Real Estate

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

Commercial and residential real estate companies of all sizes struggle with an ever growing amount of paperwork to manage. For many of these companies, the majority is managed through manual processes that require office personnel to physically move paper from one location to another, further increasing the risk of misplacing or losing valuable documents.

In addition, realtors spend most of their time remotely and on-the-go, dealing with multiple clients and lenders and a wide variety of people on a day-to-day basis. They handle client information that is often confidential and is required to be managed in a secure environment.

The challenge for many real estate companies today is to adopt document management technology that will effectively eliminate their dependency on manual processes, enable their clients and lender partners to upload documents and collaborate, improve risk management and ultimately increase productivity and profits.

Let us help you streamline document collection, automate your workflow and more efficiently view and manage your documents, contracts and files in a secure manner.

Designed to streamline the collection, identification and organization of your documents and files, and enable you to efficiently manage your processes.

A single point of access for your clients and lender 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 or agency.

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.