This article will walk you through setting up the PropertyTree integration and using it to manage your Residential Tenancy Agreements, Commercial Lease Agreements and related documents efficiently.
Steps to Set Up PropertyTree Integration
Steps to Set Up PropertyTree Integration
An Admin or Principal User will need to navigate to PropertyTree and login.
Once logged in, navigate to "Configuration" on the left-hand menu.
Click on "Company & Trust Details" located at the top left corner. Under "Company Details," locate your trading name.
Copy the exact trading name and return to FLK. Navigate to "Settings" and click on "Integrations" from the left panel. Paste the trading name under "PropertyTree Trading Name," then click save.
Once saved, return to PropertyTree and click on configuration again.
Under the "Integrations" section, select "Partner Gateway," then locate FLKitover in the list and click "Enable."
You'll be prompted to tick a checkbox and accept the Legal Terms to proceed with the activation.
If you wish to push your documents/agreements back into PropertyTree, go back to FLK Settings. In the Integrations panel, check the box labeled “Automatically store completed agreements and documents in Property Tree” to enable this feature.
Enabling the integration may take up to 24 hours.
To modify auto-storage preferences, a Principal or Admin user can visit the Integrations Settings and check or uncheck the box as needed.
Related Agreements and Documents
Related Agreements and Documents
Once the integration between FLK and PropertyTree has been enabled, you gain the ability to create various documents and search for properties and contacts directly from your PropertyTree Database. It's important to note that for a property to be utilised within FLK, it must have an associated tenancy in PropertyTree
Below are the specific documents you can create through FLK, along with the data retrieved for each:
Once any of these documents are finalised within FLK, they will be automatically pushed back to PropertyTree. This integration simplifies your workflow and enhances record-keeping efficiency across platforms.
Build a Doc and Upload a Doc
Build a Doc and Upload a Doc
To assign contacts as recipients for your documents, begin by typing their name into the search field. FLK will then search through your PropertyTree contacts. Once you've located the appropriate contact, simply select them, and their details will be automatically populated as the recipient.
FLK a Key
FLK a Key
Similar to Residential Tenancy Agreements, you can easily search for the property when checking out a key using FLK. Moreover, you have the option to search by key number or the contact who will be checking out the key, further streamlining the process.
We hope that this integration with PropertyTree will enhance your experience and improve your workflow within FLK.
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