To help our estate agents make the most of our CRM software and all the additional proptech products available to them, we regularly conduct webinars with our software experts. Below, you can register for these free upcoming property webinars or watch previous webinars on-demand.
Webinars
Upcoming Webinars
Replay Past Webinars
Upcoming Webinars
A Beginners Guide to Booking Viewings in Rezi
September 21st, 2023. 2:00 PM - 2:30 PM
A Beginners Guide to Booking Viewings in Rezi
September 21st, 2023. 2:00 PM - 2:30 PM
Join our step-by-step webinar where we will explore the process of booking viewings into the system. This training is specifically designed as a guide for agents new to Rezi CRM software with a focus on how to book a viewing from beginning to end. We will cover key areas including registering clients, how to effectively manage your schedule, and how to send confirmations once the process is complete. If you're new to Rezi, this webinar is the perfect opportunity for you to gain valuable insights and start delivering exceptional customer service.
Best Practices for Managing Valuations
October 26th, 2023. 2:00 PM - 3:00 PM
Best Practices for Managing Valuations
October 26th, 2023. 2:00 PM - 3:00 PM
Learn the most effective workflow for completing the valuation process. Understand best practices for scheduling a valuation appointment within Rezi’s diary, managing follow-ups, addressing missed opportunities, and instructing property transactions including document contracts. This webinar will expertly equip you with the skills to manage valuations effectively within your agency and streamline the booking process for optimal efficiency.
Efficiently Manage, Automate and Customize Your Rezi Diary
September 21st, 2023. 2:30 PM - 3:00 PM
Efficiently Manage, Automate and Customize Your Rezi Diary
September 21st, 2023. 2:30 PM - 3:00 PM
Join our webinar and explore the techniques of optimizing diary bookings and enhancing your time management skills. This webinar will provide valuable insights for adding, editing, and cancelling appointments in your diary, with the convenience of sending automated confirmation of change via email or SMS. Moreover, we will guide you in personalizing your diary to align with your agency specific requirements. Additionally, we will explore how to create teams for your office, simplifying the process of accessing and coordinating individuals' diaries.
Best Practices for Managing Valuations
October 26th, 2023. 2:00 PM - 3:00 PM
Best Practices for Managing Valuations
October 26th, 2023. 2:00 PM - 3:00 PM
Learn the most effective workflow for completing the valuation process. Understand best practices for scheduling a valuation appointment within Rezi’s diary, managing follow-ups, addressing missed opportunities, and instructing property transactions including document contracts. This webinar will expertly equip you with the skills to manage valuations effectively within your agency and streamline the booking process for optimal efficiency.
Advanced Rezi Post
November 23rd, 2023. 2:00 PM - 3:00 PM
Advanced Rezi Post
November 23rd, 2023. 2:00 PM - 3:00 PM
Boost your skills and advance through Rezi Post. Save time and improve the effectiveness of your workflows with efficient management of data, processes, and communications. Including valuable top tips for handling Memo of Sale, invoices, and instructions. Elevate your estate agency performance with standout viewing confirmations, bespoke property lists and market appraisal forms. Take your skills to the next level and save valuable time through effective workflows within Rezi.
Streamline the Offer Process
December 14th, 2023. 2:00 PM - 3:00 PM
Streamline the Offer Process
December 14th, 2023. 2:00 PM - 3:00 PM
Streamlining the offer process is crucial for enhancing efficiency and ensuring a positive customer experience. Learn how to optimize key features for better management of offers and how to create comprehensive reports and dashboards that complement the complete offer process. Go further, and discover the benefits of time saving workflows for effective email communication and automated SMS messaging for delivering a faster and more effective collaboration between vendors and buyers.
Top Tips for Vendor Update ReportsAugust 24th, 2023. 2:00 PM-2:30 PM
Top Tips for Vendor Update ReportsAugust 24th, 2023. 2:00 PM-2:30 PM
Our ‘Vendor Update Reports’ webinar details best practices for keeping vendors informed of the progress and performance of a property ensuring successful agent/ client relationships using Rezi’s key CRM tools. Participants will gain insights into how to effectively utilize these tools to streamline the reporting process, save time, and maintain consistency in delivering updates. Furthermore, we will highlight how to best gather necessary data, tips on how to format reports, and the various distribution methods available for effectively communicating with vendors.
The Importance of Digital Signatures - SignableAugust 24th, 2023. 2:30 PM-3:00 PM
The Importance of Digital Signatures - SignableAugust 24th, 2023. 2:30 PM-3:00 PM
E-signatures have become essential in today’s fast paced and remote market. Agencies looking to move through paperwork faster by streamlining and simplifying the process of signing documents for their clients are using modern e-tools like our Rezi integration with Signable. E-signatures offer a digital accurate, secure, and compliant method of signing documents which in turn allows agents and clients to save time, reduce paper waste, and convenient remote collaboration. In this webinar we’ll show you how to get set up with Signable and start efficiently creating electronic contracts within Rezi. It’s time to save time and enhance your document management process today.
Webinars can be accessed from a variety of devices and browsers. Please refer to the Zoho Meetings minimum specification to understand what is needed to participate and view.
Please note: Offers or incentives mentioned within a recording may not be available during the time of playback.
Replay Past Webinars
Best Practices for Managing Valuations
October 26th, 2023. 2:00 PM - 3:00 PM
Best Practices for Managing Valuations
October 26th, 2023. 2:00 PM - 3:00 PM
Learn the most effective workflow for completing the valuation process. Understand best practices for scheduling a valuation appointment within Rezi’s diary, managing follow-ups, addressing missed opportunities, and instructing property transactions including document contracts. This webinar will expertly equip you with the skills to manage valuations effectively within your agency and streamline the booking process for optimal efficiency.
Efficiently Manage, Automate and Customize Your Rezi Diary
September 21st, 2023. 2:30 PM - 3:00 PM
Efficiently Manage, Automate and Customize Your Rezi Diary
September 21st, 2023. 2:30 PM - 3:00 PM
Join our webinar and explore the techniques of optimizing diary bookings and enhancing your time management skills. This webinar will provide valuable insights for adding, editing, and cancelling appointments in your diary, with the convenience of sending automated confirmation of change via email or SMS. Moreover, we will guide you in personalizing your diary to align with your agency specific requirements. Additionally, we will explore how to create teams for your office, simplifying the process of accessing and coordinating individuals' diaries.
A Beginners Guide to Booking Viewings in Rezi
September 21st, 2023. 2:00 PM - 2:30 PM
A Beginners Guide to Booking Viewings in Rezi
September 21st, 2023. 2:00 PM - 2:30 PM
Join our step-by-step webinar where we will explore the process of booking viewings into the system. This training is specifically designed as a guide for agents new to Rezi CRM software with a focus on how to book a viewing from beginning to end. We will cover key areas including registering clients, how to effectively manage your schedule, and how to send confirmations once the process is complete. If you're new to Rezi, this webinar is the perfect opportunity for you to gain valuable insights and start delivering exceptional customer service.
The Importance of Digital Signatures - SignableAugust 24th, 2023. 2:30 PM-3:00 PM
The Importance of Digital Signatures - SignableAugust 24th, 2023. 2:30 PM-3:00 PM
E-signatures have become essential in today’s fast paced and remote market. Agencies looking to move through paperwork faster by streamlining and simplifying the process of signing documents for their clients are using modern e-tools like our Rezi integration with Signable. E-signatures offer a digital accurate, secure, and compliant method of signing documents which in turn allows agents and clients to save time, reduce paper waste, and convenient remote collaboration. In this webinar we’ll show you how to get set up with Signable and start efficiently creating electronic contracts within Rezi. It’s time to save time and enhance your document management process today.
Top Tips for Vendor Update ReportsAugust 24th, 2023. 2:00 PM-2:30 PM
Top Tips for Vendor Update ReportsAugust 24th, 2023. 2:00 PM-2:30 PM
Our ‘Vendor Update Reports’ webinar details best practices for keeping vendors informed of the progress and performance of a property ensuring successful agent/ client relationships using Rezi’s key CRM tools. Participants will gain insights into how to effectively utilize these tools to streamline the reporting process, save time, and maintain consistency in delivering updates. Furthermore, we will highlight how to best gather necessary data, tips on how to format reports, and the various distribution methods available for effectively communicating with vendors.
Utilizing Notes and Pin Notes within Rezi
July 20th, 2023. 2:30 PM-3:00 PM
Utilizing Notes and Pin Notes within Rezi
July 20th, 2023. 2:30 PM-3:00 PM
In this webinar, we will be highlighting the significance of utilizing Rezi Notes to effectively manage a busy and dynamic workload. Learn from our our experts key software tools for staying up to date with agency and client tasks while maintaining impeccable record-keeping. Attendees will gain valuable knowledge on efficiently accessing and utilizing Notes and Pin Notes in Rezi. These features enable the timely notification of important alerts before undertaking tasks and actions, ensuring optimal productivity and exceptional customer service.
Unleash the Power of Action MenuJuly 20th, 2023. 2:00 PM-2:30 PM
Unleash the Power of Action MenuJuly 20th, 2023. 2:00 PM-2:30 PM
Join our webinar, ‘Unleashing the Power of Action Menu’, where we will explore the various features and functionalities offered by the action menu. Topics covered include price reductions, Government integration with EPC, generating communications on demand, and leveraging What3Words for viewing confirmations. Don't miss this opportunity to learn more about the action menu and its capabilities.
Property Management With Rhodri PughJune 22nd, 2023. 2:00 PM-3:00 PM
Property Management With Rhodri PughJune 22nd, 2023. 2:00 PM-3:00 PM
Learn in detail how to best manage your property portfolios in this 1-hour session with our property management expert. This webinar will cover key performance areas such as raising maintenance jobs, ending tenancies, renewing tenancies, and managing your task lists from within ReziPM. Discover the power of Rezi’s all-in-one solution and become a pro at managing property and maintenance tasks today.
Tips & Tricks With Rhodri PughMay 25th, 2023. 2:30 PM-3:00 PM
Tips & Tricks With Rhodri PughMay 25th, 2023. 2:30 PM-3:00 PM
Join this month’s webinar with Rhodri Pugh as he highlights the most effective ways to use Rezi’s property marketing tools. Learn how to better manage your daily tasks by creating short cut workflows and how to best customize lists within Rezi to fit your agency needs. This webinar is designed to help you save time and use Rezi more efficiently for managing daily tasks.
Pre Tenancy With Rhodri PughMay 25th, 2023. 2:00 PM-2:30 PM
Pre Tenancy With Rhodri PughMay 25th, 2023. 2:00 PM-2:30 PM
Join Rhodri as he highlights Rezi’s Pre-Tenancy workflows enabling a more streamline lettings process for both you and your clients. Covering certificates and licences, how to upload multiple documents and how to design personalised check lists to remain in control of your busy workload.
Settings and Preferences With Rhodri PughApril 20th, 2023. 2:30 PM-3:00 PM
Settings and Preferences With Rhodri PughApril 20th, 2023. 2:30 PM-3:00 PM
It’s time to update your Settings and Preferences! Discover how to customise Rezi using key grades and sources. Learn how to effectively manage our matching tools and set up standard fees for more efficient workflows. Enhance your sales and lettings software for free today using key customizations for better practices.
Sales and Reporting With Rhodri PughApril 20th, 2023. 2:00 PM-2:30 PM
Sales and Reporting With Rhodri PughApril 20th, 2023. 2:00 PM-2:30 PM
Join Rhodri as he walks through the best practices for creating effective reports within Rezi. Learn how to better manage your workload by viewing correct dashboard report data all in one place and create specific reports to remain in control of your business achievements and workload. E.g. Create monthly viewings totals and pull key information easily extracted from reports within the software, keeping you and your team up to date on business operations.
Dashboard Creation With Rhodri PughMarch 30th, 2023. 2:00 PM-3:00 PM
Dashboard Creation With Rhodri PughMarch 30th, 2023. 2:00 PM-3:00 PM
Join Rhodri Pugh and start making the most out of Rezi’s customizable dashboard features. Discover how to best tailor your dashboards to improve workflows and effectively manage your daily tasks. Covering how to add key areas such as sales progression insights, tasks, applicant lists and more. Go further and add applicant reports and store key data that you need daily, in one easy to view area. With the right customizable dashboards it’s never been easier to manage the journey from valuation to sale progression.
Applicant Management With Rhodri PughFebruary 23rd, 2023. 2:00 PM
Applicant Management With Rhodri PughFebruary 23rd, 2023. 2:00 PM
Would you benefit from knowing how to save time using the best tools in Rezi to manage applicants and drive marketing engagement? Join Rhodri Pugh in this two-fold webinar where he’ll be sharing ‘Top Tips’ and covering key areas including lists, GDPR Preferences and data cleansing. Once you’ve put these steps into action use Rhodri’s best practices for sending mailouts and marketing material, including a summary of what to send for best client engagement. Strengthen your marketing strategy today using the best tools in Rezi to grow your database
Rezi Post Advanced With Rhodri PughJanuary 26th, 2023. 2:30 PM
Rezi Post Advanced With Rhodri PughJanuary 26th, 2023. 2:30 PM
Join Rhodri Pugh live and see step-by-step how to advance through Rezi Post. In this webinar you’ll discover how to improve the effectiveness of your workflows by aligning data, processes and communications. These include top tips for managing Memo of Sale, invoices and instruction documents. Give your estate agency the edge with stand out viewing confirmations, bespoke property lists and MA forms.
Offer/Sales Progression With Rhodri PughDec 8th, 2022. 2:00 PM
A webinar highlighting how to efficiently complete sales progression through to property completion. Specifically focusing on accepting and rejecting offers, best forms of communication and key features to aid in an effective sales progression process. With key advice on how to manage building chains, split chains and note management. Sign up and become an expert today. WATCH RECORDING HERE:
Property Write Up Made Easy With Rhodri PughNov 17th, 2022. 2:00 PM
Discover the best way to write up a property in Rezi in our masterclass session. Covering key areas such as how to get the most out of description and features, uploading photos and generating brochures. I’ll also highlight the most efficient way to gather this information into the right sections, saving you valuable time. In addition, our integration with What3Words and government integrations with EPC will also be covered for improving performance and managing daily tasks.
So join me in learning how to complete the most effective property write ups within Rezi. WATCH RECORDING HERE:
Adding a Valuation With Rhodri PughOct 20th, 2022. 2:00 PM
Sign up for the webinar to learn how to book valuations into Rezi. This will cover all aspects of the process from taking the booking to instructing the property. We will learn about the marketing communications you can use to sell your business to potential vendors. There will be some tips and tricks on how to make Rezi work for you on a valuation appointment. So sign up today for our webinar on the valuation process WATCH RECORDING HERE :
Webinar: Rezi Post - Letters,Emails,SMS and Brands with Rhodri PughSep 22, 2022,2:00PM
Come join our webinar on Rezi post - Letters, Emails, SMS and Brands. Amending your correspondence every time you want to send something to Rezi? Not using the templates in Rezi because you don't know how or where to edit them? Look no further than the webinar with Rhodri where he will cover how to amend/tweak and create new templates in Rezi POst Rhodri will also cover how to update your letterhead along with some other great tips! WATCH RECORDING HERE :
Moving from DezrezOne to ReziNov 21, 2021. 1:00 PM
Moving from DezrezOne to ReziNov 21, 2021. 1:00 PM
A webinar on moving from DezrezOne to Rezi estate agency software, what you can do within Rezi and how the system will benefit you.
Booking Valuations & Instructing PropertiesNov 16, 2021. 2:30 PM
A webinar on how to book a valuation, how to add the property value to the system and instructing a property.
Settings and Preferences/Admin AreaOct 14, 2021. 10:30 AM
An introduction to our recently improved admin area! Available for system administrators only.
Registering Applicants Sep 15, 2021. 2:30 PM
This insightful webinar covers: registering an applicant, GDPR settings, creating a search criteria, sending out property matches. Don't miss it!
New Property HUB webinarJul 21, 2021 10:00 AM - 10:30 AM
An introduction to the changes the Property HUB of the Rezi system. The HUB for the property has had a make over and this webinar will show you the new changes and features available. Please join us to see the new information and join in as well.
Tasks Area (New)
March 11, 2021 2:30 PM - 3:00 PM
Learn about the new tasks area in Rezi.
Rezi Post Overview
Feb 24, 2021 10:30 AM - 11:30 AM
Learn how to customise and create correspondence from Rezi and how to generate correspondence in the system.
Rezi AnytimeFeb 11, 2021 2:30 PM - 3:00 PM
An insight to Rezi Anytime. Looking at the benefits of becoming a 24/7 agency and discovering how it can benefit your customers.
Sales Progression OverviewJan 26, 2021 10:30 AM - 11:00 AM
A journey through sales progression including milestones and notes, generating memo of sale, exchanging and completing the property.
Property Hub (New)Jan 14, 2021 2:30 PM - 3:00 PM
Discover the new Property Hub - coming soon. This webinar will give a detailed overview of market appraisals and all marketing cycles all in one place!
*Please note that this is a phased release and may not yet be activated on your account.
Tasks/ To Do's (New)Dec 15, 2020 02:30 PM - 03:00 PM
An overview of our new tasks areas, previously known as To Do's.
Registering ApplicantsNov 11, 2020 11:30 AM - 12:00 PM
Registering an applicant, explaining GDPR settings, creating a search criteria, sending out property matches.
Valuations Webinar Oct 20, 2020 02:30 PM - 03:00 PM
How to book a valuation, how to add the property value to the system and instructing a property.
Admin Area (New)Oct 8, 2020 03:30 PM - 04:00 PM
An introduction to our new admin area. Available for system administrators only.
Rezi Tips and Tricks Sep 22, 2020 10:00 AM - 11:00 AM
Tips and tricks to make the most out of your system. To cover:
Property status', marketing flags, archiving and unarchiving groups, diary settings, Rezi chat, Rezi notes and many more!
Using Brochure ManagerAug 7, 2020 10:30 AM - 11:00 AM
An overview of Rezi Brochure Manager and how to create and customise your brochures.
Listing & Writing Up PropertyMay 21, 2020 02:30 PM - 03:30 PM
How to write up a property on Rezi, including property descriptions, virtual tours, mapping location and putting property live.
Vendor Reporting OverviewMay 14, 2020 11:00 AM - 12:00 PM
An overview on how to create your vendor report, what merge fields to include and how to generate through Rezi.
Matching, Mail Merging and Bulk CorrespondenceMay 12, 2020 02:00 PM - 03:00 PM
An overview of matching people to properties, properties to people, mail merging active applicants and bulk correspondence to vendors/landlords and applicants.
DR1 Tips & TricksMay 07, 2020 11:00 AM - 12:00 PM
An insight to some hot tips and tricks to make the most our of DR1.
Rezi Post Overview
Apr 28, 2020 11:30 AM - 12:30 PM
An overview of how to customise and create correspondence from Rezi.
Webinars can be accessed from a variety of devices and browsers. Please refer to the Zoho Meetings minimum specification to understand what is needed to participate and view.
Any offerings or incentives within recording playbacks may not be available after some time.
