The MRI Agent Proposals integration is designed to prospect, engage, and nurture leads within one seamless platform. It enables the creation of:

• Agent introductions &  pre-list presentations
• Listing kit presentations and proposals
• Property price and market updates
• Digital signing

Contents:

• Integration set-up process
• Using the Agent Proposals integration

Step by step

Integration set-up process

Before you begin the integration process, you’ll need to generate an API key in Vault and add it to your MRI Proposals account.

Step 1: Generate the API Key

1. In Vault, navigate to Office Integrations > Third-Party Access.
2. Click Add Token.
3. From the dropdown menu, select MRI Agent Proposals.
4. Click Create Token.

Step 2: Add the Token to MRI Proposals

Once the token is generated:

1. Copy the token.
2. Follow the integration steps outlined here to add the token to your MRI Proposals account and complete the setup

Using the Agent Proposals integration

Once the integration is set up, you can follow the steps below to access MRI Agent Proposals within Vault.

1. Navigate to an example property

2. Click into the Agent Proposals tab

3. Select the document type you would like to produce (Proposal, Introduction, or a Product Update) 

4. Once selected, click Open

5. Information is then pulled directly from Vault into the selected proposal to be configured and published

If you would like to learn more about creating and managing proposals, you can visit the MRI Agent Proposals Knowledge Base.