What’s new in Property Tree this quarter

We’ve been busy making MRI Property Tree even smarter, faster and easier to use. Over the past few releases, we’ve introduced enhanced communication tools, new partner integrations and updates across Automation and Workflows. These improvements are designed to reduce admin, improve accuracy and support a consistent experience for your team, owners and tenants.

New automated workflows

Automated Workflows are now available to help you save time and ensure your team follows the same process each time. They can trigger key tasks like lease renewals and rent reviews automatically, helping you stay ahead of deadlines and maintain consistent service.

Watch the Workflow in action.

To get started quickly, follow the Property Tree Workflow course in the Training Academy for a step‑by‑step introduction.

What’s new in Workflows:

• Lease renewal workflows triggered from the lease expiry date
• Rent review workflows triggered from the next rent review date
• Automations configurable directly from Workflow Templates and able to run days in advance

Smarter communication with Property Tree Assistant

AI‑powered email assistance now helps you write clear, professional messages with less manual editing. It automatically uses Property Tree merge fields to insert accurate details and support consistent communication across your team.

What’s new:

• AI‑powered assistance when sending emails and creating mail merge templates
• Automatic insertion of the right information using merge fields
• Reduced editing time and improved message consistency
• Faster emails with less admin

Mobile enhancements in the Contacts App

The latest update to the Property Tree Contacts App (v3.0.0) gives you more essential information on the go, helping you stay across key tasks and property activity from your mobile device.

Now available:

• Current and completed tasks
• Maintenance, compliance and inspections
• App available on Google Play and the App Store
• Financial and accounting enhancements

We’ve added improvements to bring more clarity and control to your financial workflows, making daily tasks easier and helping you access the right information faster.

What’s improved:

• New Ownership Statement payment merge fields:
  • Total payments
  • Outstanding invoices and fees
  • Withheld funds
• Tenancy receipts now show invoice amount and outstanding balance
• Direct navigation to Find Tenancy Invoice from the Tenancy Profile
• Improved filtering on Find Creditor Invoices (Show Matched Invoices Only)
• Visibility of who cancelled a creditor invoice (including date and user)
• Search by Bond Reference when allocating unknown receipts

Read the latest release notes on the Knowledge Base.

Watch the Product Update video to see these improvements in action: