Property Management X - Core

Property Management X

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Welcome to Core Training courses!

Our Core training for Property Management X will familiarize you with the most common features and tools from the product.

Browse our wide selection of courses using the filters on the left hand side. Once you've found the perfect course, simply click on the course tile to get started.

If you haven't registered yet, just click the Register button on the course details page and either Sign in or Sign Up.

Property Management X: Core. User Interface (APAC) - eLearning

This self-paced course will introduce you to some of the core features of the user interface in MRI Property Management X.

Property Manager Leasing Agent eLearning Accountant Administrator Maintenance Security Controller eLearning Courses

Property Management X: Core. Security Console Basics (APAC) - eLearning

This self-paced course will introduce you to security basics in Security Console for Property Management X.

eLearning Administrator Security eLearning Courses

Property Management X: Core. Report Gateway Navigation and Running Reports (APAC) - eLearning

This self-paced course will introduce you to navigating and running reports in Report Gateway.

Property Manager Leasing Agent eLearning Accountant Administrator Maintenance Security Regional Manager Controller eLearning Courses

Property Management X: Core. Report Gateway Packets and Batches (APAC) - eLearning

This self-paced course will review packets and batches in Report Gateway.

Property Manager Leasing Agent eLearning Accountant Administrator Maintenance Security Regional Manager Controller eLearning Courses

Property Management X: Core. Report Gateway Sharing and Scheduling Items (APAC) - eLearning

This self-paced course will review sharing and scheduling items in Report Gateway.

Property Manager Leasing Agent eLearning Accountant Administrator Maintenance Security Regional Manager Controller eLearning Courses

Property Management X: Core. Report Gateway Users and Security (APAC) - eLearning

This self-paced course will cover the user management and security features in Report Gateway.

Property Manager Leasing Agent eLearning Accountant Administrator Maintenance Security Regional Manager Controller eLearning Courses

Core: Getting Started with Agora Hub (APAC) - eLearning

This self-paced eLearning course provides a general overview of Agora Hub.

Core - Agora Hub Administration (APAC) - eLearning

This self-paced course will cover the administration features in Agora Hub.

Strata Master Version 12.0

Strata Master Version 12 provides you with an integration with Rockend SMS Online, the ultimate web-based SMS communication tool.

eLearning Strata Master

Eagle CRM: Leasing course - Video

This course covers the Eagle Leasing module and all workflows and details within.

Videos Eagle CRM

MRI Software: Online Live Training - Consultancy

Master MRI products that fit your business needs.

Rest Professional Consultancy

Eagle CRM: Inspection bookings course - Video

How to Manage your Inspection Bookings within Eagle.

Videos Eagle CRM

Agora insights: Introduction for Property Tree – Video

In this video, you’ll get a comprehensive overview of the reporting capabilities within Agora Insights for Property Tree.

Video Agora Insights

Agora insights: Creating Custom Reports for Property Tree – Video

In this video, you'll discover how to use Agora Insights for Property Tree to create custom reports that deliver real business intelligence—quickly and with precision.

Video Agora Insights

Agora Insights: Creating custom dashboards for Sales - Video

Learn how to create a custom dashboard.

PropTechBI Video

Agency Studio: Buttons (Adding and Linking) - Video

Learn how to manage your buttons in Agency Studio.

Eagle CRM: Rello - Video

Providing vendors, investors, and agents simple and flexible payment options for any real estate transaction.

Videos Eagle CRM

Property Tree: Session 14 - Transactions - eLearning (CPD - TASMANIA ONLY)

Become an expert on types of receipting, rent credits, creating journals, bond claims, rejected items and insurance claims.

ProLease Express: Foundation - eLearning

Designed for users of all levels with a primary focus on the data structure and the navigational aspects of ProLease Express.

eLearning Retail User Retail Administrator Client Administrator

Property Tree: Session 1 - Navigation - eLearning (CPD - TASMANIA ONLY)

Learn how to navigate around Property Tree.

Property Tree: Session 3 - Adding Property Profiles Residential - eLearning (CPD - TASMANIA ONLY)

Earn how to add and navigate around a residential Property Profile.

Property Tree: Session 6 - Communications - eLearning (CPD - TASMANIA ONLY)

Learn about Automated Communications, Bulk Mail Merge using Email, Letter, SMS and other ways to communicate with your owners and tenants.

Box and Dice: Cleaning up your customer data - Consultancy

Cleaning up your data is an essential part of managing your CRM database and ensuring you maximise all opportunities.

Enquire Box and Dice Consultancy

Property Tree: Session 16 - Bank Reconciliation - eLearning

Learn how to balance your Bank Reconciliation and troubleshoot when there is a reconciliation variation.

eLearning Trust Accountant Manager/Business Owner Property Tree

Property Tree: Session 16 - Bank Reconciliation - eLearning (CPD - TASMANIA ONLY)

Learn how to balance your Bank Reconciliation and troubleshoot when there is a reconciliation variation.

Property Management X: Residential Management. Billing and Leasing Options Setup (APAC) - eLearning

This self-paced course covers the Residential Management billing options, leasing options, lease renewal settings, and automatic billing fees in Property Management X.

Property Tree: Session 19 - Sales Management - eLearning

Learn how to manage a sale from receiving a listing to completing a Sale, including Market and Sundries - Vendor Paid Advertising.

eLearning Trust Accountant Sales Property Tree

Property Tree: Session 18 - Change of Ownership - eLearning

Learn all about running a Change of Ownership, troubleshooting when the ownership doesn't have enough funds or the tenancy is in arrears.

eLearning Trust Accountant Manager/Business Owner Property Tree

MRI Software: Online Live Training - Consultancy

Master MRI products that fit your business needs.

Property Tree Enquire Consultancy

Property Tree: Profile - Property

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Property Tree: Essentials - Live Online Training (ZOOM)

This course covers all key functionalities of Property Tree, providing you with in-depth insights into its powerful features.

Live Training Property Tree

Property Tree: September 2024 Release - eLearning

MRI Software delivers new and regular feature enhancements to Property Tree each month. This release will be made available from the 11th September 2024.

eLearning Property Tree

Property Tree: Property Maintenance

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Property Tree: Session 5 - Managing Tasks - eLearning

This eLearning will take you through the day to day tasks of a property manager.

Property Manager Leasing Agent eLearning Trust Accountant New User Onboarding Property Tree

Property Tree: Task Management & Notes

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Property Tree: Manual Receipt Types

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Property Tree Video

Vault CRM: Vault App - Video

Learn how to navigate and utilise the Vault App.

Video Vault CRM Videos

Eagle CRM: Contact management course - Video

Add and edit your contacts, manage your contacts, communicating with your contacts, and more.

Videos Eagle CRM

MRI Horizon: Landlord Charge Raising - eLearning

This self-paced course will demonstrate how to run the Lease Payable Regular Charges Process and finalise payments.

eLearning Horizon eLearning Courses

Property Tree: Session 13 - Invoice Management - eLearning (CPD - TASMANIA ONLY)

Learn how to create, process and cancel Tenancy and Creditor invoices, including recurring and linked invoicing.

Workplace Central: Space Planning - System Administration Setup APAC - eLearning

This self-paced course will introduce you to the System Administration features in Workplace Central

Box and Dice: Integrations with Property Information service providers - eLearning

Learn how to connect with Pricefinder, CoreLogic or RP Data.

eLearning Box and Dice

Property Tree: Session 9 - Arrears Management - eLearning (CPD - TASMANIA ONLY)

Learn how to manage your arrears using reporting, automated arrears communications, rent credits and payment plans.

MRI OnLocation: Contractor Management – Access, Expiries & Notifications - Video

This webinar recording will be covering aspects of the contractor management features.

Video OnLocation

Property Management X. Technical. SQL Introduction (APAC) - eLearning

This eLearning course will introduce you to the query features in Property Management X.

Commercial Management - Commercial eLearning Suite (APAC)

This series of self-paced eLearning courses will provide participants with a base-level understanding of the features of the Commercial Management application in Property Management X.

Strata Master On Demand Webinars

Check out our recorded webinars to walk you through processes step by step.

Strata Master Video

Property Management X: Commercial Management. Setup and Maintenance (APAC) - eLearning

This self-paced course covers the most vital Setup and Maintenance features for Commercial Management in Property Management X.

Vault CRM: Sales Trust Webinar - On Demand

Learn how to establish and manage your trust account in Vault CRM.

Live Training Video Vault CRM

Vault CRM: Sales Process

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Administrator Video

Property Tree: July 2025 Release - eLearning

Property Tree July 2025 Release - eLearning will be available from the 9th July 2025.

eLearning Property Tree

Strata Master: Strata Plan Reporting - Live Training

Live Training Trust Accountant Strata Master New User Onboarding Strata Manager

Property Tree: Session 20 - Commercial Management - eLearning (CPD - TASMANIA ONLY)

This eLearning focuses on setting up and managing commercial ownerships, properties and tenancies.

Vault CRM: Advertising

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Video Vault CRM Financial Administrator

Vault CRM: Marketing with Designly - Webinar, Friday, Dec. 12th, at 12:00 PM to 1:00 PM AEDT

This hands-on session is designed to help you build and customise high-impact marketing templates for both eMarketing and print campaigns. Using MRI Vault CRM and Designly, you'll learn how to streamline your marketing workflows, create branded assets, and automate outreach with ease. Whether you're just getting started or looking to sharpen your skills, this webinar will guide you through the essential tools and processes to elevate your marketing strategy.

Live Training Vault CRM

Vault CRM: Automation

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Administrator Video

Vault CRM: Database Function Settings

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Administrator Video

Vault CRM: Buyer Management (Web)

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Video Sales Agent (Web)

Vault CRM: Bulk Marketing

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Video Vault CRM Marketing

Vault CRM: Template Creation

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Administrator Video

Vault CRM: Prospecting

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Video Sales Agent (Web)

Vault CRM: Listing Process

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Administrator Video

Vault CRM: Action List & Automation - Video

Learn to optimise client engagement with Vault CRM’s Action Lists, including creating templates, automating tasks, and streamlining communication.

Video Vault CRM

Vault CRM: Contact Management (Web)

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Video Sales Agent (Web)

Vault CRM: User Settings and Managing Users

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Administrator Video

Vault CRM: Commission

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Video Vault CRM Financial Administrator

Vault CRM: Time Management

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Video Sales Agent (Web)

Vault CRM: Contact Card Essentials - Webinar, Friday, Nov. 14th, at 12:00 PM to 1:00 PM AEDT

Join us for an in-depth look at the contact card functionality in MRI Vault CRM. Whether you're just getting started or looking to deepen your expertise, this session offers practical guidance on maximising the potential of the contact card page.

Live Training Vault CRM

Agency Studio: Elements - Video

Learn how to manage elements in Agency Studio.

Agora Insights: Introduction for Sales - Video

Eliminate the hassle of manual spreadsheets and instantly access key business insights at a glance.

PropTechBI Video

MRI OnLocation: Employee Management - Video

An introduction to user roles, global roaming, and employee setup.

Box and Dice: Prospecting

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Sales Box and Dice Video

Box and Dice: Appraisals

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Sales Admin Box and Dice Video

Box and Dice: Help Centre functionality - Video

How to navigate and use the Help Centre.

Box and Dice: Nurture your buyers and leverage your database - Consultancy

In today's landscape, your client database is going to be one of the key parts of your day to day operation as it helps you get in front of more people in less time.

Enquire Box and Dice Consultancy

Box and Dice: Onboarding for Sales Consultants

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Sales New User Onboarding Box and Dice Video

Box and Dice: Rentals

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Admin Box and Dice Video

Box and Dice: Filtering Techniques

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Sales Admin Box and Dice Video

Box and Dice: The sales process - Webinar, Thursday, Nov. 13th, at 11:00 AM to 11:30 AM AEDT

From sold to settled.

Live Training Box and Dice

Box and Dice: Working with Contacts

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Sales Admin Box and Dice Video

Box and Dice: Staff Profiles

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Admin Box and Dice Video

Box and Dice: Buyer Management

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Sales Box and Dice Video

Box and Dice: The Agent App

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Sales Box and Dice Video

Box and Dice: Onboarding for Administrators

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

New User Onboarding Admin Box and Dice Video

Box and Dice - Trust Accounting

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Accounting Box and Dice Video

Strata Master: Navigating Plans and Lots - Live Training

Live Training Strata Master New User Onboarding Strata Manager

Vault CRM: Getting started for sales - Video

Learn how to efficiently manage appraisals, work with buyers, and streamline prospecting.

Video Vault CRM

Eagle CRM: Setting up your account course - Video

Learn how to get set up and started in your Eagle account.

Videos Eagle CRM

Eagle CRM: Getting Started - eLearning

Learn how to get started in your Eagle account and navigate your way around your new CRM.

eLearning Admin Eagle CRM

Eagle CRM: Contact Management - eLearning

Add and edit your contacts, manage your contacts, communicating with your contacts, and more.

eLearning Sales Admin Eagle CRM

Eagle CRM: New user onboarding - eLearning

A series of four interactive courses, designed for new members.

eLearning New User Onboarding Eagle CRM

Eagle CRM: Online Consulting - Live Training

Discover online training plans Eagle, tailored to your exact business requirements.

Enquire Consultancy Eagle CRM

Eagle CRM: Prospecting - eLearning

This Eagle eLearning course is designed to show you how to create and manage focus areas using the prospecting module.

eLearning Eagle CRM

Eagle CRM: Trust accounting course - Video

Setup your trust account, add payments and receipts, ledgers, contracts, and vendor paid advertising.

Videos Eagle CRM

Property Management X: General Ledger. Closing Periods (APAC) - eLearning

This self-paced eLearning course is designed to familiarize participants with the process of closing periods in General Ledger in Property Management X.

eLearning Accountant Administrator Regional Manager Controller eLearning Courses

Property Management X: Job Cost. Essential Setup - (APAC) - eLearning

This self-paced course covers the setup of budget types, cost lists, cost codes, phase types, and lenders in Job Cost in Property Management X.

eLearning Job Cost

Property Management X: Residential Management. Quick Rent Roll (APAC) - eLearning

This self-paced course covers the quick rent roll feature from Residential Management property setup in Property Management X.

Property Management X: Residential Management. Required property setup (APAC) - eLearning

This self-paced course covers the multifamily property, building, and unit setup features in Property Management X.

Workplace Central: Space Planning - Utilization APAC - eLearning

This self-paced course will introduce you to the Space Planning utilization in Workplace Central.

Vault CRM: Appraisal/Prospect Management (Web)

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Video Sales Agent (Web)

Rest Professional: Basic Commercial - Video

Learn how to manage Commercial Tenancies in Rest Professional (Does NOT include Advance Commercial Tenancies).

Property Manager Rest Professional Recorded Online Classroom Video

Rest Professional: November 2020 Release - eLearning.

Rest Professional has some great new enhancements that will be released on the 10th November, 2020. Find out how to make the most of the new changes by going through this course.

eLearning Rest Professional Release Training

Strata Master: Managing Owner Arrears - Live Training

Live Training Trust Accountant Strata Master

Workplace Central: Space Planning - How to Create Structural Units APAC - eLearning

This self-paced course will introduce you to Space Planning and how to create structural units.

Residential Management X: Setup (APAC) - eLearning

This self-paced course will introduce you to the Accounts Payable setup in Property Management X.

eLearning Accountant Controller eLearning Courses

Vault CRM: Settings & Navigation

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Video Sales Agent (Web)

Vault CRM: Property Card Explained - Video

Learn to optimise the property card in Vault CRM, including customisation, advanced reporting, targeted marketing, and feedback integration.

Video Vault CRM Videos

Property Tree: Financials - Live Online Training (ZOOM)

This comprehensive Property Tree workshop is tailored specifically for those responsible for trust account management.

Live Training Property Tree

Property Tree: Single Sign On and Multifactor Authentication Release - eLearning

MRI Software delivers new and regular feature enhancements to Property Tree each month. This release will be made available on the 24th October 2023.

eLearning Property Tree

Property Tree: February 2025 Release - eLearning

MRI Software delivers new and regular feature enhancements to Property Tree each month. This release will be made available from the 12th February, 2025

eLearning Property Tree

Property Management X: Residential Management. Accounts Receivable Daily Processes (APAC) - eLearning

This self-paced course will introduce you to the most commonly used accounts receivable features in Residential Management in Property Management X.

Residential Management X: Accounts Payable Processes (APAC) - eLearning

This self-paced course will introduce you to the Accounts Payable features that can be accessed in Residential Management in Property Management X.

Agency Studio: Creating a New Form - Video

Learn how to edit and add forms to your existing web pages.

Box and Dice: Overview and Dashboard - Video

Basic overview of the system, menu navigation and dashboard.

Box and Dice: Testing for Data Migration - eLearning

A general overview of the key items to validate before approving the outcome of your data import.

eLearning Box and Dice

Box and Dice: The Agent App - Consultancy

Learn to be more effective on-the-go with the Box+Dice Agent App.

Enquire Box and Dice Consultancy

MRI Inspect: Performing a Tenant Signing Request - Video

Learn how paperless condition reports can be created with digital signatures by using tenant signing requests.

MRI Inspect Recorded Videos Video

Eagle CRM: Listing management course - Video

Learn how to set up your listings to advertise and manage once sold.

Videos Eagle CRM

Eagle CRM: Managing your website course - Video

Learn how to edit and update your content, whether that is through the CRM or via the back end of your website.

Videos Eagle CRM

MRI Horizon: Payment Change Processes - eLearning

This self-paced course will demonstrate key payment change processes.

eLearning Horizon eLearning Courses

Palace: Email Templates - Video

Learn how email templates can change the way you communicate with all entities in your business.

MRI Inspect: Performing a Routine Inspection - Video

Learn how to perform a routine inspection in MRI Inspect.

MRI Inspect Recorded Videos Video

Palace: End of Financial Year - Video

Learn how to get EOFY-ready, including statement options and how to charge the annual statement fee for owners.

Palace: End of Month at Christmas – Video

Explore the pros and cons of closing off December’s month-end early or waiting until January, even during the holiday season.

Palace: Bank Import Changes - Video

A demonstration of the improvements made to the bank import workflow.

Palace Video Videos

Palace: Maintenance Plus & Invoice Automate - Video

Get time back in your day with MRI Maintenance Plus & Invoice Automate in Palace!

Palace Recorded Videos Video

Palace: Mail Merge – Video

Learn how to use mail merge to quickly send bulk emails to owners, tenants, or suppliers.

Property Tree: End of Financial Year Step by Step - Video

Walk through the End of Financial Year step by step.

Property Tree Video

Rest Professional: November Release Version 18.0.03 - eLearning

The latest release of Rest Professional and File Smart is now available, see what’s new in the latest software update v18.0.03.

eLearning Rest Professional Release Training

MRI Software: Onsite Training - Consultancy

Book onsite consulting training on MRI Products, specific to your business needs.

Rest Professional Consultancy

Rest Professional: Processing Creditor Disbursements - Video

Understand how easy it is to pay your creditors with this online classroom.

Trust Accountant Rest Professional Recorded Online Classroom

Workplace Central: Online Consulting - Live Training

Book personal training on MRI Products, specific to your business needs.

Workplace Central: Space Planning - Interactive Drawing Viewer APAC - eLearning

This self-paced course will introduce you to the interactive drawing viewer in Space Planning for Workplace Central.

Strata Master: Proactive Portfolio Management - Live Training

Live Training Strata Master Strata Manager

Strata Master Version 15 | December 2022 Release

Strata Master Version 15 Release has a number of great new enhancements.

eLearning Strata Master

Strata Master: Understanding Accounting for Strata Managers - Live Training

Live Training Strata Master Strata Manager

Strata Master Version 12.5 Release

This self-paced training can be taken at your own pace, and you can view the content in any order you like.

eLearning Strata Master

Workplace Central: Space Planning - User Management and Security APAC - eLearning

This self-paced course will introduce you to the User Management and Security setup in Space Planning.

Property Manager eLearning Administrator Workplace Central Space Planning

Box and Dice: Online Consulting - Live Training

Book personal training on MRI Products, specific to your business needs.

Box and Dice Consultancy

Property Management X: Facility Management. Processing (APAC) - eLearning

This self-paced eLearning course provides users with information on the Facility Management processing features in Property Management X.

Property Management X: Residential Management. Statement of Deposit (SODA) (APAC) - eLearning

This self-paced course will introduce you to the processes involved in completing Statements of Deposit (SODA) in Residential Management in Property Management X.

Vault CRM: Action List & Automation - Live Online Training (Teams)

Take your client relationships to the next level in this engaging, hands-on workshop designed to help you master the power of Action Lists and Automation.

Live Training Vault CRM

Property Tree: Session 10 - Lease Renewal and Rent Changes - eLearning (CPD - TASMANIA ONLY)

Learn how to manage lease renewals, rent reviews rent schedule changes, charge lease renewal fees and much more.

Property Tree: Session 5 - Managing Tasks - eLearning (CPD - TASMANIA ONLY)

This eLearning will walk you through the day-to-day tasks of a property manager.

Rest Professional: Property Inspection Process - Video

Easily manage the Inspection process from start to finish with Inspection Planner.

Property Manager Rest Professional Property Manager Associate Recorded Online Classroom Video

Property Tree: Session 7 - Property Maintenance - eLearning (CPD - TASMANIA ONLY)

This eLearning will walk you through the Property Maintenance Process.

Rest Professional: Lease Renewals and Rent Renegotiations - eLearning

Learn how to identify leases due for renewal and manage rent renegotiations.

Property Manager eLearning Rest Professional Property Manager Associate

Rest Professional: November 2022 Release

MRI Software delivers the new Rest Professional enhancements and updates to assist you. General release will be made available from the 22nd November, 2022.

eLearning Rest Professional Release Training

Property Tree: Session 8 - Inspection Management - eLearning (CPD - TASMANIA ONLY)

This eLearning will walk you through how to manage inspections in Property Tree.

Property Tree: Session 12 - New Tenancies - eLearning (CPD - TASMANIA ONLY)

Learn how to set up a prospect Tenancy, allocate holding deposits if required, covert a prospect tenancy and set up and receipt initial transactions.

Eagle CRM: Automations course - Video

Learn about all aspects of your Automations within Eagle CRM.

Videos Eagle CRM

Property Tree: Session 11 - Vacating Process and Archiving Profile - eLearning (CPD - TASMANIA ONLY)

This eLearning course will take you through the vacating process including handling calculations to vacate and archiving profiles.

Rest Professional: Creditor Disbursements - eLearning

There are multiple different types of Creditor Disbursements depending on the purpose of the payment.

eLearning Trust Accountant Rest Professional

Agency Studio: Versions (Restoring) - Video

Learn how to restore and view other created versions.

Agency Studio: Changing Images on Webpage - Video

Learn how to edit Images on your existing web pages.

Strata Master: GST - BAS Preparation and Submission - Live Training

Live Training Trust Accountant Strata Master

Property Tree: Session 19 - Sales Management - eLearning (CPD - TASMANIA ONLY)

Learn how to manage a sale from receiving a listing to completing a sale, including Market and Sundries – Vendor Paid Advertising.

Property Tree: Session 18 - Change of Ownership - eLearning (CPD - TASMANIA ONLY)

Lean all about running a Change of Ownership, troubleshooting when the ownership doesn’t have enough funds, or the tenancy is in arrears.

Property Tree: Session 15 - Accounts and Fees - eLearning (CPD - TASMANIA ONLY)

This eLearning will cover how to create and edit accounts and fees, different fee types available, charge fees in bulk and individual, cancelling fees and more.

Property Tree: Session 4 - Tenancy Profile Residential - eLearning (CPD - TASMANIA ONLY)

Learn how to add and navigate around a residential Tenancy Profile.

Property Tree: Managing Sales including Vendor Paid Advertising - Webinar, Tuesday, Nov. 4th, at 12:00 PM to 12:30 PM AEDT

Live Training Property Tree

Property Tree: Session 20 - Commercial Management - eLearning

This eLearning focuses on setting up and managing commercial ownerships, properties and tenancies.

eLearning Trust Accountant Property Tree

Property Tree: End of Month

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Property Tree: Receipt Types and Journals - Webinar, Tuesday, Nov. 25th, at 12:00 PM to 12:30 PM AEDT

Live Training Property Tree

Property Tree: Tenant Direct Debit Automated Receipting

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Property Tree: End of Financial Year - Australia - eLearning

This eLearning will run you through charging fees, statement sytle options and when and how to run the End of Financial year.

eLearning Property Tree

Property Tree: Session 2 - Ownership Profiles Residential - eLearning

Learn how to add and navigate around an Ownership Profile

Property Manager Leasing Agent eLearning Trust Accountant New User Onboarding Property Tree

Property Tree: Receipting Tenancy - Rent Credits

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Property Tree: Navigation & Configurations

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Property Tree: Profile - Ownership

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Property Tree: Automated Communications

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

MRI OnLocation: Induction Management - Building Better Inductions - Video

Learn how to use the builder tool.

Agency Studio: Online Consulting - Live Training

Book personal training on MRI Products, specific to your business needs.

Box and Dice: Commission Payroll Statements

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Accountant Admin Payroll Box and Dice Video

MRI Horizon / MRI ProLease Enterprise eLearning Series

Click 'Register' to access the entire course.

Property Management X: Residential Management. Working with Residents (APAC) - eLearning

This self-paced course will introduce you to the different activities for managing resident and lease information in Residential Management in Property Management X.

Rest Professional: Owner Payments and EOM (Non-Clearing) - Video

Learn the different statement styles and ways to pay out your owners using a Rest Professional Non-Clearing database.

Trust Accountant Rest Professional Recorded Online Classroom Video

Rest Professional: Change of Ownership - Video

Easily manage the Change of Ownership process using the Rest Professional Change of Ownership Wizard.

Trust Accountant Rest Professional Recorded Online Classroom Video

Rest Professional: Master Files - Video

This online course is perfectly suited to new users wanting to learn the basics of navigating and adding profiles in Rest Professional.

Property Manager Leasing Agent New User Onboarding Rest Professional Property Manager Associate Recorded Online Classroom Video

Rest Professional: On Demand - Video

Check out our recorded webinars to walk you through each process step by step.

Pre-Recorded Courses Rest Professional Video

Property Management X: Facility Management. Setup (APAC) - eLearning

This self-paced eLearning course provides administrative users with information on the Facility Management setup features in Property Management X.

Agency Studio: Adding Social Media Accounts - Video

Learn how to edit and add social media these to your existing web pages.

Strata Master: Health Check - Consultancy

Request a custom consultation with one of our MRI Certified Consultants.

Live Training Strata Master Enquire Consultancy

MRI Agora Insights: Overview - eLearning

This course provides a general overview of MRI Agora Insights' features.

Agora Insights: Creating Custom Dashboard for Property Tree - Video

In this video, you’ll learn how to create a custom dashboard in Agora Insights for Property Tree—a dynamic, visual way to track your most important business metrics in real time.

Video Agora Insights

Eagle CRM: Mobile App - eLearning

This course will teach you how to get the most out of the Eagle CRM Mobile App.

eLearning Sales Eagle CRM

Property Tree: Session 3 - Adding Property Profiles Residential - eLearning

Learn how to add and navigate around a residential Property Profile

Property Manager Leasing Agent eLearning Trust Accountant New User Onboarding Property Tree Property Manager Associate

Property Tree: Profile - Tenancy

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Property Tree: Tenant Download Automated Receipting

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Property Tree: Multifactor Authentication (MFA)

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Property Tree: November 2024 Release - eLearning

MRI Software delivers new and regular feature enhancements to Property Tree each month. This release will be made available from the 13th November 2024.

eLearning Property Tree

Property Tree: Sales Management

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Property Tree: Inspection Management

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Property Tree: Owner and Tenant Portal

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Vault CRM: Secure Sign Integration - Video

Learn how to utilise the Vault & Secure Sign Integration.

Video Vault CRM Videos

Property Tree: May 2025 Release - eLearning

MRI Software May 2025 Release will be available from the 7th May 2025.

eLearning Property Tree

Property Management X: Residential Management. Lease Amendments (APAC) - eLearning

This self-paced course will introduce you to the lease amendment processes in Residential Management in Property Management X.

Property Management X: Residential Management. Late Fee, Amenity, and Other Setup (APAC) - eLearning

This self-paced course covers late fee formula setup, amenity setup, global guest card setup, market and manager setup, and leasing agent and marketing source setup in Residential Management in Property Management X.

Property Management X: Commercial Management. Monthly Activities (APAC) - eLearning

This self-paced eLearning course is designed to familiarize participants with the functions and tasks associated with monthly activities in Commercial Management in Property Management X.

eLearning eLearning Courses

Property Management X: Residential Management. Other Accounts Receivable (APAC) - eLearning

This self-paced course will introduce you to the additional accounts receivable features in Residential Management in Property Management X.

Property Management X: Residential Management. Charge Code and Security Code Setup (APAC) - eLearning

This self-paced course covers Residential Management charge code setup and security code setup in Property Management X.

Residential Management X: Advanced Budgeting and Forecasting (APAC) - eLearning

This self-paced eLearning course is designed to assist budget administrators with the more advanced tasks in Budgeting and Forecasting in Property Management X.

eLearning Accountant Controller eLearning Courses

General Ledger eLearning Suite (APAC)

This series of self-paced eLearning courses will provide participants with a base-level understanding of the features of the General Ledger application in Property Management X.

eLearning eLearning Courses

Residential Management X: Bank Reconciliation (APAC) - eLearning

This self-paced course will introduce you to the bank reconciliation features in Accounts Payable in Property Management X.

eLearning Accountant Controller eLearning Courses

Workplace Central: Space Planning - Zones, Flex Zones, and Neighborhoods APAC - eLearning

This self-paced course will introduce you to Zones, Flex Zones, and Neighborhoods in Space Planning for Workplace Central.

Property Management X: Commercial Management. Batches (APAC) - eLearning

This self-paced eLearning course is designed to familiarize participants with the functions and tasks associated with managing web batches in Commercial Management in Property Management X.

eLearning eLearning Courses

Property Management X: General Ledger. Journal Entries (APAC) - eLearning

This self-paced eLearning course is designed to introduce four types of journal entries in General Ledger.

Property Management X: Commercial Management. Other Accounts Receivable (APAC) - eLearning

This self-paced eLearning course is designed to familiarize participants with the functions and tasks associated with Accounts Receivable in Commercial Management in Property Management X.

Property Management X: Commercial Management. Retail Setup (APAC) - eLearning

This self-paced eLearning course is designed to introduce students to the retail setup for buildings and leases in Commercial Management in Property Management X.

Property Management X: General Ledger. Enquiry and Reporting (APAC) - eLearning

This self-paced eLearning covers the processes of running enquires and reports in General Ledger in Property Management X.

Property Manager eLearning Accountant Administrator Regional Manager Controller eLearning Courses

Property Management X: General Ledger. Financial Format Setup (APAC) - eLearning

This self-paced eLearning course will introduce students to financial format setup in General Ledger in Property Management X.

eLearning Accountant Administrator Controller eLearning Courses

Property Management X: Job Cost. Invoice, Purchase Order, and Journal Processing (APAC) - eLearning

This self-paced course covers the invoice, purchase order, and journal entry features in Job Cost in Property Management X.

eLearning Job Cost

Property Management X: Residential Management. Move-Outs and Transfers (APAC) - eLearning

This self-paced course will introduce you to the move-out and unit transfer processes in Residential Management in Property Management X.

Property Management X: Residential Management. Role Pages (APAC) - eLearning

This self-paced course will introduce you to the role pages in Residential Management in Property Management X.

Property Management X: Residential Management. Renewing Leases (APAC) - eLearning

This self-paced course will introduce you to the lease renewal processes in Residential Management in Property Management X.

Property Management X: Residential Management. Property Operations (APAC) - eLearning

This self-paced course will introduce you to service requests, the make unit ready process, and amenity reservations in Residential Management in Property Management X.

Property Management X: X.5.10 Release Training. Residential Management (APAC) - Video

This video will introduce you to the exciting new features released for Residential Management in version X.5.10 of Property Management X.

Property Management X: Residential Management. Month-End Processing (APAC) - eLearning

This self-paced course will introduce you to the month-end processes in Residential Management in Property Management X.

Property Management X: Residential Management. Legal Setup and Processing (APAC) - eLearning

This self-paced course will introduce you to the legal setup and processing features in Residential Management and Affordable Housing in Property Management X.

Residential Management - Residential eLearning Suite

This series of self-paced eLearning courses will provide participants with a base-level understanding of the features of the MRI Residential Management application in Property Management X.

eLearning eLearning Courses

Property Management X: Residential Management. Prospect to Resident (APAC) - eLearning

This self-paced course will introduce you to the leasing process for prospective residents in Residential Management in Property Management X.

Property Tree: Session 8 - Inspection Management - eLearning

This eLearning will walk you through how to manage inspections in Property Tree

Property Manager eLearning Property Tree

Property Suite: Online Consulting - Live Training

Book personal training on MRI Products, specific to your business needs.

Horizon: Online Consulting - Live Training

Book personal training on MRI Products, specific to your business needs.

Workplace Central: Space Planning - General Navigation APAC - eLearning

This self-paced course will introduce you to the General Navigation for Space Planning in Workplace Central.

Workplace Central: Space Planning - Reporting APAC - eLearning

This self-paced course will introduce you to the Reporting features in Workplace Central

Property Manager eLearning Administrator Workplace Central Space Planning

Vault CRM: The Signer Experience Made Simple - Video

Introduction to the Vault & Secure Sign Integration.

Video Vault CRM Videos

Box and Dice: Task Management - Video

Adding and working with tasks.

Property Tree: Session 11 - Vacating Process and Archiving Profile - eLearning

This eLearning course will take you through the vacating process including handling calculations to vacate and archiving profiles.

Property Manager eLearning Property Tree

Box and Dice: How to improve communicating with clients - Consultancy

For companies around the world, email is the go-to channel for customer communications.

Enquire Box and Dice Consultancy

Property Tree: Change of Ownership

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Property Tree: August 2024 Release- eLearning

MRI Software delivers new and regular feature enhancements to Property Tree each month. This release will be made available from the 14th August 2024.

eLearning Property Tree

Property Tree: Accounts & Fees

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Property Tree: October 2024 Release - eLearning

MRI Software delivers new and regular feature enhancements to Property Tree each month. This release will be made available from the 9th October 2024.

eLearning Property Tree

Agency Studio: Menu Editor - Video

Learn how to manage and update your menu.

MRI Software: Online Live Training - Consultancy

Master MRI products that fit your business needs.

Strata Master Consultancy

PMX: Online Consulting - Live Training

Palace: Online Consulting - Live Training

Book personal training on MRI Products, specific to your business needs.

Palace Consultancy

Strata Master: Dealing with Lots and Owners - Live Training

Live Training Strata Master New User Onboarding Strata Manager

Box and Dice: GRAB website content management - eLearning

Grab websites are fully integrated with your CRM and your listings, staff profiles and testimonials seamlessly update with little to no effort!

eLearning Box and Dice

Box and Dice: Setting up your properties for success - Consultancy

Our complete listing and sales management provides seamless administrative processes for managing the properties transactional journey.

Enquire Box and Dice Consultancy

Box and Dice: How to set up your database correctly - Consultancy

You may be already set up and your Box+Dice settings are in place, but you might not know about all of the areas of your database that are customisable.

Enquire Box and Dice Consultancy

Eagle CRM: Manage project listings - eLearning

Make managing project listings easier with these Eagle features

eLearning Admin Eagle CRM

Box and Dice: How to leverage your database using your prospects - Consultancy

There’s a lot of money to be made in real estate. But only if you have enough leads in your pipeline.

Enquire Box and Dice Consultancy

Box and Dice: eMarketing

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Sales Admin Box and Dice Video

Box and Dice: Contact Importer - Video

Import your contact and property data via CSV spreadsheet into Box+Dice.

Box and Dice Video

Property Management X: Commercial Management. Leases (APAC) - eLearning

This self-paced eLearning course is designed to familiarize participants with leasing activities in Commercial Management in Property Management X.

eLearning eLearning Courses

Property Management X: Budgeting and Forecasting Basics (APAC) - eLearning

This self-paced eLearning course is designed to assist budget users with the most common tasks in Budgeting and Forecasting in Property Management X.

Property Manager eLearning Accountant Administrator Regional Manager Controller eLearning Courses

Residential Management X: Commercial Workbook (APAC) - eLearning

This self-paced eLearning course covers how to use Commercial workbooks in Budgeting and Forecasting in Property Management X.

eLearning Accountant Controller eLearning Courses

Rest Professional: Managing Sales - Video

In this two part session you'll learn how to easily manage your Sales in Rest Professional.

Trust Accountant Sales Rest Professional Recorded Online Classroom Video

Property Tree: Session 17 - Owner Payment and End of Month - eLearning (CPD - TASMANIA ONLY)

Learn how and when to run the End of Month process, close the period and monthly reporting.

Property Tree: Session 17 - Owner Payment and End of Month - eLearning

Learn how and when to run the End of Month process, close the period and monthly reporting.

eLearning Trust Accountant Manager/Business Owner Property Tree

Eagle CRM: Leasing - eLearning

This course covers the Eagle Leasing module and all workflows and details within.

eLearning Property Management Eagle CRM

MRI Software: Onsite Training - Consultancy

Book onsite consulting training on MRI Products, specific to your business needs.

Enquire Consultancy

Property Tree: Dashboard

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Property Tree: Session 6 - Communications - eLearning

Learn about Automated Communications, Bulk Mail Merge using Email, Letter, SMS and other ways to communitate with your owners and tenants.

Property Manager Leasing Agent eLearning Trust Accountant New User Onboarding Property Tree

Property Tree: Communication Platform

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Property Tree: Session 12 - New Tenancies - eLearning

Learn how to set up a prospect Tenancy, allocate holding deposits if required, convert a prospect tenancy and setup and receipt initial transactions.

Property Manager Leasing Agent eLearning Property Tree

Horizon: Accounting Compliance for Equipment Leases - eLearning

This self-paced course is an introduction into how Horizon supports the calculations needed to comply with accounting standards for equipment leases.

eLearning Horizon ProLease Enterprise

MRI Horizon: Setting Up a Landlord Supplier or Vendor - eLearning

This self-paced course will demonstrate how to create a new Supplier / Vendor record and set it up as a Landlord in MRI Horizon.

eLearning Horizon eLearning Courses

Property Tree: April 2025 Release - eLearning

MRI Software April 2025 Release will be available from the 9th April, 2025.

eLearning Property Tree

Vault CRM: Prospecting - Video

Learn how to master prospecting with Vault CRM.

Video Vault CRM Videos

Strata Master: New Business 2 - Opening Balances - Live Training

Live Training Trust Accountant Strata Master Strata Manager

Strata Master: The Meeting Wizard - Live Training

Live Training Strata Master Strata Manager

Vault CRM: Getting Started for Admins - Video

Learn to navigate Vault CRM’s administration features, including property appraisals, listings, marketing, and sales processing.

Video Vault CRM Videos

Eagle CRM: Automations - eLearning

Learn about all aspects of your Automations within Eagle CRM.

eLearning Admin Eagle CRM

Strata Master Version 14.0 Release

Strata Master Version 14.0. Please view the training videos below for an overview on our new features , or view the release notes for a written summary.

eLearning Strata Master

Eagle CRM: Getting started course - Video

Learn how to get started in your Eagle account and navigate your way around your new CRM.

Videos Eagle CRM

Strata Master Version 14.5 | Release

Strata Master Version 14.5 Release has a number of great new enhancements.

eLearning Strata Master

Eagle CRM: Trust Accounting - eLearning

Setup your trust account, add payments and receipts, ledgers, contracts, and vendor paid advertising.

eLearning Accounting Eagle CRM

Eagle CRM: Marketing - eLearning

Use your marketing module to craft email campaigns, set up automated emails and design your own email templates.

eLearning Admin Advertising Eagle CRM

Agora Insights: Online Consulting - Live Training

Book personal training on MRI Products, specific to your business needs.

Property Tree: Session 13 - Invoice Management - eLearning

Learn how create, process and cancel Tenancy and Creditor invoices, including recurring and linked invoicing.

eLearning Trust Accountant Property Tree

Property Tree: Session 14 - Transactions - eLearning

Become an expert on types of receipting, rent credits, creating journals, bond claims, rejected items and insurance claims.

eLearning Trust Accountant Property Tree

Rest Professional: Lease Renewals and Rent Reviews - Video

Manage the lease renewal and rent review process with ease using Rest Professional.

Property Manager Rest Professional Property Manager Associate Recorded Online Classroom Video

ProLease Express: Online Consulting - Live Training

Book personal training on MRI Products, specific to your business needs.

Palace: Advertising a Property - Video

Publish a property across multiple advertising portals using new publishing features.

Palace Video Videos

Box and Dice: Campaign Agent - Video

Learn how this 3rd party assist with vendor paid advertising.

Admin Box and Dice Video

Palace: Refunding Other Amounts Owing - Video

Learn the correct steps for refunding a tenant's other amounts owing and avoid common mistakes.

Vault CRM: Becoming an eMarketing Guru - Video

Learn to use Vault CRM’s marketing features, including templates, email/SMS communication, eTable, and automated responses, to boost engagement and efficiency.

Video Vault CRM Videos

MRI Horizon: Overview and Navigation - Video

This video series presents an overview of MRI Horizon, and will help you learn how to navigate within the application.

Horizon Recorded Videos Video

Palace: Video Inspections - Video

Learn how to conduct a video inspection via the inspection app.

Palace: Inspection Preparation for Christmas - Video

Make run down to Christmas as easy as possible, well with inspections at least!

Palace: Inspection Tips and Tricks - Video

Get insider tips and tricks to make inspections easier! Discover what you didn’t know and gain some troubleshooting tips.

MRI Horizon: End of Lease Processes -eLearning

This self-paced course will demonstrate end of lease processes in Horizon.

eLearning Horizon eLearning Courses

MRI Inspect: Online Consulting - Live Training

Book personal training on MRI Products, specific to your business needs.

OnLocation: Online Consulting - Live Training

Book personal training on MRI Products, specific to your business needs.

Agora Insights: How to set KPIs for Sales - Video

Learn how to setup and apply KPIs within Agora Insights.

PropTechBI Video

Vault CRM: Prospecting & Vault App - Live Online Training (Teams)

In this workshop, you'll discover how to efficiently manage your appraisals, contacts, and client communication.

Live Training Vault CRM

Vault CRM: Contact Card Explained - Video

Learn to optimise Vault CRM’s contact card features for streamlined processes, customisation, document management, and targeted marketing.

Video Vault CRM Videos

Vault CRM: Online Consulting - Live Training

Book personal training on MRI Products, specific to your business needs.

Vault CRM Consultancy

Rest Professional: Basic Rest Accounting - eLearning

This course will give you an understanding of basic accounting in Rest Professional.

eLearning Trust Accountant Rest Professional

Rest Professional: End of Financial Year (Australia) - eLearning

In Australia, Real Estate Agents may be required to roll over the financial year on the 1st of July to include all transactions up to and including the 30th of June.

eLearning Rest Professional

MRI Horizon: Accounting Compliance for Real Estate Leases - eLearning

This self-paced course is an introduction into how Horizon supports the calculations needed to comply with accounting standards for real estate leases.

eLearning Horizon eLearning Courses

Rest Professional and File Smart: End of Financial Year (Australia) - eLearning

In Australia, Real Estate Agents may be required to roll over the financial year on the 1st of July to include all transactions up to and including the 30th of June.

eLearning Rest Professional File Smart

Eagle CRM: Managing your Website - eLearning

Learn how to edit and update your content, whether that is through the CRM or via the back end of your website.

eLearning Admin Eagle CRM

Property Tree: June 2025 Release - eLearning

MRI Software June 2025 Release - eLearning will be available from the 11th June 2025

Property Tree: Session 2 - Ownership Profiles Residential - eLearning (CPD - TASMANIA ONLY)

Learn how to add and navigate around an Ownership Profile.

Vault CRM: Buyer Management - Video

Learn how to enhance buyer engagement with automated tools and personalised features.

Video Vault CRM

Vault CRM: All About Commercial - Video

Learn about Vault CRM’s commercial features to streamline operations and boost productivity.

Video Vault CRM Videos

Vault CRM: Cleaning your data using the power of Vault - Video

Learn to clean and maintain your database in Vault CRM with tools for duplicate checks, data updates, and automated triggers.

Video Vault CRM Videos

Vault CRM: Monthly Update Series - Live Training

Join us for our Vault CRM monthly product updates.

Live Training Vault CRM

Strata Master Version 15.5 | Strata Hub August 2023 Release

Strata Master Version 15.5 Release has a number of great new enhancements.

eLearning Strata Master

MRI Horizon: Lease Payable Management - eLearning

This self-paced course will demonstrate how to create a new lease record via the Lease Payable Agreement Wizard in Horizon.

eLearning Horizon eLearning Courses

Property Tree: Agora Gateway - eLearning

Manage all your apps from one location using Agora Gateway.

eLearning Property Tree

Rest Professional: Understanding the Bank Reconciliation - eLearning

Understand how to use the Tenant Download feature and reconcile your Bank Reconciliation.

Property Manager eLearning Trust Accountant Rest Professional Property Manager Associate

Rest Professional: New Tenancy Transactions - eLearning

Gain a basic understanding of new tenancy transactions including withholding deposits, rent and bonds.

Property Manager Leasing Agent eLearning New User Onboarding Rest Professional Property Manager Associate

Property Tree: March 2025 Release - eLearning

MRI Software delivers new and regular feature enhancements to Property Tree each month. This release will be made available from the 12th March, 2025

eLearning Property Tree

Property Tree: Session 9 - Arrears Management - eLearning

Learn how to manage your arrears using reporting, automated arrear communications, rent credits and payment plans

Property Manager eLearning Property Tree

Eagle CRM: Listing Management - eLearning

Learn how to set up your listings to advertise and manage once sold.

eLearning Admin Eagle CRM

Rest Professional: Cancelling Transactions - eLearning

Learn how to cancel or reverse transactions in Rest Professional.

eLearning Trust Accountant Rest Professional

Rest Professional: January 2023 Release - eLearning

MRI Software delivers the new Rest Professional enhancements and updates to assist you. General release will be made available from the 23rd January 2023.

eLearning Rest Professional Release Training

MRI Horizon: Lease Payable Activity Management - eLearning

This self-paced course will demonstrate how to manage upcoming reviews, options and expiries for your payable leases in Horizon.

eLearning Horizon eLearning Courses

Residential Management X: Vendors (APAC) - eLearning

This self-paced course will introduce you to the vendor details that you can maintain in Accounts Payable in Property Management X.

eLearning Accountant Controller eLearning Courses

Residential Management X: Payment Processing (APAC) - eLearning

This self-paced course will introduce you to the various invoice payment processes in Accounts Payable in Property Management X.

eLearning Accountant Controller eLearning Courses

Residential Management X: Monthly Closing Procedures (APAC) - eLearning

This self-paced course will introduce you to the monthly closing procedures that you can complete in Accounts Payable in Property Management X.

eLearning Accountant Controller eLearning Courses

Residential Management X: Invoices (APAC) - eLearning

This self-paced course will introduce you to the invoice entry and search features in Accounts Payable in Property Management X.

eLearning Accountant Controller eLearning Courses

Property Tree: Session 7 - Property Maintenance - eLearning

This eLearning will walk you through the Property Maintenance process

Property Manager eLearning Property Tree

Rest Professional: Tenant Invoice Management - eLearning

Understand how tenant invoice management works in Rest Professional.

Property Manager eLearning Rest Professional Property Manager Associate

Rest Professional: Navigation and Master Files - eLearning

Feel comfortable navigating around Rest Professional and setting up Owner Property and Tenant Master Files.

Property Manager Leasing Agent eLearning New User Onboarding Rest Professional Property Manager Associate

MRI Inspect: Syncing an Inspection from Property Tree - Video

Learn how to set up your Property Tree sync, sync your inspection from Property Tree to MRI Inspect and find your inspections in MRI Inspect.

MRI Inspect Recorded Videos Video

MRI Horizon: Lease Renewal Process - eLearning

This self-paced course will demonstrate how to process a lease renewal, such that its term is extended.

eLearning Horizon eLearning Courses

Eagle CRM: Pipelines and Deals - eLearning

Pipelines are a great way to track leads and close deals.

eLearning Sales Eagle CRM

Property Management X: Commercial Management. Building Maintenance (APAC) - eLearning

This self-paced eLearning course is designed to familiarize participants with the functions and tasks associated with building maintenance in Commercial Management in Property Management X.

eLearning eLearning Courses

Property Management X: General Ledger setup (APAC) - eLearning

This self-paced eLearning course will introduce students to account setup and entity setup in General Ledger in Property Management X.

eLearning Accountant Administrator Controller eLearning Courses

Accounts Payable eLearning Suite (APAC)

This series of self-paced eLearning courses will provide participants with a base-level understanding of the features of the Accounts Payable application in Property Management X.

eLearning Controller eLearning Courses

Box and Dice: Advertising - Video

Get complete control over expenses, discounts, suppliers, items and prices, all within Box+Dice.

Advertising Box and Dice Video

Box and Dice: Manage Project Listings

Make managing project listings 10x easier with these Box and Dice features.

Property Tree: Session 10 - Lease Renewal and Rent Changes - eLearning

Learn how to handle lease renewals, rent reviews, rent scheduled changes, charge lease renewal fees and much more

Property Manager eLearning Property Tree

Rest Professional: New Tenancy Transactions - Video

Understand new tenancy transactions from Holding Deposits and Bond receipting to Bond Disbursements and charging Letting Fees.

Property Manager Leasing Agent New User Onboarding Rest Professional Property Manager Associate Recorded Online Classroom Video

Rest Professional: Invoice Management - Video

Make the most of Rest Professionals invoice functionality with the Tenant Invoice Management Online Classroom.

Property Manager Rest Professional Property Manager Associate Recorded Online Classroom Video

Rest Professional: Understanding the Bank Reconciliation - Video

In this recorded online course you will learn how to complete your bank reconciliation, as well as some tips for when things don’t go according to plan.

Trust Accountant Rest Professional Video

Rest Professional: Owner Payments and EOM (Clearing) - Video

Learn the different statement styles and ways to pay out your owners using a Rest Professional Clearing database.

Trust Accountant Rest Professional Recorded Online Classroom Video

Rest Professional: Cancelling Transactions - Video

Understand how to cancel transactions and rectify mistakes in both current and previous periods.

Trust Accountant Rest Professional Recorded Online Classroom Video

ProLease Express Admin Starter Pack

Master ProLease Express with our e-learning bundle! Enroll now for comprehensive training.

eLearning LeaseEagle Client Administrator Admin Essentials

ProLease Express: Managing Charges

Master charge management in our comprehensive e-learning course. Enroll now.

eLearning LeaseEagle Retail Administrator Client Administrator

MRI Inspect: Syncing a Report to Property Tree - Video

Learn how to send your inspection information and report back to Property Tree once you have completed your inspection.

MRI Inspect Recorded Videos Video

Palace: The Signer Experience Made Simple on MRI Palace - Video

Make signing real estate documents easier than ever with MRI Secure Sign.

Property Tree: Business Insights

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Property Tree: Bank Reconciliation

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Property Tree: Session 21 - Automated Receipting Workflows - eLearning

This eLearning expains the features of Automated receipting for Tenant Direct Debit and Tenant Download, including setup, processing and reporting

eLearning Property Tree

Palace: Managing Inspections - Video

Learn how to make inspections easier and more efficient for you.

Property Tree: December 2024 Release - eLearning

MRI Software delivers new and regular feature enhancements to Property Tree each month. This release will be made available from the 11th December 2024.

eLearning Property Tree

Strata Master: New Business 1 - Static Data - Live Training

Live Training Trust Accountant Strata Master Strata Manager

Palace: Supplier Troubleshooting - Video

This video covers the top 3 most common supplier invoice issues we see in support—and how to fix them.

Palace: Rent Paid Dates, Part Payments & Effective Paid to Dates - Video

Learn how to interpret tenant reports, explain paid-from/to date discrepancies, and confidently discuss tenant details with owners and tenants.

Palace: NZ Community Housing - Video

Community housing providers can learn how to streamline workflows and drive efficiencies on the cloud-based, user-friendly software.

Palace: Month End Common Issues - Video

Tackle common month-end issues and learn how to fix or prevent them for a smoother process.

Palace: Custom Views and Mail Merge Made Easy - Video

Learn about all things mail merge from start to finish.

Workplace Central: Space Planning - Space Management APAC - eLearning

This self-paced course will introduce you to the General Navigation for Space Planning in Workplace Central.

Palace: Tenant Bonds - Video

Learn how to handle bond transfers, top-ups, and read bond transactions to simplify your day-to-day work.

Property Tree: Contacts & Profiles Reporting in Business Insights - Video

Create your own customised reports using the Business Insights Contacts Board.

Property Tree Business Insights Video

Property Tree: Invoicing & Journals

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Property Tree: Commercial

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Property Tree: Mail Merge & SMS

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Agency Studio: Adding and Creating a Testimonial - Video

Learn how to create, edit and add testimonials to your existing web pages.

Box and Dice: Settings and Integrations

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Admin Box and Dice Video

Vault CRM: Sales Process (Appraisal > Settlement) - Video

Learn to manage the complete property lifecycle in Vault CRM, from appraisals and listings to sale processing.

Video Vault CRM Videos

Box and Dice: Automations

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Admin Box and Dice Video

Palace: Introduction to the New Bond Lodgement Process - Video

Bond Transformation Demystified

Property Tree: Lease Renewal & Rent Reviews

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Property Tree Video

Box and Dice: Listing Management

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Admin Box and Dice Video

Box and Dice: Creating Templates

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Admin Box and Dice Video

Box and Dice: Properties

Click 'Register' to access the entire course, or click on an individual tile to register for a single course.

Sales Admin Box and Dice Video

Eagle CRM: Managing Inspection Bookings - eLearning

How to Manage your Inspection Bookings within Eagle.

eLearning Sales Admin Eagle CRM

Property Tree: Session 15 - Accounts and Fees - eLearning

This eLearning will cover how to create and edit accounts and fees, different fee types available, charge fees in bulk and individual, cancelling fees and more.

eLearning Trust Accountant Property Tree

Workplace Central: Space Planning - Imports and Exports APAC - eLearning

This self-paced course will introduce you to the imports and export features in Workplace Central

Property Manager eLearning Administrator Workplace Central Space Planning

Rest Professional: Task Management - Video

Managing your Portfolio and keeping up with your daily tasks is made easy with the Task Management Online Classroom.

Property Manager Leasing Agent New User Onboarding Rest Professional Property Manager Associate Recorded Online Classroom Video

Rest Professional: Arrears Management - Video

Learn how to manage rent and invoice arrears with Rest Professionals reports and communication methods.

Property Manager Rest Professional Property Manager Associate Recorded Online Classroom Video

Palace: Vacating Tenants, Overpaid Rents & Archiving – Video

Learn the process in Palace for handling tenant notices, including rent balances, overpayments, and outstanding money.

Palace: Bank Reconciliation – Video

Learn troubleshooting methods for resolving variances in your Bank Reconciliation and how to identify and fix the cause.

Palace: Permissions and Authorities - Video

Discover how to upgrade the security of your rent roll data while giving your team the flexibility they need—without compromising your business

Rest Professional: Understanding the Vacating Tenant Process - Video

Manage the vacate process with ease, process bond claims and archive profiles using Rest Professional.

Property Manager Trust Accountant Rest Professional Recorded Online Classroom Video

Rest Professional: Basic Accounting - Video

Understanding the basics behind accounting in Rest Professional.

Trust Accountant Rest Professional Recorded Online Classroom Video

ProLease Express: Managing Agreements

Learn to manage lease agreements effectively using ProLease Express software.

eLearning LeaseEagle Retail Administrator Client Administrator

File Smart: Workflow Activation and Training in Rest Professional - Consultancy

Book personal training on MRI Products, specific to your business needs.

Live Training File Smart Enquire Consultancy

MRI Horizon: System Administration - Video

This video series provides a demonstration on some of the tasks carried out by System Administrators

Horizon Recorded Videos Video

File Smart: Workflows for Strata Master - Consultancy

Book personal training on MRI Products, specific to your business needs.

Live Training File Smart Enquire Consultancy

MRI Horizon: Organisational Management - eLearning

This self-paced course will demonstrate how to create and manage the key structural components of Horizon.

eLearning Horizon eLearning Courses

MRI Horizon: Change of Landlord Process - eLearning

This self-paced course will demonstrate the change of landlord process.

eLearning Horizon eLearning Courses

MRI Horizon: Lease Payable Landlord Reconciliation - eLearning

This self-paced course will review the Landlord Reconciliation functionality within Horizon.

eLearning Horizon eLearning Courses

MRI Horizon: Property Management - eLearning

This self-paced course will demonstrate how to create a new Property record within Horizon.

eLearning Horizon eLearning Courses

Property Suite: Foundation - eLearning

This e-learning course is designed to provide a comprehensive understanding of the fundamentals of Property Suite software.

eLearning Sales Team

Property Suite: Sales Team - eLearning

Learn how to effectively use Property Suite's comprehensive toolset to achieve their primary goal of getting more listings

eLearning Administrator Superuser Sales Team

Property Suite: Administrator - eLearning

his course is designed to empower you with the skills and knowledge to effectively create, edit, and manage property listings.

eLearning Administrator

Property Suite: Recent Sales Team related updates - Video

Recorded webinar dedicated to Sales Teams to help you in the use of Property Suite.

Recorded Webinars Video

Property Suite: Superuser - eLearning

Become a Property Suite Superuser and unlock the full potential of this powerful Real Estate Software.

Property Suite: 101 Kick Start - Video

We are excited to bring to you another recorded webinar for Sales Teams to help you in the use of Property Suite.

Recorded Webinars Video

Palace: Document Flow - Video

Learn how document flow can streamline your invoice entry.

Palace: Tenant Details and Summary of Rent Reports - Video

Understand key reports to track rent, missed payments, and tenant balances with confidence.

Palace: Reading Owner Statements - Video

Struggling to explain owner statements? Learn how to read and confidently discuss them with owners.

Palace: Owners, Properties, Tenants & Suppliers – Tips and Tricks you probably don’t know! - Video

Discover tips and tricks to simplify managing owner, property, tenant, and supplier profiles.

Property Suite: Buyer matching - Video

We will outline how to the buyer matching works and the best way to manage the profiles.

Recorded Webinars Video

Property Suite: Vendor Reporting - Video

Communicating effectively and regularly with your Vendors is an important part of any listing journey.

Recorded Webinars Video

Property Suite: Open Homes - Video

Open homes can be a breeze with Property Suite. Learn how to manage them.

Recorded Webinars Video

Palace: Pink Inspection App - Video

Learn tips and tricks for using the Pink inspection app efficiently and making your job easier.

Palace: Property Transfer Wizard - Video

Learn how the Property Transfer Wizard in Palace can simplify ownership changes and portfolio splits.

Palace: Communicating Christmas Hours - Video

This video will walk you through how to make communicating Christmas hours a breeze.

Palace: MRI Secure Sign for Palace - Video

Learn how to manage all your lease agreements, contracts, and other documents through one, easy-to-use solution.

Core - Agora Gateway: Getting Started - eLearning

This self-paced eLearning course provides a general overview of Agora Gateway.

eLearning Administrator

Core - Agora Gateway: Administration - eLearning

This self-paced course will cover the administration features in Agora Gateway.

eLearning Administrator

ProLease Express Complete Bundle

Enroll now for comprehensive training. Click 'Purchase' to access the entire course.

eLearning Admin Essentials

ProLease Express: Advanced

This training covers key system functions: Managing Users, Importing Data, Customisation, Managing Sales Data, and Audit Log Views.

eLearning Client Administrator

ProLease Express - Managing Locations

Enhance your ProLease Express skills with our comprehensive e-learning series.

eLearning LeaseEagle Retail Administrator Client Administrator

ProLease Express: Compliance - eLearning

Become proficient in setting up and managing your business lease assumptions according to IFRS16 standards.

eLearning LeaseEagle Compliance User/Admin

Rest Professional: Managing Property Maintenance - Video

Learn how to manage property maintenance and understand all Creditor fields in Rest Professional.

Property Manager Rest Professional Property Manager Associate Recorded Online Classroom Video

Property Tree: Session 1 - Navigation - eLearning

Learn how to navigate around Property Tree

Property Manager Leasing Agent eLearning New User Onboarding Property Tree Property Manager Associate

Property Tree: Session 4 - Tenancy Profile Residential - eLearning

Learn how to add and navigate around a residential Tenancy Profile

Property Manager Leasing Agent eLearning Trust Accountant New User Onboarding Property Tree

Box and Dice: Working with Properties - Video

Adding and working with properties.

Vault CRM: 01. Email Communicator - Video

Learn how to use the email communicator.

Vault CRM: 02. SMS/TXT Communicator - Video

Learn how to use the SMS/TXT communicator.

Vault CRM: 03. Track Marketing Campaign - Video

Learn how to use the track marketing campaign.

Property Tree: 06. Setting Up Receipt Clearance Days - Video

Setup or make changes to the Receipt Clearance Days.

Property Tree: 07. Update User Details - Video

Each user can update their own details in Property Tree

Property Tree: 01. Global Search - Video

Easily find a contact, access profiles or search tasks.

Property Tree: 02. Navigate Landing Pages - Video

Navigation your way around the Landing Pages to access tasks

Property Tree: 03. Help Centre and how to use it - Video

Check out our Help Centre to assist you with your learning.

Property Tree: 04. Groups and Tags - Video

Groups and Tags are used to categorise and customise data.

Property Tree: Bulk Tag Updates- Tutorial

Walk through the Bulk Tag Updates process.

Property Tree: 05. Tenancy Invoice Due Date - Video

Learn how to configure and display the Tenancy Invoice Due Date.

ProLease Express: Lease Terminations - eLearning

Learn how to effectively manage lease terminations in ProLease Express.

ProLease Express: Lease Extensions - eLearning

Learn how to extend a lease agreement in the ProLease Express platform.

ProLease Express: Lease Holdover - eLearning

Learn how to manage agreements that transition into Holdover status.

ProLease Express: Assigning Leases - eLearning

Learn how to efficiently manage lease assignments in the ProLease Express platform.

ProLease Express: Lease Options - eLearning

Learn how to create and execute lease options, including defining the terms of the option, setting exercise dates, and including relevant remarks.

ProLease Express: Renewing Agreements - eLearning

This e-learning course teaches you how to renew lease agreements in ProLease Express.

ProLease Express: Creating Agreements - eLearning

This e-learning course will teach you how to create lease agreements in ProLease Express.

ProLease Express: Lease Clauses - eLearning

Learn how to create custom clause types in ProLease Express.

eLearning LeaseEagle

ProLease Express: Managing Agreements Quiz - eLearning

This quiz will test your knowledge from the eLearning courses about managing agreements.

eLearning LeaseEagle

Property Tree: Commercial Lease Terms and Option Date - Tutorial

Configure the Commercial Lease Terms, Option Date and Rent Increase Method.

Property Tree: Commercial Multi-line Budgeted Outgoings - Tutorial

Setup Commercial Multi-line Budgeted Outgoings on your properties.

Property Tree: Commercial Rent Adjustment by Percentage Amount - Tutorial

See how to add a commercial rent change to adjust the rent by a percentage amount.

Property Tree: Commercial Rent Invoices and Tenancy Ledger - Tutorial

Find out how Commercial Rent and Outgoing invoices will automatically generate and send to the tenancy.

Property Tree: Business Insights - Ownership Liability - Video

Learn how the Ownership Liability report provides a clear overview of outstanding invoices and fee helping determine if property owners need to add funds.

Property Tree: Basic Ownership Statement Improvements - Tutorial

Take a look at the improved Basic Ownership Statement.

Property Tree: Bulk Ownership GST Report - Tutorial

Send GST Reports to owners directly from the Ownership GST Report page.

Property Tree: Inspection Summary and Bulk Edits - Tutorial

Learn how to view and bulk update inspections.

Property Tree: Inspection Summary Bulk Assignment - Tutorial

Learn how to Bulk reassign inspections to another user.

Property Tree: User Management Inspection Contact - Tutorial

Learn how to assign a business role as an Inspection Contact and assign to individual users.

Property Tree: 01. Configuring Automated Inspection Scheduling - Video

Learn how to configure the Automated Inspection Scheduling.

Property Tree: 02. Conducting, Reporting and Closing Inspections - Video

Learn how to conduct, report and close inspections.

Property Tree: 03. Exclude or override Inspection Scheduling on a tenant - Video

Learn how to exclude or customise an individual Automated Inspection Scheduling on a Tenancy.

Vault CRM: 01. Creating Advertising Expenses - Video

Learn how to create advertising expenses.

Vault CRM: 02. Creating Advertising Schedules - Video

Learn how to create advertising schedules.

Vault CRM: 03. Generating Advertising Invoices - Video

Learn how to generate an advertising invoice.

Box and Dice: The Agent App - Video

Working with the Box+Dice Agent App.

Vault CRM: 02. Filter Contacts - Video

Learn how to use the filter contacts tool

Vault CRM: 03. Recording Notes & Setting Reminders - Video

Learn how to record contact notes and set reminders.

Vault CRM: 01. Adding a Contact - Video

Learn how to add a contact.

Property Tree: Tenant Download Single Page Receipting - Tutorial

Walk through the Tenant Download process and reporting.

Property Tree: 03. Tenant Download Processing and Reporting - Video

Tenant Download automated receipting process and reporting.

Property Tree: 01. Tenant Download - Assignment of Tenancy IDs - Video

Assignment of Tenancy IDs for Tenant Download automated receipting.

Property Tree: 02. Tenant Download - Configuration and Allocation Rules - Video

Learn how to configure the Tenant Download and select the Allocation Rules.

Box and Dice: Sales Filters. From basic to advanced - Video

In this video, you will learn how to create simple and complex filters in the Sales screen.

Sales Pre-Recorded Videos Admin

Box and Dice: Working with a sold listing - Video

Processing a sale, entering sale details and commission information.

Box and Dice: Adding a Sales Listing - Video

Adding and working with a Sales Listing.

Box and Dice: Portal Loading - Video

Managing portal loading.

Box and Dice: Sales Inspections - Video

Adding and working with Inspections.

Box and Dice: Sales Listings screen - Video

Navigating the Sales Listings screen, using the filter/reporting tools.

Box and Dice: Advanced Vendor Report - Video

How to create an Advanced Vendor Report from the buyer leads.

Box and Dice: Sales Administration. Listing to Settled - Video

Gain a greater understanding of the way a transaction moves through Box and Dice.

Pre-Recorded Videos Admin

Box and Dice: Simple Vendor Report - Video

How to create a Simple Vendor Report from the buyer leads.

Box and Dice: Appraisals - Video

Adding and working with Appraisals.

Sales Admin Video

Box and Dice: Working with Contacts - Video

Adding and working with Contacts.

Box and Dice: Settings / Configuration - eLearning

Summary / explanation of all system configuration settings.

Box and Dice: Staff Profiles - Video

Adding and managing staff profiles.

Box and Dice: Appointments & Calendar Integration - Video

Adding and working with Appointments, enabling Calendar Integration.

Box and Dice: Blast eMarketing - Video

Create a templated e-marketing campaign.

Box and Dice: Lead Capture - Video

Enabling, configuring, and working with web enquiries.

Box and Dice: E-Alerts - Video

Configure matched listings to be automatically emailed to buyers.

Box and Dice: Creating Library Templates - Video

Working with the Library to create merge letters and emails.

Box and Dice: Creating property areas for administrators - Video

Creating and working with customised geographical property areas.

Box and Dice: Auto Alerts - Video

Set up automated tasks, emails and notifications to trigger from system events or dates.

Box and Dice: Creating task templates - Video

Administrators will learn how to create and apply custom templates of common and repeated tasks.

Property Tree: 03. Tenancy Receipting Rent Credit - Rent Free Period - Video

Learn how to enter a Rent Credit for a rent free period.

Property Tree: 01. Tenancy Receipting Rent Credit - Centrepay Payment - Video

Learn how to enter a Rent Credit for Centrepay Payments while receipting the rent.

Property Tree: 02. Tenancy Receipting Rent Credit - Reimbursing an expense - Video

Learn how to enter a Rent Credit to reimburse an expense while receipting the rent.

Vault CRM: 01. Listing a Property - Video

Learn how to list a property effectively.

Vault CRM: 02. Uploading Photos - Video

Learn how to attach photos to a property listing.

Vault CRM: 03. Adding Open Homes - Video

Learn how to schedule open homes for a listing.

Vault CRM: 04. Buyer Matching - Video

Learn how to match buyers to a listing effectively.

Vault CRM: 05. Filing Cabinet - Video

Learn how to manage your property filing cabinet.

Vault CRM: 06. eTable Setup - Video

Learn how to set up your eTable.

Vault CRM: 07. Email (Canned) Responses - Video

Learn how to enable automated (canned) responses for a listing.

Vault CRM: 08. Vendor Reporting - Video

Learn how to generate and send a vendor report.

Box and Dice: Commission payroll statements

In this course, we look at some short videos, on how to enter commissions, prepare a sales commission statement and rollover pay periods.

Pre-Recorded Courses Pre-Recorded Videos Payroll Box and Dice

Box and Dice: Commission and Payroll - Video

Learn how to enter commission amounts which reflect in consultants commission statements.

Pre-Recorded Videos Payroll

Vault CRM: 02. Managing Sources of Enquiry - Video

Learn how to set up sources of enquiry.

Vault CRM: 01. Managing Contact Categories - Video

Learn how to set up contact categories.

Box and Dice: Lead Flow - Video

Create and manage your appraisal leads.

Sales Pre-Recorded Videos Box and Dice

Box and Dice: Map prospecting functionality - Video

Use ad-hoc geographical areas in conjunction with the regular filter tools.

Box and Dice: Filtering with property areas for sales consultants - Video

Working with customised geographical Property Areas.

Property Tree: 05. Charge Tenancy Fee on the Profile - Video

Learn how to Charge a Tenancy Fee on the Profile

Property Tree: 07. Cancelling Fees Charged to the Ownership or Property - Video

Learn how to cancel fees charged to the Owership or Property.

Property Tree: 09. Setup Recurring Tenancy Invoice to Charge Fee - Video

Learn how to setup recurring Tenancy invoices to charge a fee.

Property Tree: 10. Setup New Account for Commercial Management Fee - Video

Learn how to setup a new account for Commercial Management Fees.

Property Tree: 12. Configure Fees | Filter by Property Tags - Video

When adding new fees in bulk, you can now filter by Tags. Let me show you how.

Property Tree Video

Property Tree: 11. Setup Property fee for Commercial Management - Video

Learn how to setup a Property fee for Commercial Management.

Property Tree: 01. Accounts Configuration - Video

Learn how to configure Account codes

Property Tree: 04. Charge Ownership and Property fees - Video

Learn how to charge Ownership and Property fees

Property Tree: 08. Cancelling or Refunding Fees Charged to the Tenancy - Video

Learn how to cancel or refund fees charged to the Tenancy.

Property Tree: 02. Fees Configuration - Video

Learn how to Configure Fees.

Property Tree: 06. Charge Tenancy fee from the Accounting - Video

Learn how to charge a Tenancy fee from the Accounting page.

Property Tree: 03. Add Tenancy Fee on the Profile - Video

Learn how to add a tenancy fee on the Tenancy Profile.

Property Tree: Ad Hoc Emails including Merge Templates - Tutorial

Send an Ad Hoc emaiing including the option to merge templates.

Property Tree: Bulk Email Mail Merge | Ability to Edit Templates Temporarily - Tutorial

Temporarily bulk edit an email mail merge template.

Property Tree: Create a Mail Merge Template (Word) - Tutorial

Learn how to create a Mail Merge letter template in Word and upload it in Property Tree.

Property Tree: Create and Edit Email Templates - Tutorial

Create and edit bulk email merge templates.

Property Tree: Edit an existing Mail Merge Template (Word) - Tutorial

Learn how to edit an existing Mail Merge Template in Word and upload to Property Tree.

Property Tree: Send SMS - Bulk and Individual - Tutorial

Send an SMS message in bulk or individually using the Bulk SMS feature.

Property Tree: Sending Messages to the Portal - Tutorial

Portal users now receive all email communications as emails not portal messages.

Property Tree: Single Email Mail Merge – Ability to Edit Templates Temporarily - Tutorial

Temporarily edit an individual email merge template and add an attachment.

Property Tree - Build to Rent properties - Tutorial

There is a new subtype Build to Rent on your properties.

Property Tree: Not for Relet - Tutorial

Learn how to select Not for Relet on a property.

Property Tree: Property Compliance Register - Tutorial

Learn how to use the Property Compliance Register to ensure you are compliant.

Property Tree: Property Consumption Register - Tutorial

Learn how to add meters and update readings in the Property Consumption Register.

Property Tree: 05. Maintenance - Linking an invoice to a completed job - Video

Learn how to link an invoice to a completed maintenance job.

Property Tree: 06. Maintenance - Tracking and Reporting - Video

Track and report on your Maintenance using various reporting methods.

Property Tree: 02. Create a Maintenance Request via the Portal - Video

Owners and Tenants can request and manage Maintenance Requests via their Portal.

Property Tree: 01. Create a Maintenance Request in Property Tree - Video

If maintenance is required learn how to create a Maintenance Request in Property Tree.

Property Tree: Maintenance Request - Linking an Invoice to a completed job - Tutorial

Walk through the process of linking the creditor invoice to the Maintenance Request.

Property Tree: 03. Maintenance Request - Requesting Quotes from Creditors - Video

Send a maintenance Quote Request to multiple creditors requesting a quote for the job.

Property Tree: 04. Maintenance Request - Sending a Work Order - Video

Send a Work Order to authorise a creditor to complete the maintenance job.

Property Tree: 04. Create Tasks on the Communication Platform - Video

Property Tree: 03. Communication Platform - Reply SMS - Video

You can now receive reply SMS messages through the Communication Platform.

Property Tree: Communication Platform | Automatic Email Replies - Tutorial

Configure an automatic email reply within the Communication Platform.

Property Tree: 01. Communication Platform - Overview - Video

The Communication Platform allows you to have all conversation history in one spot.

Property Tree: 02. Communication Platform - Compose SMS - Video

Learn how to compose SMS via the Communication Platform

ProLease Express: Managing Users - eLearning

Learn to create and edit user profiles, assign roles, and manage permissions for internal staff.

ProLease Express: Importing Data - eLearning

This e-learning course builds versatile data import skills, handling diverse formats with confidence.

ProLease Express: Customisation - eLearning

Discover how to optimise ProLease Express for efficiency through tailored features.

ProLease Express: Managing Sales Data - eLearning

Optimize sales data management in ProLease Express with our course for Client Administrators.

ProLease Express: Audit Log View - eLearning

Explore the potential of ProLease Express Audit Logs through our targeted course for Client Administrators.

ProLease Express: Creating Conditional Charges - eLearning

Learn how to create complex conditional charges in our comprehensive course.

eLearning LeaseEagle

ProLease Express: Charge Codes - eLearning

This e-learning course provides a tutorial on creating and managing charge codes.

eLearning LeaseEagle

ProLease Express: Charge Reviews - eLearning

Learn to effectively manage charge reviews in our e-learning course.

eLearning LeaseEagle

ProLease Express: Charge & CPI Forecasting - eLearning

Learn how to effectively manage charge and CPI forecasting using ProLease Express.

eLearning LeaseEagle

ProLease Express: Managing Charges Quiz - eLearning

This quiz will test your knowledge from the eLearning courses about managing charges.

eLearning LeaseEagle

ProLease Express: Managing Charge Types - eLearning

Learn to efficiently manage charge types in our comprehensive e-learning course.

eLearning LeaseEagle

ProLease Express: Creating Fixed Charges - eLearning

Learn how to create fixed charges in lease agreements using ProLease Express.

eLearning LeaseEagle

ProLease Express: Creating Calculated Charges - eLearning

Learn how to create and manage charges beyond base rent, such as Promotion Levies and Percentage Rent charges.

eLearning LeaseEagle

Property Tree: Update Account Information on the Portal - Video

Within the portal you can update your Account Information.

Property Tree: Inviting your Owners and Tenants to the Portal – for Agents - Video

Learn how to invite your owners and tenants to the Portal.

Property Tree: Accepting a Portal Invitation for an Owner or Tenant – for Agency - Video

Portal Invitation will be sent to the Owner or Tenant to join. Find out more.

Property Tree: Getting Started with the Owner Portal – for Owners - Video

Step by Step guide for owners to sign up and access the Portal

Property Tree: Getting Started with the Tenant Portal – for Tenants - Video

Step by Step guide for Tenants to sign up and access the Portal.

Property Tree: Owner Portal Overview - Video

Step by Step guide to the features available on the Owner Portal

Property Tree: Tenant Portal Overview - Video

Step by Step guide to the features available on the Tenant Portal.

Box and Dice: Managing web leads - Video

View and manage web enquiries.

Box and Dice: Auto Alerts. Your workflows - Video

Set up automated tasks, emails and notifications to trigger from system events or dates.

Pre-Recorded Videos Admin

Property Tree: Independent Agency Fee Payout - Tutorial

Learn how to pay the Agency fees independent of the Ownership

Property Tree: Single Bank File for ABA & Bpay Payments - Tutorial

Learn the process to consolidate multiple payment batches into a single ABA or BPay file.

Property Tree: 01. What is the End of Month Process - Video

Learn what is involved in the End of Month Process.

Property Tree: 02. Pay Creditor Invoices - Video

Learn how to pay your Creditors using the Pay Creditor wizard

Property Tree: 03. Pay Ownership - Video

Learn how to pay out your Ownerships using the Pay Ownership Wizard.

Property Tree: 04. Pay Agency - Video

Learn how to pay your agency using the Pay Agency Wizard.

Property Tree: 05. Close Period and Audit Reporting - Video

Learn about the Close of Period and Audit reporting for the end of month.

Property Tree: 06. Rejected Ownership Payment - Receipted back to Unknown - Video

Learn how to process rejected Ownership payments when receipting to Unknown

Property Tree: 07. Rejected Ownership Payment - Receipted to the Ownership - Video

Learn how to reverse a rejected Ownership payment back to the Ownership

Vault CRM: 03. Filter Properties - Video

Learn how to use the filter properties tool.

Vault CRM: 01. Pipeline Management - Video

Learn how to manage your pipeline.

Vault CRM: 02. Creating Precincts - Video

Learn how to create a precinct.

Property Tree: 05. Create Tasks on the Communication Platform - Video

Property Tree: 01. Configure Task and Note Categories - Video

Configure new Task and Note Categories.

Property Tree: 02. Create Tasks and Notes on the profile - Video

Learn how to create Tasks and Notes on the profile.

Task Management - Bulk Update - Tutorials

Use the Bulk Update button to manage your Tasks.

Property Tree: Task Management Attachments and the Document Tab - Tutorial

Task Management Attachements will now save to the Documents Tab.

Property Tree: 03. Task Management and Notifications - Video

Access the Task Management page and Task Notifications.

Property Tree: 04. How to find and edit Notes - Video

Learn how to find and edit Notes.

Vault CRM: 01. Managing your Enquiry/Holding Area - Video

Learn how to manage your enquiries.

Vault CRM: 02. Managing Buy/Rent Requirements - Video

Learn how to manage contact buy/rent requirements.

Vault CRM: 03. Matching Properties - Video

Learn how to match properties for a contact.

Property Tree: Lease Renewal Fee Charging - Tutorial

Walk through the process of adding and charging an event driven Lease Renewal fee.

Property Tree: 02. Lease Renewal Fees - Video

Learn how to setup and charge an event driven and manual Lease Renewal fee.

Property Tree: 01. Lease Renewal and Rent Review - Video

Learn about Lease Renewals, Rent Reviews and reporting.

Box and Dice: eMarketing. Getting started with Blast - Video

In this video, you will learn how to create eye catching e-newlsetters and track the results of your campaign. Add messages, listings, sales, inspections and more.

Sales Pre-Recorded Videos Admin

Box and Dice: Trust Accounting - Video

Learn how to generate settlement statements, reconcile bank statements, and improve your cash flow with pending transactions

Pre-Recorded Courses Pre-Recorded Videos Accounting Box and Dice

Box and Dice: End to End Accounting - Video

This course covers all the essential trust functions.

Pre-Recorded Videos Accounting

Box and Dice: Introduction to Accounting - Video

Learn all the function for your Trust Accounting including how your marketing relates.

Pre-Recorded Videos Accounting

Property Tree: 01. Change of Ownership | What to check prior to processing - Video

Know what to check prior to processing the Change of Ownership and more

Property Tree: 02. Change of Ownership|Process - Video

Learn how to process a Change of Ownership and what each step means

Property Tree: 03. Change of Ownership - Ownership doesn't have enough funds - Video

Learn what to do if the Ownership don't have enough funds when running a Change of Ownership

Property Tree: 04. Change of Ownership - Tenancy is in arrears on settlement - Video

Learn what to do when running a Change of Ownership and the Tenanct is in arrears on settlement.

Property Tree: 05. Change of Ownership - Handling outstanding invoices - Video

Learn how to handle outstanding invoices when a Change of Ownership is required

Property Tree: 06. Change of Ownership - Cancellation process - Video

Learn how to cancel a Change of Ownership if something has gone wrong.

Property Tree: 04. Reconciling the Variance on the Bank Reconciliation - Video

Learn how to reconcile the variance on the Bank Reconciliationo

Property Tree: 02. Accounts Widget on the Dashboard - Video

Learn about the Accounts Widge on the Dashboard

Property Tree: 01. Bank Reconciliation | Overview - Video

Take a look at an overview of the Bank Reconciliation.

Property Tree: 03. Balancing a Bank Reconciliation | Unpresented items - Video

Learn how to reconcile your Bank Reconciliation Unpresented items

Property Tree: 05. Bank Reconciliation Adjustments - Video

Learn how to handle Bank Reconciliation Adjustments

Property Tree: 06. Bank Reconciliation | Reporting - Video

Learn about the Bank Reconciliation reporting and reports required by your Auditors.

Vault CRM: 01. Managing & Applying Team’s - Video

Learn how to set up and apply teams.

Vault CRM: 02. Setting Up Email Signatures - Video

Learn how to set up and customise your Vault email signature.

Box and Dice: Rental Appraisals - Video

In this short video, you will learn how to add a Rental Appraisal.

Box and Dice Rentals

Box and Dice: Rental Listings - Video

In this short video, you will learn how to create a Rental Listing.

Box and Dice Rentals

Box and Dice: Tenant Leads - Video

In this short video, you will learn how to add tenant matching criteria, match tenants to listings and use the tenant leads screen.

Box and Dice Rentals

Property Tree: Logging on with multiple Factors - Video

Learn how to setup and login using multifactor authentications.

Property Tree: Why Multiple factors and demo of Okta and biometrics - Video

Learn why it is important to have multiple factors and how to setup and use them.

Box and Dice: Buyer Management - Video

Manage buyer leads, matching criteria, buyer and vendor reporting.

Box and Dice: Applying task templates - Video

Applying templates of common and repeated tasks

Box and Dice: Sales Introduction

Basic overview of the system, menu navigation and Dashboard.

Vault CRM: 03. Setting Up Triggers (Automation) - Video

Learn how to set up a trigger (Automation).

Vault CRM: 01. Setting Up Action Lists - Video

Learn how to create an action list.

Vault CRM: 02. Applying Action Lists - Video

Learn how to attach an action list.

Property Tree: New Tenancy's Initial Transactions - Tutorial

Learn how to allocate a new Tenancy's initial transactions.

Property Tree: Bond Increase Workflow - Tutorial

Add a Bond increase when entering a Scheduled Rent Change.

Property Tree: Tenancy Statements from the Tenancy Profile - Tutorial

Produce a Tenancy Statement directly from the Tenancy Profile.

Property Tree: 01. Sales - Overview and Workflows - Video

Sales advertising options including VPA, navigation and sales workflows

Property Tree: 02. Adding a Sales Listing - Video

Adding the Vendor, Sale Property and Buyer from a sales listing

Property Tree: 03. Add a Conveyancer or Settlement Agent - Video

Learn how to add a Conveyance or Settlement Agent

Property Tree: 04. Sales Receipting for the Vendor and Buyer - Video

Receipting funds received from the Vendor or Buyer using the different sub-accounts

Property Tree: 05. Sales - Creating and Charging Advertising Fees - Video

Learn how to create and charge Advertising fees.

Property Tree: 06. Sales - Disburse Funds on Settlement - Video

Disbursing funds from Marketing & Sundries and disbursing funds on settlement.

Property Tree: 07. Completing the Sale in Property Tree - Video

Completing the sale and sales statement reporting

Property Tree: Business Insights - Date Filters and Navigation tabs - Tutorial

Learn how to use the date filters and navigation tabs.

Property Tree Business Insights

Property Tree: Business Insights Premium - View Details by Fees - Tutorial

In Business Insights you can now View Details by Fees.

Property Tree Business Insights

Property Tree: Business Insights Basic – Creditors Board - Tutorial

Create customised reports and extract data on the Creditors Board.

Property Tree Business Insights

Property Tree: 03. Vacancies widget on the Dashboard - Video

Keep track of all your vacancies on the dashboard.

Property Tree: 04. Accounts widget on the Dashboard - Video

Learn about the Accounts Widget on the Dashboard

Property Tree: 05. Agency widget on the Dashboard - Video

The Agency dashboard gives a Manager or team a high-level view of the Agency.

Property Tree: Pending Payments Widget on the Dashboard - Tutorial

Walk through the Pending Payments Widget on the Dashboard

Property Tree: 01. Leases widget on the Dashboard - Video

Keep track of all your Leases and Rent Reviews on the dashboard.

Property Tree: 02. Arrears widget on the Dashboard - Video

Keep track of all your residential and commercial arrears on the dashboard.

Box and Dice: Buyer Leads. Capture and Manage - Video

Learn how to manage your buyers with minimal effort

Sales Pre-Recorded Videos

Vault CRM: 01. Adding a Prospect/Appraisal - Video

Learn how to add a prospect/appraisal property.

Vault CRM: 02. Generating Letters - Video

Learn how to generate a letter.

Property Tree: Automated Communications for Scheduled Rent Change - Tutorial

Set up Automated Communications for Scheduled Rent Change

Property Tree: Automated Communications Filter by Property Type - Tutorial

Set up Automated Communications to filter by Property Type

Property Tree: Automated Communications - Video

Learn how to set up and use Automated Communications.

Vault CRM: 01. Applying & Managing Agent Commission Structures - Video

Learn how to setup and apply agent commission structures.

Vault CRM: 02. Creating & Managing Gross Commission Structures - Video

Learn how to setup and apply gross commission structures.

Vault CRM: 01. Actioning your To Do List - Video

Learn how manage your to do list.

Vault CRM: 02. Calendar Management - Video

Learn how to manage your calendar.

Box and Dice: Appraisals. Creating and pipeline - Video

Learn what's in it for you when you enter all your appraisals into Box and Dice, and how the system can help you be more efficient, and more successful.

Sales Pre-Recorded Videos Video

ProLease Express: Managing Grouped Locations - eLearning

Learn how to effectively manage and update groups of locations in the ProLease Express platform.

ProLease Express: Editing Locations - eLearning

Learn how to effectively manage and update location information in the ProLease Express platform

ProLease Express: Activating & Deactivating Locations - eLearning

Learn how to manage the status of leased properties in ProLease Express.

ProLease Express: Managing Locations Quiz - eLearning

This quiz will test your knowledge of the four eLearning courses about managing locations.

ProLease Express: Creating Locations - eLearning

Learn how to create locations in ProLease Express to confidently navigate the location creation process.

Property Tree: 01. Create Recurring Tenancy Invoices - Video

Learn how to create a Recurring Tenancy Invoice.

Property Tree: 02. Pay Creditor Invoices - Video

Learn how to pay your creditors using the Pay Creditor wizard.

Property Tree: 03. Pay Direct to Creditor Tenancy Invoice - Video

Learn how to create a Pay Direct to Creditor Tenancy Invoice.

Property Tree: 04. Pay Direct to Creditor - Configure tenancy expense accounts - Video

Learn how to configure a tenancy expense account to be used when creating Pay Direct to Creditor invoices.

Property Tree: 05. Create a Scheduled Recurring Journal - Video

Learn how to create a Scheduled Recurring Journal to move funds between profiles.

Property Tree - Multi-line Ad Hoc Tenancy Invoicing - Tutorial

Learn how to setup Multi-line Ad Hoc Tenancy Invoicing.

Property Tree: Cancelling Journals and Reporting - Tutorials

Learn how to find a Journal, cancel journal and report on both the Original Journal and the Cancelled Journal.

Property Tree: Creating Journals - Tutorial

Learn how to create a Journal and reporting.

Property Tree: Pay Direct to Creditor Invoicing from Tenancy - Tutorial

Learn how to setup Tenancy Expense Accounts and create a Pay Direct to Tenancy Invoice.

Property Tree: Tenancy Invoice when Held Funds are Allocated - Tutorial

Learn how to allocate Held Funds to a Tenancy invoice when creating the invoice.

Property Tree: 07. Manual receipt type Tenancy - Video

Learn how and when to receipt to the receipt type Tenancy.

Property Tree: 08. Manual receipt type Unknown - Video

Learn how and when to receipt to the receipt type Unknown.

Property Tree: 01. Different manual receipt types - Video

Learn about the different receipt types available when manually receipting.

Property Tree: 02. Manual receipt type Agency - Video

Learn how and when to receipt to the receipt type Agency.

Property Tree: 03. Manual receipt type Bond Claim - Video

Learn how and when to receipt to the receipt type Bond.

Property Tree: 04. Manual receipt type Buyer and Vendor - Video

Learn how and when to receipt to the type Buyer and Vendor

Property Tree: 05. Manual receipt type Ownership - Video

Learn how and when to receipt to the receipt type Ownership.

Property Tree: 06. Manual receipt type Property - Video

Learn how and when to receipt to the receipt type Property.

Vault CRM: 05. Settlement Process - Video

Learn how to settle a property.

Vault CRM: 06. Property Lifecycle & History - Video

Learn about the lifecycle and history of a property.

Vault CRM: 01. Conditional/Under Offer Process - Video

Learn how to convert a property to conditional/under offer.

Vault CRM: 02. Adding Solicitors & Offer Conditions - Video

Learn how to apply solicitors and set offer conditions for a conditional or under-offer property.

Vault CRM: 03. Adding Deductions & Allocating Commission - Video

Learn how to apply deductions and distribute commission for a property.

Vault CRM: 04. Unconditional Process - Video

Learn how to convert a property to unconditional.

Vault CRM: 04. Find Properties - Video

Learn how to use the find properties tool.

Vault CRM: 01. Dashboard Configuration - Video

Learn how to configure your dashboard.

Vault CRM: 02. Universal Search - Video

Learn how to use the universal search.

Vault CRM: 03. Find Contacts - Video

Learn how to use the find contacts tool.

Property Tree: 04. Create a Direct Debit Batch - Video

Direct Debit export and process a Direct Debit batch

Property Tree: 05. Process the Tenant Direct Debit Batch - Video

Find and process the Tenant Direct Debit Batch

Property Tree: 01. Tenant Direct Debit - Configuration - Video

What you need to do to get started and how to configure Tenant Direct Debit.

Property Tree: 02. Tenant Direct Debit - Tenancy Profile - Video

Learn how to set up Tenant Direct Debit on the Tenancy profile.

Property Tree: 03. Tenant Direct Debit - Other Rent Payments - Video

Setup Other Rent Payments to regularly contribute to the rent.

Box and Dice: Creating Library templates - Video

Learn how to create mail merge templates for email, SMS and Letters.

Pre-Recorded Videos Admin

Box and Dice: Task Templates. Flawless follow up - Video

Learn how to set up lead nurturing trails for your clients.

Sales Pre-Recorded Videos Admin

Box and Dice: Media Vendor Integration - eLearning

Media Vendor Integration refers to connecting your Box+Dice CRM to one of our marketing management software partners.

Box and Dice eLearning Courses

Box and Dice: Integrations. Connecting to other real estate tools - Video

Learn how to connect to other real estate tools

Pre-Recorded Videos Admin

Vault CRM: 01. Creating Email Templates - Video

Learn how to create an email template.

Vault CRM: 02. Creating SMS/TXT Templates - Video

Learn how to create a SMS/TXT template.

Vault CRM: 03. Creating Cloud Letter Templates - Video

Learn how to create a cloud letter template.

Box and Dice: Working with Properties - Video

Adding and working with properties.

Vault CRM: 01. Email Communicator - Video

Learn how to use the email communicator.

Vault CRM: 02. SMS/TXT Communicator - Video

Learn how to use the SMS/TXT communicator.

Vault CRM: 03. Track Marketing Campaign - Video

Learn how to use the track marketing campaign.

Property Tree: 06. Setting Up Receipt Clearance Days - Video

Setup or make changes to the Receipt Clearance Days.

Property Tree: 07. Update User Details - Video

Each user can update their own details in Property Tree

Property Tree: 01. Global Search - Video

Easily find a contact, access profiles or search tasks.

Property Tree: 02. Navigate Landing Pages - Video

Navigation your way around the Landing Pages to access tasks

Property Tree: 03. Help Centre and how to use it - Video

Check out our Help Centre to assist you with your learning.

Property Tree: 04. Groups and Tags - Video

Groups and Tags are used to categorise and customise data.

Property Tree: Bulk Tag Updates- Tutorial

Walk through the Bulk Tag Updates process.

Property Tree: 05. Tenancy Invoice Due Date - Video

Learn how to configure and display the Tenancy Invoice Due Date.

ProLease Express: Lease Terminations - eLearning

Learn how to effectively manage lease terminations in ProLease Express.

ProLease Express: Lease Extensions - eLearning

Learn how to extend a lease agreement in the ProLease Express platform.

ProLease Express: Lease Holdover - eLearning

Learn how to manage agreements that transition into Holdover status.

ProLease Express: Assigning Leases - eLearning

Learn how to efficiently manage lease assignments in the ProLease Express platform.

ProLease Express: Lease Options - eLearning

Learn how to create and execute lease options, including defining the terms of the option, setting exercise dates, and including relevant remarks.

ProLease Express: Renewing Agreements - eLearning

This e-learning course teaches you how to renew lease agreements in ProLease Express.

ProLease Express: Creating Agreements - eLearning

This e-learning course will teach you how to create lease agreements in ProLease Express.

ProLease Express: Lease Clauses - eLearning

Learn how to create custom clause types in ProLease Express.

eLearning LeaseEagle

ProLease Express: Managing Agreements Quiz - eLearning

This quiz will test your knowledge from the eLearning courses about managing agreements.

eLearning LeaseEagle

Property Tree: Commercial Lease Terms and Option Date - Tutorial

Configure the Commercial Lease Terms, Option Date and Rent Increase Method.

Property Tree: Commercial Multi-line Budgeted Outgoings - Tutorial

Setup Commercial Multi-line Budgeted Outgoings on your properties.

Property Tree: Commercial Rent Adjustment by Percentage Amount - Tutorial

See how to add a commercial rent change to adjust the rent by a percentage amount.

Property Tree: Commercial Rent Invoices and Tenancy Ledger - Tutorial

Find out how Commercial Rent and Outgoing invoices will automatically generate and send to the tenancy.

Property Tree: Business Insights - Ownership Liability - Video

Learn how the Ownership Liability report provides a clear overview of outstanding invoices and fee helping determine if property owners need to add funds.

Property Tree: Basic Ownership Statement Improvements - Tutorial

Take a look at the improved Basic Ownership Statement.

Property Tree: Bulk Ownership GST Report - Tutorial

Send GST Reports to owners directly from the Ownership GST Report page.

Property Tree: Inspection Summary and Bulk Edits - Tutorial

Learn how to view and bulk update inspections.

Property Tree: Inspection Summary Bulk Assignment - Tutorial

Learn how to Bulk reassign inspections to another user.

Property Tree: User Management Inspection Contact - Tutorial

Learn how to assign a business role as an Inspection Contact and assign to individual users.

Property Tree: 01. Configuring Automated Inspection Scheduling - Video

Learn how to configure the Automated Inspection Scheduling.

Property Tree: 02. Conducting, Reporting and Closing Inspections - Video

Learn how to conduct, report and close inspections.

Property Tree: 03. Exclude or override Inspection Scheduling on a tenant - Video

Learn how to exclude or customise an individual Automated Inspection Scheduling on a Tenancy.

Vault CRM: 01. Creating Advertising Expenses - Video

Learn how to create advertising expenses.

Vault CRM: 02. Creating Advertising Schedules - Video

Learn how to create advertising schedules.

Vault CRM: 03. Generating Advertising Invoices - Video

Learn how to generate an advertising invoice.

Box and Dice: The Agent App - Video

Working with the Box+Dice Agent App.

Vault CRM: 02. Filter Contacts - Video

Learn how to use the filter contacts tool

Vault CRM: 03. Recording Notes & Setting Reminders - Video

Learn how to record contact notes and set reminders.

Vault CRM: 01. Adding a Contact - Video

Learn how to add a contact.

Property Tree: Tenant Download Single Page Receipting - Tutorial

Walk through the Tenant Download process and reporting.

Property Tree: 03. Tenant Download Processing and Reporting - Video

Tenant Download automated receipting process and reporting.

Property Tree: 01. Tenant Download - Assignment of Tenancy IDs - Video

Assignment of Tenancy IDs for Tenant Download automated receipting.

Property Tree: 02. Tenant Download - Configuration and Allocation Rules - Video

Learn how to configure the Tenant Download and select the Allocation Rules.

Box and Dice: Sales Filters. From basic to advanced - Video

In this video, you will learn how to create simple and complex filters in the Sales screen.

Sales Pre-Recorded Videos Admin

Box and Dice: Working with a sold listing - Video

Processing a sale, entering sale details and commission information.

Box and Dice: Adding a Sales Listing - Video

Adding and working with a Sales Listing.

Box and Dice: Portal Loading - Video

Managing portal loading.

Box and Dice: Sales Inspections - Video

Adding and working with Inspections.

Box and Dice: Sales Listings screen - Video

Navigating the Sales Listings screen, using the filter/reporting tools.

Box and Dice: Advanced Vendor Report - Video

How to create an Advanced Vendor Report from the buyer leads.

Box and Dice: Sales Administration. Listing to Settled - Video

Gain a greater understanding of the way a transaction moves through Box and Dice.

Pre-Recorded Videos Admin

Box and Dice: Simple Vendor Report - Video

How to create a Simple Vendor Report from the buyer leads.

Box and Dice: Appraisals - Video

Adding and working with Appraisals.

Sales Admin Video

Box and Dice: Overview and Dashboard - Video

Basic overview of the system, menu navigation and dashboard.

Box and Dice: Working with Contacts - Video

Adding and working with Contacts.

Box and Dice: Settings / Configuration - eLearning

Summary / explanation of all system configuration settings.

Box and Dice: Help Centre functionality - Video

How to navigate and use the Help Centre.

Box and Dice: Staff Profiles - Video

Adding and managing staff profiles.

Box and Dice: Task Management - Video

Adding and working with tasks.

Box and Dice: Working with Properties - Video

Adding and working with properties.

Box and Dice: Sales Listings screen - Video

Navigating the Sales Listings screen, using the filter/reporting tools.

Box and Dice: Appointments & Calendar Integration - Video

Adding and working with Appointments, enabling Calendar Integration.

Box and Dice: Blast eMarketing - Video

Create a templated e-marketing campaign.

Box and Dice: Lead Capture - Video

Enabling, configuring, and working with web enquiries.

Box and Dice: E-Alerts - Video

Configure matched listings to be automatically emailed to buyers.

Box and Dice: Creating Library Templates - Video

Working with the Library to create merge letters and emails.

Box and Dice: Creating property areas for administrators - Video

Creating and working with customised geographical property areas.

Box and Dice: Auto Alerts - Video

Set up automated tasks, emails and notifications to trigger from system events or dates.

Box and Dice: Simple Vendor Report - Video

How to create a Simple Vendor Report from the buyer leads.

Box and Dice: Adding a Sales Listing - Video

Adding and working with a Sales Listing.

Box and Dice: Portal Loading - Video

Managing portal loading.

Box and Dice: Creating task templates - Video

Administrators will learn how to create and apply custom templates of common and repeated tasks.

Box and Dice: Sales Inspections - Video

Adding and working with Inspections.

Box and Dice: Working with a sold listing - Video

Processing a sale, entering sale details and commission information.

Box and Dice: Advanced Vendor Report - Video

How to create an Advanced Vendor Report from the buyer leads.

Residential Management X: Payment Processing (APAC) - eLearning

This self-paced course will introduce you to the various invoice payment processes in Accounts Payable in Property Management X.

eLearning Accountant Controller eLearning Courses

Residential Management X: Invoices (APAC) - eLearning

This self-paced course will introduce you to the invoice entry and search features in Accounts Payable in Property Management X.

eLearning Accountant Controller eLearning Courses

Residential Management X: Setup (APAC) - eLearning

This self-paced course will introduce you to the Accounts Payable setup in Property Management X.

eLearning Accountant Controller eLearning Courses

Residential Management X: Vendors (APAC) - eLearning

This self-paced course will introduce you to the vendor details that you can maintain in Accounts Payable in Property Management X.

eLearning Accountant Controller eLearning Courses

Residential Management X: Bank Reconciliation (APAC) - eLearning

This self-paced course will introduce you to the bank reconciliation features in Accounts Payable in Property Management X.

eLearning Accountant Controller eLearning Courses

Residential Management X: Monthly Closing Procedures (APAC) - eLearning

This self-paced course will introduce you to the monthly closing procedures that you can complete in Accounts Payable in Property Management X.

eLearning Accountant Controller eLearning Courses

Property Management X: Residential Management. Month-End Processing (APAC) - eLearning

This self-paced course will introduce you to the month-end processes in Residential Management in Property Management X.

Property Management X: Residential Management. Statement of Deposit (SODA) (APAC) - eLearning

This self-paced course will introduce you to the processes involved in completing Statements of Deposit (SODA) in Residential Management in Property Management X.

Property Management X: Residential Management. Required property setup (APAC) - eLearning

This self-paced course covers the multifamily property, building, and unit setup features in Property Management X.

Property Management X: Residential Management. Late Fee, Amenity, and Other Setup (APAC) - eLearning

This self-paced course covers late fee formula setup, amenity setup, global guest card setup, market and manager setup, and leasing agent and marketing source setup in Residential Management in Property Management X.

Property Management X: Residential Management. Billing and Leasing Options Setup (APAC) - eLearning

This self-paced course covers the Residential Management billing options, leasing options, lease renewal settings, and automatic billing fees in Property Management X.

Property Management X: Residential Management. Renewing Leases (APAC) - eLearning

This self-paced course will introduce you to the lease renewal processes in Residential Management in Property Management X.

Property Management X: Residential Management. Property Operations (APAC) - eLearning

This self-paced course will introduce you to service requests, the make unit ready process, and amenity reservations in Residential Management in Property Management X.

Property Management X: Residential Management. Other Accounts Receivable (APAC) - eLearning

This self-paced course will introduce you to the additional accounts receivable features in Residential Management in Property Management X.

Property Management X: Residential Management. Legal Setup and Processing (APAC) - eLearning

This self-paced course will introduce you to the legal setup and processing features in Residential Management and Affordable Housing in Property Management X.

Property Management X: Residential Management. Quick Rent Roll (APAC) - eLearning

This self-paced course covers the quick rent roll feature from Residential Management property setup in Property Management X.

Property Management X: Residential Management. Charge Code and Security Code Setup (APAC) - eLearning

This self-paced course covers Residential Management charge code setup and security code setup in Property Management X.

Property Management X: Residential Management. Lease Amendments (APAC) - eLearning

This self-paced course will introduce you to the lease amendment processes in Residential Management in Property Management X.

Residential Management X: Accounts Payable Processes (APAC) - eLearning

This self-paced course will introduce you to the Accounts Payable features that can be accessed in Residential Management in Property Management X.

Property Management X: Residential Management. Role Pages (APAC) - eLearning

This self-paced course will introduce you to the role pages in Residential Management in Property Management X.

Property Management X: Residential Management. Working with Residents (APAC) - eLearning

This self-paced course will introduce you to the different activities for managing resident and lease information in Residential Management in Property Management X.

Property Management X: Residential Management. Move-Outs and Transfers (APAC) - eLearning

This self-paced course will introduce you to the move-out and unit transfer processes in Residential Management in Property Management X.

Property Management X: Residential Management. Accounts Receivable Daily Processes (APAC) - eLearning

This self-paced course will introduce you to the most commonly used accounts receivable features in Residential Management in Property Management X.

Property Management X: Residential Management. Prospect to Resident (APAC) - eLearning

This self-paced course will introduce you to the leasing process for prospective residents in Residential Management in Property Management X.

Property Tree: 03. Tenancy Receipting Rent Credit - Rent Free Period - Video

Learn how to enter a Rent Credit for a rent free period.

Property Tree: 01. Tenancy Receipting Rent Credit - Centrepay Payment - Video

Learn how to enter a Rent Credit for Centrepay Payments while receipting the rent.

Property Tree: 02. Tenancy Receipting Rent Credit - Reimbursing an expense - Video

Learn how to enter a Rent Credit to reimburse an expense while receipting the rent.

Vault CRM: 01. Listing a Property - Video

Learn how to list a property effectively.

Vault CRM: 02. Uploading Photos - Video

Learn how to attach photos to a property listing.

Vault CRM: 03. Adding Open Homes - Video

Learn how to schedule open homes for a listing.

Vault CRM: 04. Buyer Matching - Video

Learn how to match buyers to a listing effectively.

Vault CRM: 05. Filing Cabinet - Video

Learn how to manage your property filing cabinet.

Vault CRM: 06. eTable Setup - Video

Learn how to set up your eTable.

Vault CRM: 07. Email (Canned) Responses - Video

Learn how to enable automated (canned) responses for a listing.

Vault CRM: 08. Vendor Reporting - Video

Learn how to generate and send a vendor report.

Box and Dice: Commission payroll statements

In this course, we look at some short videos, on how to enter commissions, prepare a sales commission statement and rollover pay periods.

Pre-Recorded Courses Pre-Recorded Videos Payroll Box and Dice

Box and Dice: Commission and Payroll - Video

Learn how to enter commission amounts which reflect in consultants commission statements.

Pre-Recorded Videos Payroll

Box and Dice: Sales Filters. From basic to advanced - Video

In this video, you will learn how to create simple and complex filters in the Sales screen.

Sales Pre-Recorded Videos Admin

Vault CRM: 02. Managing Sources of Enquiry - Video

Learn how to set up sources of enquiry.

Vault CRM: 01. Managing Contact Categories - Video

Learn how to set up contact categories.

Box and Dice: Lead Flow - Video

Create and manage your appraisal leads.

Sales Pre-Recorded Videos Box and Dice

Box and Dice: Map prospecting functionality - Video

Use ad-hoc geographical areas in conjunction with the regular filter tools.

Box and Dice: Creating property areas for administrators - Video

Creating and working with customised geographical property areas.

Box and Dice: Filtering with property areas for sales consultants - Video

Working with customised geographical Property Areas.

Property Tree: 05. Charge Tenancy Fee on the Profile - Video

Learn how to Charge a Tenancy Fee on the Profile

Property Tree: 07. Cancelling Fees Charged to the Ownership or Property - Video

Learn how to cancel fees charged to the Owership or Property.

Property Tree: 09. Setup Recurring Tenancy Invoice to Charge Fee - Video

Learn how to setup recurring Tenancy invoices to charge a fee.

Property Tree: 10. Setup New Account for Commercial Management Fee - Video

Learn how to setup a new account for Commercial Management Fees.

Property Tree: 12. Configure Fees | Filter by Property Tags - Video

When adding new fees in bulk, you can now filter by Tags. Let me show you how.

Property Tree Video

Property Tree: 11. Setup Property fee for Commercial Management - Video

Learn how to setup a Property fee for Commercial Management.

Property Tree: 01. Accounts Configuration - Video

Learn how to configure Account codes

Property Tree: 04. Charge Ownership and Property fees - Video

Learn how to charge Ownership and Property fees

Property Tree: 08. Cancelling or Refunding Fees Charged to the Tenancy - Video

Learn how to cancel or refund fees charged to the Tenancy.

Property Tree: 02. Fees Configuration - Video

Learn how to Configure Fees.

Property Tree: 06. Charge Tenancy fee from the Accounting - Video

Learn how to charge a Tenancy fee from the Accounting page.

Property Tree: 03. Add Tenancy Fee on the Profile - Video

Learn how to add a tenancy fee on the Tenancy Profile.

Property Tree: Ad Hoc Emails including Merge Templates - Tutorial

Send an Ad Hoc emaiing including the option to merge templates.

Property Tree: Bulk Email Mail Merge | Ability to Edit Templates Temporarily - Tutorial

Temporarily bulk edit an email mail merge template.

Property Tree: Create a Mail Merge Template (Word) - Tutorial

Learn how to create a Mail Merge letter template in Word and upload it in Property Tree.

Property Tree: Create and Edit Email Templates - Tutorial

Create and edit bulk email merge templates.

Property Tree: Edit an existing Mail Merge Template (Word) - Tutorial

Learn how to edit an existing Mail Merge Template in Word and upload to Property Tree.

Property Tree: Send SMS - Bulk and Individual - Tutorial

Send an SMS message in bulk or individually using the Bulk SMS feature.

Property Tree: Sending Messages to the Portal - Tutorial

Portal users now receive all email communications as emails not portal messages.

Property Tree: Single Email Mail Merge – Ability to Edit Templates Temporarily - Tutorial

Temporarily edit an individual email merge template and add an attachment.

Property Management X: General Ledger. Closing Periods (APAC) - eLearning

This self-paced eLearning course is designed to familiarize participants with the process of closing periods in General Ledger in Property Management X.

eLearning Accountant Administrator Regional Manager Controller eLearning Courses

Property Management X: General Ledger. Financial Format Setup (APAC) - eLearning

This self-paced eLearning course will introduce students to financial format setup in General Ledger in Property Management X.

eLearning Accountant Administrator Controller eLearning Courses

Property Management X: General Ledger. Enquiry and Reporting (APAC) - eLearning

This self-paced eLearning covers the processes of running enquires and reports in General Ledger in Property Management X.

Property Manager eLearning Accountant Administrator Regional Manager Controller eLearning Courses

Property Management X: General Ledger. Journal Entries (APAC) - eLearning

This self-paced eLearning course is designed to introduce four types of journal entries in General Ledger.

Property Management X: General Ledger setup (APAC) - eLearning

This self-paced eLearning course will introduce students to account setup and entity setup in General Ledger in Property Management X.

eLearning Accountant Administrator Controller eLearning Courses

Property Tree - Build to Rent properties - Tutorial

There is a new subtype Build to Rent on your properties.

Property Tree: Not for Relet - Tutorial

Learn how to select Not for Relet on a property.

Property Tree: Property Compliance Register - Tutorial

Learn how to use the Property Compliance Register to ensure you are compliant.

Property Tree: Property Consumption Register - Tutorial

Learn how to add meters and update readings in the Property Consumption Register.

Property Tree: 05. Maintenance - Linking an invoice to a completed job - Video

Learn how to link an invoice to a completed maintenance job.

Property Tree: 06. Maintenance - Tracking and Reporting - Video

Track and report on your Maintenance using various reporting methods.

Property Tree: 02. Create a Maintenance Request via the Portal - Video

Owners and Tenants can request and manage Maintenance Requests via their Portal.

Property Tree: 01. Create a Maintenance Request in Property Tree - Video

If maintenance is required learn how to create a Maintenance Request in Property Tree.

Property Tree: Maintenance Request - Linking an Invoice to a completed job - Tutorial

Walk through the process of linking the creditor invoice to the Maintenance Request.

Property Tree: 03. Maintenance Request - Requesting Quotes from Creditors - Video

Send a maintenance Quote Request to multiple creditors requesting a quote for the job.

Property Tree: 04. Maintenance Request - Sending a Work Order - Video

Send a Work Order to authorise a creditor to complete the maintenance job.

Property Tree: 04. Create Tasks on the Communication Platform - Video

Property Tree: 03. Communication Platform - Reply SMS - Video

You can now receive reply SMS messages through the Communication Platform.

Property Tree: Communication Platform | Automatic Email Replies - Tutorial

Configure an automatic email reply within the Communication Platform.

Property Tree: 01. Communication Platform - Overview - Video

The Communication Platform allows you to have all conversation history in one spot.

Property Tree: 02. Communication Platform - Compose SMS - Video

Learn how to compose SMS via the Communication Platform

ProLease Express: Managing Users - eLearning

Learn to create and edit user profiles, assign roles, and manage permissions for internal staff.

ProLease Express: Importing Data - eLearning

This e-learning course builds versatile data import skills, handling diverse formats with confidence.

ProLease Express: Customisation - eLearning

Discover how to optimise ProLease Express for efficiency through tailored features.

ProLease Express: Managing Sales Data - eLearning

Optimize sales data management in ProLease Express with our course for Client Administrators.

ProLease Express: Audit Log View - eLearning

Explore the potential of ProLease Express Audit Logs through our targeted course for Client Administrators.

ProLease Express: Creating Conditional Charges - eLearning

Learn how to create complex conditional charges in our comprehensive course.

eLearning LeaseEagle

ProLease Express: Charge Codes - eLearning

This e-learning course provides a tutorial on creating and managing charge codes.

eLearning LeaseEagle

ProLease Express: Charge Reviews - eLearning

Learn to effectively manage charge reviews in our e-learning course.

eLearning LeaseEagle

ProLease Express: Charge & CPI Forecasting - eLearning

Learn how to effectively manage charge and CPI forecasting using ProLease Express.

eLearning LeaseEagle

ProLease Express: Managing Charges Quiz - eLearning

This quiz will test your knowledge from the eLearning courses about managing charges.

eLearning LeaseEagle

ProLease Express: Managing Charge Types - eLearning

Learn to efficiently manage charge types in our comprehensive e-learning course.

eLearning LeaseEagle

ProLease Express: Creating Fixed Charges - eLearning

Learn how to create fixed charges in lease agreements using ProLease Express.

eLearning LeaseEagle

ProLease Express: Creating Calculated Charges - eLearning

Learn how to create and manage charges beyond base rent, such as Promotion Levies and Percentage Rent charges.

eLearning LeaseEagle

Property Tree: Update Account Information on the Portal - Video

Within the portal you can update your Account Information.

Property Tree: Inviting your Owners and Tenants to the Portal – for Agents - Video

Learn how to invite your owners and tenants to the Portal.

Property Tree: Accepting a Portal Invitation for an Owner or Tenant – for Agency - Video

Portal Invitation will be sent to the Owner or Tenant to join. Find out more.

Property Tree: Getting Started with the Owner Portal – for Owners - Video

Step by Step guide for owners to sign up and access the Portal

Property Tree: Getting Started with the Tenant Portal – for Tenants - Video

Step by Step guide for Tenants to sign up and access the Portal.

Property Tree: Owner Portal Overview - Video

Step by Step guide to the features available on the Owner Portal

Property Tree: Tenant Portal Overview - Video

Step by Step guide to the features available on the Tenant Portal.

Box and Dice: E-Alerts - Video

Configure matched listings to be automatically emailed to buyers.

Box and Dice: Managing web leads - Video

View and manage web enquiries.

Box and Dice: Lead Capture - Video

Enabling, configuring, and working with web enquiries.

Box and Dice: Auto Alerts. Your workflows - Video

Set up automated tasks, emails and notifications to trigger from system events or dates.

Pre-Recorded Videos Admin

Box and Dice: Auto Alerts - Video

Set up automated tasks, emails and notifications to trigger from system events or dates.

Property Tree: Independent Agency Fee Payout - Tutorial

Learn how to pay the Agency fees independent of the Ownership

Property Tree: Single Bank File for ABA & Bpay Payments - Tutorial

Learn the process to consolidate multiple payment batches into a single ABA or BPay file.

Property Tree: 01. What is the End of Month Process - Video

Learn what is involved in the End of Month Process.

Property Tree: 02. Pay Creditor Invoices - Video

Learn how to pay your Creditors using the Pay Creditor wizard

Property Tree: 03. Pay Ownership - Video

Learn how to pay out your Ownerships using the Pay Ownership Wizard.

Property Tree: 04. Pay Agency - Video

Learn how to pay your agency using the Pay Agency Wizard.

Property Tree: 05. Close Period and Audit Reporting - Video

Learn about the Close of Period and Audit reporting for the end of month.

Property Tree: 06. Rejected Ownership Payment - Receipted back to Unknown - Video

Learn how to process rejected Ownership payments when receipting to Unknown

Property Tree: 07. Rejected Ownership Payment - Receipted to the Ownership - Video

Learn how to reverse a rejected Ownership payment back to the Ownership

Vault CRM: 03. Filter Properties - Video

Learn how to use the filter properties tool.

Vault CRM: 01. Pipeline Management - Video

Learn how to manage your pipeline.

Vault CRM: 02. Creating Precincts - Video

Learn how to create a precinct.

Property Tree: 05. Create Tasks on the Communication Platform - Video

Property Tree: 01. Configure Task and Note Categories - Video

Configure new Task and Note Categories.

Property Tree: 02. Create Tasks and Notes on the profile - Video

Learn how to create Tasks and Notes on the profile.

Task Management - Bulk Update - Tutorials

Use the Bulk Update button to manage your Tasks.

Property Tree: Task Management Attachments and the Document Tab - Tutorial

Task Management Attachements will now save to the Documents Tab.

Property Tree: 03. Task Management and Notifications - Video

Access the Task Management page and Task Notifications.

Property Tree: 04. How to find and edit Notes - Video

Learn how to find and edit Notes.

MRI Horizon: Lease Payable Landlord Reconciliation - eLearning

This self-paced course will review the Landlord Reconciliation functionality within Horizon.

eLearning Horizon eLearning Courses

MRI Horizon: Lease Payable Management - eLearning

This self-paced course will demonstrate how to create a new lease record via the Lease Payable Agreement Wizard in Horizon.

eLearning Horizon eLearning Courses

MRI Horizon: Lease Renewal Process - eLearning

This self-paced course will demonstrate how to process a lease renewal, such that its term is extended.

eLearning Horizon eLearning Courses

MRI Horizon: End of Lease Processes -eLearning

This self-paced course will demonstrate end of lease processes in Horizon.

eLearning Horizon eLearning Courses

MRI Horizon: Payment Change Processes - eLearning

This self-paced course will demonstrate key payment change processes.

eLearning Horizon eLearning Courses

MRI Horizon: Lease Payable Activity Management - eLearning

This self-paced course will demonstrate how to manage upcoming reviews, options and expiries for your payable leases in Horizon.

eLearning Horizon eLearning Courses

MRI Horizon: Change of Landlord Process - eLearning

This self-paced course will demonstrate the change of landlord process.

eLearning Horizon eLearning Courses

MRI Horizon: Organisational Management - eLearning

This self-paced course will demonstrate how to create and manage the key structural components of Horizon.

eLearning Horizon eLearning Courses

MRI Horizon: Setting Up a Landlord Supplier or Vendor - eLearning

This self-paced course will demonstrate how to create a new Supplier / Vendor record and set it up as a Landlord in MRI Horizon.

eLearning Horizon eLearning Courses

MRI Horizon: Property Management - eLearning

This self-paced course will demonstrate how to create a new Property record within Horizon.

eLearning Horizon eLearning Courses

MRI Horizon: Landlord Charge Raising - eLearning

This self-paced course will demonstrate how to run the Lease Payable Regular Charges Process and finalise payments.

eLearning Horizon eLearning Courses

MRI Horizon: Accounting Compliance for Real Estate Leases - eLearning

This self-paced course is an introduction into how Horizon supports the calculations needed to comply with accounting standards for real estate leases.

eLearning Horizon eLearning Courses

Horizon: Accounting Compliance for Equipment Leases - eLearning

This self-paced course is an introduction into how Horizon supports the calculations needed to comply with accounting standards for equipment leases.

eLearning Horizon ProLease Enterprise

Vault CRM: 01. Managing your Enquiry/Holding Area - Video

Learn how to manage your enquiries.

Vault CRM: 02. Managing Buy/Rent Requirements - Video

Learn how to manage contact buy/rent requirements.

Vault CRM: 03. Matching Properties - Video

Learn how to match properties for a contact.

Property Tree: Lease Renewal Fee Charging - Tutorial

Walk through the process of adding and charging an event driven Lease Renewal fee.

Property Tree: 02. Lease Renewal Fees - Video

Learn how to setup and charge an event driven and manual Lease Renewal fee.

Property Tree: 01. Lease Renewal and Rent Review - Video

Learn about Lease Renewals, Rent Reviews and reporting.

Box and Dice: Blast eMarketing - Video

Create a templated e-marketing campaign.

Box and Dice: eMarketing. Getting started with Blast - Video

In this video, you will learn how to create eye catching e-newlsetters and track the results of your campaign. Add messages, listings, sales, inspections and more.

Sales Pre-Recorded Videos Admin

Box and Dice: Trust Accounting - Video

Learn how to generate settlement statements, reconcile bank statements, and improve your cash flow with pending transactions

Pre-Recorded Courses Pre-Recorded Videos Accounting Box and Dice

Box and Dice: End to End Accounting - Video

This course covers all the essential trust functions.

Pre-Recorded Videos Accounting

Box and Dice: Introduction to Accounting - Video

Learn all the function for your Trust Accounting including how your marketing relates.

Pre-Recorded Videos Accounting

Property Tree: 01. Change of Ownership | What to check prior to processing - Video

Know what to check prior to processing the Change of Ownership and more

Property Tree: 02. Change of Ownership|Process - Video

Learn how to process a Change of Ownership and what each step means

Property Tree: 03. Change of Ownership - Ownership doesn't have enough funds - Video

Learn what to do if the Ownership don't have enough funds when running a Change of Ownership

Property Tree: 04. Change of Ownership - Tenancy is in arrears on settlement - Video

Learn what to do when running a Change of Ownership and the Tenanct is in arrears on settlement.

Property Tree: 05. Change of Ownership - Handling outstanding invoices - Video

Learn how to handle outstanding invoices when a Change of Ownership is required

Property Tree: 06. Change of Ownership - Cancellation process - Video

Learn how to cancel a Change of Ownership if something has gone wrong.

Property Tree: 04. Reconciling the Variance on the Bank Reconciliation - Video

Learn how to reconcile the variance on the Bank Reconciliationo

Property Tree: 02. Accounts Widget on the Dashboard - Video

Learn about the Accounts Widge on the Dashboard

Property Tree: 01. Bank Reconciliation | Overview - Video

Take a look at an overview of the Bank Reconciliation.

Property Tree: 03. Balancing a Bank Reconciliation | Unpresented items - Video

Learn how to reconcile your Bank Reconciliation Unpresented items

Property Tree: 05. Bank Reconciliation Adjustments - Video

Learn how to handle Bank Reconciliation Adjustments

Property Tree: 06. Bank Reconciliation | Reporting - Video

Learn about the Bank Reconciliation reporting and reports required by your Auditors.

Box and Dice: Working with Contacts - Video

Adding and working with Contacts.

Vault CRM: 01. Managing & Applying Team’s - Video

Learn how to set up and apply teams.

Vault CRM: 02. Setting Up Email Signatures - Video

Learn how to set up and customise your Vault email signature.

Box and Dice: Rental Appraisals - Video

In this short video, you will learn how to add a Rental Appraisal.

Box and Dice Rentals

Box and Dice: Rental Listings - Video

In this short video, you will learn how to create a Rental Listing.

Box and Dice Rentals

Box and Dice: Tenant Leads - Video

In this short video, you will learn how to add tenant matching criteria, match tenants to listings and use the tenant leads screen.

Box and Dice Rentals

Property Tree: Logging on with multiple Factors - Video

Learn how to setup and login using multifactor authentications.

Property Tree: Why Multiple factors and demo of Okta and biometrics - Video

Learn why it is important to have multiple factors and how to setup and use them.

Box and Dice: Working with Contacts - Video

Adding and working with Contacts.

Box and Dice: Working with Properties - Video

Adding and working with properties.

Box and Dice: Appointments & Calendar Integration - Video

Adding and working with Appointments, enabling Calendar Integration.

Box and Dice: Blast eMarketing - Video

Create a templated e-marketing campaign.

Box and Dice: Task Management - Video

Adding and working with tasks.

Box and Dice: Help Centre functionality - Video

How to navigate and use the Help Centre.

Box and Dice: Managing web leads - Video

View and manage web enquiries.

Box and Dice: Filtering with property areas for sales consultants - Video

Working with customised geographical Property Areas.

Box and Dice: Appraisals - Video

Adding and working with Appraisals.

Sales Admin Video

Box and Dice: Buyer Management - Video

Manage buyer leads, matching criteria, buyer and vendor reporting.

Box and Dice: The Agent App - Video

Working with the Box+Dice Agent App.

Box and Dice: Applying task templates - Video

Applying templates of common and repeated tasks

Box and Dice: Map prospecting functionality - Video

Use ad-hoc geographical areas in conjunction with the regular filter tools.

Box and Dice: Sales Introduction

Basic overview of the system, menu navigation and Dashboard.

Vault CRM: 03. Setting Up Triggers (Automation) - Video

Learn how to set up a trigger (Automation).

Vault CRM: 01. Setting Up Action Lists - Video

Learn how to create an action list.

Vault CRM: 02. Applying Action Lists - Video

Learn how to attach an action list.

Property Tree: New Tenancy's Initial Transactions - Tutorial

Learn how to allocate a new Tenancy's initial transactions.

Property Tree: Bond Increase Workflow - Tutorial

Add a Bond increase when entering a Scheduled Rent Change.

Property Tree: Tenancy Statements from the Tenancy Profile - Tutorial

Produce a Tenancy Statement directly from the Tenancy Profile.

Property Tree: 01. Sales - Overview and Workflows - Video

Sales advertising options including VPA, navigation and sales workflows

Property Tree: 02. Adding a Sales Listing - Video

Adding the Vendor, Sale Property and Buyer from a sales listing

Property Tree: 03. Add a Conveyancer or Settlement Agent - Video

Learn how to add a Conveyance or Settlement Agent

Property Tree: 04. Sales Receipting for the Vendor and Buyer - Video

Receipting funds received from the Vendor or Buyer using the different sub-accounts

Property Tree: 05. Sales - Creating and Charging Advertising Fees - Video

Learn how to create and charge Advertising fees.

Property Tree: 06. Sales - Disburse Funds on Settlement - Video

Disbursing funds from Marketing & Sundries and disbursing funds on settlement.

Property Tree: 07. Completing the Sale in Property Tree - Video

Completing the sale and sales statement reporting

Property Tree: Business Insights - Date Filters and Navigation tabs - Tutorial

Learn how to use the date filters and navigation tabs.

Property Tree Business Insights

Property Tree: Business Insights Premium - View Details by Fees - Tutorial

In Business Insights you can now View Details by Fees.

Property Tree Business Insights

Property Tree: Business Insights - Ownership Liability - Video

Learn how the Ownership Liability report provides a clear overview of outstanding invoices and fee helping determine if property owners need to add funds.

Property Tree: Business Insights Basic – Creditors Board - Tutorial

Create customised reports and extract data on the Creditors Board.

Property Tree Business Insights

Property Tree: 03. Vacancies widget on the Dashboard - Video

Keep track of all your vacancies on the dashboard.

Property Tree: 04. Accounts widget on the Dashboard - Video

Learn about the Accounts Widget on the Dashboard

Property Tree: 05. Agency widget on the Dashboard - Video

The Agency dashboard gives a Manager or team a high-level view of the Agency.

Property Tree: Pending Payments Widget on the Dashboard - Tutorial

Walk through the Pending Payments Widget on the Dashboard

Property Tree: 01. Leases widget on the Dashboard - Video

Keep track of all your Leases and Rent Reviews on the dashboard.

Property Tree: 02. Arrears widget on the Dashboard - Video

Keep track of all your residential and commercial arrears on the dashboard.

Box and Dice: Simple Vendor Report - Video

How to create a Simple Vendor Report from the buyer leads.

Box and Dice: Advanced Vendor Report - Video

How to create an Advanced Vendor Report from the buyer leads.

Box and Dice: Buyer Leads. Capture and Manage - Video

Learn how to manage your buyers with minimal effort

Sales Pre-Recorded Videos

Box and Dice: Buyer Management - Video

Manage buyer leads, matching criteria, buyer and vendor reporting.

Vault CRM: 01. Adding a Prospect/Appraisal - Video

Learn how to add a prospect/appraisal property.

Vault CRM: 02. Generating Letters - Video

Learn how to generate a letter.

Property Tree: Automated Communications for Scheduled Rent Change - Tutorial

Set up Automated Communications for Scheduled Rent Change

Property Tree: Automated Communications Filter by Property Type - Tutorial

Set up Automated Communications to filter by Property Type

Property Tree: Automated Communications - Video

Learn how to set up and use Automated Communications.

Vault CRM: 01. Applying & Managing Agent Commission Structures - Video

Learn how to setup and apply agent commission structures.

Vault CRM: 02. Creating & Managing Gross Commission Structures - Video

Learn how to setup and apply gross commission structures.

Property Management X: Commercial Management. Leases (APAC) - eLearning

This self-paced eLearning course is designed to familiarize participants with leasing activities in Commercial Management in Property Management X.

eLearning eLearning Courses

Property Management X: Commercial Management. Retail Setup (APAC) - eLearning

This self-paced eLearning course is designed to introduce students to the retail setup for buildings and leases in Commercial Management in Property Management X.

Property Management X: Commercial Management. Other Accounts Receivable (APAC) - eLearning

This self-paced eLearning course is designed to familiarize participants with the functions and tasks associated with Accounts Receivable in Commercial Management in Property Management X.

Property Management X: Commercial Management. Batches (APAC) - eLearning

This self-paced eLearning course is designed to familiarize participants with the functions and tasks associated with managing web batches in Commercial Management in Property Management X.

eLearning eLearning Courses

Property Management X: Commercial Management. Setup and Maintenance (APAC) - eLearning

This self-paced course covers the most vital Setup and Maintenance features for Commercial Management in Property Management X.

Property Management X: Commercial Management. Monthly Activities (APAC) - eLearning

This self-paced eLearning course is designed to familiarize participants with the functions and tasks associated with monthly activities in Commercial Management in Property Management X.

eLearning eLearning Courses

Property Management X: Commercial Management. Building Maintenance (APAC) - eLearning

This self-paced eLearning course is designed to familiarize participants with the functions and tasks associated with building maintenance in Commercial Management in Property Management X.

eLearning eLearning Courses

Vault CRM: 01. Actioning your To Do List - Video

Learn how manage your to do list.

Vault CRM: 02. Calendar Management - Video

Learn how to manage your calendar.

Box and Dice: Appraisals - Video

Adding and working with Appraisals.

Sales Admin Video

Box and Dice: Appraisals. Creating and pipeline - Video

Learn what's in it for you when you enter all your appraisals into Box and Dice, and how the system can help you be more efficient, and more successful.

Sales Pre-Recorded Videos Video

ProLease Express: Managing Grouped Locations - eLearning

Learn how to effectively manage and update groups of locations in the ProLease Express platform.

ProLease Express: Editing Locations - eLearning

Learn how to effectively manage and update location information in the ProLease Express platform

ProLease Express: Activating & Deactivating Locations - eLearning

Learn how to manage the status of leased properties in ProLease Express.

ProLease Express: Managing Locations Quiz - eLearning

This quiz will test your knowledge of the four eLearning courses about managing locations.

ProLease Express: Creating Locations - eLearning

Learn how to create locations in ProLease Express to confidently navigate the location creation process.

Property Tree: 01. Create Recurring Tenancy Invoices - Video

Learn how to create a Recurring Tenancy Invoice.

Property Tree: 02. Pay Creditor Invoices - Video

Learn how to pay your creditors using the Pay Creditor wizard.

Property Tree: 03. Pay Direct to Creditor Tenancy Invoice - Video

Learn how to create a Pay Direct to Creditor Tenancy Invoice.

Property Tree: 04. Pay Direct to Creditor - Configure tenancy expense accounts - Video

Learn how to configure a tenancy expense account to be used when creating Pay Direct to Creditor invoices.

Property Tree: 05. Create a Scheduled Recurring Journal - Video

Learn how to create a Scheduled Recurring Journal to move funds between profiles.

Property Tree - Multi-line Ad Hoc Tenancy Invoicing - Tutorial

Learn how to setup Multi-line Ad Hoc Tenancy Invoicing.

Property Tree: Cancelling Journals and Reporting - Tutorials

Learn how to find a Journal, cancel journal and report on both the Original Journal and the Cancelled Journal.

Property Tree: Creating Journals - Tutorial

Learn how to create a Journal and reporting.

Property Tree: Pay Direct to Creditor Invoicing from Tenancy - Tutorial

Learn how to setup Tenancy Expense Accounts and create a Pay Direct to Tenancy Invoice.

Property Tree: Tenancy Invoice when Held Funds are Allocated - Tutorial

Learn how to allocate Held Funds to a Tenancy invoice when creating the invoice.

Property Tree: 07. Manual receipt type Tenancy - Video

Learn how and when to receipt to the receipt type Tenancy.

Property Tree: 08. Manual receipt type Unknown - Video

Learn how and when to receipt to the receipt type Unknown.

Property Tree: 01. Different manual receipt types - Video

Learn about the different receipt types available when manually receipting.

Property Tree: 02. Manual receipt type Agency - Video

Learn how and when to receipt to the receipt type Agency.

Property Tree: 03. Manual receipt type Bond Claim - Video

Learn how and when to receipt to the receipt type Bond.

Property Tree: 04. Manual receipt type Buyer and Vendor - Video

Learn how and when to receipt to the type Buyer and Vendor

Property Tree: 05. Manual receipt type Ownership - Video

Learn how and when to receipt to the receipt type Ownership.

Property Tree: 06. Manual receipt type Property - Video

Learn how and when to receipt to the receipt type Property.

Vault CRM: 05. Settlement Process - Video

Learn how to settle a property.

Vault CRM: 06. Property Lifecycle & History - Video

Learn about the lifecycle and history of a property.

Vault CRM: 01. Conditional/Under Offer Process - Video

Learn how to convert a property to conditional/under offer.

Vault CRM: 02. Adding Solicitors & Offer Conditions - Video

Learn how to apply solicitors and set offer conditions for a conditional or under-offer property.

Vault CRM: 03. Adding Deductions & Allocating Commission - Video

Learn how to apply deductions and distribute commission for a property.

Vault CRM: 04. Unconditional Process - Video

Learn how to convert a property to unconditional.

Vault CRM: 04. Find Properties - Video

Learn how to use the find properties tool.

Vault CRM: 01. Dashboard Configuration - Video

Learn how to configure your dashboard.

Vault CRM: 02. Universal Search - Video

Learn how to use the universal search.

Vault CRM: 03. Find Contacts - Video

Learn how to use the find contacts tool.

Property Tree: 04. Create a Direct Debit Batch - Video

Direct Debit export and process a Direct Debit batch

Property Tree: 05. Process the Tenant Direct Debit Batch - Video

Find and process the Tenant Direct Debit Batch

Property Tree: 01. Tenant Direct Debit - Configuration - Video

What you need to do to get started and how to configure Tenant Direct Debit.

Property Tree: 02. Tenant Direct Debit - Tenancy Profile - Video

Learn how to set up Tenant Direct Debit on the Tenancy profile.

Property Tree: 03. Tenant Direct Debit - Other Rent Payments - Video

Setup Other Rent Payments to regularly contribute to the rent.

Box and Dice: Creating Library templates - Video

Learn how to create mail merge templates for email, SMS and Letters.

Pre-Recorded Videos Admin

Box and Dice: Applying task templates - Video

Applying templates of common and repeated tasks

Box and Dice: Creating Library Templates - Video

Working with the Library to create merge letters and emails.

Box and Dice: Creating task templates - Video

Administrators will learn how to create and apply custom templates of common and repeated tasks.

Box and Dice: Task Templates. Flawless follow up - Video

Learn how to set up lead nurturing trails for your clients.

Sales Pre-Recorded Videos Admin

Box and Dice: Media Vendor Integration - eLearning

Media Vendor Integration refers to connecting your Box+Dice CRM to one of our marketing management software partners.

Box and Dice eLearning Courses

Box and Dice: Settings / Configuration - eLearning

Summary / explanation of all system configuration settings.

Box and Dice: Appointments & Calendar Integration - Video

Adding and working with Appointments, enabling Calendar Integration.

Box and Dice: Integrations. Connecting to other real estate tools - Video

Learn how to connect to other real estate tools

Pre-Recorded Videos Admin

Box and Dice: Staff Profiles - Video

Adding and managing staff profiles.

Box and Dice: Appointments & Calendar Integration - Video

Adding and working with Appointments, enabling Calendar Integration.

Vault CRM: 01. Creating Email Templates - Video

Learn how to create an email template.

Vault CRM: 02. Creating SMS/TXT Templates - Video

Learn how to create a SMS/TXT template.

Vault CRM: 03. Creating Cloud Letter Templates - Video

Learn how to create a cloud letter template.

Box and Dice: Working with Properties - Video

Adding and working with properties.

Vault CRM: 01. Email Communicator - Video

Learn how to use the email communicator.

Vault CRM: 02. SMS/TXT Communicator - Video

Learn how to use the SMS/TXT communicator.

Vault CRM: 03. Track Marketing Campaign - Video

Learn how to use the track marketing campaign.

Property Tree: 06. Setting Up Receipt Clearance Days - Video

Setup or make changes to the Receipt Clearance Days.

Property Tree: 07. Update User Details - Video

Each user can update their own details in Property Tree

Property Tree: 01. Global Search - Video

Easily find a contact, access profiles or search tasks.

Property Tree: 02. Navigate Landing Pages - Video

Navigation your way around the Landing Pages to access tasks

Property Tree: 03. Help Centre and how to use it - Video

Check out our Help Centre to assist you with your learning.

Property Tree: 04. Groups and Tags - Video

Groups and Tags are used to categorise and customise data.

Property Tree: Bulk Tag Updates- Tutorial

Walk through the Bulk Tag Updates process.

Property Tree: 05. Tenancy Invoice Due Date - Video

Learn how to configure and display the Tenancy Invoice Due Date.

ProLease Express: Lease Terminations - eLearning

Learn how to effectively manage lease terminations in ProLease Express.

ProLease Express: Lease Extensions - eLearning

Learn how to extend a lease agreement in the ProLease Express platform.

ProLease Express: Lease Holdover - eLearning

Learn how to manage agreements that transition into Holdover status.

ProLease Express: Assigning Leases - eLearning

Learn how to efficiently manage lease assignments in the ProLease Express platform.

ProLease Express: Lease Options - eLearning

Learn how to create and execute lease options, including defining the terms of the option, setting exercise dates, and including relevant remarks.

ProLease Express: Renewing Agreements - eLearning

This e-learning course teaches you how to renew lease agreements in ProLease Express.

ProLease Express: Creating Agreements - eLearning

This e-learning course will teach you how to create lease agreements in ProLease Express.

ProLease Express: Lease Clauses - eLearning

Learn how to create custom clause types in ProLease Express.

eLearning LeaseEagle

ProLease Express: Managing Agreements Quiz - eLearning

This quiz will test your knowledge from the eLearning courses about managing agreements.

eLearning LeaseEagle

Property Tree: Commercial Lease Terms and Option Date - Tutorial

Configure the Commercial Lease Terms, Option Date and Rent Increase Method.

Property Tree: Commercial Multi-line Budgeted Outgoings - Tutorial

Setup Commercial Multi-line Budgeted Outgoings on your properties.

Property Tree: Commercial Rent Adjustment by Percentage Amount - Tutorial

See how to add a commercial rent change to adjust the rent by a percentage amount.

Property Tree: Commercial Rent Invoices and Tenancy Ledger - Tutorial

Find out how Commercial Rent and Outgoing invoices will automatically generate and send to the tenancy.

Property Tree: Business Insights - Ownership Liability - Video

Learn how the Ownership Liability report provides a clear overview of outstanding invoices and fee helping determine if property owners need to add funds.

Property Tree: Basic Ownership Statement Improvements - Tutorial

Take a look at the improved Basic Ownership Statement.

Property Tree: Bulk Ownership GST Report - Tutorial

Send GST Reports to owners directly from the Ownership GST Report page.

Property Tree: Inspection Summary and Bulk Edits - Tutorial

Learn how to view and bulk update inspections.

Property Tree: Inspection Summary Bulk Assignment - Tutorial

Learn how to Bulk reassign inspections to another user.

Property Tree: User Management Inspection Contact - Tutorial

Learn how to assign a business role as an Inspection Contact and assign to individual users.

Property Tree: 01. Configuring Automated Inspection Scheduling - Video

Learn how to configure the Automated Inspection Scheduling.

Property Tree: 02. Conducting, Reporting and Closing Inspections - Video

Learn how to conduct, report and close inspections.

Property Tree: 03. Exclude or override Inspection Scheduling on a tenant - Video

Learn how to exclude or customise an individual Automated Inspection Scheduling on a Tenancy.

Vault CRM: 01. Creating Advertising Expenses - Video

Learn how to create advertising expenses.

Vault CRM: 02. Creating Advertising Schedules - Video

Learn how to create advertising schedules.

Vault CRM: 03. Generating Advertising Invoices - Video

Learn how to generate an advertising invoice.

Box and Dice: The Agent App - Video

Working with the Box+Dice Agent App.

Vault CRM: 02. Filter Contacts - Video

Learn how to use the filter contacts tool

Vault CRM: 03. Recording Notes & Setting Reminders - Video

Learn how to record contact notes and set reminders.

Vault CRM: 01. Adding a Contact - Video

Learn how to add a contact.

Property Tree: Tenant Download Single Page Receipting - Tutorial

Walk through the Tenant Download process and reporting.

Property Tree: 03. Tenant Download Processing and Reporting - Video

Tenant Download automated receipting process and reporting.

Property Tree: 01. Tenant Download - Assignment of Tenancy IDs - Video

Assignment of Tenancy IDs for Tenant Download automated receipting.

Property Tree: 02. Tenant Download - Configuration and Allocation Rules - Video

Learn how to configure the Tenant Download and select the Allocation Rules.

Box and Dice: Sales Filters. From basic to advanced - Video

In this video, you will learn how to create simple and complex filters in the Sales screen.

Sales Pre-Recorded Videos Admin

Box and Dice: Working with a sold listing - Video

Processing a sale, entering sale details and commission information.

Box and Dice: Adding a Sales Listing - Video

Adding and working with a Sales Listing.

Box and Dice: Portal Loading - Video

Managing portal loading.

Box and Dice: Sales Inspections - Video

Adding and working with Inspections.

Box and Dice: Sales Listings screen - Video

Navigating the Sales Listings screen, using the filter/reporting tools.

Box and Dice: Advanced Vendor Report - Video

How to create an Advanced Vendor Report from the buyer leads.

Box and Dice: Sales Administration. Listing to Settled - Video

Gain a greater understanding of the way a transaction moves through Box and Dice.

Pre-Recorded Videos Admin

Box and Dice: Simple Vendor Report - Video

How to create a Simple Vendor Report from the buyer leads.

Box and Dice: Appraisals - Video

Adding and working with Appraisals.

Sales Admin Video

Box and Dice: Working with Contacts - Video

Adding and working with Contacts.

Box and Dice: Settings / Configuration - eLearning

Summary / explanation of all system configuration settings.

Box and Dice: Staff Profiles - Video

Adding and managing staff profiles.

Box and Dice: Appointments & Calendar Integration - Video

Adding and working with Appointments, enabling Calendar Integration.

Box and Dice: Blast eMarketing - Video

Create a templated e-marketing campaign.

Box and Dice: Lead Capture - Video

Enabling, configuring, and working with web enquiries.

Box and Dice: E-Alerts - Video

Configure matched listings to be automatically emailed to buyers.

Box and Dice: Creating Library Templates - Video

Working with the Library to create merge letters and emails.

Box and Dice: Creating property areas for administrators - Video

Creating and working with customised geographical property areas.

Box and Dice: Auto Alerts - Video

Set up automated tasks, emails and notifications to trigger from system events or dates.

Box and Dice: Creating task templates - Video

Administrators will learn how to create and apply custom templates of common and repeated tasks.

Property Tree: 03. Tenancy Receipting Rent Credit - Rent Free Period - Video

Learn how to enter a Rent Credit for a rent free period.

Property Tree: 01. Tenancy Receipting Rent Credit - Centrepay Payment - Video

Learn how to enter a Rent Credit for Centrepay Payments while receipting the rent.

Property Tree: 02. Tenancy Receipting Rent Credit - Reimbursing an expense - Video

Learn how to enter a Rent Credit to reimburse an expense while receipting the rent.

Vault CRM: 01. Listing a Property - Video

Learn how to list a property effectively.

Vault CRM: 02. Uploading Photos - Video

Learn how to attach photos to a property listing.

Vault CRM: 03. Adding Open Homes - Video

Learn how to schedule open homes for a listing.

Vault CRM: 04. Buyer Matching - Video

Learn how to match buyers to a listing effectively.

Vault CRM: 05. Filing Cabinet - Video

Learn how to manage your property filing cabinet.

Vault CRM: 06. eTable Setup - Video

Learn how to set up your eTable.

Vault CRM: 07. Email (Canned) Responses - Video

Learn how to enable automated (canned) responses for a listing.

Vault CRM: 08. Vendor Reporting - Video

Learn how to generate and send a vendor report.

Box and Dice: Commission payroll statements

In this course, we look at some short videos, on how to enter commissions, prepare a sales commission statement and rollover pay periods.

Pre-Recorded Courses Pre-Recorded Videos Payroll Box and Dice

Box and Dice: Commission and Payroll - Video

Learn how to enter commission amounts which reflect in consultants commission statements.

Pre-Recorded Videos Payroll

Vault CRM: 02. Managing Sources of Enquiry - Video

Learn how to set up sources of enquiry.

Vault CRM: 01. Managing Contact Categories - Video

Learn how to set up contact categories.

Box and Dice: Lead Flow - Video

Create and manage your appraisal leads.

Sales Pre-Recorded Videos Box and Dice

Box and Dice: Map prospecting functionality - Video

Use ad-hoc geographical areas in conjunction with the regular filter tools.

Box and Dice: Filtering with property areas for sales consultants - Video

Working with customised geographical Property Areas.

Property Tree: 05. Charge Tenancy Fee on the Profile - Video

Learn how to Charge a Tenancy Fee on the Profile

Property Tree: 07. Cancelling Fees Charged to the Ownership or Property - Video

Learn how to cancel fees charged to the Owership or Property.

Property Tree: 09. Setup Recurring Tenancy Invoice to Charge Fee - Video

Learn how to setup recurring Tenancy invoices to charge a fee.

Property Tree: 10. Setup New Account for Commercial Management Fee - Video

Learn how to setup a new account for Commercial Management Fees.

Property Tree: 12. Configure Fees | Filter by Property Tags - Video

When adding new fees in bulk, you can now filter by Tags. Let me show you how.

Property Tree Video

Property Tree: 11. Setup Property fee for Commercial Management - Video

Learn how to setup a Property fee for Commercial Management.

Property Tree: 01. Accounts Configuration - Video

Learn how to configure Account codes

Property Tree: 04. Charge Ownership and Property fees - Video

Learn how to charge Ownership and Property fees

Property Tree: 08. Cancelling or Refunding Fees Charged to the Tenancy - Video

Learn how to cancel or refund fees charged to the Tenancy.

Property Tree: 02. Fees Configuration - Video

Learn how to Configure Fees.

Property Tree: 06. Charge Tenancy fee from the Accounting - Video

Learn how to charge a Tenancy fee from the Accounting page.

Property Tree: 03. Add Tenancy Fee on the Profile - Video

Learn how to add a tenancy fee on the Tenancy Profile.

Property Tree: Ad Hoc Emails including Merge Templates - Tutorial

Send an Ad Hoc emaiing including the option to merge templates.

Property Tree: Bulk Email Mail Merge | Ability to Edit Templates Temporarily - Tutorial

Temporarily bulk edit an email mail merge template.

Property Tree: Create a Mail Merge Template (Word) - Tutorial

Learn how to create a Mail Merge letter template in Word and upload it in Property Tree.

Property Tree: Create and Edit Email Templates - Tutorial

Create and edit bulk email merge templates.

Property Tree: Edit an existing Mail Merge Template (Word) - Tutorial

Learn how to edit an existing Mail Merge Template in Word and upload to Property Tree.

Property Tree: Send SMS - Bulk and Individual - Tutorial

Send an SMS message in bulk or individually using the Bulk SMS feature.

Property Tree: Sending Messages to the Portal - Tutorial

Portal users now receive all email communications as emails not portal messages.

Property Tree: Single Email Mail Merge – Ability to Edit Templates Temporarily - Tutorial

Temporarily edit an individual email merge template and add an attachment.

Property Tree - Build to Rent properties - Tutorial

There is a new subtype Build to Rent on your properties.

Property Tree: Not for Relet - Tutorial

Learn how to select Not for Relet on a property.

Property Tree: Property Compliance Register - Tutorial

Learn how to use the Property Compliance Register to ensure you are compliant.

Property Tree: Property Consumption Register - Tutorial

Learn how to add meters and update readings in the Property Consumption Register.

Property Tree: 05. Maintenance - Linking an invoice to a completed job - Video

Learn how to link an invoice to a completed maintenance job.

Property Tree: 06. Maintenance - Tracking and Reporting - Video

Track and report on your Maintenance using various reporting methods.

Property Tree: 02. Create a Maintenance Request via the Portal - Video

Owners and Tenants can request and manage Maintenance Requests via their Portal.

Property Tree: 01. Create a Maintenance Request in Property Tree - Video

If maintenance is required learn how to create a Maintenance Request in Property Tree.

Property Tree: Maintenance Request - Linking an Invoice to a completed job - Tutorial

Walk through the process of linking the creditor invoice to the Maintenance Request.

Property Tree: 03. Maintenance Request - Requesting Quotes from Creditors - Video

Send a maintenance Quote Request to multiple creditors requesting a quote for the job.

Property Tree: 04. Maintenance Request - Sending a Work Order - Video

Send a Work Order to authorise a creditor to complete the maintenance job.

Property Tree: 04. Create Tasks on the Communication Platform - Video

Property Tree: 03. Communication Platform - Reply SMS - Video

You can now receive reply SMS messages through the Communication Platform.

Property Tree: Communication Platform | Automatic Email Replies - Tutorial

Configure an automatic email reply within the Communication Platform.

Property Tree: 01. Communication Platform - Overview - Video

The Communication Platform allows you to have all conversation history in one spot.

Property Tree: 02. Communication Platform - Compose SMS - Video

Learn how to compose SMS via the Communication Platform

ProLease Express: Managing Users - eLearning

Learn to create and edit user profiles, assign roles, and manage permissions for internal staff.

ProLease Express: Importing Data - eLearning

This e-learning course builds versatile data import skills, handling diverse formats with confidence.

ProLease Express: Customisation - eLearning

Discover how to optimise ProLease Express for efficiency through tailored features.

ProLease Express: Managing Sales Data - eLearning

Optimize sales data management in ProLease Express with our course for Client Administrators.

ProLease Express: Audit Log View - eLearning

Explore the potential of ProLease Express Audit Logs through our targeted course for Client Administrators.

ProLease Express: Creating Conditional Charges - eLearning

Learn how to create complex conditional charges in our comprehensive course.

eLearning LeaseEagle

ProLease Express: Charge Codes - eLearning

This e-learning course provides a tutorial on creating and managing charge codes.

eLearning LeaseEagle

ProLease Express: Charge Reviews - eLearning

Learn to effectively manage charge reviews in our e-learning course.

eLearning LeaseEagle

ProLease Express: Charge & CPI Forecasting - eLearning

Learn how to effectively manage charge and CPI forecasting using ProLease Express.

eLearning LeaseEagle

ProLease Express: Managing Charges Quiz - eLearning

This quiz will test your knowledge from the eLearning courses about managing charges.

eLearning LeaseEagle

ProLease Express: Managing Charge Types - eLearning

Learn to efficiently manage charge types in our comprehensive e-learning course.

eLearning LeaseEagle

ProLease Express: Creating Fixed Charges - eLearning

Learn how to create fixed charges in lease agreements using ProLease Express.

eLearning LeaseEagle

ProLease Express: Creating Calculated Charges - eLearning

Learn how to create and manage charges beyond base rent, such as Promotion Levies and Percentage Rent charges.

eLearning LeaseEagle

Property Tree: Update Account Information on the Portal - Video

Within the portal you can update your Account Information.

Property Tree: Inviting your Owners and Tenants to the Portal – for Agents - Video

Learn how to invite your owners and tenants to the Portal.

Property Tree: Accepting a Portal Invitation for an Owner or Tenant – for Agency - Video

Portal Invitation will be sent to the Owner or Tenant to join. Find out more.

Property Tree: Getting Started with the Owner Portal – for Owners - Video

Step by Step guide for owners to sign up and access the Portal

Property Tree: Getting Started with the Tenant Portal – for Tenants - Video

Step by Step guide for Tenants to sign up and access the Portal.

Property Tree: Owner Portal Overview - Video

Step by Step guide to the features available on the Owner Portal

Property Tree: Tenant Portal Overview - Video

Step by Step guide to the features available on the Tenant Portal.

Box and Dice: Managing web leads - Video

View and manage web enquiries.

Box and Dice: Auto Alerts. Your workflows - Video

Set up automated tasks, emails and notifications to trigger from system events or dates.

Pre-Recorded Videos Admin

Property Tree: Independent Agency Fee Payout - Tutorial

Learn how to pay the Agency fees independent of the Ownership

Property Tree: Single Bank File for ABA & Bpay Payments - Tutorial

Learn the process to consolidate multiple payment batches into a single ABA or BPay file.

Property Tree: 01. What is the End of Month Process - Video

Learn what is involved in the End of Month Process.

Property Tree: 02. Pay Creditor Invoices - Video

Learn how to pay your Creditors using the Pay Creditor wizard

Property Tree: 03. Pay Ownership - Video

Learn how to pay out your Ownerships using the Pay Ownership Wizard.

Property Tree: 04. Pay Agency - Video

Learn how to pay your agency using the Pay Agency Wizard.

Property Tree: 05. Close Period and Audit Reporting - Video

Learn about the Close of Period and Audit reporting for the end of month.

Property Tree: 06. Rejected Ownership Payment - Receipted back to Unknown - Video

Learn how to process rejected Ownership payments when receipting to Unknown

Property Tree: 07. Rejected Ownership Payment - Receipted to the Ownership - Video

Learn how to reverse a rejected Ownership payment back to the Ownership

Vault CRM: 03. Filter Properties - Video

Learn how to use the filter properties tool.

Vault CRM: 01. Pipeline Management - Video

Learn how to manage your pipeline.

Vault CRM: 02. Creating Precincts - Video

Learn how to create a precinct.

Property Tree: 05. Create Tasks on the Communication Platform - Video

Property Tree: 01. Configure Task and Note Categories - Video

Configure new Task and Note Categories.

Property Tree: 02. Create Tasks and Notes on the profile - Video

Learn how to create Tasks and Notes on the profile.

Task Management - Bulk Update - Tutorials

Use the Bulk Update button to manage your Tasks.

Property Tree: Task Management Attachments and the Document Tab - Tutorial

Task Management Attachements will now save to the Documents Tab.

Property Tree: 03. Task Management and Notifications - Video

Access the Task Management page and Task Notifications.

Property Tree: 04. How to find and edit Notes - Video

Learn how to find and edit Notes.

Vault CRM: 01. Managing your Enquiry/Holding Area - Video

Learn how to manage your enquiries.

Vault CRM: 02. Managing Buy/Rent Requirements - Video

Learn how to manage contact buy/rent requirements.

Vault CRM: 03. Matching Properties - Video

Learn how to match properties for a contact.

Property Tree: Lease Renewal Fee Charging - Tutorial

Walk through the process of adding and charging an event driven Lease Renewal fee.

Property Tree: 02. Lease Renewal Fees - Video

Learn how to setup and charge an event driven and manual Lease Renewal fee.

Property Tree: 01. Lease Renewal and Rent Review - Video

Learn about Lease Renewals, Rent Reviews and reporting.

Box and Dice: eMarketing. Getting started with Blast - Video

In this video, you will learn how to create eye catching e-newlsetters and track the results of your campaign. Add messages, listings, sales, inspections and more.

Sales Pre-Recorded Videos Admin

Box and Dice: Trust Accounting - Video

Learn how to generate settlement statements, reconcile bank statements, and improve your cash flow with pending transactions

Pre-Recorded Courses Pre-Recorded Videos Accounting Box and Dice

Box and Dice: End to End Accounting - Video

This course covers all the essential trust functions.

Pre-Recorded Videos Accounting

Box and Dice: Introduction to Accounting - Video

Learn all the function for your Trust Accounting including how your marketing relates.

Pre-Recorded Videos Accounting

Property Tree: 01. Change of Ownership | What to check prior to processing - Video

Know what to check prior to processing the Change of Ownership and more

Property Tree: 02. Change of Ownership|Process - Video

Learn how to process a Change of Ownership and what each step means

Property Tree: 03. Change of Ownership - Ownership doesn't have enough funds - Video

Learn what to do if the Ownership don't have enough funds when running a Change of Ownership

Property Tree: 04. Change of Ownership - Tenancy is in arrears on settlement - Video

Learn what to do when running a Change of Ownership and the Tenanct is in arrears on settlement.

Property Tree: 05. Change of Ownership - Handling outstanding invoices - Video

Learn how to handle outstanding invoices when a Change of Ownership is required

Property Tree: 06. Change of Ownership - Cancellation process - Video

Learn how to cancel a Change of Ownership if something has gone wrong.

Property Tree: 04. Reconciling the Variance on the Bank Reconciliation - Video

Learn how to reconcile the variance on the Bank Reconciliationo

Property Tree: 02. Accounts Widget on the Dashboard - Video

Learn about the Accounts Widge on the Dashboard

Property Tree: 01. Bank Reconciliation | Overview - Video

Take a look at an overview of the Bank Reconciliation.

Property Tree: 03. Balancing a Bank Reconciliation | Unpresented items - Video

Learn how to reconcile your Bank Reconciliation Unpresented items

Property Tree: 05. Bank Reconciliation Adjustments - Video

Learn how to handle Bank Reconciliation Adjustments

Property Tree: 06. Bank Reconciliation | Reporting - Video

Learn about the Bank Reconciliation reporting and reports required by your Auditors.

Vault CRM: 01. Managing & Applying Team’s - Video

Learn how to set up and apply teams.

Vault CRM: 02. Setting Up Email Signatures - Video

Learn how to set up and customise your Vault email signature.

Box and Dice: Rental Appraisals - Video

In this short video, you will learn how to add a Rental Appraisal.

Box and Dice Rentals

Box and Dice: Rental Listings - Video

In this short video, you will learn how to create a Rental Listing.

Box and Dice Rentals

Box and Dice: Tenant Leads - Video

In this short video, you will learn how to add tenant matching criteria, match tenants to listings and use the tenant leads screen.

Box and Dice Rentals

Property Tree: Logging on with multiple Factors - Video

Learn how to setup and login using multifactor authentications.

Property Tree: Why Multiple factors and demo of Okta and biometrics - Video

Learn why it is important to have multiple factors and how to setup and use them.

Box and Dice: Buyer Management - Video

Manage buyer leads, matching criteria, buyer and vendor reporting.

Box and Dice: Applying task templates - Video

Applying templates of common and repeated tasks

Box and Dice: Sales Introduction

Basic overview of the system, menu navigation and Dashboard.

Vault CRM: 03. Setting Up Triggers (Automation) - Video

Learn how to set up a trigger (Automation).

Vault CRM: 01. Setting Up Action Lists - Video

Learn how to create an action list.

Vault CRM: 02. Applying Action Lists - Video

Learn how to attach an action list.

Property Tree: New Tenancy's Initial Transactions - Tutorial

Learn how to allocate a new Tenancy's initial transactions.

Property Tree: Bond Increase Workflow - Tutorial

Add a Bond increase when entering a Scheduled Rent Change.

Property Tree: Tenancy Statements from the Tenancy Profile - Tutorial

Produce a Tenancy Statement directly from the Tenancy Profile.

Property Tree: 01. Sales - Overview and Workflows - Video

Sales advertising options including VPA, navigation and sales workflows

Property Tree: 02. Adding a Sales Listing - Video

Adding the Vendor, Sale Property and Buyer from a sales listing

Property Tree: 03. Add a Conveyancer or Settlement Agent - Video

Learn how to add a Conveyance or Settlement Agent

Property Tree: 04. Sales Receipting for the Vendor and Buyer - Video

Receipting funds received from the Vendor or Buyer using the different sub-accounts

Property Tree: 05. Sales - Creating and Charging Advertising Fees - Video

Learn how to create and charge Advertising fees.

Property Tree: 06. Sales - Disburse Funds on Settlement - Video

Disbursing funds from Marketing & Sundries and disbursing funds on settlement.

Property Tree: 07. Completing the Sale in Property Tree - Video

Completing the sale and sales statement reporting

Property Tree: Business Insights - Date Filters and Navigation tabs - Tutorial

Learn how to use the date filters and navigation tabs.

Property Tree Business Insights

Property Tree: Business Insights Premium - View Details by Fees - Tutorial

In Business Insights you can now View Details by Fees.

Property Tree Business Insights

Property Tree: Business Insights Basic – Creditors Board - Tutorial

Create customised reports and extract data on the Creditors Board.

Property Tree Business Insights

Property Tree: 03. Vacancies widget on the Dashboard - Video

Keep track of all your vacancies on the dashboard.

Property Tree: 04. Accounts widget on the Dashboard - Video

Learn about the Accounts Widget on the Dashboard

Property Tree: 05. Agency widget on the Dashboard - Video

The Agency dashboard gives a Manager or team a high-level view of the Agency.

Property Tree: Pending Payments Widget on the Dashboard - Tutorial

Walk through the Pending Payments Widget on the Dashboard

Property Tree: 01. Leases widget on the Dashboard - Video

Keep track of all your Leases and Rent Reviews on the dashboard.

Property Tree: 02. Arrears widget on the Dashboard - Video

Keep track of all your residential and commercial arrears on the dashboard.

Box and Dice: Buyer Leads. Capture and Manage - Video

Learn how to manage your buyers with minimal effort

Sales Pre-Recorded Videos

Vault CRM: 01. Adding a Prospect/Appraisal - Video

Learn how to add a prospect/appraisal property.

Vault CRM: 02. Generating Letters - Video

Learn how to generate a letter.

Property Tree: Automated Communications for Scheduled Rent Change - Tutorial

Set up Automated Communications for Scheduled Rent Change

Property Tree: Automated Communications Filter by Property Type - Tutorial

Set up Automated Communications to filter by Property Type

Property Tree: Automated Communications - Video

Learn how to set up and use Automated Communications.

Vault CRM: 01. Applying & Managing Agent Commission Structures - Video

Learn how to setup and apply agent commission structures.

Vault CRM: 02. Creating & Managing Gross Commission Structures - Video

Learn how to setup and apply gross commission structures.

Vault CRM: 01. Actioning your To Do List - Video

Learn how manage your to do list.

Vault CRM: 02. Calendar Management - Video

Learn how to manage your calendar.

Box and Dice: Appraisals. Creating and pipeline - Video

Learn what's in it for you when you enter all your appraisals into Box and Dice, and how the system can help you be more efficient, and more successful.

Sales Pre-Recorded Videos Video

ProLease Express: Managing Grouped Locations - eLearning

Learn how to effectively manage and update groups of locations in the ProLease Express platform.

ProLease Express: Editing Locations - eLearning

Learn how to effectively manage and update location information in the ProLease Express platform

ProLease Express: Activating & Deactivating Locations - eLearning

Learn how to manage the status of leased properties in ProLease Express.

ProLease Express: Managing Locations Quiz - eLearning

This quiz will test your knowledge of the four eLearning courses about managing locations.

ProLease Express: Creating Locations - eLearning

Learn how to create locations in ProLease Express to confidently navigate the location creation process.

Property Tree: 01. Create Recurring Tenancy Invoices - Video

Learn how to create a Recurring Tenancy Invoice.

Property Tree: 02. Pay Creditor Invoices - Video

Learn how to pay your creditors using the Pay Creditor wizard.

Property Tree: 03. Pay Direct to Creditor Tenancy Invoice - Video

Learn how to create a Pay Direct to Creditor Tenancy Invoice.

Property Tree: 04. Pay Direct to Creditor - Configure tenancy expense accounts - Video

Learn how to configure a tenancy expense account to be used when creating Pay Direct to Creditor invoices.

Property Tree: 05. Create a Scheduled Recurring Journal - Video

Learn how to create a Scheduled Recurring Journal to move funds between profiles.

Property Tree - Multi-line Ad Hoc Tenancy Invoicing - Tutorial

Learn how to setup Multi-line Ad Hoc Tenancy Invoicing.

Property Tree: Cancelling Journals and Reporting - Tutorials

Learn how to find a Journal, cancel journal and report on both the Original Journal and the Cancelled Journal.

Property Tree: Creating Journals - Tutorial

Learn how to create a Journal and reporting.

Property Tree: Pay Direct to Creditor Invoicing from Tenancy - Tutorial

Learn how to setup Tenancy Expense Accounts and create a Pay Direct to Tenancy Invoice.

Property Tree: Tenancy Invoice when Held Funds are Allocated - Tutorial

Learn how to allocate Held Funds to a Tenancy invoice when creating the invoice.

Property Tree: 07. Manual receipt type Tenancy - Video

Learn how and when to receipt to the receipt type Tenancy.

Property Tree: 08. Manual receipt type Unknown - Video

Learn how and when to receipt to the receipt type Unknown.

Property Tree: 01. Different manual receipt types - Video

Learn about the different receipt types available when manually receipting.

Property Tree: 02. Manual receipt type Agency - Video

Learn how and when to receipt to the receipt type Agency.

Property Tree: 03. Manual receipt type Bond Claim - Video

Learn how and when to receipt to the receipt type Bond.

Property Tree: 04. Manual receipt type Buyer and Vendor - Video

Learn how and when to receipt to the type Buyer and Vendor

Property Tree: 05. Manual receipt type Ownership - Video

Learn how and when to receipt to the receipt type Ownership.

Property Tree: 06. Manual receipt type Property - Video

Learn how and when to receipt to the receipt type Property.

Vault CRM: 05. Settlement Process - Video

Learn how to settle a property.

Vault CRM: 06. Property Lifecycle & History - Video

Learn about the lifecycle and history of a property.

Vault CRM: 01. Conditional/Under Offer Process - Video

Learn how to convert a property to conditional/under offer.

Vault CRM: 02. Adding Solicitors & Offer Conditions - Video

Learn how to apply solicitors and set offer conditions for a conditional or under-offer property.

Vault CRM: 03. Adding Deductions & Allocating Commission - Video

Learn how to apply deductions and distribute commission for a property.

Vault CRM: 04. Unconditional Process - Video

Learn how to convert a property to unconditional.

Vault CRM: 04. Find Properties - Video

Learn how to use the find properties tool.

Vault CRM: 01. Dashboard Configuration - Video

Learn how to configure your dashboard.

Vault CRM: 02. Universal Search - Video

Learn how to use the universal search.

Vault CRM: 03. Find Contacts - Video

Learn how to use the find contacts tool.

Property Tree: 04. Create a Direct Debit Batch - Video

Direct Debit export and process a Direct Debit batch

Property Tree: 05. Process the Tenant Direct Debit Batch - Video

Find and process the Tenant Direct Debit Batch

Property Tree: 01. Tenant Direct Debit - Configuration - Video

What you need to do to get started and how to configure Tenant Direct Debit.

Property Tree: 02. Tenant Direct Debit - Tenancy Profile - Video

Learn how to set up Tenant Direct Debit on the Tenancy profile.

Property Tree: 03. Tenant Direct Debit - Other Rent Payments - Video

Setup Other Rent Payments to regularly contribute to the rent.

Box and Dice: Creating Library templates - Video

Learn how to create mail merge templates for email, SMS and Letters.

Pre-Recorded Videos Admin

Box and Dice: Task Templates. Flawless follow up - Video

Learn how to set up lead nurturing trails for your clients.

Sales Pre-Recorded Videos Admin

Box and Dice: Media Vendor Integration - eLearning

Media Vendor Integration refers to connecting your Box+Dice CRM to one of our marketing management software partners.

Box and Dice eLearning Courses

Box and Dice: Integrations. Connecting to other real estate tools - Video

Learn how to connect to other real estate tools

Pre-Recorded Videos Admin

Vault CRM: 01. Creating Email Templates - Video

Learn how to create an email template.

Vault CRM: 02. Creating SMS/TXT Templates - Video

Learn how to create a SMS/TXT template.

Vault CRM: 03. Creating Cloud Letter Templates - Video

Learn how to create a cloud letter template.