Real Estate Document Management System (DMS)
CRES offers an automated solution for organizing, securing, and digitizing your documents so that you can easily manage them
The Challenges
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.
The Solution
CRES Document Management is a component of CRES Real Estate Solutions, which is built on the Microsoft 365 platform. CRES integrates with any Property Management System. It automatically extracts key data from your inbound documents via AI, which enables automatic tagging of your documents with portfolio data. Since CRES is based on Microsoft 365 platform, it allows you to easily collaborate with both internal and external partners.
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
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
Ease of Use
CRES offers seamless management of real estate documents and accessing them from anywhere, using any device. Effectively arrange crucial documentation based on categories such as properties, tenants, acquisitions, legal entities, and loans, while ensuring robust security measures. Additionally, our Document Extraction Wizard enables the efficient bulk-extraction of targeted portfolio documents for external sharing. 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.
Full Life Cycle Document Management
CRES Document Management System (DMS) provides a highly customizable automated document management life cycle that can be configured to meet the specific needs of product or service base businesses, no matter how complex their processes may be. When integrated with the CRES Workflow Management, it can manage the complete life cycle of documents, from creation to purging. This streamlines the entire document management process, improving efficiency and ensuring compliance.
Collaboration with stakeholders is made easy, with automated approval processes and compliance checks, and documents are stored in secure, centralized repositories. Documents can be retained and archived according to legal and regulatory requirements.
Migration Made Easy
At CRES, we understand that changing document management systems (DMS) can be 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 is dedicated to guiding you every step of the way, ensuring a smooth transition with minimal disruption to your business operations.
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