Real Estate CRM

Seven CRM integrations built in

Agents initiate transactions from the CRM they already use. REXE receives the opportunity, creates the matter, invites professionals, and posts status updates back — no duplicate data entry.

Q

Qobrix

Full Bidirectional
Cyprus · Greece · Spain · UAE

Bidirectional integration. When an Opportunity reaches the 'Conveyancing' pipeline stage, REXE automatically creates a draft matter, fetches full property and party data from Qobrix, and optionally initiates a mortgage application. Matter status events (accepted, rejected, progress milestones) post back as comments on the Qobrix Opportunity in real time.

Webhook-triggered matter creation from pipeline stage
Full property, buyer, seller, and agent data sync
Auto mortgage application initiation on stage trigger
Bidirectional status sync (REXE → Qobrix comments)
Integration Items — per-matter sync state tracking
SLA-based automatic professional selection (notary, solicitor, broker)
Per-company API credentials stored in DB (not hardcoded)
Integration type
Webhook + REST API
Sync direction
Bidirectional
Markets
Cyprus, Greece, Spain, UAE
C
CasafariData Enrichment
Portugal · Spain · France · Italy

Property data enrichment and lead routing integration. Casafari market intelligence feeds into REXE matter creation — property valuations, market comparables, and listing data are pulled automatically for relevant matters.

Property data enrichment on matter creation
Market comparables for valuation support
Lead routing from Casafari listings to REXE matters
Listing-to-matter conversion workflow
UltraIT logo
UltraITCRM Adapter
Cyprus · Greece

CRM adapter for UltraIT-based agencies. Inbound webhook support for opportunity-to-matter conversion. Contact and property data sync.

Opportunity-to-matter webhook conversion
Contact and property data sync
Cyprus and Greece agency network support
i
iListCRM Adapter
Cyprus

Cyprus property listing platform integration. Property data ingestion and lead-to-matter routing for iList-originating transactions.

Cyprus property listing data ingestion
Lead-to-matter routing from iList listings
Buyer enquiry capture and KYC pre-screening
Inmobalia logo
InmobaliaCRM Adapter
Spain · Portugal

Iberian luxury property CRM integration. Listing data sync and high-value transaction matter creation for Inmobalia-originating opportunities.

Luxury property listing data sync
High-value matter creation workflow
Iberian market coverage (Spain, Portugal)
RS
RealStatusData Feed
Cyprus · Greece

Market data and property status integration for Cyprus and Greece. Property encumbrance checks, title status updates, and DLS/Cadastre connectivity.

Property encumbrance status monitoring
Title deed registration status tracking
DLS / Cadastre connectivity
Automated alert on title status changes
Salesforce logo
SalesforceCRM Adapter
Global · Legal · Marine · Aviation

Generic Salesforce adapter with vertical-specific field mapping. Supports real estate, marine/boat, legal, and aviation matter creation from Salesforce Opportunities. All imports create draft matters requiring professional review before activation.

Opportunity-to-matter conversion via OAuth2
Vertical field mapping (Real Estate, Marine, Aviation, Legal)
Draft matter creation — professional review required
Outbound webhook support for status sync
Office Add-ins

REXE inside your existing workflow

Word and Outlook add-ins on Microsoft AppSource, a Gmail add-on for Google Workspace, plus Chrome and Edge browser extensions — all connecting to live REXE matter data without leaving your inbox, document editor, or browser.

Word Add-in logo

Word Add-in

AI document drafting · 9 navigation tabs · Microsoft AppSource

A full matter-aware AI workspace inside Microsoft Word. Connects to live REXE matter data — parties, documents, deadlines, fees — and turns them into drafted correspondence, contracts, and reports without leaving Word.

Drafter

AI-powered document composition from matter context. Clause libraries, tone control, multi-language output.

Templates

Access all 187+ merge tag templates. Auto-populated from the open matter.

Knowledge Base

Full organisational knowledge entries accessible inline during drafting.

AML

KYC/AML compliance checks with insert-to-document. Risk scoring visible in sidebar.

Dates

Deadline extractor — identifies contractual deadlines from pasted text and adds them to matter timeline.

Fees

Notary fee calculator (GR/CY), REXE fee quote generator, disbursement calculator.

Sign

Signing coordinator — schedule, notify parties, create reminders, and track eIDAS signatures from inside Word.

Playbooks

Role-specific action playbooks — step-by-step guidance for solicitors, notaries, and brokers.

Quick Actions

Shortcut bar: email draft, clause review, redline summary, translation, matter sync.

Outlook Add-in logo

Outlook Add-in

Email intelligence · 34 components · Microsoft AppSource

REXE intelligence embedded in every email. Reads email content, identifies the related matter, extracts action items, checks compliance, and drafts replies — all without leaving your inbox.

Email Intelligence

AI analysis: sentiment, urgency scoring, entity extraction, named parties, required actions.

Smart Classifier

Auto-routes incoming emails to the correct matter with confidence scoring and manual override.

AI Email Drafter

Reply drafting with tone-matching, profile learning, and matter-context awareness.

Document Analyser

Analyses attached PDFs — title deeds, contracts, survey reports — from directly within the email.

Conflict Checker

Conflict of interest check across all open matters for named parties in the email thread.

KYC/AML Check

Runs KYC/AML compliance check on persons or entities mentioned in the email.

Time Capture

Logs time spent on email against the linked matter for billing purposes.

Matter Dashboard

Full matter summary — parties, milestones, documents, tasks — visible from the email sidebar.

Gmail Add-on logo

Gmail Add-on

Email intelligence · Google Workspace · Apps Script

REXE matter intelligence embedded in Gmail. The same email classification, document analysis, matter linking, and AI drafting capabilities as the Outlook add-in — available to Google Workspace users without switching context.

Email Classifier

Automatically identifies the related REXE matter from email context with confidence scoring and manual override.

Matter Sidebar

Full matter summary — parties, milestones, documents, tasks — pinned to the Gmail sidebar.

AI Drafter

AI-powered reply drafting with tone-matching, matter context awareness, and multi-language support.

Document Analyser

Analyses PDF attachments — title deeds, contracts, survey reports — without leaving Gmail.

KYC/AML Check

One-click KYC/AML compliance check on parties named in the email thread.

Time Capture

Log time spent on email against the linked matter for billing purposes.

Chrome Extension logo

Chrome Extension

Web capture & matter intelligence · Chrome Web Store

REXE in the browser. Capture property listings, parties, and documents from any web page straight into a matter — with a live matter sidebar and one-click KYC, available on every tab.

Listing Capture

Clip property listings from any portal — price, address, photos, agent — directly into a draft matter.

Party Capture

Extract names, emails, and company details from web pages and attach them to matter contacts.

Document Clipper

Save PDFs and web documents from any page into the linked matter's document store.

KYC/AML Check

Run a KYC/AML screen on a person or company highlighted on any page.

Matter Sidebar

Pin a live matter summary — parties, milestones, tasks — alongside any browser tab.

Quick Actions

One-click matter sync, note capture, and screenshot-to-matter from the toolbar.

Edge Add-on logo

Edge Add-on

Web capture & matter intelligence · Microsoft Edge Add-ons

The same REXE web-capture and matter intelligence built for Microsoft Edge — clip listings, parties, and documents into matters and run compliance checks without leaving the browser.

Listing Capture

Clip property listings from any portal — price, address, photos, agent — directly into a draft matter.

Party Capture

Extract names, emails, and company details from web pages and attach them to matter contacts.

Document Clipper

Save PDFs and web documents from any page into the linked matter's document store.

KYC/AML Check

Run a KYC/AML screen on a person or company highlighted on any page.

Matter Sidebar

Pin a live matter summary — parties, milestones, tasks — alongside any browser tab.

Quick Actions

One-click matter sync, note capture, and screenshot-to-matter from the toolbar.

Microsoft Teams

Meetings, matters, and
AI minutes — in Teams

REXE integrates directly with Microsoft Teams as a native app with four tabs: Dashboard, Matters, Meetings and Notes, and the AI Notetaker. The Notetaker automatically joins your meetings, records, transcribes with speaker identification, generates structured minutes, extracts action items, and creates tasks in the linked matter.

Powered by Claude AI. Works like Fyxer.ai — without a separate subscription.

Dashboard

Active matters, pending tasks, and upcoming deadlines — your full REXE workspace in a Teams tab.

Matters

Browse, search, and manage matters without leaving Teams. Full matter data, parties, and milestones.

Meetings & Notes

Calendar events linked to matters, meeting notes organised by deal, and team collaboration threads.

AI Notetaker

Auto-joins meetings, records audio, transcribes with speaker labels, generates AI minutes and action items, and creates tasks in the linked REXE matter — automatically.

AI Notetaker — full feature set
Auto-join Teams meetings — no manual start
Audio recording and transcription
Speaker diarisation — who said what
Claude AI-generated structured minutes
Action item extraction and assignment
Auto-task creation in linked REXE matter
Pre-meeting briefing from matter context
Post-meeting recap email to all attendees
One-shot process: submit transcript, generate minutes
Attach notetaker to calendar events in advance
Manual transcript submission supported
Meeting notes linked to matter timeline
Buyer Mobile App

Your buyers follow the deal
from their phone

The REXE Buyer App gives purchasers a real-time view of their transaction — escrow status, milestone progress, document requests, and payment confirmations — without needing platform access. Available on iOS and Android.

What buyers see
Live escrow status — Funds in / funds released — visible in real time
Milestone tracker — See every stage of the transaction and what's pending
Document requests — Upload ID, proof of funds, and signed documents directly
Payment notifications — Instant alerts when funds are received or disbursed
Solicitor messaging — Secure in-app communication with their lawyer
KYC verification — Complete iDenfy identity check from the app
Download

Available on iOS and Android

Buyers download the REXE app to follow their transaction from offer acceptance to key handover. No account required — they receive a secure invite from their solicitor or agent.

APP LAUNCH — 2025 · INVITE-ONLY DURING PILOT

Platform Integrations

16+ connected services

Every integration is fully configured and production-ready — not a third-party add-on marketplace. Banking, KYC, accounting, payments, messaging, regulatory reporting, and land registries are wired directly into the platform workflow.

Identity & Compliance

iDenfyKYC/AML

Liveness check + document verification. PEP/sanctions screening. Risk scoring. KYC record retained as PDF — one verification, reusable across matters. CBA DNFBP compliant.

AADE myDATAE-Invoicing GR

Greek e-invoicing via the AADE API. Automated invoice classification and submission for Greek-registered firms. Required for all B2B transactions in Greece.

eIDAS Signinge-Signature

EU-compliant qualified electronic signatures. Integrated with document signing coordinator in the Word Add-in. Audit trail retained per matter.

Banking & Payments

Tier 1 EU BankBanking

Primary escrow banking partner for fund receipt, safeguarding, and disbursement. Bank API with certificate-based authentication. Admin-only — configured per REXE entity.

StripePayments

Subscription billing, seat management, and client billing for professional fee invoicing. Handles trial management, plan upgrades, and VAT.

Salt Edge Open BankingOpen Banking

AIS + PIS integration for 15 endpoints covering bank provider discovery, account connection, transaction feeds, and SEPA payment initiation. Enables clients to connect their bank accounts directly in-platform.

AirwallexGlobal Payments

Multi-currency collection and global payouts for cross-border escrow. Local receiving accounts in multiple currencies, competitive FX, and API-driven transfers — used for international buyer funds and disbursement outside the SEPA zone.

Multi-Currency EngineFX

EUR, GBP, USD, CHF, AED — real-time FX rates with transaction-level currency tracking. Client billing in instructed currency.

Documents & Accounting

PandaDocDocument Signing

Template-based document generation and electronic signing. Integrated with REXE document assembly engine. 187+ merge tags auto-populated from matter data.

XeroAccounting

Multi-entity Xero sync for all three REXE legal entities. Automated invoice creation from client billing records. Revenue and expense reconciliation.

Microsoft GraphMicrosoft 365

Outlook email sync, Outlook contacts, Teams meetings scheduling. Powers the Outlook Add-in backend authentication and calendar coordination.

Communication & Marketing

WhatsApp BusinessMessaging

WhatsApp Business API for matter-scoped messaging. Inbound inbox with matter routing, contact linking, and AI-assisted reply drafting. Personal WhatsApp (WAHA) also supported.

KlaviyoEmail Marketing

Email marketing campaign management. Audience sync for targeted communication to buyers, sellers, and professional referral networks. Campaign calendar integration.

Google Places APIMaps & Geocoding

Property address autocomplete and geocoding for matter creation. Used in the New Matter wizard and client portal forms.

Mortgage & Insurance

EU Lender APIMortgage

Mortgage application submission via EU Lender API for Cyprus lenders. Integrated into the 10-step mortgage application wizard and discharge workflow.

Insurance ProvidersInsurance

Multi-provider insurance quote comparison with in-platform policy binding. Title, building, life, and contents insurance products. Settlement panel for claim co-ordination.

Land Registry APIsRegistry

Cyprus DLS (Department of Lands and Surveys) and Greece Cadastre integration for title status, encumbrance checks, and filing confirmation.

Mobile App Distribution

Apple App StoreiOS

Native iOS app distribution via the Apple App Store. Buyer and professional apps published under Fidusol Ltd's Apple Developer Program account. Sign in with Apple supported for frictionless onboarding, with Apple's privacy-preserving identity relay.

Google PlayAndroid

Native Android app distribution via Google Play. Buyer and professional apps published under Fidusol Ltd's Google Play Console account. Sign in with Google supported via Google Identity Services for one-tap onboarding.

Push NotificationsMobile

Real-time push notifications via Apple Push Notification service (APNs) and Firebase Cloud Messaging (FCM) — milestone updates, escrow funding confirmations, KYC requests, and signing reminders delivered the moment they happen.

Integration Architecture

Built-in, not bolted on

Every integration is implemented directly in the REXE codebase — not a no-code marketplace connector. API credentials are stored per-organisation in the database (not as shared environment variables), allowing each firm to use their own accounts.

Background schedulers run in-process: mortgage alert scheduler, regulatory feed scraper, weekly brief generator, ad spend sync, and EBA deadline alerts — all reinitialise automatically on deploy.

API patternREST + Webhooks
CRM credentialsPer-organisation (DB-stored)
Banking authCertificate-based
KYC provideriDenfy (liveness + document)
Signing standardeIDAS qualified e-signatures
E-invoicing standardAADE myDATA (Greece)
Background jobs5 in-process schedulers
Microsoft platformGraph API + Office Add-in SDK

Ready to connect your stack?

All integrations are configured during onboarding. Your CRM, your accounting platform, your bank — all connected in your first session.

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