Document management in commercial real estate is fraught with challenges that can hinder productivity and compliance. These challenges include unorganized file storage, documents not tagged with portfolio data, and complexities related to collaboration.
CRES Real Estate Document Management is a component of CRES Real Estate Solutions, built on the Microsoft 365 platform. CRES integrates with any Property Management System and can automatically extract key data from your inbound documents via AI. It can also automatically tag your documents with your real estate portfolio data. Since it is based on the Microsoft 365 platform, it allows for easy collaboration between internal and external team members and partners.
CRES offers seamless management of real estate documents from anywhere, using any device. This includes document tagging based on pre-defined categories as well as portfolio data related to properties, tenants, acquisitions, legal entities, and loans. And it does so while ensuring security and access level control. Additionally, our Document Extraction Wizard enables the efficient bulk-extraction of targeted portfolio documents for external bulk sharing, if needed. CRES also offers advanced cross-portfolio and cross-library search capabilities, allowing users to quickly and easily locate specific documents across their entire real estate portfolio.
CRES provides a highly customizable automated full lifecycle document management that can be configured to meet the specific needs of any real estate organization, no matter how complex their processes may be. This is accomplished by the integration of Document Management with CRES Process Automation. This lifecycle can be initiated with a Reusable Workflow which triggers creation of automated tasks related to document drafting, review, approvals, and signature routing. The automated lifecycle can be extended further, to include Data Extraction from documents and subsequent Robotic Process Automation (RPA) to input the extracted data into internal or external system. This streamlined process, improves organizational productivity and ensures compliance.
At CRES, we understand that changing document management systems (DMS) may seem daunting. That’s why we make it fast, easy, and cost-effective to migrate your documents from traditional network file servers or any other sources. Our experienced team guides you every step of the way, ensuring a smooth transition. We also offer professional migration services via CRES team.
Most of the time, holding on to certain types of documents forever is critical. However, in some cases, retaining them beyond the legal requirement can be a liability. This is why legal experts recommend implementing Document Retention Policies. CRES facilitates the implementation of these policies based on the regulatory requirements in your legal jurisdiction. Documents can be retained and archived based on property and tenant status or retention tags assigned by your staff.
Collaboration is made easy between internal team members and external partners, since CRES is based on Microsoft 365 platform. Users can work on the same document at the same time or update them at their leisure, while staying in sync. CRES Process Automation seamlessly handles approvals and signature routing.
CRES offers seamless management of real estate documents from anywhere, using any device. This includes document tagging based on pre-defined categories as well as portfolio data related to properties, tenants, acquisitions, legal entities, and loans. And it does so while ensuring security and access level control. Additionally, our Document Extraction Wizard enables the efficient bulk-extraction of targeted portfolio documents for external bulk sharing, if needed. CRES also offers advanced cross-portfolio and cross-library search capabilities, allowing users to quickly and easily locate specific documents across their entire real estate portfolio.
At CRES, we understand that changing document management systems (DMS) may seem daunting. That’s why we make it fast, easy, and cost-effective to migrate your documents from traditional network file servers or any other sources. Our experienced team guides you every step of the way, ensuring a smooth transition. We also offer professional migration services via CRES team.
Collaboration is made easy between internal team members and external partners, since CRES is based on Microsoft 365 platform. Users can work on the same document at the same time or update them at their leisure, while staying in sync. CRES Process Automation seamlessly handles approvals and signature routing.
CRES provides a highly customizable automated full lifecycle document management that can be configured to meet the specific needs of any real estate organization, no matter how complex their processes may be. This is accomplished by the integration of Document Management with CRES Process Automation. This lifecycle can be initiated with a Reusable Workflow which triggers creation of automated tasks related to document drafting, review, approvals, and signature routing. The automated lifecycle can be extended further, to include Data Extraction from documents and subsequent Robotic Process Automation (RPA) to input the extracted data into internal or external system. This streamlined process, improves organizational productivity and ensures compliance.
Most of the time, holding on to certain types of documents forever is critical. However, in some cases, retaining them beyond the legal requirement can be a liability. This is why legal experts recommend implementing Document Retention Policies. CRES facilitates the implementation of these policies based on the regulatory requirements in your legal jurisdiction. Documents can be retained and archived based on property and tenant status or retention tags assigned by your staff.
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.
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