Like the majority of our available Integrations, you can setup the integration from the Admin > Integrations section in Rex. This activation must be done by an Admin user.
Activating the Integration
- From the left side menu go to Admin > Integrations
- Click on Discover on the left-hand side
- Click on the REI Forms integration or search by the name
- Click Activate
- Add a Connection Name (This can be named anything you like) & Click Activate
Setting up the Integration
Once it has been activated, you can start to set up with the instructions below:
- Click on Active on the lefthand side & find REI Forms
- Click Edit on the right of the integration
- In the new window, click the Red Edit Button next to Account Details
- Choose the State that your office operates out of
- Click Save
Once you have set that up, either yourself or the agents can go ahead and enter their credentials to access the integration.