Tenancy import & maintenance sync for MRI Sales & Lettings
MRI Software.
Meet PropServ.
Connect PropServ to MRI Sales & Lettings and bring across the tenancies you choose. Tenants report repairs against the tenancy MRI already knows about, every report is created as a maintenance action in MRI and updated as the job moves on, and the works-order and paid invoice PDFs are filed against the tenancy — so MRI stays complete without anyone rekeying.
PropServ
Two-way · Property CRM
- Tenancies & tenants Into PropServ
- Properties Into PropServ
- Maintenance actions & progress Into MRI Software
- Works-order & invoice PDFs Into MRI Software
- Contractor invoices (optional) Into MRI Software
The connection, in practice
Keep MRI as the record, give tenants a modern way to report
For MRI Sales & Lettings agencies who want AI-triaged tenant reporting, a contractor marketplace and automated invoicing, with every report and its progress visible in MRI.
Import the tenancies you choose
Pick tenancies in an import wizard — one or a thousand — link or create each property, choose which tenants to invite, and review exactly what will happen before anything changes.
Nightly sync on your rules
Your MRI tenancies are refreshed every night, or on demand. Choose which tenancy statuses, MRI offices and tenancy types come across — for example fully managed but not let-only.
Reports become MRI maintenance actions
When a tenant reports an issue against an MRI tenancy, PropServ creates a maintenance action in MRI with the title, description, date, the tenant's follow-up answers and the PropServ report reference.
Progress kept in step
As the job moves — quote requested, contractor instructed, works complete, invoice paid or cancelled — PropServ adds a note to the MRI action, and marks it complete when the works finish.
Paperwork filed in MRI
The works-order PDF and the paid invoice PDF are filed against the tenancy in MRI automatically.
Contractor invoices in MRI (optional)
Switch on MRI invoicing and, when a job is completed, PropServ raises the contractor's invoice in MRI with the supplier, invoicee, nominal code and lines prefilled and the invoice PDF attached. It's off until you turn it on.
Tenants linked to their tenancy
Invite tenants from MRI and their tenancy travels with the invite. Tenants who sign up themselves are matched to MRI by email, and a tenant with more than one tenancy picks the right address when they report.
Everything in the MRI hub
One page for your MRI tenancies, properties, tenants, the reports sent to MRI, raised invoices and your sync settings — with a Send to MRI retry for anything that couldn't be sent.
One job, from start to finish
From MRI tenancy to closed maintenance action
The life of one repair once MRI Sales & Lettings and PropServ are connected.
- 01
Create API credentials in MRI
In MRI go to Settings → Integrations → API Framework, add PropServ as a partner, create an OKTA client and grant endpoint access. Note the Client ID, Client Secret and Client Label.
- 02
Connect in PropServ
Under Settings → Integrations choose MRI Software and paste the three values. PropServ verifies them with MRI immediately — if they don't work you'll know straight away.
- 03
Bring your tenancies across
Open the MRI hub and use the import wizard to pick tenancies, link or create each property and choose which tenants to invite. Nothing happens until you confirm the reviewed list. After that, the nightly sync keeps your MRI tenancies current — and if you switch on automatic setup, new tenancies inside your sync rules get their property created and tenants invited. Only exact address matches link on their own; likely matches wait for you in the wizard.
- 04
Tenants report, AI triages
Tenants report by app, web, WhatsApp or a call answered by PropServ VoiceLine, choosing the MRI tenancy address if they have more than one. AI gathers follow-up answers, scores severity and checks photos for mould.
- 05
A maintenance action is created in MRI
PropServ creates a maintenance action on the tenancy in MRI: 'PropServ: {report title}', the description, the report date and notes carrying the tenant's follow-up answers and the PropServ report reference.
- 06
MRI follows the job
Triage, instruct contractors, approve and invoice in PropServ. Each step is added to the MRI action as a note, the works-order and paid invoice PDFs are filed against the tenancy, and the action is marked complete when the works finish. With MRI invoicing on, the contractor's invoice is raised in MRI at completion.
Every detail, accounted for
What moves between MRI and PropServ
A precise map of every entity, which way it flows, and what triggers it.
| Data | Direction | When | How it works |
|---|---|---|---|
| Tenancies & tenants | MRI Software → PropServ | Nightly, or on demand | Active MRI tenancies are refreshed into PropServ, filtered by your sync rules (tenancy status, MRI office, tenancy type). Tenants are invited from the import wizard, the MRI hub, or automatically if you switch that on. |
| Properties | MRI Software → PropServ | On import, or nightly if automatic | Linked or created from the MRI tenancy in the import wizard. With automatic setup on, exact address matches link and new properties are created; likely matches wait for you to decide. |
| Maintenance actions | PropServ → MRI Software | Real time | Created in MRI when a tenant report is raised against an MRI tenancy: title, description, date, tenant follow-up answers and the PropServ reference. |
| Job progress | PropServ → MRI Software | Real time | Notes added to the MRI action for quote requested, contractor instructed (with the quote), works complete, invoice paid and cancelled; the action is marked complete when works finish. |
| Works-order & invoice PDFs | PropServ → MRI Software | On instruction / on payment | Filed against the tenancy in MRI. |
| Contractor invoices | PropServ → MRI Software | On completion (optional) | With MRI invoicing switched on, the contractor's invoice is raised in MRI when the job is completed — never on payment — with the PropServ invoice PDF attached. |
Ready to connect
Self-service in a few minutes
If you can create an API client in MRI you can connect PropServ — no developer needed.
Available to PropServ estate & letting agent accounts. Credentials are stored encrypted; you can revoke the client from MRI at any time.
- 01
Create an OKTA client in MRI
Settings → Integrations → API Framework → add partner 'PropServ' → Create OKTA Client → Set Endpoint Access → Check All. Note the Client Label.
- 02
Paste the credentials into PropServ
Settings → Integrations → MRI Software: enter Client ID, Client Secret and Client Label. PropServ verifies the connection with MRI on save.
- 03
Import tenancies and invite tenants
Open the MRI hub, set your sync rules, and use the import wizard to bring across the tenancies you want. Every report your tenants raise is then logged in MRI.
The useful details
A few things you
might be wondering.
How do I connect MRI Sales & Lettings to PropServ?
Create an OKTA API client for PropServ in MRI (Settings → Integrations → API Framework), then paste the Client ID, Client Secret and Client Label into PropServ under Settings → Integrations. PropServ tests the connection with MRI as you save.
What does PropServ create in MRI?
A maintenance action on the tenancy for each tenant report raised against an MRI tenancy. It carries the report title (prefixed 'PropServ:'), description, date, the tenant's follow-up answers and the PropServ report reference.
Does PropServ update the MRI action as the job progresses?
Yes. PropServ adds a note to the action as quotes are requested, a contractor is instructed (with the quote), the works complete, the invoice is paid or the job is cancelled, and marks the action complete when the works finish.
How do my MRI tenancies get into PropServ?
Use the import wizard in the MRI hub to pick the tenancies you want, link or create each property and choose which tenants to invite — nothing happens until you confirm. PropServ then refreshes your MRI tenancies every night. You choose which tenancy statuses, offices and tenancy types come across, and can optionally let PropServ create properties and invite tenants for new tenancies automatically.
How do tenants get linked to their MRI tenancy?
Tenants invited from MRI have their tenancy linked the moment they sign up. Tenants who sign up via your generic link are matched to MRI by email address, and agents can adjust tenancy links manually at any time.
Are documents and invoices sent to MRI?
Yes. The works-order PDF and the paid invoice PDF are filed against the tenancy in MRI. If you switch on MRI invoicing, PropServ also raises the contractor's invoice in MRI when the job is completed, with the invoice PDF attached.
Does it sync landlords?
Not currently. Landlord records aren't part of the MRI integration; the invoicee on an MRI invoice is normally the landlord already on the tenancy in MRI.
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