CRES Real Estate Process Automation

Commercial real estate processes involve numerous activities by many departments, whose systems and processes are often siloed. Many of our real estate clients faced difficulties with process automation. They struggled to keep their staff on top of tasks. With an overwhelming number of manual activities involving document analysis and data entry, they had trouble tracking critical dates and completing tasks on time. Their biggest issue was the lack of a centralized visibility.

The most difficult part of automating a business process, is to figure-out how to get started. CRES makes it easy by allowing you to just tell what you want to our integrated AI, and system creates your custom workflow for you. Powered by Microsoft 365 Platform, OpenAI’s Chat GPT, and the cutting-edge Robotic Process Automation tools, this solution equips any organization to efficiently accomplish it’s business objectives. CRES also performs AI based Document Data Extraction to drive further real estate process automation using a robust RPA solution. CRES Workflow Dashboards provide clear visibility to all involved in a business process.

Ask, and you shall have it! CRES makes it easy by allowing you to just tell what you want to ChatGPT integrated with CRES. CRES then creates your custom Workflow Type to test and deploy. You can create four types of Workflow Steps for four types of tasks including Regular Task, Approval Request Task, Document Automation Task, and Robotic Process Automation (RPA) Task.

Name Your Workflow Type
Name Your Workflow Category
State Your Business Purpose
Review AI Generated Workflow
Tweak, Test, and Deploy

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.

Both CRES Workflow Management and Document Data Extraction are integrated with robust RPA tools. Automate mundane and repetitive tasks across various systems with minimal human intervention. Such as data entry in MRI or Yardi using lease data extraction from lease agreements. Our RPA capabilities integrate smoothly with your existing processes, enabling more efficient and error-free operations.

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

Automation with CRES can be on-demand or scheduled. You can link workflows to critical dates in your real estate portfolio, trigger workflows based on events or have one workflow trigger another based on business requirements.

Scheduled Workflows
Critical Dates Based Workflows
Event Based Workflows

CRES Business Intelligence offers various interactive dashboards for deeper analysis of workflows across your portfolio and departments. This provides valuable insights into your business processes data and helps you optimize your workflows.

Name Your Workflow Type
Name Your Workflow Category
State Your Business Purpose
Review AI Generated Workflow
Tweak, Test, and Deploy

Scheduled Workflows
Critical Dates Based Workflows
Event Based Workflows

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

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