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.
Real Estate Document Management Software | What to look for?
Real Estate Document Management Software enables you to create, digitize, and manage documents related to the real estate industry. In this video, we discuss what features an ideal real estate document management software should have.
Ease of Use
CRES integrates with any Property Management System – on-premise or cloud. 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.
Robust Documents Search & Analytics
CRES Document Management System (DMS) offers advanced cross-portfolio and cross-library search capabilities, allowing users to quickly and easily locate specific documents across their entire real estate portfolio. With the help of automated data tagging, powerful filters, and interactive business intelligence (BI) charts, the search process is lightning-fast and highly efficient. Moreover, it provides comprehensive analytics capabilities, enabling users to gain valuable insights into their real estate documents.
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
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.
Auto Drafting of Documents
Auto drafting of documents based on templates is an essential feature of CRES Document Management System (DMS). This allows users to speed up their document creation process, reduce errors, and improve their overall efficiency.
As part of any workflow, the system will automatically populate the selected template with the appropriate data, saving time and reducing the risk of mistakes. By using standardized templates, users can ensure that all documents contain the necessary information and follow the same format. This is particularly important when dealing with legal documents, as even small errors can have significant consequences.
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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