phone number, interest, or last-contact date. Straightforward changes are saved and dated on their own. Contradictory details, possible duplicates, or contacts tied to a sensitive deal are set aside for an agent to confirm. This keeps the agency's contact list current between manual updates, so agents reach the right people with the right context without tidying every record after each call themselves.






