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Ordering without a Rello account

Key points for ordering via your CRM or public link, without a Rello account

Christiaan Lok avatar
Written by Christiaan Lok
Updated today

For agencies accessing the service via a CRM link, or directly via Rello or Nationwide Conveyancing:

  1. Tap the link provided to load the order page

  2. The CRM or website you initiated the order from may pre-populate the order page with some data

    1. Check each field to ensure it's correct, update any fields as necessary

    2. Confirm the services required

  3. Send to your vendor

    1. This action will generate an order for the service and send a payment request to your vendor, who can choose to pay the fee via card/EFT

    2. You'll receive a notification that the order has been created - it will be held until we have received payment, and then will be processed with Nationwide Conveyancing

  4. Contact Rello with any follow up questions as required

If you are providing finance for the conveyancing service via a provider other than Rello:

  1. You can download the Rello invoice to support that process

  2. Ignore the payment request sent by Rello

  3. Payment details are noted on the invoice - ensure your finance provider uses the references provided in the invoice, otherwise payment reconciliation may be delayed, which will delay the start of work on your order

    1. Ideally, request a remittance advice for any payment to Rello to be sent to [email protected]

  4. Rello and/or Nationwide Conveyancing are not responsible for any delays in starting work due to slow payment processing or reconciliation

More questions? Continue in the portal or try the FAQ.

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