What is REDX Vortex?
REDX is a real estate prospecting platform designed to help agents source, manage, and contact potential leads efficiently. With a wide array of lead generation tools, REDX provides agents with Expireds, Geoleads, For Sale By Owners (FSBO), For Rent By Owners (FRBO), and Pre-Foreclosure Leads. This lead generation platform is tailored for seasoned and new agents to help real estate professionals dominate while prospecting, all while offering the tools and resources needed to help agents and teams drive their business growth and stability using the Vortex® platform.
Vortex® is the free lead manager included with any REDX lead subscription. And now, we're excited to introduce the new Vortex® integration with Wise Agent.
Follow the steps below to learn how to set up your Vortex® and Wise Agent integration!
How to set up my Vortex® and Wise Agent Integration
Follow the step-by-step instructions below to set up your Vortex® integration.
IMPORTANT NOTE: Once you have connected your Vortex® account with your Wise Agent CRM you will not have the ability to connect to any other CRM simultaneously.
- Visit vortex.theredx.com to sign into your Vortex® account. Then click your name in the top right corner and select Account Settings.
- Select Integrations from the left-hand navigation menu.
NOTE: If you're on a team in Vortex®, your Team Owner/Admin will see two tabs at the top of the Integrations page: "My Integrations" and "Team Integrations."
If you do not have a Team account, disregard the above image. - Locate the Wise Agent Tile, and click Connect in the bottom-right corner.
- An Authorized Account modal will pop up, select the + Connect button to open a new tab to authenticate your Wise Agent account within Vortex®.
- In the new browser tab, select the Wise Agent account you would like to connect to your Vortex® platform, and enter the credentials used to access your Wise Agent CRM.
- Once you are prompted with the Wise Agent permissions modal, confirm that the correct team member is selected, and then click Allow.
NOTE: Your Wise Agent account is successfully connected to Vortex® when you see the green "Connected" bubble displayed in the Wise Agent tile.
THAT'S IT! You are now set up to send your leads from Vortex® to Wise Agent!
Send your REDX Leads from Vortex® to Wise Agent
For more details on how to send leads to the Wise Agent dashboard from REDX Vortex® click here.
Questions, Comments, Concerns?
Still have questions? Feel free to reach out to the REDX team through any of their support channels. You can access the support team at REDX by phone, email, and chat.
Chat - Within your Vortex® account
Phone - Call 1(800)731-7339
Email - support@redx.com.
HOURS: Monday - Friday | 9 AM - 8 PM (EST)
As always, thank you for being part of the Wise Agent family! For questions, concerns, or feedback feel free to reach out to us 24/7 at 480-836-0345 or by email at support@wiseagent.com.
