Portals and websiteVaultRE, Agentbox or Rex

Enquiry from the portal at 8pm.In the CRM and answered by 8:01.

Portal enquiries arrive as emails. The agent sees it in the morning, and the buyer has already booked an inspection with the agency two doors down. We connect realestate.com.au, Domain and your website to VaultRE, Agentbox or Rex so the contact exists, the listing is attached and the buyer hears back in a minute.

What it replaces Next morning

The turnaround on a portal enquiry that sits in an inbox overnight. Buyers enquire on three listings at once and go with whoever replies.

After we connect it 60 sec

Contact created or matched, enquiry attached to the listing, agent notified, buyer texted with the next open home.

Runs 24/7

Sunday afternoon enquiries are answered on Sunday afternoon.

Lock-in 0

Built in your CRM and your SMS account. You own the connection and the documentation.

Also connects

PropertyMe or Console for the rent roll. Google Business Profile messages and Facebook lead forms. Xero for the office ledger.

Appraisal requests from the website are the highest-value enquiry and get their own path.

01

What moves

Portal enquiries into the CRM, attached to the listing

Enquiries from realestate.com.au and Domain are parsed the moment they arrive and become a contact in your CRM, attached to the listing they came from, with the enquiry text and the buyer's stated requirements on the record. The agent sees it in the CRM, not in an inbox.

  • Contact matched on phone and email, not duplicated
  • Listing attached from the portal reference
  • Buyer requirements and price range captured as fields
Diagram: two systems syncing both ways
Diagram: a working week with the recovered hours marked
02

What moves

The reply that beats the other agency

The buyer gets an SMS within a minute, from the listing agent's name, with the next open home time and a link to book a private inspection. First reply usually gets the inspection.

  • Next open home pulled from the listing
  • Private inspection booking link, written back to the CRM
  • Wording per office, approved once
03

What moves

Appraisal requests, treated as gold

A website appraisal request is a potential listing. It goes to the right agent by suburb, with a task due within the hour, and the vendor gets an acknowledgement saying who will call. If nobody has called in two hours, the principal knows.

  • Routed by suburb or by rotation
  • Escalation to the principal if untouched
  • Vendor acknowledged in the office's words
Diagram: records kept in step across systems
Diagram: a working week with the recovered hours marked
04

What moves

Rent roll and office ledger, if you need them

Property management enquiries route to PropertyMe or Console rather than the sales CRM, with the application link sent automatically. Office income can flow to Xero. Both are separate additions to the same connection.

  • Rental enquiries split from sales enquiries at intake
  • Application links sent automatically for rentals
  • Office ledger in Xero as a separate build

Before you pay

Read this part first.

Some of what is on this page you can get without us. The rest is where the money goes. Both are written down here so you can decide before the call.

What your CRM already does

VaultRE, Agentbox and Rex all import portal enquiries in some form, and a single-office agency with agents who live in the CRM may get enough from the built-in import. This build is for agencies where enquiries still sit in email overnight, where appraisal requests are not tracked, or where the reply depends on which agent is rostered.

What we will not do

Send a buyer three automated messages before an agent has spoken to them. One reply with the useful information, then a person.

How it works

What we actually do, in the order we do it.

Every step below is work you can verify. Ask any provider to show you the same list for what they are doing.

1. Map the enquiry

Which portals, which website forms, which CRM fields. Who gets sales enquiries, who gets rentals, who gets appraisals. What the buyer should hear back. One meeting with the principal and the office manager.

2. Match the records you already have

Your buyer database already has most of the people who enquire. We match on phone and email so a returning buyer's new enquiry lands on their existing record with the history intact.

3. Build it, then try to break it

An enquiry on a listing that sold yesterday. A buyer who enquires on four listings in ten minutes. A portal email in a new format. Each has a defined outcome before launch.

4. Monitor it

Every enquiry is logged against the listing and the agent. If a run fails, we are alerted, and the enquiry still reaches the inbox the old way.

What it costs

Real numbers, before you ask for a quote.

Portal and website enquiries into VaultRE, Agentbox or Rex starts from $2,500 for enquiry capture, CRM creation and the SMS reply. Appraisal routing, escalation and rental splitting push it toward $5,000. Live within two to three weeks.

What is included

The intake workshop and the written routing rules. Contact matching against your buyer database before launch. Portal parsing, CRM creation, the SMS reply and a log of every enquiry. A handover document the office manager can read.

What is not included

Your CRM subscription and SMS credits, which stay in your name. Portal listing fees and portal-side settings, which do not change. Following up. The buyer is answered, an agent still calls.

Who owns it

You do. The connection lives in your accounts, on your subscriptions, with documentation your next provider could pick up. There is no retainer required to keep it running.

FAQs

Questions about
Portal enquiries to VaultRE, Agentbox or Rex.

We use a different CRM.

If it has an API, and most do, the build is the same shape. We check yours on the audit call before quoting.

How do you get the portal enquiries?

Portal enquiries arrive as structured emails to the agency. The connection reads those and parses them, so nothing changes on the portal side.

Whose name is on the SMS?

The listing agent's, from an Australian number in the agency's name. Replies go to the agent, not to us.

Can rental enquiries go somewhere else?

Yes. They are split at intake and routed to PropertyMe, Console or the property manager's inbox, with the application link sent automatically if you want it.

How long does it take?

Two to three weeks for most agencies.

Related

Other integrations we build often.

All nine are listed at integrations, and the general approach is on the systems integration page. Built for real estate among others.

The other half

Connecting your tools does not bring you new customers.

This gives you hours back. It does not make the phone ring. If enquiries are the actual problem, the work is on the other side of the business: see SEO and web design. On the call we will tell you which half is costing you more.

Running Portals and website and VaultRE, Agentbox or Rex?

Thirty minutes. Tell us what you run and we will map exactly what moves between them, what it takes, and what it costs. You keep the map whether or not you use us.

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