Many of our clients struggled with managing their acquisition and disposition transactions, particularly with handling the large volume of associated documents. They needed a system to streamline transaction management, speed up due diligence, integrate contact tracking, and facilitate easy analysis and sharing of documents. Additionally, they required robust data security, seamless system integration, and real-time data access, which are commonly lacking.
CRES Transaction Management makes acquisition and disposition cycles, easy. It leverages CRES Process Automation tools, to streamline transactions. CRES ensures due-diligence tasks, and investment committee approvals via single click. It allows you to bulk import and export documents. CRES allows you to maintain transaction related issues in a centralized manner. You can also maintain the deal contacts with your transaction record.
Utilizing CRES Process Automation tool, manage any Deal Type related to Acquisition or disposition. With the help of advanced AI, automatically create a flexible, reusable, and automated workflow type as per your requirement, for creating cascading tasks, auto-drafted contracts, and MIC approval requests for any deal.
Approvals are an integral part of any real estate deal. CRES simplifies approvals by allowing multiple approvers to review and approve the request with a simple click within an email message on their smart phones or workstations.
CRES can help you manage all of your acquisition and disposition related document requirements. Deal Contracts can be automatically drafted via workflow steps. Save Acquisition Deal related documents in the Acquisition page. Bulk import documents from sellers to the Acquisition library. Using Document Extraction Wizard, pull Property and Tenant documents for bulk sharing with buyers and external partners.
CRES provides you with an Interactive Dashboard to monitor your Acquisition Deals pipeline by size and various categories and statuses.
- Acquisition Type
- Deal Type
- Acquisition Status
- Task Status
Manage external contacts list integrated with your portfolio, deals, and email system. Conveniently locate contacts such as buyers, sellers, attorneys, brokers, or contractors when reviewing properties, tenants, loans, and deals in CRES.
During acquisition and disposition process, you may come across issues that need to be addressed. With CRES, you can track and manage transaction related issues in a centralized location. As issues are assigned, the system sends automated alerts. This helps attain management visibility for issue resolution.
Utilizing CRES Process Automation tool, manage any Deal Type related to Acquisition or disposition. With the help of advanced AI, automatically create a flexible, reusable, and automated workflow type as per your requirement, for creating cascading tasks, auto-drafted contracts, and MIC approval requests for any deal.
CRES can help you manage all of your acquisition and disposition related document requirements. Deal Contracts can be automatically drafted via workflow steps. Save Acquisition Deal related documents in the Acquisition page. Bulk import documents from sellers to the Acquisition library. Using Document Extraction Wizard, pull Property and Tenant documents for bulk sharing with buyers and external partners.
CRES provides you with an Interactive Dashboard to monitor your Acquisition Deals pipeline by size and various categories and statuses.
- Acquisition Type
- Deal Type
- Acquisition Status
- Task Status
Approvals are an integral part of any real estate deal. CRES simplifies approvals by allowing multiple approvers to review and approve the request with a simple click within an email message on their smart phones or workstations.
Manage external contacts list integrated with your portfolio, deals, and email system. Conveniently locate contacts such as buyers, sellers, attorneys, brokers, or contractors when reviewing properties, tenants, loans, and deals in CRES.
During acquisition and disposition process, you may come across issues that need to be addressed. With CRES, you can track and manage transaction related issues in a centralized location. As issues are assigned, the system sends automated alerts. This helps attain management visibility for issue resolution.
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.
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
The Role of Technology in Modern Real Estate Transaction Management
Real estate transaction management refers to the process of managing a
Technology and Real Estate Transaction Management: Maximizing Productivity
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