Get started with the MRI Vault mobile app for iOS. Discover how to personalise your dashboard, manage your to-do list, add calendar events, complete offer conditions, and view important dates.

This article covers:

• About the MRI Vault mobile app
• Customise your dashboard
• Manage your to-do list
• Add events to your calendar
• Complete offer conditions
• View dates
• View pipelines

About the MRI Vault mobile app

Quickly access your contacts, properties, and tasks from anywhere.
The MRI Vault iOS mobile app helps you stay productive on the go with offline access, inspection check-ins, and seamless data syncing.

Download the MRI Vault iOS App. Once installed, log in using your MRI Vault web credentials. You’ll only need to enter your 2FA code once; your phone’s security features (Face ID, fingerprint, or passcode) will handle future logins.

Customise your dashboard

Tailor your workspace to show what matters most. Your Dashboard is the central hub of the app. You can choose which widgets appear and how they’re arranged.

1. Tap Settings in the top left corner
2. Tap Dashboard > Arrange Dashboard

3. Toggle widgets on/off or drag to rearrange their order

   

4. Tap Save

Use the search bar on the dashboard to find contacts, properties, or search integrated data providers, such as Pricefinder or Cotality.

Manage your to-do list

Stay on top of tasks with our built-in task management system.
The To Do List widget lets you view, complete, edit, or add tasks directly from your mobile device.

1. Tap a task to view its summary, related contact/property, and description

2. After completing the task, tap Mark Complete or Mark Complete & Hide

   

3. To add a new task, tap the + icon in the top left of the widget

   

Add events to your calendar

Schedule appointments and events with ease. Use the Calendar widget to create and manage events linked to contacts or properties.

1. Tap the + (plus) icon in the top right of the Calendar widget

   

2. Enter event details: summary, description, duration, confirmation toggle, and linked contact/property
3. (Optional) Tap Share with users > Search for the user's name to add to their calendar > Tap Done
4. Tap Save to finish

Complete offer conditions

Mark offer conditions as complete directly from your phone. Quickly update property offer statuses without needing to log into the desktop version.

1. Go to: The Offer Conditions widget
2. Tap the relevant offer condition
3. Tap Offer Conditions
   
4. Select the condition
5. Tap Mark Completed
   

View dates

The dates widget displays birthdays, anniversaries, and other information added to a contact or property.

1. Go to: The Dates widget
2. Tap on Previous, Today or Upcoming
3. Tap the relevant date
   

You will see information such as:

• Categories
• Contact details
• Linked properties
• Requirements
• Files
• Notes

You can perform various options such as:

• Edit, share and delete the contact from the Menu (top right)
• Edit contact details
• Link a property
• Show check-ins
• Add notes

Learn how to manage date fields and add dates to contacts and property cards.

View pipelines

Track pipeline stages for contacts and properties. The pipelines widget helps you stay informed about upcoming milestones.

1. Go to: The Pipelines widget
2. Tap on last month, this month or the following month
   
3. Tap the pipeline
4. Tap Open Pipeline details or Open Property

• Open Pipeline details - View  and manage your prospects and appraisals
  
• Open Property - Directs you to the property card

Learn more about the pipeline boards and how to add pipeline details in MRI Vault.