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Customer Stories

How McGrath Pittwater Transformed Their Workflow with Trustless Accounting and Automation

Discover how McGrath Pittwater slashed admin, automated trust accounting, and freed their team to focus on delivering a premium experience

How McGrath Pittwater Transformed Their Workflow with Trustless Accounting and Automation

McGrath Pittwater is a high-performing property management team serving the stunning Northern Beaches of Sydney. With around 200 properties under management, their reputation is built on delivering a premium experience to landlords and tenants alike.

 

But behind the scenes, their old systems were slowing them down: too much manual trust accounting, duplicated admin and wasted hours every month on reconciliations and reporting. They knew there had to be a better way.

Removing Roadblocks to Performance

When senior colleague Stefano joined the office, he brought firsthand experience of what was possible with OurProperty. He’d seen the impact our property management software could have on efficiency, growth and client satisfaction and knew it could transform their operations.

 

The team made the switch, determined to take back control of their time and remove the constant friction from their workflows.

The Power of OurTrust: Automated Trust Accounting

The change was instant. OurTrust, OurProperty’s automated trust accounting model, removed the need for mid-month and end-of-month processing, manual bank uploads, and rent receipting entirely.

 

“It’s my favourite thing about OurProperty. I don’t have to do end-of-month, mid-month, bank uploads, or receipting rent. It’s a massive time saver.”

– Natalie Jones, Head of Property Management.

Automation That Works Where It Matters

It wasn’t just trust accounting that changed. Automation began eliminating repetitive, manual work across their entire process:

 

  • No more double-handling documents: signed managing agency agreements and leases save automatically to the system
  • Faster, more accurate leases: details feed directly from agreements into leases
  • Compliance on autopilot: termination notices and other communications send automatically, keeping everything on track without chasing.
Tangible Results Every Week

The hours saved each week quickly added up. The team now spends less time buried in admin and more time building landlord and tenant relationships.

 

Arrears also improved with more tenants moving to direct debit, while automated notices kept everyone informed without extra effort.

Ready for Growth

With more time and less admin pressure, McGrath Pittwater has already added another property manager to the team, and they’re now growing their rent roll with confidence, knowing their systems can handle it without overloading staff.

 

“It’s a highly automated system that saves a huge amount of time. If you’re still spending hours on manual trust accounting and juggling multiple systems, this changes everything.”

Measuring the Impact of Switching Property Management Software

The move to OurProperty delivered measurable results for McGrath Pittwater, proving just how powerful the right technology can be for a growing agency:

 

  • Trust accounting tasks reduced to near zero: no mid-month, end-of-month, or bank uploads
  • Hours saved each week through automation and streamlined workflows
  • Improved arrears with direct debit and automated notices
  • Document double-handling eliminated, reducing errors and saving time
  • More time for client relationships and strategic growth

 

You can create the same transformation in your business.

 

If your team is still tied up with manual trust accounting, double-handling documents, or chasing compliance tasks, it’s time to see what’s possible.

 

Book a demo today and find out how OurProperty can free your time, reduce risk and give you the space to grow.



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