Upstate gains business-wide transparency and efficiency with MRI Property Tree & Agora Insights
Operating across Sydney’s Northern Beaches, Upstate manages almost 2,000 residential properties, over 500 commercial tenancies, and up to 400 property sales annually. To support their growth and deliver a high standard of service in an affluent and fast‑moving market, they rely on a technology ecosystem that includes MRI Property Tree, Agora Insights, Invoice Automate, and an MRI partner product Tapi.
Together, these solutions provide a centralised platform for operational management, financial visibility, performance insights and maintenance communication — giving Upstate the transparency and structure needed to scale confidently.
The problem
Upstate needed a modern, cloud-based solution that could support a growing portfolio while providing full oversight of operational activity. Their previous server-based system created inefficiencies, limited transparency, and lacked the performance insights required to support continuous improvement.
Key challenges included:
- Server-based software that made remote work slow and difficult
- Limited visibility into team performance across thousands of properties
- No clear way to identify revenue leakage from uncharged fees
- Manual processes spread across multiple platforms
- High risk of missed tasks such as inspections, bond follow‑ups or overdue invoices
As you scale into the thousands, transparency becomes everything. MRI gives us the oversight we need to grow confidently.
– Joshua Thomas, Head of Property Management, Upstate
The solution
To support growth and improve visibility, Upstate implemented MRI Property Tree along with Agora Insights, Invoice Automate and Tapi. This ecosystem created a single platform for workflows, financial tracking, performance measurement and maintenance coordination.
A major win for Upstate has been the adoption of Agora Insights, which provides a granular view of individual and team activity. Joshua can now identify performance spikes, workload pressure and coaching opportunities – as well as the underlying actions that drive key outcomes.
For example, the team can now see not only how many rent increases occurred, but how many rent reviews each property manager completed, providing a level of operational detail not previously available.
How MRI’s ecosystem helped solve the challenges:
- Cloud-based access enabling the team to work quickly from anywhere
- A single platform for documents, workflows and communication
- Agora Insights dashboards to monitor performance across the entire rent roll
- Automation that reduces manual handling, inefficiencies and risk
- Integrated maintenance management through trusted MRI partner, Tapi
The benefits
Since adopting MRI Property Tree and connected products, Upstate has seen measurable improvements in efficiency, oversight and financial performance, supporting a portfolio growing at around 14% annually.
Key outcomes achieved:
- 10–15% faster processing of major workflows such as new tenancies and vacates
- Clearer visibility across the rent roll, enabling faster decision-making and stronger operational control
- Improved clarity over fee structures and income to support accurate revenue management and future revenue growth
- Reduced administrative burden through faster access to documents and property information
- A stronger operational foundation that helps future‑proof the business for continued portfolio growth
MRI helps us make the money we should be earning. The transparency simply wasn’t there before.
MRI Property Tree, Agora Insights, Invoice Automate and Tapi have helped Upstate build a transparent, scalable operational framework that supports sustained growth and improved service delivery. With deeper insight into team performance, better financial controls and more efficient processes, Upstate is better equipped to grow with confidence.
To learn more about how MRI Software can help your property management team improve performance and operational visibility, request your demo today.