FAQs

Q1: How do I switch my agent account to a company account?

Ans: Upgrading to a company account is quick and easy! Just follow these steps:

1. Open the menu and go to your profile.
2. Scroll down and tap on “Switch to Company”.
3. Choose a subscription package that fits your needs.
4. Specify your card details and subscribe.
5. Enter your promo code if you have one.
6. Tap “Add to Your Order” to include the website package.
7. Provide your card details for payment.
8. Confirm your subscription to unlock full access.

By upgrading to a company account, you will unlock exclusive access to advance features designed to optimize your Real Estate Business operations and improve efficiency.

Q2. How do I connect my website with the REM app?

Ans: You can connect your website to the REM app by generating an ID and sharing it with your website developer. They will use this ID to integrate your website with the REM app. Once connected, any lead that comes through the portal will be automatically received in your REM system. To view how to generate the ID, simply click on “Connecting to Website“.

Q3. How do I connect with Property finder?

Ans: To connect with Property Finder, you need a Client Secret Key and an API Key.

• You can also integrate Property Finder using Webhook and REM XML code for a more advanced and automated connection.
• Request these keys from Property Finder.
• Once you receive them, go to “Connecting to Real Estate Portals” in your REM app.
• Follow the steps to integrate Property Finder with your system.
• With this connection, you can sync and import both leads and properties directly into your REM app for seamless management.

Q4. How do I publish properties from the REM app to my website?

Ans: To publish a property from the REM app to your website, follow these steps:

1. Ensure you have selected the REM Website option while listing the property.
2. Any property listed with this option will automatically appear in the Property section under Real Estate on your Website Dashboard.
3. The property will only be displayed on the website after admin approval.
4. The admin can approve the property from the details page of that particular listing.
5. Note: property listed by your team member will first come to you in Website Dashboard then after your approval that will publish on your Website.

Q5. What happens if a team member does not contact their assigned leads within a specific timeframe?

Ans: If a team member does not contact their assigned leads within a specific timeframe, and the lead status was not updated form default Un-Contacted to other then In that case, the system will automatically reassign the lead to another team member.

Q6. Do leads from real estate portals get imported to the same email account?

Ans: Yes, leads coming from a real estate portal will be automatically imported into the same email account linked to that portal.

To ensure seamless lead management in the REM app:

1. Make sure the email account used for the portal is the same as the one in your REM app.
2. This will ensure that all leads are automatically received in the correct account within the REM system.

Q7. Why should I add owner information inside the property? Will other agents or team members be able to see it?

Ans: Adding owner information inside a property helps you efficiently manage and track property details.

• The owner information is fully encrypted and visible only to you.
• Neither agents nor team members will have access to this information, ensuring complete privacy and security.

Q8. How do I assign Leads to me?

Ans: If you don’t want to distribute your leads, use the “Only Me” feature in the Lead Category/Campaign settings.

1. Ensure that the Lead Category/Campaign Contact Permission Rule is set to “Only Me” while creating or editing a Lead Category/Campaign.
2. If leads have already been assigned to other team members, follow these steps:
   • Select the leads.
   • Choose Reassign from the Reassign dropdown.
   • Select the campaign and assign the leads to yourself after setting the Lead Category/Campaign Contact Permission Rule.

Q9. Is it possible to distribute leads/clients to a team member?

Ans: Yes, with the REM Teams feature, you can seamlessly distribute leads to your team members.

• Create a User Role/ Assign the Role to User– Assign the role while creating an account for your team member.
• Create a Team – Add users to the team.
• Assign Lead Category/Campaign – You can either create a new campaign or edit an existing one to assign lead categories.

Once set up, leads from the assigned category will be automatically distributed to the designated team members based on the selected Contact Permission Rule.

Q10. If my team member doesn’t contact assigned leads/clients within a certain time, can I reassign them to another campaign (Master Campaign)?

Ans: If a team member does not update the lead status from the default Un_Contacted, the system will automatically reassign the lead to another team member.

To manually import and reassign these leads, follow these steps:

• Use the Reassign Feature to manually assign them to your Master Lead Category/Campaign.
• Select the leads that need reassignment.

Q11. What is the difference between “Generate Offer Link” and “Generate PDF”?

Ans: There is no significant difference between the two options. However, generating a PDF makes it easier for the client to remember and access the details. The PDF will contain all the necessary information, making it more convenient, especially for the client. Additionally, when generating the PDF, you have the option to hide the developer’s name, even if you are sharing the project Offer Link.

Q12. How are the Off-Plan project statuses assigned in the REM app?

Ans: Off-Plan project statuses are automatically assigned based on the stages defined within the app, allowing for easy tracking and management of each project’s progress.

• Announced: These are projects that have only been announced, with limited information available on our platform.
• Under Construction: Once we receive an update from the developer indicating that construction has started, the status is updated to “Under Construction.”
• On Sale: This status is similar to “Under Construction,” but it may not be clear whether construction has officially started or not.

Q: How can I assign leads from individual Facebook forms to specific agents in REM CRM, as they are currently accessible to everyone?

Ans: You can easily manage this by creating separate Lead Categories /Campaigns for each agent. Simply assign the campaign to the specific agent and then link the corresponding campaign to the relevant individual lead using the “Manage” option within the integration. This ensures that each agent only receives the leads that are assigned to them.

Q: How can I update the payment card on Stripe?

Ans: Please note that since there is no direct option available within REM CRM to update your payment card details, you can easily do this directly from your Stripe account.

Kindly follow the steps below:

• Log in to your Stripe Dashboard: https://dashboard.stripe.com.
• Click on the customer name (in your case → REM). If there is no customer you can add Customer with their proper details.
• Inside the customer profile, scroll down until you see the Payment Methods section.
• Click + Add → then choose Card.
• Enter the new card details and save.
• Once saved, click the three dots (⋮) next to the new card and select Set as default for subscriptions.
• Remove the old card if you no longer want it saved. (Optional)
• All future automatic charges will now be processed using the new card.