In real estate, +20% of the time is lost looking for documents. Between an exclusive mandate that is about to expire, an urgent compromise to be signed and a missing DPE for a visit, professionals are drowning in paperwork.
How can this constraint be transformed into a competitive advantage? La EDM real estate is revolutionizing your daily life by digitizing all of your business processes.
The documentary chaos of daily real estate
Impossible to find the amendment to the commercial lease signed six months ago, difficult to share the condominium regulations with a purchaser, complicated to verify the diagnoses before signing. This disorganization is expensive. : delayed transactions, dissatisfied customers, constant stress.
Professionals juggle mandates, compromises, DPE, inventories, meeting minutes and technical diagnoses on a daily basis. Without an organized system, these documents are scattered between workstations, local servers and mailboxes, creating a real administrative headache.
🎯 Real estate EDM: Much more than simple storage
La Electronic Document Management Real estate constitutes The digital nervous system of your agency. Unlike general solutions, it natively integrates the specificities of the sector: types of mandates, ALUR/ELAN obligations, particularities of co-ownership.
Automatic recognition : The system identifies that a scanned document is an exclusive mandate, automatically indexes it (address, price, duration) and directs it to the right customer file. He also manages important deadlines: term ends, lease renewals, deadlines for general meetings.
Immediate benefits for your agency
Smart centralization 📁
All items in a folder automatically grouped : initial mandate, visits, offers, compromises and annexes form a coherent whole. The system creates intelligent links between documents: consulting an apartment gives access to the history of the building's transactions, the latest GA minutes and the voted works.
Full mobility 🚗
Your teams have access to everything, everywhere. From their smartphone, they instantly consult the condominium regulations, check the Carrez area, or send the diagnostics to a prospect. During a visit, the agent immediately answers technical questions and can have a visit voucher signed on a tablet.
Signature automation 🖋️
Integrated electronic signature : mandates, agreements and leases can be signed in a few clicks with the same legal value. No more back and forth, no more impressions. Customers sign from home, speeding up transactions.
Automatic alerts : the system warns 30 days before the expiration of an exclusive mandate, recalls the GA dates to be scheduled, reports diagnoses that are due to expire.
Ensured regulatory compliance
ALUR and ELAN laws respected
Les social landlords and trustees must offer secure online access to management documents. EDM automatically creates collaborative spaces for each condominium. The co-owners access their documents (minutes, accounts, works) without the intervention of the manager.
Traceability and evidential value
Each action traced : who viewed, edited, shared, or signed what and when. This traceability becomes decisive during real estate disputes. The electronic signature Qualified guarantees the integrity of documents with the same probative value as paper.
Simplified collaboration with your partners
Secure sharing
Collaborate effectively with notaries, diagnosers, surveyors and experts. Share specific documents securely and temporarily. A notary only accesses the necessary documents, without seeing the complete commercial file.
Measurable gains by profession
🏢 Real estate transaction
- 360° vision of all your goods and customers
- Unified dashboard : mandates, deadlines, visits, negotiations
- Automatic sales supports drawing on existing data
🏠 Rental management and trustee
- Logical organization : leases, inventories, receipts, correspondence
- Simplified GA preparation : all centralized documents
- Proactive alerts on renewals and deadlines
🏗️ Real estate promotion
- Projects structured by phases : studies, permits, marketing, works
- Centralized sales tracking : reservations, contracts, amendments
- Secure purchaser areas for project monitoring
Fast ROI and differentiation
Productivity gains
15 hours saved per week for an agency with 10 employees, i.e. the equivalent of 2 full days devoted to commercial development. ROI achieved in 12-18 months thanks to savings in printing, archiving and time.
Competitive advantage
Customer responsiveness : immediate responses, quick signatures, transparent follow-up. In a sector where speed makes the difference, this digitalization is becoming a decisive commercial argument.
Phased implementation
Secure approach
Gradual approach : start with a service or a type of document (sales mandates) before extending the scope. Paper documents are integrated as and when needed, without constraints or urgency.
Adapted training
Business support with concrete use cases: “How to find all mandates that are due to expire?” , “How do I share a file with a notary?” , “How do I get signed remotely?”.
Conclusion
Real estate EDM frees your teams from administrative constraints to refocus them on their core business: advice, negotiation and customer relationships. It meets market responsiveness requirements while guaranteeing regulatory compliance.
More than a storage tool, it becomes The digital nervous system of your agency, allowing smooth collaboration between all actors. In a changing sector, this digitalization is no longer an option but a competitive imperative.
Does your agency want to optimize its document management? Our experts in the real estate sector support you in choosing and implementing an EDM adapted to your profession.
