The Whole House

The Whole House is an all-in-one complimentary moving service that coordinates a client's whole move in one place, from electricity, gas, and internet to cleaning, removelists, insurance, and more. Once the integration is active, Rex automatically sends qualifying applicant and buyer details to The Whole House at the right point in the rental or sale process, so your clients can be contacted about setting up their utilities and moving services.

This article covers how an administrator activates the integration, the contact details that need to be in place before data can be sent, how consent is managed at the contact and listing level, and when data is triggered for rental and sale listings.

Setting Up the Integration

Please Note: Activating the integration is an administrator task. Most agents and property managers can skip ahead to the sections on consent and listing flows.

Step 1 - Find The Whole House

1. Go to Admin > Integrations.
2. The integration is not active by default, so open the Discover tab.
3. You can filter by Utility Connection Provider to find it faster.
4. Click The Whole House to view the description and website link.

Please Note: If you would like to learn more about the Partner With Us programme, a link is available on the integration panel.

Step 2 - Activate the Integration

1. Click Edit to open the integration setup.
2. No API token or provider account is required. Activation is handled automatically in the background.
3. Click Connect Account and tick the data-sharing consent checkbox. This confirms you agree to share contact data from Rex with The Whole House.

Please Note: The consent checkbox is mandatory. The integration cannot be activated without it.

Step 3 - Verify Your Agency Email

Before activating, make sure your agency email address is set:

1. Go to Settings > Agency & Branding > Agency Profile.
2. Confirm the email address field is filled in.

Please Note: The Whole House uses your agency email to build your office profile on their side. Most accounts already have this set, but it is good practice to check.

Step 4 - Confirm Activation

Once saved, go back to Admin > Integrations and open the Active tab. The Whole House should now appear there, confirming the integration is live.

Required Contact Fields

Before data can be sent to The Whole House, each contact must have the following fields filled in:

What Happens if Fields Are Missing

If a contact is missing any required field:

• The listing view displays a warning.
• The consent checkbox is unavailable until all required fields are filled in.
• Data will not be sent until the contact profile is complete.

How to Fill in Missing Fields

1. From the listing view, click the contact's name to open their profile in a new tab.
2. Fill in the missing details.
3. Return to the listing view and refresh the page.
4. The checkbox will now be available.

Managing Consent at the Contact Level

The integration can be managed for each contact from the Contact View, which acts as a master toggle across every listing linked to that contact.

To access it:

1. Open a contact's profile.
2. Scroll down to the Integrations section.
3. Click The Whole House to expand it.

This panel shows all active applications and contracts, both sale and rental, associated with that contact.

Default Behaviour

• All contacts are opted in by default, so no action is required to enable sending.
• You do not need to visit each contact individually.

Opting a Contact Out

1. Untick the consent checkbox in the Contact View.
2. Click Save.
3. The contact is opted out of all associated listings at once.

Please Note: The Contact View is a master toggle. Any change here applies across all listings linked to that contact.

Re-enabling at the Listing Level

Even after opting out at the contact level, you can re-enable sending for a specific listing by ticking the box within that listing view. This re-enables only that listing (other listings stay opted out) and also shows as opted in at the contact level.

Please Note: If a listing is created while a contact is already opted out, the checkbox for that listing will be unticked by default, but you can manually re-enable it at any time.

Rental Listings: Flow and Trigger

On a rental listing, The Whole House panel shows applications with the following statuses:

• Received
• Communicated
• Accepted

Applications marked Unsuccessful are automatically removed from the list.

Data is sent to The Whole House when an application status changes to Accepted.

How it works:

1. Open the rental listing.
2. Scroll down to the Third-Party Extensions section.
3. The Whole House panel shows all associated applicants and their opt-in status.
4. By default, all contacts are ticked, so no action is needed.
5. The moment the application status is set to Accepted, contact details are sent automatically.
6. A timestamp appears next to the contact confirming the successful send.

Please Note: Up to 2 contacts per application are sent, usually the primary and secondary applicant.

Sale Listings: Flow and Trigger

On a sale listing, The Whole House panel shows contracts with the following statuses:

• Offer
• Accepted
• Unconditional
• Settled

Contracts marked Fallen or Withdrawn are automatically removed from the list.

Data is sent to The Whole House when a contract status changes to Unconditional.

How it works:

1. Open the sale listing.
2. Scroll down to the Third-Party Extensions section.
3. The Whole House panel shows all associated contacts and their opt-in status.
4. By default, all contacts are ticked, so no action is needed.
5. The moment the contract status is set to Unconditional, contact details are sent automatically.
6. A timestamp appears next to the contact confirming the successful send.

Please Note: Up to 2 contacts per contract are sent, usually the primary and secondary contact.

Where to Access the Integration

Key Things to Remember

• No API token or provider account is required. You just consent to activate.
• The consent checkbox during setup is mandatory.
• All contacts are opted in by default.
• The Contact View is a master toggle across all associated listings.
• Listing-level overrides are supported even after a contact has opted out.
• A maximum of 2 contacts per application or contract are sent.
• A timestamp confirms every successful data send.
• Required fields (first name, email, phone, postcode) must be complete before data can be sent.