Learn how to set up and use the MRI Agent Proposals integration in MRI Vault to create professional presentations and updates for your listings.

This article covers:

• About the MRI Agent Proposals integration
• Set up the integration
• Use MRI Agent Proposals in MRI Vault

About the MRI Agent Proposals integration

The MRI Agent Proposals integration helps agents prospect, engage, and nurture leads; all within Vault. It enables seamless creation of:

• Agent introductions and pre-list presentations
• Listing kit presentations and proposals
• Property price and market updates
• Documents with digital signing

Set up the integration

Before you begin, you’ll need to generate an API token in MRI Vault and add it to your MRI Agent Proposals account.

Step 1: Generate the API Token in Vault

1. Go to: Office Integrations > Third-Party Access in MRI Vault
2. Click Add Token
3. From the dropdown, select MRI Agent Proposals
   
4. Choose the desired scopes and click Create Token

Step 2: Add the Token to MRI Agent Proposals

1. Copy the token you just created
   
2. Follow the integration steps outlined in the MRI Agent Proposals knowledge base to add the token to your account and complete setup

Use MRI Agent Proposals in MRI Vault

Once the integration is complete, you can generate proposals directly from MRI Vault.

1. Open a property record in Vault
2. Click the Agent Proposals tab
3. Choose the document type:

• Proposal
• Introduction
• Product Update
  

4. Click Open

MRI Vault will automatically pull property data into the selected proposal for you to configure and publish.

What's next?

Learn about the other integrations supported by MRI Vault.