CRES Real Estate Process Automation
Advanced Real Estate Process Automation utilizing Microsoft 365 Platform and OpenAI’s ChatGPT
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.
Creating Custom Workflows
With CRES, you can easily define your real estate organization’s workflows to enhance your productivity and data accuracy. 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.
AI Based Document Data Extraction
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.
Robotic Process Automation (RPA)
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.
Mobile Workflow Management
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.
Scheduled Workflows
Automation with CRES can be on demand or scheduled.
Seamless Integration
No matter which PMS system you use – MRI, Yardi, VTS, or RealPage – we’ve got you covered. That’s because our state of the art Data Integration Service requires no interface. CRES has tons of available connectors, therefore it can seamlessly integrate your business processes across your systems.
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
Key Benefits
Increased Efficiency
Save time and resources with automated workflows
Enhanced Accuracy
Reduce errors through automated data processing
Scalable Solutions
Adaptable to any industry, ensuring your business stays competitive
Customer Testimonials
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