Treeno Electronic Document Management Solutions for Real Estate Companies

Application Integration with Property Management and Financial Applications

The Treeno EMD system seamlessly integrates with many property management applications such as Yardi Voyager, Real Page, MRI Software and Skyline Property Management and accounting applications. With just a single click, you can retrieve filed documents and automatically file, name and link documents to property, unit, and financial screens within your application.

Application and Lease Management

Let Treeno help you to manage the application review process. Treeno EDM system allows you to store all your application and lease documentation in a secure electronic folder. Store the signature card, lease contract, credit support documents, references, and correspondence.

Work Order Management

Streamline your work order management process. With our workflow management system, remote workers can be notified real time when repairs need to be made. Treeno EDM tracks the job process. Treeno reports provide management with visibility into the open work orders and allow for priorities to be set. Track all correspondence associated with the work order.

Contract Management

Managing and renegotiating vendor contracts can be a timeconsuming, daunting task. Let our workflow management system help you manage the renewal process. Leverage Treeno tools to report on contract expiration, renewal, and renegotiation time lines. With Treeno’s versioning capability, you can track changes to a contract, including who made each modification and when.

Acquisition and Selling of Properties

Buying and selling of properties requires an enormous amount of administrative overhead to collect and to provide documentation to the respective firm. Treeno EDM allows you to easily share large amount of documents electronically with authorized external parties without requiring collection, reproduction and refiling.

Integrated Client and Vendor Portals

The Treeno EDM solution seamlessly integrates with your client and vendor portals and allows users with appropriate permissions to access documents in an authenticated and secure environment. Treeno also provides a publishing portal to allow selected documents to be securely viewed by an external party. Access to the Treeno publishing portal is audited and tracked via the Treeno audit table.

Lease Origination, Management and Processing

Real Estate organizations are challenged by making sure a complete lease is drafted for each client. Making sure that all the appropriate addendums and forms are included and signed throughout the process can be a daunting task. Treeno has partnered with SyndicIT to provide a lease origination application that can be customized to your property and the state requirements.

Electronic Contract Executions

Treeno allows for real-time contract and lease signoff by integrating with DocuSign, an electronic contract executions application. This allows a client to remotely authenticate, add their signatures to the locations and automatically upload their signed documents the lease, closing or contract file.

Client File Management

Treeno EDM helps real estate companies manage all their clients’ business documents, including signature cards, application, lease or loan files, work order `credit collections of the loan files, human resources, invoices and correspondence. Treeno eliminates the need for document duplication by providing authorized users with access to client support files from any location through a secure audited viewer.

Document Retention Policy and Process

Managing the quantity of client and business documents is challenging enough without adding the laborious task of managing the document retention policies specific to each document type. You can simplify retention and purging processes using business rules defined by your organization. Rules can be as simple as, “If document exceeds seven years past date scanned, purge automatically”, or as complex as, “Based on the document type, Status field, and Time Beyond Date field, notify authorized user to view prior to purge”. Mitigate your risk by establishing your retention policy and automating the process.

Compliance

Treeno EDM solutions assists real estate companies with a variety of compliance initiatives, including:

• Security Exchange Commission (SEC)
• Financial Industry Regulatory Authority (FINRA)
• Sarbanes Oxley Act of 2002 (SOX)
• Health Insurance Portability and Accountability Act (HIPAA)

 

Learn more about how our workflow management system can help you manage your real estate and property management company. Contact us today!