The disclosure statement ordering page is available via public page that you can pre-populate via parameterised URL OR POST a form to the same URL:
Depending on your use case, you can utilise this link in a variety of ways:
Add behind a button in your system
Add as a link in your dashboard or news articles
Include in email campaigns
Add to your website
Share for direct use by individual users
Environments
There are two environments within Rello to be aware of when using the order link - demo (our public sandbox/testing environment) and live (the live environment for real transactions).
The link is available in each environment as:
Demo environment: https://demo.rellopay.co/sds
Live environment: https://app.rellopay.co/sds
Variables / parameters
The following parameters are available for use, allowing you to enhance or personalise the CX of the order process. All parameters are technically optional, but if you are allocated a "source" tag then you must use it to enable any agreed tracking with Rello. Invalid parameters will be ignored and won't impact the order submission.
Agency details
These are for the contact person at the agency who the conveyancer may need to speak with. They be generic for the office, or the logged in user, or the selling agent related to the property - but must be valid per field type.
agencyName (any string)
agencyEmail (valid email)
agencyPhone (Australian phone only, landline including STD code, or mobile starting with 04, or any other 1800 / 1300 / 13- number, don't include the +61 for mobiles)
Example URL (using the demo environment as a base):
agencyName = Your Agency
agencyEmail = [email protected]
agencyPhone = 0712345678
All fields together:
Vendor details
These are for the primary vendor contact (just one person) who is selling the property, the conveyancer will need to speak with them to gather/validate information.
vendorName (any string)
agencyEmail (valid email)
agencyPhone (Australian phone only, landline including STD code, or mobile starting with 04, or any other 1800 / 1300 / 13- number, don't include the +61 for mobiles)
Example URL (using the demo environment as a base):
vendorName = John Smith
vendorEmail = [email protected]
vendorPhone = 0412345678
All fields together:
Sales authority
We'll need a PDF copy of the signed listing agreement / sales authority (a form6), this can be uploaded by agent/vendor when creating the order, or can be pre-populated via parameter. To do so, you'll need to provide a publicly accessible URL to the file, and Rello will automatically download/attach the file to the order. Note the file must be in PDF format, no larger than 15MB, else it will be ignored.
salesAuthority (string - must be a valid URL pointing to a publicly accessible PDF file < 15mb)
Example URL (using the demo environment as a base):
salesAuthority = https://crm.com.au/file/123456?token=1234567890987654321
Source
This is a tag provided to you by Rello to track & report on orders sourced from your systems.
source (string provided by Rello)
Example URL (using the demo environment as a base):
source = CRMNAME
Logo
You can add a logo to the end of the "NW + Rello" set, appearing as "+ YourLogo" if the parameter is present.
logo (string, must be a valid URL pointing to an image)
Example URL (using the demo environment as a base):
URL encoding tips
If you're constructing URLs for specific use cases, speak to your technical team or make sure you're aware of the types of characters you can insert to a URL.
Quick tips relevant to the fields used in the order page:
At the end of the base URL, add "?" before any parameters
Between each parameter/value pair, add "&"
Replace @ symbol with "%40"
Replace spaces with "%20"
If you're not seeing the fields in your parameters populated on the order page, check your encoding:
Is the parameter name correct?
Have you replaced the non-alphanumeric characters and spaces correctly?
Have you placed "?" and "&" correctly?
Try encoding one field at a time, make sure each displays before adding another
If you're still having issues, contact Rello's support team.