Effortlessly manage contracts, agreements, and property records directly within Salesforce. Prevent duplicate files, retrieve documents instantly, and impress clients with streamlined workflows readily available to the real estate industry.
Managing real estate documentation is time-consuming and often prone to errors. Common pain points include:
Without the right tools, these challenges can disrupt workflows and frustrate both clients and team members.
Key Features Available for Real Estate include:
Easily organize property documents, contracts, and agreements by category like lease contract, property disclosure form or inspection report. Benefit: Locate any file in seconds, saving hours of search time
Eliminate redundant files with automated actions. Benefit: Ensure each document is uniquely stored containing its version history.
Automatically sort documents into the correct folders based on metadata. Benefit: Never misplace critical documents again.
Share files securely with clients directly from Salesforce. Benefit: Impress clients with professional, error-free communication.
Collaborate on contracts and agreements in real-time with automated version control. Benefit: Ensure accuracy and compliance without the risk of overwritten files.
Install Cartularius now and experience the best Salesforce document management solution and enjoy clean and structured data and optimized processes, risk-free for 30 days.