Property Management
Property Management and Real Estate Agents
What are your electronic information management issues?

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
Security
All documents are in one location
Backup and recovery is built-in
User activity is audited
Regulatory compliance is enhanced
Storage
Reduce storage
Reduce costs
Release office space
Available 24/7
Email archive
Increase productivity and servicese
Enhances Business Processes
Release expensive Office space
Accessibility
Access case files whenever and wherever you need
web browser interface,
desktop
mobile apps.
Work remotely as needed
Branded Secure Client Portal
Access filed correspondence and reply/forward from anywhere.
Filter search results using indexing fields
Secure, shared access to every document
Share securely with external users
Search by content using OCR
Eliminate misfiling of client documents
Efficiency
Easily file documents
Built-in Email management
Eliminate lost time manually searching for files
Increase response time to case requests
Increase response time to case and client approvals
Manage and enhance business processes
Increase productivity
Implement effective workflows
Security
All documents are in one location
Backup and recovery is built-in
User activity is audited
Regulatory compliance is enhanced
Storage
Reduce storage
Reduce costs
Release office space
Available 24/7
Email archive
Increase productivity and servicese
Enhances Business Processes
Release expensive Office space
Accessibility
Access case files whenever and wherever you need
web browser interface,
desktop
mobile apps.
Work remotely as needed
Branded Secure Client Portal
Access filed correspondence and reply/forward from anywhere.
Filter search results using indexing fields
Secure, shared access to every document
Share securely with external users
Search by content using OCR
Eliminate misfiling of client documents
Efficiency
Easily file documents
Built-in Email management
Eliminate lost time manually searching for files
Increase response time to case requests
Increase response time to case and client approvals
Manage and enhance business processes
Increase productivity
Implement effective workflows
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