REAL ESTATE SOFTWARE SOLUTIONS
It’s a Microsoft 365 based real estate productivity solution that consolidates your data, documents, business processes, and business intelligence
An unparalleled and resilient collection of cloud-based solutions that can be seamlessly integrated with any property management software, including but not limited to MRI, Yardi, Entrata, VTS, and RealPage.
Document Management
The Challenges: Most of our clients used traditional file servers or common cloud services for storing their documents. They needed a centralized location to store documents that were fully integrated with their property management system. As their organizations grew, the number of documents continued to grow as well, and it became increasingly difficult to navigate through the unstructured folder maze. They spend a lot of time in drafting documents and obtaining approvals from senior executives.
The Solution: CRES Document Management allows you to better organize, secure, and digitize your documents and seamlessly integrate them with your asset portfolio, departments, legal entities, loans, and transaction data. It has a built-in tool that allows document extraction based on your criteria, so you can easily share those documents with external parties. It also has a Business Intelligence based robust document analytics and search tool that allows you to quickly search for documents across portfolios and libraries. Integrated with our Workflow Management solution, it can handle the complete life cycle of documents from drafting to approvals and storing in the library.
Contract Management
The Challenges: 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 Many of our prospective clients seek a comprehensive solution to these challenges, but typical CLM tools use outdated AI models and focus narrowly on contracts instead of the broader scope of business processes.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.
The Solution: Contract Management is part of CRES Real Estate Solutions on the Microsoft 365 platform. It uses advanced AI and RPA technologies like ChatGPT, Microsoft Copilot, and Power Platform, along with familiar signature routing tools such as Adobe Sign and DocuSign. CRES integrates with any PMS system, sends compliance alerts, triggers workflows, and extracts key data from signed contracts via AI for automatic tagging and data entry using Robotic Process Automation.
Asset Management
The Challenges: Managing real estate assets and lease administration require a lot of effort. Many of our real estate clients had trouble managing their routine business processes and documents. They wanted business intelligence tools to analyze data at their fingertips. They needed to be able to easily locate both their internal and external contacts associated with their portfolio. They also wanted to automate their business processes.
The Solution: CRES allows you to consolidate property and tenant data, and documents business processes, and business intelligence. It provides an Automation Framework for managing any initiative involving real estate, people, and processes. CRES allows you to make any number of property assignments to your employees for their roles within your portfolio. It also has a built-in Contact Management tool that allows you to locate and communicate with the external contacts associated with your portfolio. You can also manage portfolio issues, work orders, and critical dates.
Transaction Management
The Challenges: Many of our clients had difficulty managing their acquisition and disposition transaction processes and related documents. They needed a system that helped them manage transactions, facilitated due diligence, tracked contacts, and allowed them to analyze and share bulk documents easily with buyers and sellers.
The Solution: CRES Transaction Management has fully customizable acquisition and disposition management life cycles. Our Workflow Automation Framework facilitates due-diligence tasks and investment committee approvals to simplify transaction processes. CRES also allows you to bulk import and export transaction documents. It allows you to maintain transaction-related issues in a centralized manner. You can maintain your deal contacts with your transaction record. CRES automatically drafts transaction announcements for distribution.
Legal Entity Management
The Challenges: Previously, our clients had trouble managing their legal entities, as this process can be fairly complex. It was hard for them to maintain their entity structure. They needed a system that could do all of these things and integrate them with their property management system.
The Solution: CRES Legal Entity Management offers an automated solution for managing your legal entities so that you can easily maintain legal entity structure, ownership, investments, assets, issues, and documents in a centralized location. You can associate legal entities to your properties and manage their documents and contracts in a centralized location.
Loan Management
The Challenges: Commercial real estate loans can be complex with too many critical dates and complex terms & conditions. Many of our clients struggled with managing their loans, keeping track of critical dates and managing loan documents. Tracking loan contacts was also a challenge. They needed a system that seamlessly integrated with their property management system.
The Solution: CRES real Estate Loan Management integrates with any ERP or financial system, providing you source information about your loan. You can maintain all loan critical dates, key terms, and documents in a centralized location. It benefits from CRES Process Automation tool which utilizes Generative AI to automate workflows for critical dates management. With CRES you can automate AI based Loan Document Data Extraction to drive mundane data entry in internal and external systems using a robust RPA solution.
Workflow Management
The Challenges: Commercial Real Estate Processes involve lots of activities by lots of people. Many of our real estate clients had difficulties with process automation. They had trouble keeping their staff on top of their tasks. With an overwhelming number of manual activities involving document analysis and data entry, they struggled with keeping track of critical dates and getting things done on time. Their biggest issue was the lack of a centralized dashboard.
The Solution: CRES manages any of your customized real estate processes as well as corporate & departmental workflows, so that your organization becomes more productive. It provides an Automation Framework utilizing Generative AI and Robotic Process Automation (RPA), which can help you create an automated reusable work plan for different business processes. CRES also performs AI based Document Data Extraction to drive further real estate process automation using a robust RPA solution.
Benefits
Common Platform
CRES leverages Microsoft 365 platform, which most real estate companies already use, making it an easier adoption
Data & Document Consolidation
Advanced business intelligence and integrated view of multi-source data, documents, and business processes
Artificial Intelligence
Enhances data analysis, personalizes interactions, and optimizes investment strategies.
Systems Integration
Easier systems integration with any cloud or on-premise application, utilizing a broad range of connectors
Operational Maturity
CRES application model results in operational excellence based on continuous process enhancements and accountability
Robotic Process Automation
Streamlines routine tasks reduces errors, and ensures cost efficiency.
Maintenance
CRES license includes ongoing maintenance of your CRES application, as well as upgrades and enhancements
Support
CRES comes with a well-documented help section. We are also available for the support and guidance you may need.
Training
CRES deployment includes customized staff training for relevant departments and is recorded for new hires
CRES Packages
Basic
- Basic Data Extraction
- Documents Repository
- Basic Asset Management
- Interactive BI
Standard
- Level 1 Data Extraction
- Lifecycle Document Management
- Standard Asset Management
- Interactive BI
Professional
- Level 2 Data Extraction
- Lifecycle Document Management
- Standard Asset Management
- Contract Management
- Legal Entity Management
- Workflow Management
- Interactive BI
Advanced
- Level 3 Data Extraction
- Lifecycle Document Management
- Standard Asset Management
- Contract Management
- Legal Entity Management
- Workflow Management
- Interactive BI
- Transaction Management
- Loan Management
- Financial Analytics
Client Testimonials
Our Team
Our principals and technical resources have decades of leadership experience in various roles within a range of industries including technology, business process management, finance, human resources, and customer service.
Latest Blog
- Real Estate Contract Management with CRES
Real Estate Contract Management Challenges Conventional Contract Lifecycle Management is… - CRES Real Estate Loan Management: Compliance & Productivity
Managing commercial real estate loans can feel like juggling flaming… - CRES Real Estate Document Management
Commercial Real Estate Management includes a complex web of transactions…
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