Document management

Internal processes

Document management in the real estate industry

Document management is about the administration of documents within the company. The flow of information should be designed as efficiently as possible here, as information and documents originate from a wide variety of sources and often travel a long and winding path within the company. Document management is relevant for both analog and already digital documents.

However, analog document management has a number of disadvantages, some of which are considerable. First of all, data protection and GoBD-compliant archiving is very time-consuming. There is always the risk that a document is sorted incorrectly and can therefore no longer be found. In addition, a large amount of working time is spent searching for or forwarding and archiving documents. In addition, paper files and folders take up a lot of space, since many documents are needed and archived in multiple copies.

Digital solutions in document management

Digital solutions enable customers to have a centered and well-structured document management with automated handling processes. For example, all documents are stored on a central platform, which greatly reduces the need to search for them. In addition, all documents are only available once, which significantly improves the overview. Solution providers use cloud systems for this, which protect sensitive data with high security standards and also enable location-independent access.

In addition, customers can also be granted round-the-clock access to all relevant documents, such as energy certificates or declarations of partition. Customers are also notified immediately when required documents have been made available.

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