REI Forms & Realworks Online: Activating and Setting up the Integration

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

1. From the left side menu go to Admin > Integrations
2. Click on Discover on the left-hand side
3. Click on the REI Forms integration or search by the name
4. Click Activate
5. 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:

1. Click on Active on the lefthand side & find REI Forms 
2. Click Edit on the right of the integration
3. In the new window, click the Red Edit Button next to Account Details 
4. Choose the State that your office operates out of
5. Click Save 

Once you have set that up, either yourself or the agents can go ahead and enter their credentials to access the integration.