Blog November 12, 2019

Why Property Tree makes real estate document management easier

By MRI

It’s no secret that the real estate industry is notorious for paperwork. Thankfully, the use of technology in property management has improved the way property managers handle important files. No longer do you need tons of filing cabinets to store documents or wade through an endless amount of paper to find the right file. With a reliable document management system, you can store and organise files easily and make retrieving documents a walk in the park.

Here at MRI Software, we understand just how crucial document management is to your business. This is why we developed an efficient Document Management System (DMS) in our cloud-based residential property management software, Property Tree.

But what makes Property Tree’s DMS the ideal document management solution for your property management team? Let’s find out.

1. Store documents securely in the cloud

Saving documents is easy within Property Tree. You can save documents within Property Tree in any Ownership, Property, Tenancy or Creditor profile, as well as Sales Property profile. Be at ease knowing that your documents are stored safely in the cloud on our Microsoft Azure platform.

2. Drag and drop multiple file types – including emails!

Got a file that you want to add in a snap? Just drag and drop them! Property Tree supports several file types, including PDF and emails (.msg) so you don’t have to worry about incompatibility or waste precious time converting to another file type.

3. Enjoy unlimited storage

Endless paperwork requires unlimited storage. With Property Tree, you can save an unlimited amount of important property, tenancy and landlord documents. Do not fear that you’ll run out of space – there’s room in Property Tree!

4. Search and access documents easily

Search and retrieval are now simpler as all documents saved can be searchable through any profile – you can even apply filters to make your search easier. And because documents are stored in the cloud, you can access your files whenever you need it, on any device.

5. Manage your documents

Property Tree gives you full control over documents you store in the platform which means you can tag, view, edit and delete files.

6. Automatically save invoices, inspection reports and maintenance requests

When we talk about automated processes, we mean it. Documents processed through Property Tree’s automated workflows – such as invoicing, inspections and maintenance are automatically saved to the DMS. The files are then made searchable through the Ownership, Property and Tenant profiles.

Start using today

This enhanced feature is pre-activated for all Property Tree users, so you can start using it straight away. For more information on DMS check out the Property Tree knowledgebase.

Not using Property Tree? Book a demo today to see the MRI difference.

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