Real Estate investments come with adherence to a lot of compliances. Proper documentation plays a vital role in mitigating risks and improving efficiency. Be it the right ID, proposals, agreements, or financials – it’s critical to have everything within hand’s reach. Leveraging Microsoft technology and native SharePoint capabilities on the cloud, Property-xRM’s Real Estate Document Management Software helps you store, generate, and upload documents with ease.
A centralized platform for storing, organizing, and accessing all types of documents related to properties, clients, transactions, and contracts. Our CRM for real estate uploads property images, scan identity proofs, and store them in a central database for easy access.
Real Estate Document Management Software effortlessly track document versions, revisions, changes, and updates, while maintaining a clear audit trail for added compliance. Keep a sustainable and historic record of previously modified documents and say goodbye to paper clutter.
Undertake robust measures with role-based access to protect confidential information like legal documents, resident ID, and financial data. Automate backup and recovery procedures to ensure safety from loss or damage with the Microsoft Cloud.
Define templates based on organizational standards to ensure uniformity in agreements and contracts. Auto-generate reservation documents at scale using mail-merge functionalities to reduce customer waiting time and maintain compliance.
CRM for real estate enables sales, leasing representatives, administrators, and managers to work on any document simultaneously and share comments, notes, or feedback in real-time. Bring Outlook, Teams, SharePoint, and CRM data onto a unified platform.
Digitizing paper-based documents can eliminate manual data entry and reduce the time required to process a transaction. At the same time, automating the generation of invoices and receipts allows finance and operations teams to cross-check data easily.
Reduce manual efforts, improve accessibility, and boost productivity
Leverage DocuSign to capture digital signatures from prospective tenants and owners.
Take faster decisions and collaborate via Microsoft Teams and Outlook.
Document types can be used to categorize the various documents attached to property records or client profiles.
Easily organize and retrieve important documents as needed in various formats. Documents include:
Track critical document expirations by type and date. Create personalized views and dashboards with provisions for renewal notifications. Documents include:
