Real Estate Legal Entity Management

Many of our clients had trouble managing their legal entities, as this process can be fairly complex. It was hard for them to maintain entity structure, data, documents, and processes. They needed a system that could do all of these things and integrate with their property management system. That’s where CRES Legal Entity Management comes in.

With CRES Legal Entity Management, you can easily maintain legal entity structure and automatically visualize their relationships in interactive diagrams. You can associate legal entities to your properties and manage their documents and contracts in one location. Utilizing CRES Process Automation capabilities, you can also streamline the processes related to legal entities. Legal Entity Management is a key component of CRES Real Estate Solutions – a suite of applications to consolidate your data, documents, business processes, and business intelligence.

Document Management is a critical feature of CRES software suite. Entity documents are stored in Microsoft SharePoint OneDrive, where Documents and contracts can be automatically tagged to Legal Document Types and associated with specific legal entities and assets. You can see all associate documents and contracts in any legal entity’s page. You can also search for entity documents in a robust Cress Documents Dashboard.

Centralized Visibility
Legal Document Categories
Entity & Asset Tagging
Documents Dashboard

Contract Management can be part of a complex Workflow within your legal entities business process. In fact, you can have multiple contracts strategically placed in various tasks of the workflow, if there are multiple contracts associated with a deal. Contract Management benefits from CRES Process Automation, another component within the CRES Software Solutions suite.

With CRES, you can easily maintain complex legal entity ownership and investment relationships, officers, signature block, and jurisdictions in a centralized location. You can also associate your portfolio assets to legal entities.

Entity Structure
Ownership & Investment
Officers
Signature Block

Legal Entity Management requires compliance and involves lots of critical dates. This may include Entity Registration, Jurisdiction, AR Filing, and Ultimate Beneficial Owner reporting. In addition, you have to deal with tax related notifications from various federal and state agencies. Staying on top of tax issues, and legal compliance is critical. CRES helps you easily track and manage compliance requirements, and tax issues related to legal entities.

Annual Report Filing Alerts
UBO Reporting
Tax Notifications
Compliance Alerts

Centralized Visibility
Legal Document Categories
Entity & Asset Tagging
Documents Dashboard

Entity Structure
Ownership & Investment
Officers
Signature Block

Annual Report Filing Alerts
UBO Reporting
Tax Notifications
Compliance Alerts

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