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Onboard Key Automate in Property Tree

Learn how to activate Key Automate in Property Tree.

Updated yesterday

Summary

Learn how to activate Key Automate in Property Tree.

This article covers:


About Key Automate in Property Tree

Key Automate streamlines key tracking (virtual cabinet, overdue alerts, and borrower visibility) and integrates with property management systems. In Property Tree, agencies can access MRI Key Automate from the Managements workspace under Tasks.

Note: Property Tree manages third‑party integrations through its Configuration menu, where admins activate partner apps for the database.


Enable Key Automate

Note: You need admin or equivalent permissions to activate the integrations in Property Tree.

In Property Tree

  • Go to: Configuration > Company Tasks > Optional Features

  • Under Subscription Features, locate MRI Key Automate

  • Click Activate

  • Review and accept the legal terms and conditions

  • Click Activate

An MRI Key Automate activated confirmation box will appear. Wait a few moments for the page to load to the Key Automate calendar.

  • Click the Key Cabinet (key icon) to load the dashboard

Any keys added to Property Tree will sync to the dashboard.

Note: All synced keys will appear as checked in.

You can access the Key Automate knowledge base for articles regarding calendar bookings, assigning borrowers and more.


Access Key Automate inside Property Tree

To access Key Automate, go to:

  • Managements > Tasks > Select MRI Key Automate


First‑time setup checklist in Key Automate

Once Key Automate opens, complete these essentials, so your team can start borrowing/returning keys with accountability:

  • Agency profile and locations - Confirm office details and any pickup/return locations that borrowers will see

  • Borrower types and permissions - Add/confirm key borrowers (e.g., staff, trades, tenants) and property managers as controllers/approvers

  • Policies - Set default loan periods, grace windows, and overdue alerts

  • Catalogue your keys - Create entries in the virtual key cabinet so each set can be assigned and tracked with a complete history


What’s next?

Learn how Key Automate centralises real‑time key tracking through a virtual key cabinet, colour‑coded statuses, search and filters and calendar scheduling.

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