1202 results found
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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 -
sms
SMS communications should be able to come from the property manager's phone number. Alternatively, you should be able to divert the allocated phone number's phone calls to your office phone. Currently, if a client receives a SMS, when they call the number it is disconnected.
4 votes -
Automated Key Return Reminder
It would be great if there was a way to have an automated message sent to individuals that have logged keys out as a reminder to return them. Something similar to the below (both text and email would be great)
Dear ***,
This is a courtesy email confirming the keys collected are now past their due back date.
Details as follows:
To be returned:
27/06/2025
Property:
ADDRESS
Collected by:
NAME
Collected on:
30/05/2025 at 1:00 PM
Please return the keys back to our office as matter of urgency or contact on 02 XXXX XXXX to discuss.
Regards,
34 votes -
Be able to "turn off" automatic communication (arrears) to individual commercial tenants
Be able to individually select commercial tenants who you do NOT want an AUTO COMMUNICATION - rent arrears letter to go to. Commercial tenants often have tailored payment plans, or waiting for something to trigger a full payment or "credits" that have not yet been created (examples only). It would be great if you could tick a box like we do for "Receive Invoices" or "Receive receipts" in the set up section.
Surprising how upset they get when they receive an email (auto or not)
7 votes -
Save drafts in email communication
Save drafts of email communication - I am often torn between trusts and lose drafted emails in the ring of a phone call. Please can we have a drafts folder that auto saves emails
2 votes -
Allow cash receipting to automatically round to the nearest $0.05
Example: Tenant owes $74.29 to vacate date and paid $74.30 cash. Can't put in the cash receipt to rent due for $74.30, no easy way to round it off in the receipt and have been told i need to do an invoice for $0.01 cent on the tenancy for rounding
2 votes -
WorkFlow Audit Reporting
When auditing workflows for reporting it would be helpful if it had further insights.
IE. When a new tenancy moves in, I can run a report for all of December and 20 completed workflows may appear but 30 new tenants may have been signed up so there would be a gap of 10 missing.
To work this out I would have to run the workflow report and the a original lease start date report to work out the missing profiles.
This would be the same with a end of tenancy etc.
If MRI was introducing a function where you add…
9 votes -
When inviting tenants to tenant portal, it would be good if that list only showed the contacts marked as tenant or landlord
so that the emergency contacts & accountants, etc. do not accidentally get sent a invite request
1 vote -
Email replies in PT - better identify unread emails
I love how the communications tab on left side bar has a red dot to alert new email received or a reply to one sent. I was wondering if a red alert dot could also be shown on the email in the list itself, to easily recognise which email has been responded to.
3 votes -
Confirmation pop-up to remove withholds
Confirmation pop-up to remove withholds- There should be a confirmation message first if you opt to remove a witthold. The current one is prone to accidental removal since it only takes an accidental click.
2 votes -
Communications for Creditors
We would like to mass email creditors with regards to their Insurance paperwork. For landlord it's {OwnershipPrimaryGivenName}. Is there one for Creditors? Eg. {CreditorContactGivenName},
It will be great if Property Tree can populate the Insurance Expiry Date in Mail Merge. Eg. ({InsuranceExpiryDate})3 votes -
income and expenditure reports
It would be good if all invoices for maintenance etc and money spent on the property throughout the financial year be attached to the Income and Expenditure report for owners.
2 votes -
Attachments Included with Multiple Quote Requests
It would be extremely helpful if attachments (such as photos, videos, or supporting documents) could automatically be included when sending the same quote request to multiple contractors.
Currently, attachments are only sent to the first contractor the request is issued to. Any other contractors receive the request without the attached files, requiring the Property Manager to manually resend the attachments to each contractor.
This is time-consuming and increases the risk of contractors providing inaccurate quotes because they don't have access to the same information. Allowing attachments to be included with all quote requests would improve efficiency, ensure consistency, and help…
2 votes -
Option to auto-upload documents to Owner/Tenant Portal
Addition of an option to have documents such as lease agreements & routine inspection reports completed in Inspection Express to not only auto-feed back into PropertyTree but for such documents to be auto-ticked to be 'visible on portal'.
49 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 -
original lease start on profile summary
Please add the Original Lease Start date on the tenant profile summary box so we don't have to click into the profile to check
3 votes -
Add further columns in the Find Property Management Profile search page
so that you can sort by things like commencement, lease start, lease end, rental amount, bond amount etc. when looking at all properties
2 votes -
2 votes
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2 votes
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2 votes
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