Document Management for Property Management and Real Estate Agents
Property and real estate agents have a consistent flow of documents to manage as part of their daily business — exchanging an endless number of documents with landlords, tenants, sellers and buyers, much of it containing private and personal information such as landlord ID and proof of ownership, tenant details, sales contracts, tenancy agreements, EPCs and gas safety certificates.
Being able to easily digitise documents, then store and index them against individual properties, helps improve efficiency — filing and indexing email communications directly from Microsoft Outlook, keeping track of safety certificates and legal documents, and automating reminders of contract renewal dates with a detailed audit trail of every document.
Book Your Meeting
How Docusoft helps your property Management practice
Docusoft CloudFiler is a true cloud-based solution that offers enhanced security and accessibility, with granular permissions for users who need to access property documents and information. It's available via web browser, desktop application or mobile app, making it easy to file any document type in its native format within an easily customised standard filing structure. Client correspondence can be automated or filed directly from Microsoft Outlook, and users can search and review sales and letting correspondence, contracts and more from any location. Docusoft integrates easily with other business systems and, out of the box, includes add-ins for Microsoft Office and Windows, with an extensive API for further integration.
The benefits of Docusoft for property Management
Security
- All documents are in one location
- Backup and recovery is built-in
- User activity is audited
- Regulatory compliance is enhanced
Storage
- Reduce storage and costs
- Release office space
- Available 24/7
- Email archive
- Increase productivity and services
Accessibility
- Access case files whenever and wherever you need
- Web browser, desktop and mobile apps
- Branded secure client portal
- Filter search results using indexing fields
- Search by content using OCR
Efficiency
- Easily file documents with built-in email management
- Eliminate lost time manually searching for files
- Increase response time to case requests and approvals
- Implement effective workflows
Docusoft CloudFiler also offers integration with AML software and includes templating of onboarding documents for landlord and tenant proof of ID — secure delivery of these sensitive files between agent, property clients and tenants is made more efficient via Docusoft's branded secure client Portal, which offers secure messaging, file sharing, document exchange and e-signature, with a detailed audit trail of activity.
Any Time, Any Place, Any Device
Storing all your documents in one place — easy to find, easy to manage, shared easily and securely. Arrange a demonstration to see how it works for property Management.