VaultRE Setup

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Prerequisites

• Workspace admin role (required to manage integrations)
• A VaultRE account with API access enabled
• VaultRE must whitelist Voqo AI as an integrator for your account (see Getting Whitelisted below)

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Getting Whitelisted

Voqo AI is currently a private integrator with VaultRE. Before you can generate an API token, VaultRE must enable access for your account.

1. Lodge a support ticket with VaultRE requesting integration access for Voqo AI (Heffron Intelligence PTY LTD).
2. Alternatively, call VaultRE Support on 1300 788 689.

Once whitelisted, you can generate an auth token from your VaultRE integrations page.

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Connect VaultRE

1. Go to Integrations in the sidebar.
2. Click Connect on the VaultRE card.
3. Paste your VaultRE auth token and click Verify Token.
4. Pick what to sync (see Pick your sync scope below).
5. If you turned on Contacts, you’ll see a preview of how many contacts will be imported and how long it will take — click Sync to confirm. Otherwise, click Connect.

Listing sync (and contacts sync, if enabled) begins automatically in the background.

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Pick your sync scope

You’ll see the following scope options:

• Live listings — always on. Your active sale and rental stock flows into the Knowledge Base automatically.
• Sold & off-market listings — opt-in. Retain settled, conditional, fallen, and withdrawn sale listings in your Knowledge Base instead of removing them, with a Sold badge (for completed sales) or Off-Market badge (for fallen / withdrawn).
• Leased listings — opt-in. Retain leased rentals in your Knowledge Base with a Leased badge, including weekly rent and lease term from VaultRE’s tenancy history.
• Pre-Market listings — opt-in, default off. Pull in Prospect and Appraisal stage listings (work you’re pitching but haven’t formally listed yet) with a Pre-Market badge.
• Contacts — opt-in. Voqo imports your VaultRE contact list and keeps it in sync automatically, twice a day, with any changes — including new contacts (see Keeping your contacts in sync below).

You can change your listing scopes later via the ⋮ Settings on the VaultRE card. Contacts sync isn’t shown in Settings — to turn it off, disconnect and reconnect without ticking Contacts.

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Choose how far back to keep sold and leased listings

When you enable Sold & off-market listings or Leased listings, a Historical listing window selector appears in your VaultRE settings. It controls how far back Voqo includes sold, leased, and off-market listings on the next sync, based on when each listing was last updated.

• Pick a window — Last 1 month, Last 3 months, Last 6 months, Last 12 months (the default), or Last 24 months.
• Older listings roll off automatically. A sold or leased listing that hasn’t been updated within your chosen window drops out of your Knowledge Base on the next sync.
• Widen the window to bring older listings back. Switch to a longer window and run a sync — the older sold and leased listings reappear.
• The selector only shows when Sold or Leased is enabled. Your live and pre-market listings always sync in full and are never affected by this window.

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Turning a scope off — and getting your listings back

When you turn off a listing scope in your VaultRE settings, Voqo removes the already-synced listings of that type from your Knowledge Base. Because this removes records, Voqo always asks you to confirm first:

• You’ll see a confirmation dialog telling you exactly how many listings will be removed, and which manually managed lists they sit in (if any), before anything is deleted.
• Nothing is removed until you confirm. Click Cancel to leave everything in place.
• Nothing is lost permanently. You can restore these listings at any time by re-enabling the scope and running a sync.

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Listing states from VaultRE

VaultRE exposes sale, rental, and pre-market lifecycle states across separate API surfaces. Voqo pulls each into a dedicated tab in your Knowledge Base when you opt in.

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Sold listings

When you enable Sold & off-market listings, VaultRE sale properties marked Unconditional or Settled appear in the Sold tab with a red Sold badge. Each sold listing carries:

• Sold price — VaultRE’s salePrice value.
• Sold date — the date the contract went unconditional (or fell back to settlement date).
• Sale method — Auction, Private Treaty, Tender, Expressions of Interest, or other, mapped from VaultRE’s SoldType field.
• Price-display flag — honours VaultRE’s showSalePrice setting; sold price is hidden if the vendor instructed VaultRE not to publish it.

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Leased listings

When you enable Leased listings, VaultRE rentals with an Unconditional tenancy appear in the For Lease archive with a Leased badge. The card carries:

• Weekly rent — VaultRE’s rent value, normalised to weekly.
• Lease start date — the tenancy start date.
• Lease end date — the tenancy end date.
• Lease term (months) — derived from start-date-to-end-date in months.

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Off-market listings

VaultRE listings that have fallen through (Fallen Sale) or been withdrawn (Withdrawn) appear in the Off-Market tab with an Off-Market badge. Voqo pulls these from VaultRE’s dedicated /properties/sale/fallenSaleWithdrawn endpoint, so the lifecycle is accurate end-to-end. Your AI agent prefixes these listings with “OFF-MARKET —” when speaking about them.

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Pre-market listings (Prospect, Appraisal)

When you enable Pre-Market listings, VaultRE properties in Prospect or Appraisal stages appear in the Pre-Market tab with a Pre-Market badge. These are useful when you want your AI agent to be aware of properties you’re pitching, even before they go live. Default off so they don’t clutter your Knowledge Base if you don’t need them. You can hide pre-market listings from your Knowledge Base view without un-syncing them — see Pre-Market Listings for the Hide toggle.

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Upcoming auctions

VaultRE auction listings populate Voqo’s Upcoming Auctions smart-list template. The auction date is pulled from VaultRE’s auctionDetails.dateTime field. Build a list under Quick Create → Upcoming Auctions and attach it to your AI agent so it can prepare for auction-week calls.

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Smart lists for VaultRE listings

In the Knowledge Base Quick Create menu, you can build per-state smart lists that include VaultRE stock:

• Sold Properties — every sold listing (across all integrations); narrow to VaultRE with the source filter
• Leased Properties — every settled leased rental
• Pre-Market Properties — every Prospect or Appraisal-stage VaultRE listing (only populated when pre-market scope is on)
• Upcoming Auctions — every listing with an auction date in the next 14 days

You can also build a VaultRE Properties list (under By Integration Source in Quick Create) that holds every listing synced from VaultRE.

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Keeping your contacts in sync

If you turn on Contacts when connecting VaultRE, Voqo brings in your full VaultRE contact list and keeps it in sync automatically — twice a day, including any new contacts. There’s no CSV to export or upload, and nothing further to do after you connect.

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What gets imported

• First and last name
• Phone numbers (normalised to international format)
• Email addresses
• Categories and entity type (person, company, supplier, and so on)
• Whether the contact is on the Do Not Call register, or has unsubscribed from SMS or email — Voqo honours this for SMS from the moment your contacts sync

Archived VaultRE contacts, and contacts with no phone number or email, aren’t imported. If a contact is later archived in VaultRE, Voqo removes it from your workspace on the next sync.

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Test with a limited import first

During setup, you can set a Maximum contacts to import — for example, 100 — to try the integration out on a subset of your contacts before going live. While a limit is set, Voqo imports that many contacts once and does not keep syncing new or updated contacts. When you’re ready to bring in everyone and keep syncing automatically, disconnect and reconnect without a limit — your existing contact data is preserved.

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Already imported contacts via CSV?

If you’ve previously brought VaultRE contacts into Voqo using a CSV upload, connecting VaultRE won’t create duplicates. Voqo matches each contact against your CSV import by their VaultRE record, so your existing contacts are simply kept up to date going forward.

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If a contact is already synced from another CRM

If you have more than one CRM connected and a contact already came in from a different one, Voqo leaves that contact managed by its original CRM rather than overwriting it. You’ll see it counted as Claimed in Sync History.

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Disconnect

1. Click Disconnect on the VaultRE card.
2. Confirm the action.

Disconnecting removes the VaultRE link from your property listings and contacts. Previously synced contacts remain in your workspace but are no longer linked to VaultRE (the sync icon disappears and syncing stops until you reconnect).

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Troubleshooting

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Related docs

• Choose and Connect Integrations
• Knowledge Base Lists and Sources
• Sold Listings in the Knowledge Base
• Leased Listings in the Knowledge Base
• Pre-Market Listings in the Knowledge Base