Learn how to connect Cotality to MRI Vault, import property data, and access Cotality tools directly from your property records.
This article covers:
- About the Cotality integration
- Set up the Cotality integration
- Add or edit a property using Cotality
- Access Cotality data from a property card
About the Cotality integration
Cotality provides property data that can be accessed at a basic level without integration. Enabling the integration unlocks full functionality, allowing you to import property details into MRI Vault and access Cotality with a single click.
Note: You must have a Cotality account before setting up this integration. The integration is configured on a per-user basis.
Set up the Cotality integration
To connect Cotality to your MRI Vault account:
- Go to: My Integrations > Cotality
- Click Connect
- Log in using your Cotality credentials when prompted
- After login, you’ll return to MRI Vault, and the status will update to Connected
- Once connected, you can:
- Navigate directly to Cotality by clicking Go To Cotality
- Disconnect the integration if needed
Add or edit a property using Cotality
When adding or editing a property record, you can use Cotality to pre-fill property details:
- Go to: The property profile
- Below the property information, use the Cotality Search to find the property address
- Confirm the property details to populate fields such as:
- ID
- Address
- Bed, Bath, Car
- Land Area
- Lot & RP/DP
- Floor Area
- Year Built
Note: Data availability depends on Cotality’s records.
Access Cotality data from a property card
Once a property is linked to Cotality:
- Go to: The property profile
- Click Other > Cotality
- From here, you can:
- View property data in Cotality
- Access Cotality details directly within MRI Vault
- Unlink the property if incorrect
What's next?
Learn about the other integrations supported by MRI Vault.