47 results found
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Dashboard widget for Compliance
It would be great to have a dashboard widget showing upcoming expiring compliance.
82 votes -
Receipt rent for tenant but not pay owners until rent due.
QLD - Rent is not to be paid to the owner until rent is due (Advised by Auditor). If a tenant wants to pay a few months in advance only way I can find is to put to held and allocate as required.
If the pay owner page had a way to pay owner and agency up to a date range or pay all would be great.3 votes -
Anti Money Laundering
Australia is strengthening its Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) regime, with major reforms (Tranche 2) starting 1 July 2026. These laws, overseen by AUSTRAC, require businesses to identify, mitigate, and report risks of illicit funds. New industries, including lawyers, accountants, and real estate agents, must implement AML programs and report suspicious activity. I recommend Property Tree creating another TAB in sales for this purpose.
5 votes -
Managed by Tenant under Compliance Tab
Add "Tenant" as a managed by option on the compliance tab for the odd issues that the tenants are responsible for - pools etc.
3 votes -
Add a Notes Section to Compliance Section
Add a notes section to the compliance section so we can note in one area important compliance info (if the property doesn't have gas, if the owner has preferred trades, etc)
4 votes -
1 vote
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Automated Communications compliance expire / renewal required
Creditor Certificate of Compliance (public liability insurance) - 1 month prior to the public liability insurance expiring, there should be an automated email sent from the system to the creditor reminding requesting them to send an updated COC (public liability insurance).
Where a compliance responsibility rests with the owner, an automated email should be sent to them requesting an updated document be sent to us so we can update the compliance information.
Both of the above will improve efficiency in terms of ensuring compliance is up to date.
1 vote -
Owners having the ability to self update compliance details through portal
An enhancement to the MRI Owners Portal that would greatly improve compliance and reduce manual follow-up for property managers. Enable owners to upload their landlord insurance documents and update policy details (including expiry dates) directly in the portal. The system could update compliance on the owner card and if applicable automatically send reminders to owners when their insurance is due for renewal.
Key Benefits:
Owners can self-service updates, reducing admin workload.
Automatic reminders (e.g. 60/30/7 days before expiry) help prevent lapses in coverage.
PMs can view status at a glance and export reports for compliance.
This feature would significantly improve…
5 votes -
'Send for Signing' option for end of month reports.
'Send for Signing' option for end-of-month reports & bank reconcilliations for sign off by LIC rather than printing and physically signing.
6 votes -
The ability to delete compliance history
Currently, if something is accidentally entered or marked as completed incorrectly, there’s no way to remove it from the system.
For example, we have a migrated “Smoke Alarm” category that we no longer use. There are three properties where this category was marked as complete, and it can’t be deleted from the property tab. As a result, we now have a redundant category cluttering the list that we don’t and will never use.
2 votes -
Compliance Template Fields
For the properties that do have compliance already, is it possible to create a compliance template fields that gets created and sent out automatically at the end of the compliance expiry to the landlords?
4 votes -
Star ratings for energy efficiencies - Documentation location
With the new laws coming in for energy efficient ratings for properties in 2026. We need to keep a list of appliances ie a/c, hws, solar etc for each property and their ratings. As this will be a requirement for marketing and advertising purposes. Where can this be kept, compliance tab? Been looking around on Property tile - as the appliances are related to properties it would be great to have a section to be able to keep record of this information. If anyone is already doing this? How are you doing it and where are you keeping info which…
1 vote -
We need to be able to save a copy of the Strata By Law to the strata details under the property
As part of the new legislation we need to be able to retrieve strata By Laws to provide this to the tenant. We should be able to save the document against the strata details under the property.
8 votes -
New Tenancy Fees & Prospect Tenants
We have an issue where holding deposits are taken by Direct Debit but we have to convert the tenant from a prospect to load in the direct debit details. This is then charging our new tenancy fees.
We need to be able to convert the tenant but have the trigger for the fee be Original Lease Start Date.
Having to convert a tenant from a prospect to get an ingoing completed and lease generated (without having to duplicate the information) means we are charging an owner fees before the lease commences.
The only work around is to have duplicate fees…
2 votes -
Trigger for Tenant Receipts
Have the ability to send a tenant receipt when funds have cleared not when the bulk direct debit batch is processed.
Send an email to the tenant to advise the direct debit has been processed and once the funds are cleared, you will be issued with a tenant receipt. Once the clearance days has passed and banking has been completed, have the option to send tenant receipts for cleared funds.
This avoid having to manually send it when doing the bulk direct debit (which sending them is manual and can be forgotten) and also it is manual to send the…
1 vote -
Pay Agency
Do not allocate the management fee until the rent as cleared.
I am finding that with direct debit, the management fees are being allocated to the agency and if you pay the agency these are paid out before the funds are cleared.
PT does not release uncleared funds to an owner so why release the management fees to the agency when the rent has not cleared.
1 vote -
Compliance reminder
It would be nice if the compliance reminder and its details could be emailed to the relevant PM, turning red is fine but if we don't go into the property card, we don't see it?
16 votes -
When updating compliance you should be able to add the new compliance certificate
When updating compliance, you should be able to add the new compliance certificate
9 votes -
Compliance tab - show compliance in a list on one page
Could the compliance tab fit on one page please and not on 2 pages (or more)
5 votes -
merge fields for compliance
We would love to see merge fields for the compliance dates so that they can be easily inserted into lease agreements and disclosure statements - in particular, the last serviced date
42 votes
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