1086 results found
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Create a Mail Merge Document in a Workflow
If we could be able to create a mail merge document within a workflow
1 vote -
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?
3 votes -
Change of Ownership
Firstly, a new owner shouldn't not receive any payments until the settlement date has been reached. Any funds should be automatically held until the actual settlement date has surpassed. We have had an instance, where an owner received rental payments well before the property had actually settled, the settlement date subsequently changed and made it very hard to change the change of ownership date, not to mention that the owner didn't legally own the property at the time of getting the funds. Secondly, there should be a function allowing you to edit the change of ownership date.
3 votes -
Mail Merge Fields (Commerical)
Additional merge fields for email templates specific to Commercial Property Management (i.e. Lease (Further) Terms, Rent Review Date & method i.e. Market Review/CPI etc)
6 votes -
PropertyTree should upload current owners/landlords to Agentbox every 24hrs
Most agencies use Agentbox, can propertytree please link to Agentbox and upload all current and new owners every 24hrs like mailchimp.
0 votes -
Creditor statement as PDF attachment
I am an electrical contractor. Some of our customers use PropertyTree, some use other programs.
With Property Tree the creditor statements come through as a link to the PDF in the email body rather than a PDF attached to the email like other programs like Property Me do.
Because Property Tree creditor remittance emails do not have an attached PDF we have to manually download the PDF and then on-send into our accounting software. With other propgrams we can auto-forward without the need to do it manually.
Can you please provide your customers with an option to send the creditor…6 votes -
Owner statement frequency
We would love the ability to choose the frequency of an owner statement dependent on our owner's requests. Eg. we have owners that only want 1 statement per month, but want a mid-month and end of month payment, so receive 2 statements, and other owners that are happy to receive 2 statements per month. This selection could be saved on the owner profile so when processing the owner payments, it would only need to be run once and Property Tree would know the owner preferences.
27 votes -
rea
REA Forms Integration for document creation
1 vote -
1 vote
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3 votes
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1 vote
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1 vote
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I think your program you be able to generate creditor statements for creditors that are paid by Bpay
1 vote -
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 -
Outstanding bond to be shown on tenancy statements
Outstanding bond to be shown on tenancy statements
1 vote -
Hi Team, A recommendation, there has to be a feature to turn on auto reply to tenant and owner when we are away in Pt when they email us
Hi Team, A recommendation, there has to be a feature to turn on "automatic reply" to tenant and owner when we are away in Pt when they email us
2 votes -
Tab
Could you make the Tabs(ex. lease & rent, financials, etc.) stay fixed at the top of the screen while scrolling down - similar to how the Tenancy, Property, and Ownership Profile sections remain visible - so that we don’t have to scroll back up to switch tabs?
2 votes -
Multiple property access for tenants in portal
If a tenant vacates from one property and moves into a new property also with property tree, They can not access the new tenancy until the previous one is archived which sometimes can take time when finalising. They should be able to view both properties.
1 vote -
Alternative methods for searching emails other than the subject line
Require additional search options for emails, allowing users to search using criteria such as sender, date, keywords, or attachments instead of relying only on the subject line.
23 votes -
Creating specifically tailored Automated Templates for Tenants
It would be great to be able to create specifically tailored Automated Templates for Tenants when emailing their invoices
1 vote
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