REDA One

HomeAll products

REDA OneReal estate operating system

REDA Financials AIGlobal financial ERP

REDA AIAI agents, native on Salesforce

REDA ConnectConversational channels, native on Salesforce

REDA PayPayments, native on Salesforce

Releases

EN

Language

English EN Español ES Português PT Italiano coming soon Français FR Deutsch coming soon العربية coming soon

Categories

Getting Started
Access & security
What Access Do I Need?Permission Sets & Personas
Overview
About REDA Getting Around: the REDA & REDA Admin Apps REDA Editions: Platform vs Sales Cloud Installing REDA Key Concepts & Glossary List Views & Kanban in REDA Navigation Basics in the REDA App Anatomy of a REDA Record Page Using REDA on Mobile
Setup roadmap
Go-Live Checklist Testing REDA in a Sandbox Implementation Roadmap
Properties
Grouping
Portfolios Property Lists & Tags
Location & classification
Amenities & Amenity Pricing Neighbourhoods Property Types Regions
Ownership
Entity Ownership Percentages Owners & Ownership History Transferring Property Ownership
Preparing properties for business
Making a Property Bookable Making a Property Available for Leasing Finding Properties: Leasing Search Rent Cards (Rent Charge Setups)
Property records
Creating & Editing Properties Property Photos & Floor Plans (REDA CMS)Where Properties Come From (and the Fields REDA Maintains)Property Statuses Explained Understanding Properties
CRM & Inquiries
Accounts & contacts
Accounts in REDA Contact Roles Working with Contacts
Activities & calendar
Tasks, Events & Activities in REDA The Calendar & Activity Timeline
Email & communications
Sending Email from REDA
Inquiries
Capturing Inquiries Converting an Inquiry Finding & Merging Duplicate Inquiries Qualifying & Working Inquiries Understanding Inquiries Web & Campaign Attribution
The deal hub
Opportunities: the Deal Hub
Leasing
Lease fundamentals
Child Leases (Co-living & Multi-unit)Leasing Rules: the Policy Engine Promotions & Lease Discounts The Lease Record
Lease lifecycle
Changing Charges Mid-Lease Creating a Lease Evictions & Early Terminations From Application to Move-In Setting Up Lease Charges Notice, Move-Out & Lease End Renewing a Lease The Lease Stages Reference Managing an Active Lease Multi-Year Leases & Step-Ups Pets & Vehicles on a Lease Tenant Referrals
Billing & Invoicing
Commissions
How Commissions Calculate Commission Rules & Splits
Concepts
Charge Codes How Billing Works in REDA Settlement Codes
Invoicing
Generating Invoices Consolidated Invoices (Batches)Invoices Explained Late Fees Month-to-Month Fees Recording a Tenant Payment Proration How Recurring Invoicing Works The Tenant Ledger & Balances
Schedules & recognition
Inflation Adjustments Payment Schedules & Auto-Posting Straight-Line Rent Schedules
Property Management
Inspections
Move-In / Move-Out & Recurring Inspections Building Your Inspection Catalog Running Inspections
Maintenance
Maintenance Scheduling & Team Calendars Service Requests Billing a Tenant for a Work Order Work Orders
Management agreements
Managing a Property Under a PM Agreement Property Management Agreements Third-Party Property Management in REDA
Owner accounting
Expense Reconciliation: Concepts Posting & Unposting Reconciliations Monthly Snapshots & Occupancy Analytics Running a Reconciliation Batch
Bookings & Calendar
Bookings & calendars
Short-Term Bookings Calendar Slot Rules Scheduling Showings Blackouts & Slot Exceptions
Tickets
Tickets
The Ticket Catalog Ticket Types & Status Reference Ticket Troubleshooting Understanding Tickets: REDA's Process Engine
Property Sales
Property Sales
Buyers & Co-Buyers on a Sale Working Buyer Leads Closing a Sale (Closed Won)Marking a Property Available for Sale Payment Plans & Milestones Sale Commissions Selling a Property The Sale Stages Reference The Sales Agreement Ticket Property Sales in REDA Settlement Charges & Closing Statements
Acquisitions
Acquisitions
Acquisition Analysis Fields Capturing and Converting Acquisition Leads Acquiring a Property How Acquisitions Work in REDA Running an Acquisition Deal — Binder to Contract Profit Holding Rules Property Creation and Funding an Acquisition The Acquisition Purchase Agreement Ticket
Lending
Lending
Creating a Loan Disbursements & Payoffs Escrow & Principal Balances Onboarding Borrowers & Lenders Lending in REDA Loans in REDA Recording Loan Payments Loan Terms & Allocation Property & Acquisition Loan Rollups The Loan Repayment Schedule
Community
Community operations
Council Meetings & Notifications Mass Email to the Community Councils & HOA Rosters Package & Parcel Desk Visitor & Guest Access
Worked Scenarios
Worked scenarios
Scenario: Acquiring a Distressed Asset Scenario: Leasing an Apartment End to End Scenario: A Co-living Arrangement with Child Leases Scenario: From Web Inquiry to Leasing Hand-off Scenario: A Loan from Origination to Payoff Scenario: Selling a Property End to End Scenario: One Month of Recurring Billing Scenario: Managing an Owner's Building
Integrations
APIs & data
REDA Data Service: Connect Your Forms Adding Data Service Objects & Sources Messaging with REDA Connect Reading REDA Data via Salesforce APIs
REDA Ads Connector
REDA Ads Connector: Overview Ads Connector: Setup & Enablement Google Lead Connector Meta (Facebook & Instagram) Lead Connector Closed-loop Conversions & Conversion Target Ads Connector: Testing & Troubleshooting
REDA Email Services
REDA Email Services: Overview Email Services: Setup & Enablement Email Auto-Sync Email-to-Inquiry Email-to-Service-Request The Unmatched Email Queue (Triage)Email Services: Troubleshooting
REDA Financials (the accounting extension)
Bank EFT / NACHA Processing Charge Code Accounting Setup Activating a Client Account as a Financial Entity How REDA Works with REDA Financials Setting Up Property-Management Accounting Management Fee Automation Owner Draws & Owner Statements Payments & Balance Sync-Back Recording Tenant Payments Property Dimensions in Financial Reports
Website, applications & portals (TSO extensions)
Suite Implementation Sequence Online Lease Applications (RLA)The Resident Portal Web Inquiries & Tour Requests Publishing Properties to Your Website (RDELS)
Reports & Dashboards
Reports & Dashboards
Building Your Own Reports REDA Dashboards — Packaged & Your Own Report Folders & Sharing Access REDA Report Types to Start From Prebuilt REDA Reports Packaged Reports & Dashboards Subscribing to & Scheduling Reports
Administration
Admin Console & operations
The REDA Admin Console Monitoring: Async Logs & Notifications Scheduling Background Jobs
Data & customization
Customizing REDA Objects Data Management for REDA Objects Email & Calendar Integration
Platform configuration
Application Settings Reference REDA CMS Administration Customizing Inquiry Conversion Mass Email Configurations Multi-Currency Behavior Configuring Duplicate & Merge Rules
Users & security
Profiles, Roles & Sharing in a REDA Org Securing Your REDA Org Creating Users & Granting REDA Access Verifying Your Email-Sending Domain
Releases
Releases
What's New Release — July 2026

Contact support

Home / REDA One / Releases

Releases

Browse every REDA One guide in this section — 2 articles.

Releases

What's New

Release — July 2026

The official help center for the REDA platform — AI, automations, and CRM for real estate and global financials, native on Salesforce.

ISO 9001 certified ISO 27001:2022 certified

Help Center

REDA One
REDA Financials AI
REDA AI
REDA Connect
REDA Pay
Release notes

Platform

Real Estate CRM
Property Management
Construction
Accounting & Financials
REDA AI Platform
Integrations

Company

About Us
Blog
Partners
Careers
Pricing

Contact

Headquarters5 Independence Way, Suite 300, Princeton, NJ 08540
Supportsupport@reda.one
Sales & Partnershipssales@reda.one
Main+1 (315) 583 0112

© 2026 REDA One LLC. All rights reserved.

Privacy Policy REDA MSA SFDC Terms of Use Code of Conduct