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Document Management by Stoa

Empower internal teams with the right set of tools to make the right decision.

The document management portal technically consists of two applications: EDMS (backend service to store documents), and Admin Portal to collect, request, view, report, and take action on critical Real Estate documents. 

Stoa's internal operations team are the core power users of this system.

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This product was launched in January of 2023. 

Goals

Streamline

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Streamline and automate the ability to capture the right documents at the right time.

Compliance

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Ensure we are collecting the required documents that need to be collected on a given deal, 100% of the time.

Time & Cost

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Features to support auto creation of documents based on critical property data.

Auto Collect Docs

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Enabling our system to auto-collect documents from the investor, internal employee, or title companies.

Email Comms

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Using SendGrid, sending email comms to the relevant party for immediate action.

Audit Trail

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Tracking system to know who does what and when.

Intuitive UX/UI

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Simple and dedicated UX to delight our internal teams for quick adoption.

DocuSign Integration

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Utilizing DocuSign to efficiently and accurately autofill documents to be executed by a party.

API Backend Support

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Enabling other Stoa product teams to integrate with EDMS for continuous automation.

Core Features

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