REAL ESTATE SOFTWARE SOLUTIONS


It’s a Microsoft 365 based real estate productivity solution that consolidates your data, documents, business processes, and business intelligence

An unparalleled and resilient collection of cloud-based solutions that can be seamlessly integrated with any property management software, including but not limited to MRI, Yardi, Entrata, VTS, and RealPage.
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Document Management

The Challenge: Most of our clients used traditional file servers or common cloud services for storing their documents. They needed a centralized location to store documents that were fully integrated with their property management system. As their organizations grew, the number of documents continued to grow as well, and it became increasingly difficult to navigate through the unstructured folder maze. They spend a lot of time in drafting documents and obtaining approvals from senior executives.

CRES Value: CRES Document Management allows you to better organize, secure, and digitize your documents and seamlessly integrate them with your asset portfolio, departments, legal entities, loans, and transaction data. It has a built-in tool that allows document extraction based on your criteria, so you can easily share those documents with external parties. It also has a Business Intelligence based robust document analytics and search tool that allows you to quickly search for documents across portfolios and libraries. Integrated with our Workflow Management solution, it can handle the complete life cycle of documents from drafting to approvals and storing in the library.

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Contract Management

The Challenge: Many of our clients had come across situations where contracts expired or auto-renewed by mistake. They needed a solution that would allow them to easily access their contracts and be alerted when contracts were about to expire or auto-renew. They also spent a lot of time drafting contracts and populating relevant clauses in their contract templates. They needed a solution that would auto-populate data in contracts and route them for signatures.

CRES Value: CRES fully integrates with any property management system, and sends alerts and compliance emails based on contract deadlines. Integrated with our Workflow Management capability, it can also handle the complete life cycle of contracts from drafting to approving and signature routing . CRES also integrates well with commonly used signature routing tools such as Adobe Sign and DocuSign. 

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City buildings

Asset Management

The Challenge: Managing real estate assets and lease administration require a lot of effort. Many of our real estate clients had trouble managing their routine business processes and documents. They wanted business intelligence tools to analyze data at their fingertips. They needed to be able to easily locate both their internal and external contacts associated with their portfolio. They also wanted to automate their business processes.

CRES Value: CRES allows you to consolidate property and tenant data, and documents business processes, and business intelligence. It provides an Automation Framework for managing any initiative involving real estate, people, and processes. CRES allows you to make any number of property assignments to your employees for their roles within your portfolio. It also has a built-in Contact Management tool that allows you to locate and communicate with the external contacts associated with your portfolio. You can also manage portfolio issues, work orders, and critical dates.

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Transaction Management

The Challenge: Many of our clients had difficulty managing their acquisition and disposition transaction processes and related documents. They needed a system that helped them manage transactions, facilitated due diligence, tracked contacts, and allowed them to analyze and share bulk documents easily with buyers and sellers.

CRES Value: CRES Transaction Management has fully customizable acquisition and disposition management life cycles. Our Workflow Automation Framework facilitates due-diligence tasks and investment committee approvals to simplify transaction processes. CRES also allows you to bulk import and export transaction documents. It allows you to maintain transaction-related issues in a centralized manner. You can maintain your deal contacts with your transaction record. CRES automatically drafts transaction announcements for distribution. 

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The Challenge: Previously, our clients had trouble managing their legal entities, as this process can be fairly complex. It was hard for them to maintain their entity structure. They needed a system that could do all of these things and integrate them with their property management system.

CRES Value: CRES Legal Entity Management offers an automated solution for managing your legal entities so that you can easily maintain legal entity structure, ownership, investments, assets, issues, and documents in a centralized location. You can associate legal entities to your properties and manage their documents and contracts in a centralized location.

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Loan Management

The Challenge: Commercial real estate loans can be complex with too many critical dates and mortgage schedules. Many of our clients struggled with managing their loans. Keeping track of internal and external contacts for loans was also a challenge. They needed a system that seamlessly integrated with their property management system.

CRES Value: CRES Loan Management integrates with any property management system, such as MRI or Yardi to extract loan data. With CRES Loan Management, you get alerted for loan critical dates ahead of time, so that you may avail opportunities and mitigate risks. You can maintain all loan documents in a centralized location. CRES allows you to maintain your loan contacts and manage issues associated with each loan.

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Workflow management

Workflow Management

The Challenge: Real estate business processes involve lots of activities by lots of people. Many of our clients had trouble keeping their staff on top of their tasks. With an overwhelming number of tasks, they struggled with keeping track of critical dates and getting things done on time. The biggest issue is the lack of a centralized workflow dashboard.

CRES Value: CRES offers a Workflow Automation solution for real estate businesses that enables the creation of automated reusable work plans for different processes, with alerts for assignments and critical dates. The centralized dashboard shows workflows in progress and a task compliance mechanism. CRES Workflow Management helps businesses reduce the time and effort required for full life cycle contract management, automate manual and repetitive tasks with Robotic Process Automation (RPA), and simplify document management for improved collaboration and accuracy. This ultimately leads to increased productivity, reduced operational costs, and improved customer experiences.

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Benefits

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Common Platform

CRES leverages Microsoft 365 platform, which most real estate companies already use, making it an easier adoption

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Data & Document Consolidation

Advanced business intelligence and integrated view of multi-source data, documents, and business processes

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Supplementing PMS Systems

Enhanced productivity by filling feature gaps in traditional Property Management Systems such as MRI, Yardi, VTS, or RealPage

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Systems Integration

Easier systems integration with any cloud or on-premise application, utilizing a broad range of connectors

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Operational Maturity

CRES application model results in operational excellence based on continuous process enhancements and accountability

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Open Collaboration

Simplified sharing and collaborating on data and documents with internal or external users

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Maintenance

CRES license includes ongoing maintenance of your CRES application, as well as upgrades and enhancements

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Support

CRES comes with a well-documented help section. We are also available for the support and guidance you may need.

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Training

CRES deployment includes customized staff training for relevant departments and is recorded for new hires

CRES Packages

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Basic

  • Basic Data Extraction
  • Documents Repository
  • Basic Portfolio Management
  • Interactive BI
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Standard

  • Level 1 Data Extraction
  • Lifecycle Document Management
  • Standard Portfolio Management
  • Interactive BI

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Professional

  • Level 2 Data Extraction
  • Lifecycle Document Management
  • Standard Portfolio Management
  • Contract Management
  • Legal Entity Management
  • Workflow Management
  • Interactive BI
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Advanced

  • Level 3 Data Extraction
  • Lifecycle Document Management
  • Standard Portfolio Management
  • Contract Management
  • Legal Entity Management
  • Workflow Management
  • Interactive BI
  • Transaction Management
  • Loan Management
  • Financial Analytics

Client Testimonials


CRES is a great PropTech company. We have been engaged with them since 2012. During these years they have managed our support very professionally. CRES Real Estate Solutions software has been very useful in managing our data, documents, business processes, and business intelligence. We’re further exploring their integrated Workflow Automation Solution to streamline our business processes and facilitate due diligence. They are a professional and reliable IT organization. I would definitely recommend CRES Real Estate Solutions to our peers in the industry.

Senior Vice President
Real Estate Company

We were looking for a software solution that was easy to integrate with existing systems and would allow centralized viewership of data. CRES has been that solution. CRES not only provided a unique solution to our problem but has also kept our costs significantly lower. CRES Technology has not only been a great solutions provider but has also become a great business partner.

Director of IT
Real Estate Company

I can say without a doubt, that acquiring your services was a good decision. With your help, we have come a long way toward truly embracing technology. Your business acumen in our industry has been particularly helpful in streamlining our business processes and making us more efficient.

Chairman & CEO
Real Estate Company

Thanks for helping us adopt SharePoint, by developing a tool that captures our Asset Life Cycle so effectively. We love the new Deal Sheet report which is so much better than what we were using in the past.

EVP
Real Estate Company

You have done a great job in transitioning us towards a paperless office. The development of the Legal Entity Management Tool is a great accomplishment that allows us to see all relevant information and documents for any legal entity on one web page.

COO & General Counsel
Real Estate Company

Our Team


Our principals and technical resources have decades of leadership experience in various roles within a range of industries including technology, business process management, finance, human resources, and customer service. 

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