Setup, migration and integrations

You can create an account online by specifying your organisation, market and language, which determines the country rules and document language. The portal remains closed until a subscription plan is chosen because the unit and storage limits depend on it, and selecting a plan then opens a seven-day trial without billing.

See also: Clear plans. Built to convert a portfolio into operations., Book a demo, Create your REOS account

Data migration is part of the implementation process: owners, units, leases, mandates and documents are extracted from your current software, mapped to the REOS model and then loaded. The price is determined after a scoping phase because it depends on the portfolio size and the quality of the source data.

See also: Clear plans. Built to convert a portfolio into operations., REOS user guide, Contact

Implementation includes role-based team training so that each user learns the screens they will use. A dedicated contact supports the organisation during the first quarter. The user guide published on this site also describes each function and the corresponding daily action.

See also: Clear plans. Built to convert a portfolio into operations., REOS user guide

The publishing module posts your listings on your agency public website and in XML and JSON feeds. Connection to a third-party real estate portal is not active by default and is custom-built upon request from the portal using your agency contract and access credentials, as each portal reserves its interface for its professional clients.

United Kingdom For the United Kingdom, the relevant portals include Rightmove, Zoopla and OnTheMarket, each connected on a custom basis.

See also: Integrations, Property listing syndication

Automatic statement import depends on your bank and is therefore set up on a custom basis upon request from the portal. As a standard feature, you can import your bank CSV export, and payments are reconciled using the payment reference followed by the amount and the name.

See also: Integrations, Real estate finance: invoices, rent, exports

A qualified signature or strong identification relies on a contract between your agency and the relevant service provider. You request it from the portal, which triggers a request tracked by REOS, and configuration is then carried out on a custom basis with your access credentials. Simple electronic signatures, compliant with the eIDAS regulation, remain available without specific configuration.

See also: Integrations, Security and data protection

Connectors to accounting software as well as Peppol electronic invoicing are set up on a custom basis upon request from the portal, depending on your third-party contracts. As a standard feature, the platform provides structured CSV and Excel exports of sales, purchase and movement journals.

See also: Integrations, Real estate finance: invoices, rent, exports

Two-way calendar synchronisation with Google or Outlook is custom-built upon request from your portal to link your schedules in real time. In addition, a read-only iCalendar feed is provided as standard for each user, allowing them to integrate their viewings and tasks into their usual application.

See also: Integrations, Real estate calendar and viewing booking

Sending messages by SMS or WhatsApp requires a subscription with an operator and is therefore set up on a custom basis upon request from the portal. As a standard feature, notifications, statements and reminders are sent by email.

See also: Integrations, Contact

Without any particular configuration, REOS provides a read-only REST API and signed webhooks, CSV and Excel exports, XML and JSON feeds of published listings, and an iCalendar feed per user. These interfaces allow you to connect your own tools, such as business intelligence software, without waiting for custom development.

See also: Integrations, Security and data protection

If you are already a client, use the request this feature button in the site assistant or the custom configuration request in the portal, and your request joins the thread tracked by REOS in the subscription area. If you are not yet a client, the same form sends your requirement to the sales team, who will contact you to evaluate feasibility.

See also: Contact, Integrations