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Real estate sector: agencies, syndicates, managers, promoters

Real estate is a sector with a wide variety of players, reactive and regulated

Nowadays, digital technology is applied to all sectors, including real estate.

For this sector, this will facilitate all exchanges based on paper documents. For example, it is no longer necessary to sign certain documents in person because they can be signed remotely. The ALUR(Acquisition of Housing and Renovated Urbanism) and ELAN(Evolution of Housing and Digital Development) laws have been enacted with proposed solutions to achieve an efficient dematerialization of real estate.

In addition to the respect of the regulatory requirements, Zeendoc helps the actors of this sector which mix a lot of data in the digital archiving, the automatic classification, the fast research, the diffusion in internal and external in a click... A saving of time more than appreciable for professionals permanently under pressure and in mobility.

Zeendoc can accompany you in several approaches:

  • Management of your structure
  • Processing of incoming and outgoing mail
  • Information sharing and exchange
  • The Zeendoc offer and the ELAN law

Management of your structure

With Zeendoc, the dematerialization of your documents will make it possible to considerably reduce the space occupied by the archives in your premises, the time spent on filing as well as the cost of security.

  • Archiving in a unique and secure space of documents related to rental management, sale of property, co-ownership (mail, contract, lease, deed of sale, inventory of fixtures, supporting documents)
  • Automatic filing to avoid data entry and errors
  • Centralization and association of all the documents of a co-ownership, of a co-owner, of a transaction and sharing of information with the concerned services
  • Fast and intuitive search thanks to a multi-criteria search engine (by word, client, co-ownership, address, employee, date of signature). Instant access to the data of your documents (precise information on a building, history of an owner or a lease, last model of a document)
  • Set up alerts to monitor deadlines, automate reminders (sending of summonses, renewal of a mandate or lease, expired insurance)

Processing of incoming and outgoing mail

The GED Zeendoc allows you to simply manage the entire chain of processing of your mail.

  • Automatic archiving and filing of incoming mail documents
  • Centralization, connection and control of the completeness of the documents of a file (of a co-ownership, a co-owner, a transaction...)
  • Export to Excel of your contracts, invoices, for the elaboration of your annual budgets, your report to co-owners and renters
  • Save time and money with our automated mailing service
  • For sending documents, you choose the type of sending (e-mail and/or postal) according to the recipients and the types of documents, everything is programmed, nothing is manual
  • The Zeendoc EDM also allows authorized users to share documents, regardless of their size and format, in complete security (useful for AGM minutes!)

Automate your processes for optimized property management

Zeendoc's automated direct mail for the capital goods sector is the ideal solution for any organization wishing to simplify the creation of mass documents. Based on automation, customization and centralized management, this feature not only reduces errors, but also dramatically improves productivity and saves time. Whether you're a local authority, an association, a syndicate or a company, Zeendoc gives you the tools you need to automate your processes and focus on your core missions.

Why waste time on time-consuming tasks? Choose Zeendoc's automated direct mail and optimize your document management today!

1. Considerable time savings

Instead of creating documents one by one, automated direct mail allows you to generate a large number of documents in just a few minutes. Whether sending invoices, notifications or invitations, this feature avoids time-consuming repetitive tasks, allowing companies to concentrate on more strategic tasks. This automation also reduces the risk of errors and ensures impressive speed of execution.

4. Reduce manual errors

By centralizing data management in an Excel file, Zeendoc considerably reduces the risk of human error. Information is extracted directly from the file and automatically inserted into documents, without the need for manual input. This process eliminates common errors such as typos or omissions, and guarantees data consistency across all generated documents.

2. Quick and easy customization

One of the main advantages of automated direct mail is its ability to personalize each document from a simple Excel file. Zeendoc automatically fills in personalized fields in the document with information specific to each recipient, such as names, addresses, invoice numbers and so on. This flexibility makes it possible to create customized communications, while maintaining a standardized document format.

3. Optimized organization

Managing generated documents doesn't stop with their creation. Zeendoc takes care of organizing and indexing documents according to predefined criteria. Each file can be automatically named and classified in the right folders, according to the user's needs. In this way, all information is centralized and easily accessible, considerably optimizing document search and processing time.

5. Enhanced safety

Zeendoc places particular emphasis on data security. The mailing process is completely secure, ensuring that recipients' sensitive information, such as addresses or financial details, is protected at every stage. This is a major advantage for companies and organizations handling personal or confidential data.

Information sharing and exchange

The Zeendoc EDM provides you with a unique document base to share and exchange information with your employees, co-owners, service providers ...

  • Unlimited number of users with rights management that allows to give online access to a secure and confidential space (to temporary workers for example...)
  • Mobile application that enables upload, instant access to or distribution of documents anywhere and at any time during an AGM, visit, signature ...

The Zeendoc offer and the ELAN law

The secure area

The Elan law has set by way of Decree (No. 2019-502 of May 23, 2019) the minimum list of dematerialized documents accessible from a secure online space. This list is applicable since July 1, 2020: maintenance booklet, technical diagnoses, extracts of the rules of co-ownership, insurance contracts, contracts of trustee, maintenance contracts, PV of the AG ... and by co-owner: individual account, provisional budgets and current charges ... statement of charges ...

The electronic signature

Today the laws on dematerialization allow to avoid getting lost in the handling of paper and to accelerate certain documentary processes thanks to the electronic signature, the control of the missing parts...and to prove in case of litigation the signatories, the time of deposit of the unmodifiable documents and a whole way of proof.

Get the most out of your business information!

Take advantage of Zeendoc, the EDM solution for VSEs/SMEs

Request a demo