Property Management

An effective document management solution can help you achieve greater operational efficiency, reduce costs and increase client, tenant, staff and partner satisfaction.

Beyond overseeing the physical property itself, property management companies are responsible for prioritizing and executing on a wide array of duties. Regardless of their focus; commercial, residential, income property or HOA, property management companies are tasked with maintaining all administrative and financial records, including tenant applications for leases and annual certification of lessee eligibility as well as keeping all applicable maintenance, taxes, mortgages and insurance policies up to date. In addition, they ensure rents are collected and respond to the tenant’s needs and issues.

Unquestionably, property management companies are faced with the monumental task of managing an ever growing number and diverse range of documents. Historically, the processes for document management within the industry have been intensely paper-driven, requiring documents to be physically moved from one location to another, costing countless hours of unproductive labor expense while further increasing the risk of misplacing or losing valuable documentation, potentially containing confidential data.

Times are changing and the days of managing inefficient paper processes are numbered. Property management companies who implement an imaging solution as part of their core systems and processes gain the important benefits of greater operational efficiencies and productivity combined with reduced costs, up-to-date compliance, increased security, greater accountability and most importantly, improved internal and external customer satisfaction.

We understand the property management industry and offer the features and benefits your organization is looking for in a document management and imaging solution.

Designed to streamline the collection, identification and organization of your documents and files, and enable you to efficiently manage your processes. Ensure collaboration with simultaneous access to documents for review, revision and approval.

A single point of access for your tenants, clients and partners to upload and download documents and files, and for you to present information to them. Our team will customize a portal with your brand, logo and identity so your clients can associate it with your company.

We've partnered with DocuSign to automatically import eSigned documents (including the Certificate of Completion) into our Document Management and Delivery System (DMDS).

Secure & Compliant

Multi-layered security and rule-based access control enable you to grant file level and document level access to specific users throughout various stages of your business process. Audit logs track all actions at both document and file levels.

Using our web services API, data services utility and push notification system, our team will develop and integrate DMDS with your current insurance software system.