Features
CREOS is a fully automated commercial real estate office management software that tracks, manages and maintains the detailed information necessary to easily manage complex real estate transactions.
- The marketing module produces professional, eye-pleasing brochures and flyers quickly and easily.
- A comprehensive set of reports provides managing brokers with the information they need to forecast, plan, coach and analyze their business.
- Finally, client, property, agent and transaction information is linked together in a centralized database to provide a detailed view of each property for easy access and review.
Successful Commercial Real Estate Brokers manage a large number of highly complex transactions, comprised of multiple properties, suite configurations and client representatives. These activities are generally managed differently by each agent within an office, making it difficult to communicate activity, and generate a comprehensive inventory and manage sales forecasts.
One of the largest areas of administrative overhead time at an agency is in inputting information into various multi-list applications. In the commercial real estate market there is minimal standardization, and several competing entities provide multi-list systems.
The CREOS property management system has the ability to provide a single source of data entry for this problem, thereby alleviating strain on administrative personnel and real estate agents in the field, providing for more effective and productive use of agent time, as well as significantly higher quality information in managing property inventory.
Feature |
Benefit |
Result |
Client History |
Detailed contact, transaction, historical information centrally located |
Increased Productivity, contact management |
Property Information |
Undeveloped, whole property and subdivided real estate is maintained with direct links to listings and agents |
Complete Inventory for effective office management and increased revenue |
Lease Listings |
Lease Listings - Multiple configurations, subdivisions, and pricing options are clearly detailed. Lease expirations are highlighted to reduce the occurrence of lost revenue |
Increased revenue, comprehensive management and comparison reports. Alleviates duplicate data entry for increased productivity |
Sale Listings |
Track individual and team-based activity in a central location |
Increased agent productivity and communication to reduce the sales cycle |
Agent Activity Tracking |
Daily, weekly, monthly property sales and transaction activity |
Comprehensive management report to reveal deficiencies and manage revenue projections |
Security |
Role-based security for client/asset protection and agent privilege |
Protects agent and agency assets from competitors, and unauthorized access |
Customized Menu Options |
Selection criteria, property features and geographically-specific identifiers are built and maintained through a secure administration interface |
Reduced product and maintenance costs |
Reports |
Menu-driven reporting is integrated with Microsoft Office and output to a familiar, easily modifiable format |
Reduced training costs, easy to personalize for reduced administrative effort |
Ad-hoc Reporting |
Client, property and transaction reports can be generated on demand using any of the menu options for unlimited information access |
Improved forecasting, trending and analysis for internal management and external communication |
Buyer/Tenant Representation |
Allows agents to register clients and representation for commission/payment processing |
All client activity is maintained centrally to improve cash flow projection and commission accuracy |
Transaction Management |
Accounts Receivable ageing, lease expiration notices |
Improved cash flow and client retention |
Commission and Payment Tracking |
Multiple agents, external commitments and multi-level representation are recorded for accurate payment, billing and collection |
Improved cash flow |
Invoicing |
Individually personalized, professional invoices are generated on demand to provide an additional level of client service |
Transaction-specific details and comments are included to reduce confusion and billing errors |
Property Marketing |
Personalized brochures and flyers are generated easily from the property information alleviating the need for manually intensive document preparation and duplication of data entry |
On-demand marketing for timely promotion and reduced administrative burden |
Advertisement/Promotions |
Ad copy for newspaper and periodical placement is generated by the agent and placement request/history reported for interoffice communication/appropriation |
Ad copy reports are generated for timely submission and improved accuracy |
Filters/Search |
Manage and search inventory for the entire office or by agent increase property visibility to clients and improve agent productivity |
Improved client service and account management |
