Real Estate Portfolio Management
Consolidation of Data, Documents,
Business Processes, & Business Intelligence
CRES provides a consolidated view of your real estate data, documents, and business processes. By combining your business intelligence data, document management, and core business processes and workflows into one tool, you’ll increase your visibility and see a dramatic improvement in organizational productivity. CRES is built on Microsoft Office 365 platform and Azure web services.
Key Components of CRES
Full-cycle acquisition deal management and property dispositions including due diligence, acquisition related property and tenant Information, issues management, disclosures, documents, and external contacts. Share documents with external parties or bulk-import documents to Acquisition Library.
Loan data from source financial system can be integrated with data populated in CRES. This includes loan balances, critical dates, documents, and contacts. Based on the various loan critical dates defined, CRES alerts specific individuals before the deadlines, thus ensuring that nothing falls through the cracks and no loan critical dates are missed.
All real estate portfolio data from any source can be consolidated with data in CRES including property & tenant data, issues management, disclosures, documents, internal property assignments, and external contacts. In addition, CRES can handle any business processes, such as Property and Leasing Deal Management
Full life-cycle document management can include: Automatic population of data into Word templates; barcode automation; automated workflows for internal and external review, approval, and signature routing; bulk drag-and-drop for easy migration; automated data tagging and categorization for contextual access; Outlook integration, and document retention policies for compliance.
Legal Entity Management
Maintains all details regarding legal entities, ownership and investment information, officers and board membership, jurisdictions, tax issues, and legal entity documents and contracts management. This feature allows governance efficiency and corporate compliance.
This Corporate and Real Estate Contract Management feature handles corporate contracts for vendors, departments, and legal entities, as well as real estate contracts related to properties, tenants, and loans. Based on the parameters defined during contract upload, CRES alerts specific departments or individuals before the contract deadline, thus ensuring that nothing falls through the cracks and no deadlines are missed.
CRES leverages Office 365 platform, which most real estate companies already use, making it an easier adoption
Data & Document Consolidation
Advanced business intelligence and integrated view of multi-source data, documents, and business processes
Enhanced productivity by filling feature gaps in traditional ERP systems such as MRI and Yardi
Easier systems integration with any cloud or in house application, utilizing a broad range of connectors
CRES application model results in operational excellence based on continuous process enhancements and accountability
Simplified sharing and collaborating on data and documents with internal or external users
CRES license includes ongoing maintenance of your CRES application, as well as upgrades and enhancements
CRES comes with a well documented help section. We are also available for support and guidance you may need.
CRES deployment includes customized staff training for relevant departments, and is recorded for new hires