Property Tree

Table Of Contents

Learn how to connect Property Tree to Realworks and create pre-populated forms using your property and tenancy data.

Property Tree is activated at an individual user level, with form creation initiated in Property Tree.

Integration Activation #

  1. On the Property Tree Dashboard, select the Configuration menu (cog icon) shown below.
Property Tree dashboard showing the Configuration menu option selected.

2. Select the Realworks integration.

Property Tree configuration page showing the Realworks integration option.

3. Click on the Login to Realworks option.

Realworks integration page in Property Tree showing the Login to Realworks option.

4. Log into Realworks using your email and password.

My Agency Edge login screen for connecting Property Tree to Realworks.

5. Select your Realworks organisation to link with forms (If you have more than one) and click the activate button.

Realworks integration setup screen for selecting the organisation to link with Property Tree.

Creating a Form #

1. In Property Tree, select a property, click on the integrations tab and click on the + button.

Property Tree profile page showing the Integrations tab and add button.

2. Click next.

Create REI form screen in Property Tree showing the Next button.

3. Select or search the form you would like to create and click next.

Create REI form screen showing form options available to generate.

4. Click on the create form button. With the ‘Pre-populate form using selected profile’ option checked, the information from Property Tree will now be populated into the form, including tenant details, rent amounts, bond and more.

Property Tree workflow confirmation showing the form created and ready to complete in Realworks.

5. Realworks will open up with this new form and the user can continue the process in Realworks. When the form is completed via electronic signing or offline signing, the completed PDF will be uploaded to Property Tree.