REIT

Inter and Intra departmental collaboration, records management, process automation, and analytics are vital for real estate investment trust companies. With the right use of technology combined with industry expert consultants and years of experience in REIT, we provide innovative and automated solutions that immediately increase productivity, enforces governance, and automate the manual processes to reduce operational cost and increase profitability.

Common Challenges

Lack of an integrated document management system composed of

  • Document repository for users/departments to create, edit, review, collaborate and share documentation
  • Organization’s metadata-driven centralized platform for the final and executed version of documents and amendments with advanced search, audit, reporting & OCR
  • Record management for litigation, lawsuits, and subject-oriented retention policies

Lack of an integrated infrastructure with centralized data warehouse that provides real-time reports, analytics & metrics for operational and financial needs

Inter and intradepartmental manual processes that are resource-dependent, waste valuable time and resources, increase operational cost, delays deliverables, and missing centralized visibility and transparency

Disperse communication between departments and within departments. Missing a centralized platform for collaboration and communication for increased productivity and efficiency

Complex and critical business processes are performed in complicated spreadsheets with risks to data integrity, staff dependency, inaccurate reporting, and over-expenditure of internal resources time and energy impacting productivity and profitability

Our Solutions

Document Management System

  • Centralized Document Upload Interface to upload documents to different path/libraries based on Metadata selected by the user
  • Managed Metadata integration with each document to get rid of document duplication and ease in document search.
  • Advanced Document Search
  • Automated Document OCRing help users to perform a search across the document contents
  • Document Approval, Commenting, and Versioning
  • Document Retention policy management
  • Customized Alerts concerning document type, user, etc.
  • Global Reports

Asset Management 

  • Modern UI/UX Dashboard to manage, view, audit, and export properties data
  • Favorites properties feature for each user
  • Various Filters to perform search and filter out the desired data across the system
  • Single property page for all property-related metadata with export functionality
  • Dynamic reporting with date range and other various filters

Lease Approval Workflow

  • Lease Management
  • Lease Approval Process automation via advanced workflow
  • Customized Email notification with user-specified conditions
  • Centralize dashboard to manage all type of leases with various filters
  • Dynamic reporting with date range and other various filters

Lease Abstract

  • Lease Abstract Management Portal
  • Dynamic reporting with date range and other various filters
  • Lease Summary export feature
  • Predefined Lease Abstract reports
  • Centralized Document Repository

Business Plan Approval

  • Business Plan Approval Portal
  • Business Plan Approval process automation via advanced SharePoint Workflows
  • Customized user-specified email notifications.
  • Reporting & Analytics
  • Integration with Contract Tracking Metrics System

Contract Tracker & Management

  • Contract Tracking Management Portal
  • Contract Renewals, Generation, Creation
  • Process Automation Workflows
  • Data warehouse
  • Centralized Document Repository to store all contract-related documents and softcopies at a single location.
  • Enterprise Search capabilities with metadata tags

Manual Billings

  • Manual Billings Management Dashboard
  • Manual Billings approval process automation via advance SharePoint Workflows
  • Electronic form with predefined business logic validations
  • Reporting and Analytics
  • MRI Integration for Lease IDs

CAM Estimates

  • Centralized Interface
  • Automated Workflow
  • Automated Workflow approvers via logic use cases
  • Tracking & Management
  • Reports & KPI

CAM Reconciliation

  • Centralized Interface
  • Automated Workflow
  • Automated Workflow approvers via logic use cases
  • Tracking & Management
  • Reports & KPI

Tenant Management

  • Tenant Management Dashboard
  • Electronic Tenant Notice Generator
  • Contract Generator
  • Tenant Outside Access Portal
  • Tenant Outside Access document sharing
  • Customer Relationship Management