Real Estate Sales

Document Management System for Real Estate agencies

Less time filing more time selling

We have all dreamt of going paperless but surely this isn’t achievable in real estate? Especially for the sales department. Or is it?

What if all incoming and outgoing documents were captured and stored electronically? Now I know what you are thinking, we have tried that before and all we have done is take the mess of the manual system and put it on a computer.

There is an effective solution and it revolves around the term meta-data. Today you have filing cabinets, Word, PDF and Excel directories, email accounts and information stored in sales programs. The information for a property could be anywhere.

With M-Files this all changes. M-Files is a meta-data driven database that can link you’re your existing sales programs. All of your documents from any of the traditional areas are now in one place and the document you need is linked/associated with the CRM information in your existing system.

This means if you need a copy of the contract and a vendor’s phone number both pieces of the puzzle are side by side. No more searching multiple areas.

Multiple departments, multiple filing systems?

M-Files can not only manage the sales but also the property management department and the back-office administration as well.

Traditionally Real estate offices have a system for PM, a system for sales and not much in the way of a system for general office administration. M-Files for real estate will bring it all together and allow for the uniqueness of each business unit.

M-Files is built from the ground up to meet your needs and we also ensure that we use your terminology so there is only a small learning curve.

All this sounds expensive but it’s not you should expect to see return on investment in 2-3 months. In fact, it’s costing you more not to have this in place.

paper-less-real-estate-document-management

Filing cabinets taking up valuable real-estate in your office.

By effectively becoming a paperless office you not only will save valuable floor space but also save the environment. Being able to access your entire electronic document management system through the free M-Files App has also been very popular.

How often do you reach for your smart phone or iPad and google something? Now you can do the same for your offices filing system and tick off workflows and assignments on the fly.

Click on one of the buttons below to get a free trial or an instant quote. As real estate sales professionals you will be impressed with the small outlay and ease of use.

Our Document Management System is trusted by our clients

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Testimonial by  from
Jemma O'Neill Cradle Coast Authority

Karen is so awesome! She has inspired me to create an AMAZING M-Files.

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