Real Estate Portfolio Management

Managing an organization’s real estate portfolio requires extensive effort, including property acquisition, leasing, tenant management, maintenance, financial planning, and performance analysis. Success in these activities hinges on the centralization of data, documents, business processes, and business intelligence. Many of our prospective clients struggle with real estate portfolio management due to fragmented data, process silos, and a lack of systems integration. That’s where CRES Real Estate Portfolio Management comes in.

By supplementing and integrating with your Property Management System; CRES streamlines and consolidates your real estate data, documents, business processes, and business intelligence. Real Estate Portfolio Management is a key component of CRES Real Estate Solutions. It leverages CRES Process Automation tools to streamline your tailored real estate management processes and corporate & departmental workflows, boosting your organization’s operational efficiency.

CRES’ Asset Management feature offers an automated solution to consolidate your real estate portfolio data, documents, business processes, and business intelligence in one centralized location. This allows you to improve your organization’s productivity related to your asset lifecycle management.

Data Integration
Document Management
Property Assignments
Business Process Workflows

CRES Process Automation utilizes Microsoft 365 Platform and OpenAI’s ChatGPT. It utilizes Generative AI and Robotic Process Automation (RPA), to create any reusable work plan for any corporate or real estate processes. It manages any initiative involving real estate, people, and processes. CRES also performs AI Based Document Data Extraction to facilitate accurate and mundane data entry in internal or external systems using RPA.

CRES offers an automated solution to streamline the Full Lifecycle Contract Management across your real estate portfolio. It leverages CRES Process Automation tool to manage all steps of Contract Management process, and much more.

CRES offers an automated solution for organizing, securing, and digitizing your documents related to your portfolio acquisitions, properties, and tenants. The Documents Dashboard provides advanced cross-portfolio and cross-library search capabilities, allowing users to quickly and easily locate specific documents across your entire Real Estate Portfolio.

Microsoft 365
OneDrive
Online Collaboration
Security & Compliance

The system has a built-in contact management tool that allows you to locate and communicate with the external contacts associated with your Asset. Manage external contacts list integrated with your properties, tenants, workflows, and Microsoft Outlook address book. Conveniently locate contacts such as buyer, seller, attorney, broker, or contractor when reviewing properties, tenants, loans, and deals in CRES.

Contact Assignment
External Contacts List

You can also track and manage asset related issues and work orders in a centralized location. As issues are assigned, the system sends automated alerts. This helps attain management visibility for issue resolution.

Centralized Issue Management
Issue Assignments
Work Orders
Compliance Emails

Interactive Business Intelligence provides a deeper analysis of data across portfolio of properties, tenants, acquisitions, legal entities, loans, and much more. Therefore, it maximizes productivity and unlocks your organization’s potential with CRES Operational Maturity Model.

Mitigate risks and eliminate administrative headaches with automated critical date management. Always stay on top of property tax, lease options, and loan due dates, or define ad-hoc alerts whenever needed.

Data Integration
Document Management
Property Assignments
Business Process Workflows

Contact Assignment
External Contacts List

Microsoft 365
OneDrive
Online Collaboration
Security & Compliance

Centralized Issue Management
Issue Assignments
Work Orders
Compliance Emails

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

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

CRES is a great PropTech company. We have been engaged with them since 2012. During these years they have managed our support very professionally. CRES Real Estate Solutions software has been very useful in managing our data, documents, business processes, and business intelligence. We're further exploring their integrated Workflow Automation Solution to streamline our business processes and facilitate due diligence. They are a professional and reliable IT organization. I would definitely recommend CRES Real Estate Solutions to our peers in the industry.

Senior Vice PresidentReal Estate Company

We were looking for a software solution that was easy to integrate with existing systems and would allow centralized viewership of data. CRES has been that solution. CRES not only provided a unique solution to our problem but has also kept our costs significantly lower. CRES Technology has not only been a great solutions provider but has also become a great business partner.

Director of ITReal Estate Company

I can say without a doubt, that acquiring your services was a good decision. With your help, we have come a long way toward truly embracing technology. Your business acumen in our industry has been particularly helpful in streamlining our business processes and making us more efficient.

Chairman & CEOReal Estate Company

Thanks for helping us adopt SharePoint, by developing a tool that captures our Asset Life Cycle so effectively. We love the new Deal Sheet report which is so much better than what we were using in the past.

EVPReal Estate Company

You have done a great job in transitioning us towards a paperless office. The development of the Legal Entity Management Tool is a great accomplishment that allows us to see all relevant information and documents for any legal entity on one web page.

COO & General CounselReal Estate Company