Add closed clients to Rex
Add verified clients who are missing from Rex when a file closes
When a file closes
What Joy does
For a confirmed closed file, Joy creates Rex contacts only for verified clients who are not already in your account. Existing contacts stay unchanged, uncertain matches go to internal review, and Joy sends no outreach.
Who it's for
Agent or client experience lead
Connects to
During setup
Joy will help you:
- Choose the Rex account and which verified clients your policy permits adding.
- Choose the contact type and fields to fill.
- Confirm how exact-email checks and uncertain matches are reviewed.
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
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