Corporate & Real Estate Contract Management


CRES offers an automated solution to streamline the full lifecycle Real Estate Contract Management Process

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Challenges of Real Estate 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 Many of our prospective clients seek a comprehensive solution to these challenges, but typical CLM tools use outdated AI models and focus narrowly on contracts instead of the broader scope of business processes.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.

Contract Management Lifecycle

The Solution

Contract Management is a component of CRES Real Estate Solutions, which is built on the Microsoft 365 platform. It incorporates advanced AI and RPA technologies, including OpenAI’s ChatGPT, Microsoft Copilot, and Power Platform, as well as signature routing tools like Adobe Sign and DocuSign. It leverages the broader CRES Business Process Automation tool to easily incorporate your custom lifecycle workflow for each contract type. CRES integrates with any PMS system, sends compliance alerts, and triggers new workflows. CRES automatically extracts key data from your signed contracts via AI. This enables automatic tagging of your signed contracts with portfolio data and automated data entry in internal or external systems using Robotic Process Automation.

AI creating contract templates based on business requirements

Copilot Based Contract Template Creation

Copilot can help draft legal contract templates by using Artificial Intelligence to analyze your requirements and generate tailored, compliant documents. It can also suggest clauses, ensure consistency, and integrate with other CRES automation tools for seamless contract management process.

Microsoft Copilot LogoMicrosoft 365 Copilot AI
Word Template Creation
Workflow managementBusiness Process Integration

Mobile Workflow Management

CRES enables users to track and manage workflows on the go, which provides executives with the ability to review and approve workflows using their mobile devices. With just a click of a button, executives can stay up-to-date with the status of their workflows, thus ensuring that projects are progressing according to plan.

Centralized Visibility
System Alerts
Compliance Emails
One Click approvals
Mobile Workflow Automation Management
Workflow Drafted Contract based on Data and Word Template

Automated Contract Drafting

Using pre-existing Word templates with placeholder columns, CRES automatically drafts new contracts by populating the placeholders with relevant real estate business data. This process creates complete contract documents ready for review, approval, and signature routing, streamlining the contract management process and ensuring accuracy and efficiency.

Word Templates with Placeholders
Data from Business Systems
Contract Drafted with Business Data

Integrated Signature Routing

CRES integrates with any commonly used signature routing tools such as Adobe Sign and DocuSign, integrated with Microsoft SharePoint. Finalized documents are escalated to relevant parties for signatures, as typical with the signature routing tools you may be familiar with.

Adobe Sign
SignaturesDocuSign
SharePoint
Signature Routing Tools
Data Extraction with ChatGPT

AI Based Document Data Extraction

CRES leverages OpenAI’s Chat GPT to extract data from Executed Contracts in SharePoint libraries. For example, it can pull key dates and terms from lease and loan contracts. CRES captures essential information from both structured and unstructured documents, enabling further automation with our RPA solution. This reduces manual data entry and minimizes errors.

Robotic Process Automation (RPA)

CRES Contract Management is integrated with our robust RPA tools. With execution of new contracts, automate mundane and repetitive data entry tasks across various systems with minimal human intervention. Our RPA capabilities integrate smoothly with your existing processes, enabling more efficient and error-free operations.

CRES Consolidates Data Documents-Business Process

Seamless Integration

No matter which source system you use, MRI, Yardi, VTS, RealPage – cloud, or on-premise, we’ve got you covered. Our state-of-the-art Data Integration Service requires no physical interface. CRES can be integrated with your property management system. Using tons of available connectors, we can seamlessly integrate your business processes across your systems and applications.

Google Drive

FTP

SMTP

LinkedIn

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

Key Benefits

Increased Effeciency

Increased Efficiency

Save time and resources with automated workflows

Enhanced Accuracy

Enhanced Accuracy

Reduce errors through automated data processing

Adoptable Solution

Scalable Solutions

Adaptable to any industry, ensuring your business stays competitive

Customer Testimonials


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 President
Real 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 IT
Real 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 & CEO
Real 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.

EVP
Real 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 Counsel
Real Estate Company

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