1101 results found
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SMS Thank you
an automation where the system sends a sms thank you to the tenant once the inspection has been updated to conducted.
4 votes -
Story Sheet
Every transaction sends a story sheet to the purchaser and vendor conveyancer. It outlines the particulars of each sale and all contact information of the involved parties.
The Story Sheet details are collected on one A4 page.
Details include
Agency details and contact information
Selling agent's details and contact information
Property Address (Full)
Vendor's details and contact information
Vendors Conveyancers details and contact information
Purchasers details and contact information
Purchaser Broker details and contact information (if required)
Puchaers Conveyancers details and contact information
Purchase amount on the contract
The deposit paid and the date held in the trust account
Settlement…4 votes -
Owner statements (last payment)
On the ownership window, the last payment should reflect the "last payment" made, even if its $0.00. At the moment, it gets a little confusing because it shows last payment (this could be from a month before) and last statement being the latest statement. I.e an owner didn't have enough money to pay all outstanding bills so this months payment was $0.00. On the ownership window, it doesn't show $0.00. It shows their last payment from the month before.
4 votes -
Mail Merge - additional filter options
Would love the ability to filter mail merge by lease dates and rent review dates so the system can pick up expired leases and we can communicate directly with those owners. The same for leases coming up for renewal without having to set up the automated system. Also, is there a way of omitting owners that don't want a renewal and would not appreciate a reminder?
4 votes -
Rent Arrears Strikes
A system or notification option that showes how many times a renter has been issued a notice to vacate for rental arrears, to easily show what strike within a 12 month period the renter is up to.
4 votes -
Profile heading for a property for sale
Profile Heading - add a profile heading like "Break Lease" in the property card so it is visible to see what property is for sale. It is then easier for other users to find when not their portfolio.
"FOR SALE"
4 votes -
Provide a function to allow ownership payments to be requested on a specific date of the month
I'd like to see a specific function which expands the current tags function that allows for ownership payments to be date specific on a monthly basis. For example a landlord requests that their rent be released to them on the 20th of the month to coincide with a mortgagee repayment. This function would be particularly helpful to ownerships with multiple properties rather than paying rents each time a tenant makes payment. The function should only allow for the release of funds on that date as a failsafe when paying other ownerships also.
4 votes -
Agency report by portfolio
Have a report that breaks down agency statement by portfolio
4 votes -
BPAY check digit generator
BPAY Check digit generator as per REST
4 votes -
"pay agency" - option to pay commercial/residential separately
Option to process the agency payment of the management fee separately (commercial/residential) - "pay agency"
4 votes -
Allowing access for specific users to i card profiles, where a card may be of sensitive information and the
Allowing access to specified users of any card profiles (or blocking users) albeit Owner, Property, Tenant. Where a card may be of sensitive information and/or nature and there is a request that it not be public to all users. This is in line with the Privacy Act and is a request which we need to be able to do.
4 votes -
Place a creditor invoice on hold when processing a creditor run
When paying creditors, it would be really useful to be able to place an invoice on hold from the 'Pay Creditor' screen. This would be particularly useful at EOM when decisions are made in terms of holding an account to pay with funds in the following month especially at EOM when you are processing creditor payments often.
4 votes -
More Filtering options for Mail Merge
When filtering for a Mail Merge there should be an option when you have the list of properties to be able to sort or further filter down to a street name or something similar then when you press send maybe have the option to check who is being sent to, that way you don't accidentally send to the wrong property.
4 votes -
Change of ownership allocation of funds when invoices owing
Change of ownerships should override invoices due and hold funds for old ownerships. And should be for property manager to instruct to settle invoices to complete for change over to ensure funds that are owed to new ownerships aren't paid to invoices.
Its almost impossible to keep track of when you have a number settling and bills like water, rates and strata levies are ongoing.4 votes -
To find a creditor, not just by name but by profession or trade
When you want to look up a painter for example and do not have any names, you cannot find without a name of the tradesperson or company
4 votes -
Entering rent increases when payment dates have been changed previously
When entering rent increases, the auto payment date that is highlighted for payment cycles, to make it easier to identify the tenants rents cycles is only for the start of lease dates/cycles or original payment cycles, this is a glitch in the system that needs rectifying. it should be highlighted for the latest payment cycle agreed, we change many tenants ways of payments through their tenancy, it should replate to the latest one.
4 votes -
Include tenant contact number and email etc on tenancy overview -useful when providing tenant info to sales department & new managing agent
Include tenant contact number and email etc on tenancy overview -useful when providing tenant info to sales department & new managing agent
4 votes -
Short Term Holiday Rentals
Do we have a time frame yet when Property Tree is going to be more user friendly with holiday management? ie ability to only enter tenants as prospects?
4 votesWe do have holiday booking enhancements in our roadmap for Property Tree however I am unable to provide a time frame for this. Are you currently using the prospect profiles for short term rentals? If not, you may find this knowledgebase article helpful https://propertytree.elevio.help/en/articles/92857 Thanks, Ange - Product Team
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Staff Member column in export of Rent Review data in BI
It would be extremely beneficial when exporting the data from the Rent Review section in BI to have the Portfolio Manager as a separate column in this report.
4 votes -
Pop ups if current profile is going to be affected by this action
Recently we entered a tenant in as a creditor and our trust accountant clicked on the 'use existing contact' not knowing that by doing this, it would affect his current profile. Our tenant then no longer had access to his portal and had to set it up again. Perhaps what would be helpful is a 'pop up' to advise the user that by clicking on this, may affect the current profile.
4 votes
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