Document Creation and Management

Manage Property-specific Documents using CRM Elements for Real Estate

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.

Add documents simply by choosing New Property Document or Add Existing Property Document. This allows you to create documents in seconds as well as guarantee consistency in sales documents.

Keep all of your documents related to each property in one place for easy access!

• 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

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