Sonoma Partners

Document Creation and Management

CRM Elements for Real Estate helps you centralize the documents vital to the real estate sales and closing process. The software's powerful document creation and management tools make it easy to customize sales, closing and other document templates for each residential site in your portfolio. Salespeople and other key users can then create contracts and other documents for each transaction.

Plus, our proprietary "document tokens" make it easy to automatically populate your documents with information and calculations specific to each buyer. Document tokens work like Microsoft Office Mail Merge fields, so your customized templates can include placeholders for data fields within the CRM system, including the buyer's contact, unit and pricing information and a calculation of the earnest money due.

Once generated, documents are saved to the buyer's record as Adobe PDF files and an online document history is created. The document history is updated each time a document is created, uploaded or modified, creating an invaluable reserve of audit information.

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  Property-specific Documents

  Use CRM Elements for Real Estate to dynamically generate sales, closing and other related documents in Adobe PDF format. You can dynamically populate each document with buyer's information, unit information, pricing, etc. Each property site can specify their own unique set of document templates.

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  Document Creation

  Sales people can generate purchase contracts in just TWO CLICKS! No more spending time filling out documents manually and leaving the potential for errors and outdated information. The CRM Elements for Real Estate document creation features will save you time, standardize your contracts, and eliminate errors.

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  Document Upload

  Allow users to upload electronic versions (scanned, eFaxes, etc.) of original documents that contain signatures, markups, etc.

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  Document History

  Track and manage a complete document history in the database including each date and time-stamping every revision of a created or uploaded document. This provides invaluable audit information.

• Franchise Management
• Professional Services
• Healthcare
• Real Estate
  • Property and Unit Management
  • Sales and Inventory Management
  • Document Creation and Management
    • Property Specific Documents
    • Document Creation
    • Document Upload
    • Document History

Contact Us for a Quote, or Personalized Demonstrationof Microsoft Dynamics CRM for Your Business.