The MRI Vault mobile app provides a powerful solution for managing your data, offering seamless access to your contacts and property information on the go. With its convenient inspection check-in feature and offline functionality, you can capture data directly, ensuring productivity anytime, anywhere.

This article covers:

About the MRI Vault mobile app

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

Download the MRI Vault Android 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.

Note: If you see “Please check your details and try again”, this means that the login details don’t match. A user with User Management access can confirm the username or reset the password.

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.

Tap Settings in the top left corner
Tap Dashboard > Arrange Dashboard
Toggle widgets on/off or drag to rearrange their order
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.

Tap a task to view its summary, related contact/property, and description
After completing the task, tap Complete Task
Tap Save
You can tap on Uncomplete Task to open it for completion
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.

Tap the + (plus) icon in the top right of the Calendar widget
Enter event details: summary, description, duration, confirmation toggle, and linked contact/property
(Optional) Tap Share with users > Search for the user's name to add to their calendar > Tap Done
Tap Save to finish

Complete offer conditions

Mark offer conditions as complete directly from your phone. Quickly update property offer statuses without logging in to the desktop version.

Go to: The Offer Conditions widget
Tap the relevant offer condition
Tap Offer Conditions
Select the condition
Tap Mark Completed

View Dates

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

Go to: The Dates widget
Tap on Previous, Today or Upcoming
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.

Go to: Prospecting > Pipelines widget
Tap on last month, this month or the following month
Tap the pipeline
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

Note: The mobile app shows the Prospecting > Pipeline only. The Properties > Pipeline Report can only be viewed on the web.

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