CRES Real Estate Software Implementation

The Client sought to enhance its real estate management capabilities by implementing CRES Real Estate Solutions, a comprehensive solution designed to streamline various aspects of the real estate lifecycle. In addition, they wanted to establish corporate and departmental portals in SharePoint to centralize information and improve collaboration across the organization.

Prior to implementing CRES, Client was facing several challenges in their real estate management processes including Manual Document Management, Fragmented Information Systems, Lack of Centralized Asset Management, Manual Acquisition and Disposition Processes, Inefficient Loan Management, Limited Reporting Capabilities, Lack of Collaboration and Information Sharing, Inconsistent Data Quality, and Compliance and Regulatory Risks.

These challenges resulted in inefficiencies, difficulties in accessing critical data, increased risks of errors and non-compliance, and hindered decision-making.

CRES implemented Document Management, Transaction Management, Loan Management, Asset Management, and Legal Entity Management for Client.

The solution is integrated with MRI, their property management systems. The built-in Document Extraction Tool allows document extraction based on the criteria, so they can easily share those documents with external parties. It also has a Business Intelligence robust documents analytics and search tool that allows them to search for documents across portfolios and libraries.

CRES provides an Automation Framework for managing any initiative involving real estate, people, and processes. It also has a contact management capability that allows them to easily locate and communicate with external contacts. They can also manage portfolio issues and critical dates.

CRES also provides them Automation Framework for managing any acquisition or disposition initiative for the client. It allows them to bulk import and export transaction documents. The system automatically drafts transaction announcements for distribution.

With CRES Legal Entity Management, Client maintains legal entity structure and automatically visualizes their relationships in an interactive Org Chart.

With CRES Loan Management, they get alerted for loan critical dates ahead of time, so that they can avail opportunities and mitigate risks. They maintain all loan documents, contacts, and issues in a centralized location.

We've been using CRES IT Services since 2021 We appreciate their quick attention to helpdesk tickets and solving technical problems. They worked with usto define e IT strategy that has given us flexibility & scalability as our business has grown. One great example of CRES helping with our IT strategy is the implementation of the well-thought-out Microsoft 365 Groups, which reflected our ideal organizational structure in Teams and SharePoint-based Intranet. Theyre certainly helping us become more productive!

Head of Information TechnologyHealthcare Company

CRES has been precisely what we needed - a true extension of our IT department. They helped us seamlessly migrate our users from G-Suite and multiple Microsoft 365 tenants into a single consolidated Microsoft 365 environment. They are all sleeves rolled up to tackle each challenge and opportunity as it arises.

Chief Operating OfficerHealthcare Company

We've been using CRES IT Services for more than three years and the team is courteous, prompt, and professional. Their engineers always deliver quality work, and I can only rave over the high standards that they have maintained relative to our hardware and software. Their level of dependability and high-quality service is truly outstanding compared to other service providers of our past. We look forward to continuing a long-lasting relationship with CRES Technology.

IT DirectorReal Estate Company

CRES has been managing our servers for more than seven years. During this period they migrated and upgraded our MRI servers smoothly and securely. They are well familiar with supporting real estate business systems such as MRI, and we are happy with their guidance and support. Their team responds in a timely and professional manner.

Chief Information OfficerReal Estate Company

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

CRES has been helping us with all our IT support & we can fully recommend their friendly staff. Always available on the phone & when we have called them out, they have always managed to fix our problems. We are very pleased since we changed our IT support supplier. When they say they will do something they will do it, and always follow up with a call to see if everything is okay.

Director of Special ProjectsReal 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

We recently transitioned from our previous MSP to CRES Technology and couldn’t be happier. I’m really impressed with their transition and onboarding process, as well as helpdesk support. Before signing an agreement with us, they performed a free IT Services Analysis to help us envision the ideal future state for our company. They proactively performed a Gap Analysis for our IT services and proposed both short-and long-term solutions for us in a collaborative effort. They're always willing to listen and talk through options to determine the best path forward. Support is instantly available from their knowledgeable resources via phone, email, and Teams

Director of OperationsReal Estate Company

A truly professional company who have taken time and effort to learn the requirements of our business and has tailored its service accordingly. All the support calls are answered immediately, with a timely, efficient resolution of our issues. It is reassuring to know they are available when needed. They will work through day and night to solve any issue that may occur to ensure your business runs as smoothly as possible.

Chief Operating OfficerReal Estate Company