Integrate with Rello

Summary

Learn how to enable and use the Rello integration in Box+Dice to submit Vendor Paid Advertising funding requests directly from your listings.

This article covers:

• About the Rello Integration
• Enable the Rello Integration

About the Rello Integration

Rello is a cloud‑based payments and financing platform offering Vendor Paid Advertising (VPA) and other real estate payment tools. Its integration with Box+Dice uses API‑based connectivity to embed payment and funding workflows directly inside your CRM. This allows for secure data exchange, real‑time updates, and automated reconciliation. 
Rello’s platform is designed for deep integrations with third‑party systems, enabling seamless payment and financing workflows.

Enable the Rello Integration

Once the Rello API integration is enabled in Box+Dice, your agency can securely communicate with Rello’s payment platform directly from each listing.

To enable the integration:

• Go to: Settings > Integrations
• Click One-way Integrations
• Select the Rello integration tile
• Search and select the consultant
• Click Enable Rello

• Tick the checkbox next to each office you want to activate

A confirmation window will appear.

• Review and acknowledge the pop‑up message that confirms the cost per office

• Click I agree
• Click Show token to view your token  

• Click Copy to clipboard 

• Provide this token to the Rello support team to complete the connection

Once the integration is enabled, you can submit funding requests directly from a listing's Campaigns tab:

• Set the request amount by entering/adjusting the Advertising Authority
• Upload your signed Listing Authority as a PDF into the listing
• Click Request VPA funding
• Click Send
• Rello will process your request and pay into your trust account

If you use the trust accounting module in Box+Dice, you can auto-create trust receipts when importing your bank statement.