Real Estate Contract Management

Real Estate Contract Management Lifecycle Powered by CRES Process Automation

M365

The Challenge

Traditional Contract Lifecycle Management is costly and time-consuming, involving drafting terms, negotiating with stakeholders, organizing documents, ensuring compliance, meeting deadlines, and maintaining communication. Many of our prospective clients seek a comprehensive solution to these challenges, but typical CLM tools use outdated AI models and focus narrowly on contracts instead of the broader scope of business processes. That’s where CRES comes in.

Portfolio-Management-Challenges
CRES Contract Management

The Solution

Real Estate Contract Management is a component of CRES Real Estate Solutions, which is built on the Microsoft 365 platform. It incorporates advanced AI and RPA technologies, as well as signature routing tools like Adobe Sign and DocuSign. It leverages the broader CRES Business Process Automation tool to easily incorporate your custom lifecycle workflow for each contract type. CRES integrates with any PMS system, sends compliance alerts, and triggers new workflows. 

ProcessHow does CRES Real Estate Contract Management function?

Copilot Based Contract Template Creation

Copilot can help draft legal contract templates by using Artificial Intelligence to analyze your requirements and generate tailored, compliant documents. It can also suggest clauses, ensure consistency, and integrate with other CRES automation tools for seamless contract management process.

  • Microsoft 365 Copilot AI
  • Word Template Creation
  • Business Process Integration

Mobile Workflow Management

CRES enables users to track and manage workflows on-the-go, providing executives with the ability to review and approve workflows using their mobile devices.

  • Centralized Visibility
  • System Alerts
  • Compliance Emails
  • One Click approvals

Integrated Signature Routing

CRES integrates with any commonly used signature routing tools such as Adobe Sign and DocuSign, integrated with Microsoft SharePoint. Finalized documents are escalated to relevant parties for signatures, as typical with the signature routing tools you may be familiar with.

  • Adobe Sign
  • DocuSign
  • SharePoint

AI Based Document Data Extraction

CRES harnesses the power of OpenAI’s Chat GPT for data extraction from documents stored in SharePoint libraries. For example, it performs lease data extraction from lease agreements, or loan critical dates, terms & conditions from loan agreements. It seamlessly captures key information from both structured and unstructured documents to drive further automation using our RPA solution. This automation eliminates manual data entry and minimize errors.

Robotic Process Automation (RPA)

CRES Real Estate Contract Management is integrated with our robust RPA tools. With execution of new contracts, automate mundane and repetitive data entry tasks across various systems with minimal human intervention. Our RPA capabilities integrate smoothly with your existing processes, enabling more efficient and error-free operations.

Copilot Based Contract Template Creation

Copilot can help draft legal contract templates by using Artificial Intelligence to analyze your requirements and generate tailored, compliant documents. It can also suggest clauses, ensure consistency, and integrate with other CRES automation tools for seamless contract management process.

  • Microsoft 365 Copilot AI
  • Word Template Creation
  • Business Process Integration

Integrated Signature Routing

CRES integrates with any commonly used signature routing tools such as Adobe Sign and DocuSign, integrated with Microsoft SharePoint. Finalized documents are escalated to relevant parties for signatures, as typical with the signature routing tools you may be familiar with.

  • Adobe Sign
  • DocuSign
  • SharePoint

Robotic Process Automation (RPA)

CRES Real Estate Contract Management is integrated with our robust RPA tools. With execution of new contracts, automate mundane and repetitive data entry tasks across various systems with minimal human intervention. Our RPA capabilities integrate smoothly with your existing processes, enabling more efficient and error-free operations.

Mobile Workflow Management

CRES enables users to track and manage workflows on-the-go, providing executives with the ability to review and approve workflows using their mobile devices.

  • Centralized Visibility
  • System Alerts
  • Compliance Emails
  • One Click approvals

AI Based Document Data Extraction

CRES harnesses the power of OpenAI’s Chat GPT for data extraction from documents stored in SharePoint libraries. For example, it performs lease data extraction from lease agreements, or loan critical dates, terms & conditions from loan agreements. It seamlessly captures key information from both structured and unstructured documents to drive further automation using our RPA solution. This automation eliminates manual data entry and minimize errors.

Seamless Integration

No matter which source system you use, MRI, Yardi, VTS, RealPage – cloud, or on-premise, CRES can be integrated with any property management system. Our state-of-the-art Data Integration Service requires no physical interface. Using tons of available connectors, we can seamlessly integrate your business processes across your systems and applications.

Google Drive

FTP

SMTP

LinkedIn

Dynamics 365

Salesforce

Power Automate

Slack

Box

OneDrive

Microsoft Forms

Microsoft Planner

Microsoft Teams

Common Database

SQL Server

Microsoft Todo

Power BI

Office365 User

Yammer

Approvals

Azure Application

Power Apps

Adobe Sign

DocuSign

Azure Data Lake

Office365 Group

Bing Maps

File System

Notifications

Project Online

Azure AD

Office365 Outlook

SharePoint

Microsoft To-Do

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We provide On-site Support Nationwide 

Head Office: New York, USA

Other Locations: Houston, Dallas, Chicago, Los Angeles

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