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Property Management

Property Management and Real Estate Agents

What are your electronic information management issues?

Property and real estate agents have a consistent flow of documents that they must manage as a part of their daily business processes.

Property and real estate agents have to manage and exchange an endless number of documents with their landlords and tenants, and sellers and buyers. Many of these documents will be specific to a particular property and will contain private and personal information about the parties concerned; these may include landlord ID and proof of ownership, tenant details and details of any permitted occupiers. Generic documents also have to be exchanged and tracked to ensure all concerned have reviewed any vital contractual information: Sales contracts, Tenancy agreements, Energy performance certificates (EPCs)Gas Safety Certificate.
Document Management for Property Management Firms

Being able to easily digitise documents, and then store and index these files in relation to individual properties helps improve efficiency. File and index email communications simply and easily directly from Microsoft Outlook. Being able to efficiently keep track of safety certificates, legal documents and other specific property and letting information means that efficient.

Automate reminders of contract renewal dates, and add these contracts to workflows for review and approval, keep a detailed audit trail of every document that your firm has to manage.

How we can help your practice …

Property and real estate firms searching for a solution that will help their agents work more efficiently and that offer greater flexibility to their business would benefit greatly by using Docusoft CloudFiler. Docusoft CloudFiler is a true cloud-based for solution that offers enhanced security and accessibility, by enabling granular permissions to be set for users who need to access property documents and information. Docusoft CloudFiler is available using a web browser, desktop application or app that is designed for mobile device access. The software’s user interface makes it easy to file any document type in its native format, in a standard filing structure to index property documents that is easily customised. Client correspondence such as e-mails can be automated or simply filed direct from Microsoft Outlook. Users can easily search and review sales and letting correspondence, contracts etc. from any location.

Docusoft is easily integrated with other business systems and out of the box, includes add-ins for Microsoft Office and Windows. The system is used with many other solutions and offers an extensive API to make the process of integration with other applications easier.

Arrange a demonstration to see how it works

Client Quotes
“Docusoft improves efficiency and helps me deliver case documents securely!”

Docusoft CloudFiler also offers integration with AML software and includes templating of onboarding documents for Landlord and tenant proof of ID, and the secure delivery of these sensitive files and documents between agent, property clients and tenants is made more efficient via Docusoft’s secure client Portal.

The secure Portal is branded for the agent and offers numerous possibilities to securely message, share files, exchange documents and request electronic approval or e-signature of contacts, tenancy agreements and similar. Docusoft CloudFiler additionally includes a detailed audit trail of activity and each document stored in the system.

The benefits of Docusoft for Estate Agents and Property management firms

Docusoft CloudFiler
Storing all your documents in one place, easy to find, easy to manage, shared easily and securely.
Any Time, Any Place, Any Device