NEW! Version 4.0 Features
REST is the best getting better.
Redesigned interface with scaling and zooming for multiple screen sizes, window management features and a more unified look and feel.
With over a hundred new data fields, live web-searches resulting from data already residing in REST and handy new tooltips everywhere, REST does even more for your real estate business’s organization, efficiencies and quality of service levels.
People Area
Web-viewer search results based on People record address data. Included search results from Google, Zillow, Trulia, Yahoo and others. Plus, you can add up to 5 additional custom views calculated from data residing in REST.
Customizable Default Role field for display in Transactions and associated relationships. For example: view People related to a Property, Activity, Attachment, or Note and know their role, such as Buyer, Seller, Appraiser, Title Rep, Listing Agent, etc.
Web-viewer search results based on 15 new Target Property fields. Included search results from Google, Zillow, Trulia, Yahoo and others. Plus, you can add up to 5 additional custom views calculated from data residing in REST.
Web-viewers based on 3 new social media address fields for Facebook, Twitter and LinkedIn.
Primary and Secondary photo fields.
Tab view of all referrals related to a People record.
Customizable Default Role field for display in Transactions and associated relationships. For example: view People related to a Property, Activity, Attachment, or Note and know their role, such as Buyer, Seller, Appraiser, Title Rep, Listing Agent, etc.
Web-viewer search results based on 15 new Target Property fields. Included search results from Google, Zillow, Trulia, Yahoo and others. Plus, you can add up to 5 additional custom views calculated from data residing in REST.
Web-viewers based on 3 new social media address fields for Facebook, Twitter and LinkedIn.
Primary and Secondary photo fields.
Tab view of all referrals related to a People record.
Properties Area
Web-viewer search results based on Property record address data. Included search results from Google, Zillow, Trulia, Yahoo and others. Plus, you can add up to 5 additional custom views calculated from data residing in REST.
90 new fields added for property description, including Features, Dimensions, Construction, Financial, Legal and Community.
Web-viewers based on 3 new Property Marketing fields for Agent site, Property Tour, and MLS
Create Property flyer for printing or include in bulk mailing from REST, to one or many.
Price per square foot field.
More Property Owner data displayed in Property Owner detail tab.
90 new fields added for property description, including Features, Dimensions, Construction, Financial, Legal and Community.
Web-viewers based on 3 new Property Marketing fields for Agent site, Property Tour, and MLS
Create Property flyer for printing or include in bulk mailing from REST, to one or many.
Price per square foot field.
More Property Owner data displayed in Property Owner detail tab.
Activities Area
You can now advance a found set of activities by any number of days or to a certain date en-masse.
For example: Show a list of activities related to a transaction that has been postponed and advance them 30 days.
For example: Show a list of activities related to a transaction that has been postponed and advance them 30 days.
Calendar Area
A new Calendar Menu with features and key combinations for fast navigation.
Calendar file now built into REST file.
Calendar file now built into REST file.
Mail Area
Add Property flyer as attachment to email, send to one or many.
Send email directly from REST via SMTP or using your email client.
Added Headline feature for postal mailings.
Send email directly from REST via SMTP or using your email client.
Added Headline feature for postal mailings.
Transactions Area
Lock/archive transaction data specific to the people involved at the time the transaction was closed. For example, a title representative is recorded with their company affiliation contemporary to the sale.
Role-based transaction participation; each transaction can now have multiple buyers, sellers and agents with each stipulated by their role and position.
New Listing Number field.
New Days On Market (DOM) field.
New MLS# field (in addition the MLS# field in Properties Area).
New Memo field for Disbursements tab.
New Report Yes/No field for Notes tab .
Navigate to Vendor People record from Vendors tab.
New Default Transaction Disbursements (splits) for new transactions from User Preferences.
Added Status field optionsfor Withdrawn and Expired.
Default List View nowshows current year only.
Role-based transaction participation; each transaction can now have multiple buyers, sellers and agents with each stipulated by their role and position.
New Listing Number field.
New Days On Market (DOM) field.
New MLS# field (in addition the MLS# field in Properties Area).
New Memo field for Disbursements tab.
New Report Yes/No field for Notes tab .
Navigate to Vendor People record from Vendors tab.
New Default Transaction Disbursements (splits) for new transactions from User Preferences.
Added Status field optionsfor Withdrawn and Expired.
Default List View nowshows current year only.
Action Templates Area
Duplicate an Action Template and all it’s steps.
Preferences Area
User Preferences and System settings in separate tabs for easier team administration.
New Send Email Via SMPT or Client options.
New Default Disbursements for Transactions.
New System Settings Area shows user accounts, default field selection lists for People, Properties and Transactions, Default Transaction date labels, Do-Not-Call/Do-Not-Email and Asset Tracking.
Added 3 new fields, Model Number, Serial number and Comment to Assets Area.
New Send Email Via SMPT or Client options.
New Default Disbursements for Transactions.
New System Settings Area shows user accounts, default field selection lists for People, Properties and Transactions, Default Transaction date labels, Do-Not-Call/Do-Not-Email and Asset Tracking.
Added 3 new fields, Model Number, Serial number and Comment to Assets Area.
Partial Features List
We didn't want to go overboard.
We didn't want to go overboard.
People Area
Create unlimited People Groups
Track Birthdays & Anniversaries
Include Spouse/Other on Mail option
Address use choice for Mail
Track lead Source
Copy Source on email to referral
Track other important numbers (ex. number of activities done for person)
Track Company info
Relate to Activity, Property, Note, Attachment, People Group, Project or Transaction
Track Mail history
Find on any part of a phone number
Print person data report
Print people more/less reports
Do Not Call (DNC) - create your own and/or import the national DNC list
Do Not Email (DNE) - flag email address with DNE and email will not send
Track Birthdays & Anniversaries
Include Spouse/Other on Mail option
Address use choice for Mail
Track lead Source
Copy Source on email to referral
Track other important numbers (ex. number of activities done for person)
Track Company info
Relate to Activity, Property, Note, Attachment, People Group, Project or Transaction
Track Mail history
Find on any part of a phone number
Print person data report
Print people more/less reports
Do Not Call (DNC) - create your own and/or import the national DNC list
Do Not Email (DNE) - flag email address with DNE and email will not send
Properties Area
Create unlimited Property Groups
Edit property field names
Store direct link to individual agent property reports (if your MLS allows)
Store direct link to individual property tax assessor pages
Include Showing Instructions on property reports
Relate to Activity, Person, Note, Attachment, Property Group or Transaction
Print property data report
Print property more/less reports
Edit property field names
Store direct link to individual agent property reports (if your MLS allows)
Store direct link to individual property tax assessor pages
Include Showing Instructions on property reports
Relate to Activity, Person, Note, Attachment, Property Group or Transaction
Print property data report
Print property more/less reports
Activities Area
Date stamp activity details (includes user name)
Categorize by activity types, sub types and list type
Prioritize activities
Relate any Activity to any People, Property, Transaction or Project
View Activities by To-Do List, Today, Week or Month
View Activities in Calendar (categorized as Event)
Print your to-do list
Categorize by activity types, sub types and list type
Prioritize activities
Relate any Activity to any People, Property, Transaction or Project
View Activities by To-Do List, Today, Week or Month
View Activities in Calendar (categorized as Event)
Print your to-do list
Attachments Area
Attachments can be any web site or document
Relate any Attachment to any People, Property, Project or Transaction
Relate any Attachment to any People, Property, Project or Transaction
Calendar Area
View your Calendar in Day, Week, Month and Year views
Jump directly to today with the Today button
Text color options for Calendar (users have different colors)
Jump directly to today with the Today button
Text color options for Calendar (users have different colors)
Mail Area
Produce Postal and Email mailings
Add People and People Groups to mailing with single click
Include header and footer graphics to postal mail
Add personalized text to individual People
Omits duplicate records from Mailing groups
Add personalized text to referral source copy-forward
Create/store Mail Templates
Print letters (8.5 x 11) and envelopes (#10)
Print thank you cards (6 x 9) and TYN envelopes (6 x 9)
Print Avery 1'' labels and Dymo shipping labels
Add People and People Groups to mailing with single click
Include header and footer graphics to postal mail
Add personalized text to individual People
Omits duplicate records from Mailing groups
Add personalized text to referral source copy-forward
Create/store Mail Templates
Print letters (8.5 x 11) and envelopes (#10)
Print thank you cards (6 x 9) and TYN envelopes (6 x 9)
Print Avery 1'' labels and Dymo shipping labels
Notes Area
Search on any part of any Note
Add endless notes to any People, Property, Transaction or Project
Add endless notes to any People, Property, Transaction or Project
Projects Area
Describe an intended successful outcome and list the Activities to achieve it
Assign each Activity to individual Users (Multi User version)
Add Notes and Attachments to each Project
Assign each Activity to individual Users (Multi User version)
Add Notes and Attachments to each Project
Transactions Area
Transactions real-time income overviews & auto calculating fields
Print transaction reports or create password-protected PDF
Track dates, vendors, activities, attachments (digital document management)
Track disbursements and notes
Set date and vendor preferences
Export transaction data to Excel for further analysis
Print transaction reports or create password-protected PDF
Track dates, vendors, activities, attachments (digital document management)
Track disbursements and notes
Set date and vendor preferences
Export transaction data to Excel for further analysis
Action Templates Area
Create and apply unlimited repeatable marketing and/or transaction action plans
Assign action template items to individual users (Multi User version)
Assign action template items to individual users (Multi User version)
Campaign Execution Area
Filter by date, type, description or person
Process campaign items that are scheduled to be sent on any given date
Process campaign items that are scheduled to be sent on any given date
Preferences Area
Enter text to appear under your name on letters and email
Set the top margin for printed letters
Insert graphics for printed letters & envelopes
Choose to print a return address on envelopes or not
Store URL preferences for MLS and Tax page links
Set Properties field name defaults for new Properties
Set up default Dates and preferred Vendors for new Transactions
Store Do Not Call and Do Not Email preferences
Manage REST w/U synchronization
Manage Users access level and passwords (Multi User version)
Set record sharing preferences
Allow team member to-do list sharing
Set the top margin for printed letters
Insert graphics for printed letters & envelopes
Choose to print a return address on envelopes or not
Store URL preferences for MLS and Tax page links
Set Properties field name defaults for new Properties
Set up default Dates and preferred Vendors for new Transactions
Store Do Not Call and Do Not Email preferences
Manage REST w/U synchronization
Manage Users access level and passwords (Multi User version)
Set record sharing preferences
Allow team member to-do list sharing
Multi User Version
Up to 250 simultaneous Users
Owner, Manager, Coordinator and Agent access levels
Runs on standard wired or wireless networks
Set up wide-area-network without using internet browser software
Allows users in Multi User to navigate as if in Single User
Owner, Manager, Coordinator and Agent access levels
Runs on standard wired or wireless networks
Set up wide-area-network without using internet browser software
Allows users in Multi User to navigate as if in Single User
System Wide
276 editable fields
115 data layout views
Find anything, anywhere
View in list or detail
Sort by column in list view
Tool tips
Keyboard shortcuts
Record sharing (Multi User version)
Print to PDF
Auto-generating drop-down menus
Export your data from any area (.csv, Excel, etc.)
Page-thru records or go to first/last
Record number indicated
Found set indicated
Total records indicated
Sorted status indicated
Seamlessly move from area to area through fully relational database system
Set home view preference
115 data layout views
Find anything, anywhere
View in list or detail
Sort by column in list view
Tool tips
Keyboard shortcuts
Record sharing (Multi User version)
Print to PDF
Auto-generating drop-down menus
Export your data from any area (.csv, Excel, etc.)
Page-thru records or go to first/last
Record number indicated
Found set indicated
Total records indicated
Sorted status indicated
Seamlessly move from area to area through fully relational database system
Set home view preference