Housing Consultancy Packages

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Housing Consultancy Packages

If you are interested in one or more of the consultancy packages, or want to discuss a package specific to requirements, please complete our request form here and one of our team will be in touch. You can also complete a more general Custom Training Request form if what are looking for is not listed below.

MRI Allocations Consultancy Package – Operational Review

For existing users of MRI Allocations to review how efficiently they are using the system, gain ad-hoc advice and further recommendations.

Consultancy Package Consultancy

MRI Housing Enterprise BPM Consultancy Package – Centralised Notes

All existing notes will be migrated into the new centralised notes store & ongoing notes entered into MRI Housing Enterprise are automatically synchronised real-time.

Consultancy Package Consultancy

MRI Housing Enterprise BPM Consultancy Package – Home Purchase Event Alerts

Enables specific home purchase application events to trigger emails & work items, to notify internal and external contacts, and more.

Consultancy Package Consultancy

MRI Housing Enterprise BPM Consultancy Package – Void Alerts

Enhances the standard core product by enabling automated workitems/email alert sending, and likewise for clients using our Property Lettings Solution.

Consultancy Package Consultancy

MRI Housing Enterprise Consultancy Package – Onboarding additional properties

Guidance on bringing one or multiple properties into into MRI Housing Enterprise, either manually or using import routines.

Consultancy Package Consultancy

MRI Accommodation Rent Accounting Health Check

For existing users of MRI Accommodation Rent Accounting to understand how efficiently they are using the system, including a of review existing business processes, ad-hoc advice and recommendations.

Health Check Consultancy

MRI Allocations Health Check

For existing users of MRI Allocations who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

MRI Document Management Health Check

For existing users of MRI Document Management who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

MRI Homelessness Reduction Health Check

For existing users of MRI Homelessness Reduction who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

MRI Housing Enterprise Health Check - Arrears Management Solution

For existing users of MRI Housing Enterprise Arrears Management Solution who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

MRI Housing Enterprise Health Check – Rent Accounting Solution

For existing users of MRI Housing Enterprise Rent Accounting Solution who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

MRI Housing Enterprise Health Check - Repairs Solution

For existing users of MRI Housing Enterprise Repairs Solution who wish to understand how efficiently they are using the system, including a review, ad-hoc advice & further recommendations.

Health Check Consultancy

MRI Housing Enterprise Health Check – Service Charges Solution

For existing users of MRI Housing Enterprise Service Charges Solution who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

MRI Housing Enterprise Health Check - Void Management Solution

For existing users of MRI Housing Enterprise Void Management Solution who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

MRI Income Management Health Check – Income Analytics Solution

For existing users of MRI Income Analytics Solution who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

MRI Rough Sleeper Pathways Health Check

For existing users of MRI Rough Sleeper Pathways who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

MRI SwapTracker Health Check

For existing users of MRI SwapTracker who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

MRI Allocations Training Package - System Overview Training

A functional overview of the module, to enable users get up to speed quickly or refresh and expand knowledge.

Exclusive Training Consultancy

MRI Analytics Training Package - Report Training

Enhance and refresh existing product knowledge and empower users to create reports to meet the business needs.

Exclusive Training Consultancy

MRI (ARA) Accommodation Rent Accounting Training Package - System Overview Training

A functional overview of the module, to enable users get up to speed quickly or refresh and expand knowledge.

Exclusive Training Consultancy

MRI Document Management Training Package - System Admin Training

For System Admin Users that look after the Document Management system, manage users, permissions and troubleshoot issues.

Exclusive Training Consultancy

MRI Document Management Training Package - User Training

For current or future MRI Document Management users or system Trainers.

Exclusive Training Consultancy

MRI Homelessness Reduction Training Package - System Overview Training

A functional overview of the module, to enable users get up to speed quickly or refresh and expand knowledge.

Exclusive Training Consultancy

MRI HomeSwapper & SwapTracker Training Package - System Admin

Empowers System Administrators and Super-Users to make appropriate system-level changes as required by the business.

Exclusive Training Consultancy

MRI Housing Enterprise Training Package – Common User Management and Security

How to set up user credentials, learn the difference between User and Officer and how to decide which functionality to provide to each user.

Exclusive Training Consultancy

MRI Rough Sleeper Pathways Training Package - System Overview Training

A functional overview of the module, to enable users get up to speed quickly or refresh and expand knowledge.

Exclusive Training Consultancy

Qube PM: Improving the Service Charge Budget Process - Video

Improve your service charge budgeting process within Qube PM.

MRI Asset Management Health Check – Full

For existing users of MRI Asset Management who wish to undertake a review of the current configuration and receive adhoc advice and recommendations.

Health Check Consultancy

Qube PM: Discovering Qube PM (Exclusive) - Live Training

For those with an active role in inputting, updating and retrieving information and/or for individuals new to Qube PM.

Property Manager Live Training qpm propmgt Qube Property Management MRI FM Exclusive Training

Qube PM: Discovering Qube PM (Open) - Live Training

For those with an active role in inputting, updating & retrieving information.

Live Training EMEA qpm Qube Property Management Open Training

MRI Technical Upgrade - V1

To have MRI’s Technical Services perform your VersionOne upgrade

Upgrade Consultancy

MRI Repairs Consultancy Package – Health Check - Full

For existing users of MRI Repairs who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

MRI Repairs Consultancy Package – Text Message set up and creation

Enables the triggering of text messages to happen throughout the job and event lifecycle.

Consultancy Package Consultancy

MRI Repairs Consultancy Package – Implementation of the Subcontractor Portal with Self Billing

Manage the full workflow of subcontractor jobs from issue to payment within the MRI Repairs Solution.

Consultancy Package Consultancy

MRI Repairs Consultancy Package – Upgrade to the latest Version of MRI Repairs Web

For companies who have not upgraded their version of MRI Repairs for some time and wish to take advantage of the latest features.

Evolution - Foundation Skills (3 day course)

Live Training Evolution

Evolution - PPM Management (1 day course)

Live Training Evolution

Qube PM: Workflow (Exclusive) - Live Training

Practical Workflow activities that build in complexity over the course of the day.

Live Training qpm fundtech Qube Property Management Exclusive Training

Qube PM: Managing Diaries half-day (Exclusive) - Live Training

For those who need to monitor critical events.

Property Manager Live Training qpm fundtech propmgt Qube Property Management Exclusive Training

MRI Technical Upgrade - IMS

For the latest release of MRI IMS and the enhancements that come with it or to add new datamarts

Upgrade Consultancy

MRI Technical Server Migration - IMS

For those hosing MRI IMS on-premise & wishing to move onto supported Windows Server OS

Migration Consultancy

MRI Horizon - System Administration Video Series

This video series provides a demonstration on some of the tasks carried out by System Administrators

Horizon Pre-Recorded Video Video ProLease Enterprise

OnLocation: Analyser Training - Video

This course of short videos is designed to give you an overview and working knowledge of the Analyser.

Pre-Recorded Videos Springboard Video OnLocation

Evolution GO Standard Activity (1 day course)

Live Training Evolution

HousingBrixx Bespoke Training Package

This training package is aimed at Finance Staff involved in Long Range Planning and Regulatory Returns.

Exclusive Training Consultancy

MRI Finance Enterprise Consultancy Package – Version One Review

A review of Version One invoice automation configuration & operation for existing users of MRI Finance Enterprise (Version One)

MRI Repairs Upgrade - Mobile Upgrade to latest version

For companies who have not upgraded their version of MRI Repairs for some time and wish to take advantage of the latest features.

MRI Technical Upgrade - MRI Asset Management

For those requiring MRI’s Technical Services to perform the MRI Asset Management upgrade

Upgrade Consultancy

MRI Technical Environment Copy - MRI Finance Enterprise (OpenAccounts)

For those needing an OpenAccounts & eBIS environment copy to refresh non-live data for training, development work or for UAT prior to an upgrade

Environment Copy Consultancy

MRI Horizon - Lease Payable Activity Management

This self-paced course will demonstrate how to manage upcoming reviews, options and expiries for your payable leases in Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

Report Gateway: Creating Word & PDF Documents - eLearning

This self-paced course will introduce you to the steps for creating Word and PDF templates in Report Gateway.

eLearning Report Gateway

PMX: General Ledger - Journal Entries (EMEA)

This self-paced course will introduce you to five types of General Ledger Journal Entries.

eLearning Financials GL EMEA MRI General Ledger Core Free free Property Management X Free MRI General Ledger Journal Entry

MRI Horizon - Lease Payable Landlord Reconciliation

This self-paced course will review the Landlord Reconciliation functionality within Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

Qube PM: Streamline reactive maintenance orders & AP procedures - Video

How to streamline reactive maintenance orders & accounts payable procedures.

Qube PM: Report Wizard (Exclusive) - Live Training

For those wishing to take advantage of the non-standard reporting feature in Qube PM.

Live Training qpm fundtech propmgt Qube Property Management Exclusive Training

PMX: X.5 User Interface (EMEA) - eLearning

This self-paced course will introduce you to the user interface in Property Management X.

eLearning EMEA Agora Core Free free Property Management X

Workplace Central: Space Planning Reporting (UK) - eLearning

This self-paced course will introduce you to the Reporting features in Workplace Central

Property Manager eLearning Administrator Workplace Central Space Planning

MRI Repairs Consultancy Package – Letter set up and creation

Enables the triggering of letters to happen throughout the job and event lifecycle.

Consultancy Package Consultancy

MRI Repairs Consultancy Package - Implementation of Damp and Mould

Capture the presence of Damp and Mould via MRI Repairs Mobile, trigger workflow processes & reporting and more.

Consultancy Package Consultancy

MRI Repairs Consultancy Package – Data Health Check

Get the benefits of capturing and utilising data effectively in MRI Repairs.

Health Check Consultancy

Qube PM: Maintenance Management (Exclusive) - Live Training

For those who take an active role in the handling of property maintenance issues.

Property Manager Live Training Financials qpm Accountant Maintenance propmgt Qube Property Management MRI FM Exclusive Training

MRI Repairs Training Package - System Admin Training

This course covers the fundamental tasks of an MRI Repairs Administrator.

Exclusive Training Consultancy

MRI Repairs Training Package - Tile Dashboard and Database Training

An exploration of the tile reporting dashboard module, covering &management of tiles, all configurable components, the use of placeholders and more.

Exclusive Training Consultancy

Qube PM: Service Charges two-day course (Exclusive) - Live Training

For those involved in service charge accounting.

Property Manager Live Training Financials qpm propmgt Qube Property Management Exclusive Training

Evolution - Bespoke Training Course

Consultancy Evolution

Workplace Central: Space Planning Imports and Exports (UK) - eLearning

This self-paced course will introduce you to the imports and export features in Workplace Central

Property Manager eLearning Administrator Workplace Central Space Planning

Evolution - Sales Invoicing Module (1 day course)

Live Training Evolution

MRI Technical Server Migration - MRI Housing Enterprise

For those using MRI Housing Enterprise on-premise and currently operating on an end-of-life Windows Server OS who wish to move MRI Housing Enterprise onto a supported Windows Server OS.

Migration Consultancy

MRI Finance Enterprise Consultancy Package – OpenAccounts VAT and Making Tax Digital (MTD) Review

For existing users of MRI Finance Enterprise (OpenAccounts) who would like a review in relation to VAT & Making Tax Digital (MTD) requirements/compliance, and ad-hoc advice & further recommendations.

Consultancy Package Consultancy

Qube PM: Service Charge Year End Half Day (Exclusive) - Live Training

For those who need to understand service charge year end processing.

Property Manager Live Training Financials qpm propmgt Qube Property Management Exclusive Training

PMX AP: Setup (EMEA) - eLearning

This self-paced course will introduce you to Invoices in accounts payable.

eLearning Accountant Administrator Controller Property Management X

Qube PM: Bulk Upload Unit Tenant & Charge Records - Video

How to save time by bulk uploading unit, tenant & charge records into Qube PM

Qube PM: Operational Review - Consultancy

A review of your existing business processes within Qube PM, that aims to help you realise its full potential, and includes ad-hoc advice and recommendations for system optimisation.

Consultancy Package Consultancy

Planet: Management of Resources Training - Consultancy

For users responsible for managing the internal/external distribution of Work Orders using the Planet Management module.

Financials qplanet Accountant Planet MRI FM Exclusive Training Consultancy

Planet: Planned Maintenance Training - Consultancy

Enable users to create & manage a rolling Planned and Preventive Maintenance (PPM) schedule of inspections/services to support compliance with legal or statutory standards.

qplanet Maintenance Planet MRI FM Exclusive Training Consultancy

MRI Horizon - Lease Receivable Management

Workplace Central: Space Planning Interactive Drawing Viewer (UK) - eLearning

This self-paced course will introduce you to the interactive drawing viewer in Space Planning for Workplace Central.

Property Manager eLearning Administrator Workplace Central Space Planning

MRI Horizon - Lease Payable Management

This self-paced course will demonstrate how to create a new lease record via the Lease Payable Agreement Wizard in Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

MRI Technical Environment Copy - MRI Housing Enterprise

For those needing an MRI Housing Enterprise environment copy and a refresh of non-live data for training/development work or prior to an upgrade.

Environment Copy Consultancy

Qube PM: Identify & Recover Costs Associated with Void Periods During the Service Charge Year - Video

Deal efficiently with service charges associated with void/vacant periods.

Service Charges Voids Qube PM Video

PMX AP: Monthly Closing Procedures (EMEA) - eLearning

This self-paced course will introduce you to the monthly closing procedures in Accounts Payable.

eLearning Accountant Administrator Controller Property Management X

MRI Horizon - Home Hubs & Gadgets (3-hr)

PMX AP: Invoices (EMEA) - eLearning

This self-paced course will introduce you to invoices in Accounts Payable.

eLearning Accountant Administrator Controller Property Management X

Qube PM: Onboarding a New Property - Consultancy

Get batches of property data into Qube, ensure appropriate funds & headings are set up, & understand posting opening balances.

Consultancy Package Consultancy

Planet: Stores Module Training - Consultancy

For users involved in management of Stores items, maintaining stock levels & tracking items to point of use.

qplanet Planet MRI FM Exclusive Training Consultancy

Qube PM: Informal Learning (Exclusive) - Live Training

One-to-one training, providing the advice & expertise of a trainer without the constraints of a prescribed curriculum.

Live Training Financials qpm Accountant fundtech propmgt Qube Property Management MRI FM Exclusive Training

Planet: HelpDesk Module Training - Consultancy

For users involved in recording service requests and applying, monitoring & managing Service Level Agreements (SLAs).

qplanet Planet MRI FM Exclusive Training Consultancy

Planet: Introduction to Reporting Training - Consultancy

For users involved in strategic/operational management reporting using Planet reporting tools.

qplanet fundtech Planet Exclusive Training Consultancy

MRI Asset Management Health Check – Mini

For users of MRI Asset Management wanting a review of the current configuration, ad-hoc advice and recommendations.

Health Check Consultancy

MRI Horizon - Accounts Receivable (AR)

MRI Horizon - General Ledger

Qube PM: System Admin Training - Consultancy

Designed for your System Administrators or ‘Super Users’, to enhance knowledge and empower them to make appropriate system-level changes.

Consultancy Package Consultancy

Qube PM: Credit Control - Consultancy

Produce appropriately detailed tenant debtor reports & leverage standard functionality to improve credit control processes.

HousingBrixx Open Training - Course Information & Access

2-day foundational course enabling users to build and flex a detailed HousingBrixx model

HousingBrixx Open Training - Booking Form

Booking Form for 2-day - Live Training

MRI Horizon - AR Credit Control (half-day)

MRI Horizon - Making Tax Digital (MTD) (2-hr)

MRI Horizon - Cash Book Management & Reconciliation (3-hr)

MRI Horizon - System Administration Refresher

MRI Horizon - Lease Payable Management

MRI Horizon - Overview and Navigation Video Series

This video series presents an overview of MRI Horizon, and will help you learn how to navigate within the application.

Horizon Pre-Recorded Video Video ProLease Enterprise

MRI Horizon - Lease Renewal Process

This self-paced course will demonstrate how to process a lease renewal, such that its term is extended.

eLearning Horizon eLearning Courses ProLease Enterprise

MRI Horizon - Landlord Charge Raising

This self-paced course will demonstrate how to run the Lease Payable Regular Charges Process and finalise payments.

eLearning Horizon eLearning Courses ProLease Enterprise

Qube PM: How to Use the Manager Hub to Mobilise Data - Video

Bite-sized session to help you get the most of Qube PM using the Manager Hub.

Qube PM:- AI-powered Lease Abstraction & Analytics - Video

Understand the benefits and how Qube PM users can harness the power of AI technology for lease abstraction, lease analysis & automation of your lease data into Qube PM.

Activating your MRI OKTA Account

This video outlines the steps to activate your OKTA account

Evolution - System Administrator (1 day course)

Live Training Evolution

Evolution - Projects Module (1 day course)

Live Training Evolution

Qube PM: Service Charges 4 x Half Day Sessions (Open) - Live Training

For delegates who have involvement with service charge accounting.

Live Training qpm Qube Property Management Open Training

Agora Gateway: Best Practices (Ascend) - eLearning

Setup best practices, organizing your products, and setting up 3rd party apps

eLearning Agora Gateway

Agora Insights: Dashboard (Ascend) - eLearning

This self-paced course will introduce you to the Agora Insights Dashboard.

eLearning Agora Insights

Report Gateway: Packets & Batches (Ascend) - eLearning

A self-paced course that will introduce you to Packets and Batches in Report Gateway

eLearning Report Gateway

Evolution - Quotes Module (1 day course)

Live Training Evolution

Report Gateway: Users & Security - eLearning

This self-paced course will cover the user management and security features in Report Gateway.

eLearning Administrator Report Gateway

MRI Technical Consultancy Package - Certificate Renewals

Assistance updating your application(s) to the latest certificate

Consultancy Package Consultancy

HousingBrixx Report Writer Open Training - Booking Form

Booking Form for Report Writer - Live Training

Report Gateway: Sharing & Scheduling Items - eLearning

This self-paced course will review sharing and scheduling items in Report Gateway.

eLearning Administrator Report Gateway

Qube PM: Financials in Property Management (Open) - Live Training

For those whose role covers inputting, updating & retrieving financial information.

Live Training EMEA qpm Qube Property Management Open Training

Qube PM: Purchase Ledger (Open) - Live Training

How to manage supplier accounts & payments, plus ivoice Register & Order Processing, if applic.

Property Manager Live Training Financials qpm Accountant Qube Property Management Qube PM

Qube PM: Report Wizard (Open) - Live Training

For those wanting to take advantage of the non-standard reporting feature in Qube PM.

Live Training EMEA qpm Qube Property Management Open Training

Qube PM: Maintenance Management (Open) - Live Training

For those who manage supplier accounts and payments.

Property Manager Live Training Financials qpm Accountant Maintenance propmgt Qube Property Management MRI FM Qube PM

Qube PM: Credit Control (Exclusive) - Live Training

For those involved in any aspect of the credit control process.

Live Training Financials qpm Accountant Qube Property Management Exclusive Training

Qube PM: General Ledger (Exclusive) - Live Training

For those with an active role in posting, editing & reporting on information within the Qube PM General Ledger.

Live Training Financials qpm Accountant Qube Property Management Exclusive Training

MRI Horizon - Accounts Payable (AP)

Evolution - Crystal Report Writer (2 day course)

Live Training Evolution

Evolution - Concept Report Writer (2 day course)

Live Training Evolution

Evolution - Help-Desk Administration (1 day course)

Live Training Evolution

PMX CM: X.5.9 Release Training - Video

This video will introduce you to the exciting new features released for Commercial Management in version X.5.9 of Property Management X.

Pre-Recorded Courses Commercial Management Property Management X Pre-Recorded Videos Video

Qube PM: System Health Check - Consultancy

Maximise your investment through an analytical approach that aligns with business processes to help you optimize performance.

Consultancy Package Consultancy

HousingBrixx Report Writer Open Training - Course Information & Access

For advanced HousingBrixx users to create reports with advanced analysis capabilities

MRI Technical Environment Copy - MRI Asset Management

Refresh your non-live data for training, development work or for UAT prior to an upgrade

Environment Copy Consultancy

MRI Technical Environment Copy - VersionOne

For those needing a VersionOne environment copy to refresh non-live data for training, development work or for UAT prior to an upgrade

Environment Copy Consultancy

MRI Technical Server Migration - MRI Asset Management

For those hosing MRI Asset Management on-premise & wishing to move onto supported Windows Server OS

Migration Consultancy

MRI Technical Server Migration - VersionOne

For those hosing VersionOne on-premise & wishing to move onto supported Windows Server OS

Migration Consultancy

MRI Technical Upgrade - MRI Finance Enterprise (OpenAccounts)

Have MRI’s Technical Services perform your OpenAccounts and eBIS upgrade

Upgrade Consultancy

Qube PM: Value-added System Administration - Video

Focuses on the self-serve capabilities within Qube PM & showcases tips and tricks of system admin tools.

PMX RM: X.5.9 Release Training - Video

This video will introduce you to the exciting new features released for Residential Management in version X.5.9 of Property Management X.

Residential Management Pre-Recorded Courses Property Management X Pre-Recorded Videos Video

PMX Financials: X.5.9 Release Training - Video

This video will introduce you to the exciting new features released for MRI Financials in version X.5.9 of Property Management X.

Pre-Recorded Courses Financials Property Management X Pre-Recorded Videos Video

MRI Horizon - Property Management

This self-paced course will demonstrate how to create a new Property record within Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

PMX AP: Bank Reconciliation (EMEA) - eLearning

This self-paced course will introduce you to bank reconciliation feature in Accounts Payable.

eLearning Accountant Administrator Controller Property Management X

MRI Horizon - Change of Landlord Process

This self-paced course will demonstrate the change of landlord process.

eLearning Horizon eLearning Courses ProLease Enterprise

Agora Insights: Overview - eLearning

A general overview of the features of Agora Insights

eLearning Agora Agora Insights

MRI Technical Upgrade - Progress Minor Patch Release

For those who require assistance applying the latest minor patch release against Progress Server and Client installations

Upgrade Consultancy

MRI Technical Server Migration - MRI Finance Enterprise (OpenAccounts & eBIS)

For those hosing OpenAccounts and eBIS on-premise & wishing to move onto supported Windows Server OS

Migration Consultancy

Agora Gateway: Administration - eLearning

This self-paced course will cover the administration features in Agora Gateway.

eLearning Administrator Agora Hub Agora Gateway

Report Gateway: Packets & Batches - eLearning

This self-paced course will review packets and batches in Report Gateway.

eLearning Administrator Report Gateway

Evolution - Facilities Booking Module (1 day course)

Live Training Evolution

Evolution - Intuitive BI Dashboard (1 day course)

Live Training Evolution

Evolution - Stores and Purchase Order (1 day course)

Live Training Evolution

Planet: Planet Web Portal Configuration/Use Training - Consultancy

For users involved in configuration and management of the MRI Planet Web Portal.

qplanet fundtech Planet MRI FM Exclusive Training Consultancy

Planet: Introduction to Planet Training - Consultancy

Introduces basic structure & navigation concepts for new users or those inputting, updating & retrieving information.

Financials qplanet Accountant Planet MRI FM Exclusive Training Consultancy

Planet: Structures Module Training - Consultancy

Enable user to create and maintain Objects (Locations, Assets & Systems) against which work/financial history will be recorded; also covers management of space & maintenance of the Assets Register.

qplanet fundtech Planet MRI FM Exclusive Training Consultancy

Qube PM: Service Charges Reporting - Consultancy

Produce professional looking service charge year-end reports and documentation in a single reporting pack, to be used in association with your property financials.

Qube PM: Purchase to Pay - Consultancy

Use workflow technology to introduce efficient Purchase to Pay end-to-end processes, which can encompass requisitioning, purchasing, receiving, paying for, and accounting for goods/services.

Enquire Consultancy Package Consultancy Packages Consultancy

Qube PM: Direct Debits (Exclusive) - Live Training

For those with an active role in inputting, updating and retrieving Direct Debit information.

Live Training Financials qpm Accountant Qube Property Management Exclusive Training

Qube PM: Credit Control (Open) - Live Training

Designed for staff involved in any aspect of the credit control process.

Live Training EMEA qpm Qube Property Management Open Training

Qube PM: Service Charge Year End Half Day (Open) - Live Training

For those needing an understanding of service charge year end processing.

Live Training EMEA qpm Qube Property Management Open Training

Qube PM: Financials in Property Management (Exclusive) - Live Training

For those who take an active role in inputting, updating & retrieving financial information using Qube PM.

Property Manager Financials qpm Accountant propmgt Qube Property Management Exclusive Training

Qube PM: Purchase Ledger (Exclusive) - Live Training

For those who manage supplier accounts & payments. Can include Invoice Register & Order Processing, if applicable.

Property Manager Live Training Financials qpm Accountant Qube Property Management Exclusive Training

Qube PM: Access Security Roles - Consultancy

Review existing role setup & provide guidance on setting them up to enable users to have the required access while ensuring data integrity is maintained

Consultancy Package Consultancy

Qube PM: Automating Routines - Consultancy

Understand how to schedule key reports & routines, & setup system validation & housekeeping routines with output distributed to nominated individuals.

Consultancy Package Consultancy

Qube PM: Correspondence - Consultancy

Provision of standard mailmerge templates and guidance on how to produce, create & modify a variety of documents.

Consultancy Package Consultancy

Qube PM: Service Charge Year End Processes - Consultancy

Focused on creating a streamlined yet auditable process beginning with budget creation & culminating in completing Service Charge year-end.

Consultancy Package Consultancy

MRI Horizon - IFRS16 Refresher Training (3-hr)

MRI Horizon - Purchase Ordering (3-hr)

MRI Horizon - End of Lease Processes

This self-paced course will demonstrate end of lease processes in Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

MRI Horizon - Expense Recovery

MRI Horizon - Estates Management

Planet: Management of Work Orders Training - Consultancy

Enables users to manage the Work Order lifecycle from creation through to closure.

Financials qplanet Accountant Planet MRI FM Exclusive Training Consultancy

Planet: Planet Mobile Configuration/Use Training - Consultancy

This course is designed for users involved in the configuration of the mobile Work Order process.

qplanet fundtech Planet MRI FM Exclusive Training Consultancy

PMX: General Ledger - Enquiry and Reporting (EMEA)

This self-paced course will introduce you to general ledger journal entry enquiry searches and reporting.

eLearning Financials GL EMEA MRI General Ledger Core Free free Enquire Property Management X Free MRI Reporting General Ledger Reports

PMX AP: Suppliers (EMEA) - eLearning

This self-paced course covers the supplier features in Accounts Payable in Property Management X.

eLearning Accountant Administrator Controller Property Management X

PMX: General Ledger - Financial Format Setup (EMEA)

This self-paced course will introduce you to the Financial Format Setup process in General Ledger

eLearning Financials GL EMEA MRI General Ledger Core Enquire Property Management X Reporting General Ledger Reports

PMX GL: Setup (EMEA) - eLearning

This self-paced course will introduce you to the General Ledger setup process.

eLearning Financials GL EMEA MRI General Ledger Core Enquire Property Management X Reporting General Ledger Reports enquiry

Workplace Central: Space Planning Zones, Flex Zones and Neighborhoods (UK) - eLearning

This self-paced course will introduce you to Zones, Flex Zones, and Neighborhoods in Space Planning for Workplace Central.

Property Manager eLearning Administrator Workplace Central Space Planning

Workplace Central: Space Planning Utilization (UK) - eLearning

This self-paced course will introduce you to the Space Planning utilization in Workplace Central.

Property Manager eLearning Administrator Workplace Central Space Planning

OnLocation: Training Request Form - Consultancy

Work with our team of consultants to ensure you and your staff can optimize your implementation of OnLocation.

Consultancy Package Springboard OnLocation Consultancy

MRI Horizon - Accounting Compliance for Real Estate Leases

This self-paced course is an introduction into how Horizon supports the calculations needed to comply with accounting standards for real estate leases.

eLearning Horizon eLearning Courses ProLease Enterprise

MRI Horizon - Organisational Management

This self-paced course will demonstrate how to create and manage the key structural components of Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

MRI Horizon / MRI ProLease Enterprise eLearning Series

eLearning Horizon ProLease Enterprise

Sales and Lettings: Using MS Word to Create Documents - Video

An overview and tips on creating professional brochures, window cards and signable documents in easy steps using Microsoft Word with MRI Sales and Lettings.

Sales and Lettings Video

Sales and Lettings: Property Management Workshop - Consultancy

Help users understand and maximise the benefits from the Property Management module, including Work Orders, Safety Checks, Inspections, and more.

Property Manager Leasing Agent propmgt qslm saleslettings Sales and Lettings MRI FM Exclusive Training Consultancy

Sales and Lettings: Accounting Workshop - Consultancy

Helps users understand & maximise benefits from the Accounts module, including all aspects of client accounting.

Leasing Agent Sales and Lettings Exclusive Training Consultancy

Sales and Lettings: Front Office Lettings Workshop - Consultancy

Help users to understand and maximise benefits from this module and to help manage the lettings process from MA to check in.

Leasing Agent qslm saleslettings Sales and Lettings Exclusive Training Consultancy

Sales and Lettings: Front Office Sales Workshop - Consultancy

Understand and maximise the benefits of using the Sales module to help manage the complete agency sales process.

Leasing Agent qslm saleslettings Sales and Lettings Exclusive Training Consultancy

PMX GL: Closing Accounting Period (EMEA) - eLearning

This self-paced course will introduce you to general ledger journal entry closing features.

eLearning Financials GL EMEA MRI General Ledger Core Free free Property Management X Free MRI General Ledger Closing Close

MRI Horizon - Payment Change Processes

This self-paced course will demonstrate key payment change processes.

eLearning Horizon eLearning Courses ProLease Enterprise

Workplace Central: Space Planning General Navigation (UK) - eLearning

This self-paced course will introduce you to the General Navigation for Space Planning in Workplace Central.

Property Manager eLearning Administrator Workplace Central Space Planning

MRI Asset Management Health Check – Decent Homes

For clients using MRI Asset Management Survey Module who wish to undertake a review and subsequent report on the current Decent Homes configuration.

MRI Asset Management Consultancy Package - Data Audits

For those using MRI Asset Management and wish to undertake a review of their data to ensure that it remains accurate and current.

Consultancy Data Audit

MRI Technical Upgrade - MRI Housing Enterprise

For those requiring assistance to peroform an MRI Housing Enterprise upgrade to the latest release.

Upgrade Consultancy

Qube PM: Manager Hub - Video

An overview of the Qube PM Manager Hub functionality focusing on its enhanced capability, and tips and tricks for all users.

Qube PM: How to Onboard Data Efficiently - Video

Best practices of using Qube PM to load property financials, import unit/tenant/charge records in bulk and batch post-opening balances.

Workplace Central: Space Planning Creating Structural Units (UK) - eLearning

This self-paced course will introduce you to Space Planning and how to create structural units.

Property Manager eLearning Administrator Workplace Central Space Planning

Workplace Central: Space Planning Space Management (UK) - eLearning

This self-paced course will introduce you to the General Navigation for Space Planning in Workplace Central.

Property Manager eLearning Administrator Workplace Central Space Planning

PMX: Security Console for the Web (EMEA) - eLearning

This self-paced course will introduce you to Security Console for Property Management X.

eLearning EMEA Agora Core free Security Console Free MRI

Workplace Central: Space Planning System Administration Setup (UK) - eLearning

This self-paced course will introduce you to the System Administration features in Workplace Central

Property Manager eLearning Administrator Workplace Central Space Planning

Report Gateway: Navigation & Running Reports - eLearning

This self-paced course will introduce you to navigating and running reports in Report Gateway.

eLearning Administrator Report Gateway

PMX AP: Suppliers (EMEA) - eLearning

This self-paced course will introduce you to Invoices in accounts payable.

eLearning Accountant Administrator Controller Property Management X

Workplace Central: Space Planning User Management and Security (UK) - eLearning

This self-paced course will introduce you to the User Management and Security setup in Space Planning.

Property Manager eLearning Administrator Workplace Central Space Planning

PMX AP: Payment Processing (EMEA) - eLearning

This self-paced course will introduce you to Invoices in Accounts Payable.

eLearning Accountant Administrator Controller Property Management X

MRI Horizon - Setting Up a Landlord Supplier or Vendor

This self-paced course will demonstrate how to create a new Supplier / Vendor record and set it up as a Landlord in MRI Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

Qube PM: Technical System Review - Consultancy

Analysis of your Qube PM system to achieve greater system optimization.

Consultancy Package Consultancy

Qube PM: Improving your Credit Control Processes - Video

Bite-sized session to help improve your credit control processes .

OnLocation: High Street Task Force - Developing Place Analysts - eLearning

This eLearning course will introduce you to various data collection processes and best practices.

eLearning Springboard

MRI Finance Enterprise Health Check – OpenAccounts

For existing users of MRI Finance Enterprise (OpenAccounts) who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

MRI Finance Enterprise Health Check – OpenAccounts, eBIS and Version One Document Management

For existing users of MRI Finance Enterprise (OpenAccounts, eBIS and Version One) who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

MRI Finance Enterprise Training Package – OpenAccounts Executive Desktop Reporting

A refresher in producing financial reports for stakeholders & statutory purposes, plus ad-hoc advice & further recommendations.

Exclusive Training Consultancy

MRI Finance Enterprise Health Check – OpenAccounts and eBIS

For existing users of MRI Finance Enterprise (OpenAccounts and eBIS) who wish to understand how efficiently they are using the system, including a review, ad-hoc advice and further recommendations.

Health Check Consultancy

MRI Finance Enterprise Consultancy Package – OpenAccounts OpenLink

For existing users of MRI Finance Enterprise (OpenAccounts) to review how efficiently they are using the system, gain ad-hoc advice and further recommendations.

Consultancy Package Consultancy

MRI Finance Enterprise Consultancy Package – eBIS Review

For existing users of MRI Finance Enterprise (eBIS) to review how efficiently they are using the system, gain ad-hoc advice and further recommendations.

Consultancy Package Consultancy

MRI Finance Enterprise Consultancy Package – OpenAccounts System Utilities

For existing users of MRI Finance Enterprise (OpenAccounts) who wish to undertake a refresher of the concepts of Systems Utilities, including company creation, parameters, profiles and more.

Consultancy Package Consultancy

Agora Gateway: Getting Started - eLearning

This self-paced course provides a general overview of Agora Gateway.

eLearning Administrator Agora Hub Agora Gateway

MRI Horizon - Overview of Horizon (half-day)

Qube PM: Workflow (Open) - Live Training

Guides delegates through workflow processes via practical activities.

Live Training EMEA qpm Qube Property Management Open Training

MRI Horizon - Accounting Compliance for Real Estate Leases

This self-paced course is an introduction into how Horizon supports the calculations needed to comply with accounting standards for real estate leases.

eLearning Horizon eLearning Courses ProLease Enterprise

MRI Horizon - Lease Payable Management

This self-paced course will demonstrate how to create a new lease record via the Lease Payable Agreement Wizard in Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

MRI Horizon - Lease Renewal Process

This self-paced course will demonstrate how to process a lease renewal, such that its term is extended.

eLearning Horizon eLearning Courses ProLease Enterprise

MRI Horizon - Payment Change Processes

This self-paced course will demonstrate key payment change processes.

eLearning Horizon eLearning Courses ProLease Enterprise

MRI Horizon - Property Management

This self-paced course will demonstrate how to create a new Property record within Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

MRI Horizon - Change of Landlord Process

This self-paced course will demonstrate the change of landlord process.

eLearning Horizon eLearning Courses ProLease Enterprise

MRI Horizon - Organisational Management

This self-paced course will demonstrate how to create and manage the key structural components of Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

MRI Horizon - End of Lease Processes

This self-paced course will demonstrate end of lease processes in Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

MRI Horizon - Lease Payable Landlord Reconciliation

This self-paced course will review the Landlord Reconciliation functionality within Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

MRI Horizon - Setting Up a Landlord Supplier or Vendor

This self-paced course will demonstrate how to create a new Supplier / Vendor record and set it up as a Landlord in MRI Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise

MRI Horizon - Landlord Charge Raising

This self-paced course will demonstrate how to run the Lease Payable Regular Charges Process and finalise payments.

eLearning Horizon eLearning Courses ProLease Enterprise

MRI Horizon - Lease Payable Activity Management

This self-paced course will demonstrate how to manage upcoming reviews, options and expiries for your payable leases in Horizon.

eLearning Horizon eLearning Courses ProLease Enterprise