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Documents and Signature requirements are the most important and unavoidable part of any real estate business.
You cannot avoid them, but you could definitely find ways to make these essentials easy and hassle-free. You cannot afford them to slow down your important transactions and paperwork. Salesforce Property Management software offers fully integrated and connected templates for e-agreements and e-signatures. This allows you to capture information to derive seamless workflows easily.
Whether you have a residential property, commercial space, or even a warehouse, PMS offers you unique data & process design, giving you immense flexibility to manage any property effectively.
There are several reasons why you should consider using PMS for your real estate documents & agreements.
Your customers can confidently share e-documents as they will reach the right people with security controls, including automatic independent verification.
Irrespective of the location of your customers, you can quickly request e-signatures from them.
Moreover, users are accustomed to the e-signature experience and find it convenient compared to personally visiting the builder’s office and signing each document.
With PMS, you can allow them to sign a document right from their phone or tablet.
With PMS, property managers or business owners can easily track who has accessed, signed, or approved a document.
This will keep them updated with the exact status of a particular property. Also, this will allow them to have a complete paper trail of documents accessed, viewed, or edited and when it happened, without the actual paper!
An efficient CRM For Property Management allows property managers to collect signatures and approvals on several documents at one time without taking a print of a single page of the paper.
PMS allows your clients to sign quickly from anywhere and on any device.
When your clients ask for real-time access to documents, connecting the e-Signature solution to the client portal software is necessary.
Get Paid Faster
Being a Property Manager, you need to find ways to get paid faster; thus, saving time and effort.
You can ask for signature and payment details on the same document to securely gather all the information you need to get your clients going. It also includes the payment which they make to you.
Centralized Document Storage
Property Managers don’t need to search in file cabinets, piles on their desk, or even different documents on your computer system anymore. If they use PMS, everything is centralized, and they can easily find any record within minutes.
PMS allows you natively generate rule-based documents & customizable e-signature processes.
With PMS, Property Managers can easily collect approvals and signatures from several clients or customers in whatever order they choose. This helps in increasing team collaboration and encouraging them to keep moving.
The several benefits that PMS offer add significant cost savings for any property business, from printing costs and reducing paper to minimizing the time taken to sign and collect payment from new clients.
Property management software streamlines your business processes and operations, taking it towards growth.
All you need to worry about is handling your clients; your PMS will handle the rest!