Easy and Affordable Real Estate Document Management

Common Uses and Benefits of Document Management in a Real Estate company

Organize and index documents by agent, property, closing date, or any other property or criteria.

Search and retrieve documents instantly by typing in a tag or keyword or two, or by searching on any word in the document using "full-text" search.

Automate review and approval processes for offers, contracts, disclosures, and other important real estate documents.

Efficiently manage and track emails and scanned paper documents.

Provide remote access to brokers and agents members outside the office, and provide clients' self-service access to documents.

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Easy and Affordable Real Estate Document Management

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Documents drive real estate transactions

Real estate transactions rely upon documents. From offers and contracts, to comparable sales reports, surveys and appraisals, titles, disclosures, loan agreements, leases and more. The timely and accurate creation, management and processing of these documents is critical to the success and competitiveness of real estate businesses.

M-Files provides a secure, easy to use and affordable solution that organizes, manages and tracks important real estate documents and processes.

M-Files supports any type of real estate related document including paper and email

Any type of document or information related to real estate is supported, including offers, contracts, disclosures, loan agreements, and so on. In addition, generic business documents associated with the basic day-to-day operations of the firm can also be managed and tracked. Email and paper documents are seamlessly supported, including integrated scanning with OCR (Optical Character Recognition) for generating "full-text" searchable PDF files.

Always locate the right document instantly when it is needed

Once stored in M-Files all documents are indexed and searchable for instant retrieval by typing in a tag or keyword or two. Access to the "right" document is assured due to M-Files' integrated version history that always provides access to the most up to date version, as well as older versions, should they be needed.

M-Files eliminates the need for chaotic and hard to manage Windows folders with a flexible method of organizing and tracking documents by any attribute or tag, such as property, broker and/or agent, closing date, etc.. Literally any attribute can be defined and tagged to any type of document. No more searching for where to save a file, just save to the vault and tag.

Automate processes to speed up real estate transactions and improve profitability

M-Files can automate essentially any type of business process from simple approval processes to multi-step workflows with multiple stakeholders, assignments, notifications and reminders, and electronic signatures, to ensure compliance with required laws and regulations. By eliminating a dependence on manual processes and paper documents, transactions are accelerated, mistakes are eliminated and deals get closed faster with lower costs.