Real Estate Management System

Real Estate Management System

Abel Solutions provides an effective real estate management system in REALTY|share. A quickly deployable, pre-configured intranet solution, REALTY|share was designed to cater to the needs of companies seeking to improve their efficiency and streamline their business operations.

What is an Intranet and Why Would You Want One?

Companies in the real estate industry deal with many of the same issues that plague those of other industries — disorganized or unstandardized record keeping, inefficient business processes, ineffective internal communication practices, etc. Most companies will recognize these areas for improvement and implement one (or often, many) systems to remedy them. This hodgepodge of programs does not effectively communicate with each other, creating new inefficiencies when entering or updating data relevant to multiple processes. One way to overcome these varied issues is to implement a company intranet.

An intranet supplements a business’s network of client devices by improving the way employees interact with the company’s information. The home page acts as a central hub that directs employees to the data, files, tools, and other resources that they regularly use to complete daily tasks. Because it is the first thing they see every morning after logging in, it also serves as a highly visible space upon which relevant parties can broadcast important information to employees. An ideal intranet will corral all of a business’s operations under one roof to ease the flow of information from one process to another.

Older intranet systems have a drawback, however, in that they are only available so long as the user is directly connected to the company network. This may be of no concern to other industries, but real estate companies are necessarily hobbled by this limitation because of the nature of their work — much of a realtor’s time is spent on-site at properties. To address this disconnect, Abel Solutions created a real estate management system founded on SharePoint’s flexible platform and hosted as a cloud-based intranet. Our solution is called REALTY|share, and we designed it to serve the needs of real estate companies.

REALTY|share — Comprehensive Real Estate Management System

REALTY|share is an out-of-the-box solution, ready to tackle issues as soon as the software is installed. The home page (which Abel Solutions will customize and brand according to the clients’ tastes and values) connects users to the tools and information they need through a series of configurable, promoted links. It also features a message board for corporate announcements and a company-wide shared calendar. The home page can also be modified to highlight certain properties or projects and to link their images to their associated property profile.

Document Libraries

From the home page, users can access a file management system called the document library. This application serves as a database to store any information associated with each individual property. All of the documents filed into this repository can be augmented with customizable metadata tags, giving each of the files various categorizations based on any criteria deemed appropriate. Users can then sort through files by organizing them according to their metadata to find groups of documents that share one or more common factors. Employees more inclined to use the search bar will find locating a single file among thousands to be an easy process; SharePoint’s powerful, “Google-like” search function yields returns that include the keyword in their title, content, and/or metadata. Search results are sorted by relevance and can be narrowed by any relevant attributes including document type and document classification.

Customer Relationship Manager

Also accessible from the home page is the contact management index, a large list of profiles for people associated with properties. These profiles may be filled out with all sorts of contact information and may be used for clients, investors, vendors, or any other people of interest. These profiles are also searchable in the same way as documents. Updating profiles to reflect changes and track activities is as simple as finding the profile.

Reporting Dashboard

REALTY|share also improves the reporting process for real estate companies. Users can generate any type of report on properties or projects, pulling data from within the program or from outside sources like Yardi. Because the report dashboard is powered by Microsoft Power BI, it is easy to create intuitive visualizations and relevant figures for viewers to parse through. Whether presenting to investors, executives, or vendors, REALTY|share makes reporting efficient.

Investor Portal

System administrators can allow outsiders temporary and/or limited access to those reports, or the underlying data that built them. By granting and revoking varying levels of permissions (to either groups or individuals), interested parties can interact with company data on the company’s terms. Give investors access to K1s, property updates, and other reporting information relevant to their interests with a few clicks.

Process Automation

Forms and workflows keep operations running smoothly by automating certain steps. Creating a new property profile in the database, for instance, will automatically supply accompanying checklists related to certain processes (like due diligence and closing) as relevant. These checklists are generated from customizable templates and are deployed when certain predefined conditions are met. Dedicated project pages can be created by system administrators to focus efforts and hold individuals accountable when working on extended collaborative assignments like construction projects. Furthermore, administrators can create individualized weekly task lists to keep employees on target to meet deadlines and goals.

Mobile Accessibility

Finally, this real estate management system is hosted online. Because realtors need access to relevant information in the field as well as the office, our intranet solution is mobile-friendly. REALTY|share was designed to function optimally on smartphones, tablets, laptops, and any other internet-accessible device an agent may use in the field. No longer will realtors have to carry physical copies of lengthy agreements for clients to review and sign — now it can all be accomplished with a few swipes and electronic signatures.

As customizable as its various features are, REALTY|share may not suit every company; some clients have needs so strenuous that this program’s basic capabilities cannot handle them. To handle these situations, Abel Solutions sends one of our SharePoint consultants to understand the requirements of the client and then design an intranet system from the ground up to match those requirements. Because each workflow and sub-site must be created from scratch, these custom-made solutions cannot be deployed as quickly as can a pre-configured solution like REALTY|share. Abel Solutions ensures, however, that this attention to detail and time spent toward addressing client concerns results in a real estate management system tailor-made to fit that company’s needs.

Abel Solutions: The Intranet Experts

For over 20 years, Abel Solutions has been answering companies’ efficiency struggles with impactful, SharePoint-based solutions. Our knowledgeable staff members have dedicated themselves to providing our clients relief from their most persistent IT difficulties. To deliver the most thorough array of offerings for our clients, we also provide supplementary network administration, helpdesk support, and data security services. If your company is suffering from the efficiency deficiencies that result from poor document management practices, manually completed processes, and lacking internal communication, let Abel Solutions help — our real estate management system can help you get where you want to go.

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