FileCloud Provides a Feature-Rich Private Client Portal for Real Estate Enterprises

Create a client portal for real estate enterprises, management companies, and offices with FileCloud.

FileCloud’s real estate file sharing platform ensures secure, fast and easy access to documents such as contracts, property listings, and client files. With encryption and access controls, it protects sensitive data.

By leveraging FileCloud for real estate file sharing, real estate professionals can enhance their operational efficiency, maintain client confidentiality, and deliver exceptional service in a competitive market.

Leverage advanced file-sharing, granular file permissions, audit logs, and automated workflows to streamline your document management processes. You can also fully integrate with familiar apps like Microsoft Office Online and Outlook, Google Apps and Salesforce. Using API access, you can also integrate your FileCloud server with other apps which you already use.

FileCloud as real estate web portal software comes with data security features like end-to-end encryption, including AES 256-bit encryption for data at rest and SSL/TLS protocols for data in transit, Data Leak Prevention (DLP), Single Sign-on (SSO), and two-factor authentication (2FA). When it comes to file sharing and collaboration, you have the freedom to choose and send any file either privately or publicly, with password-protection, expiration dates, or download limits.

Benefits of Private Client File Portal:

• Powerful and secure file sharing as real estate portal: securely share your files, publicly or privately, with internal and external users alike.
• Large file support: share large files with your team with no size limit.
• Unlimited, free client access: pay only for employee accounts and get unlimited free client access for any external users.
• Security protection: secure file sharing for realtors using CCM system with FileCloud’s advanced protection against spoofing and ransomware attacks.
• Audit analytics: FileCloud keeps a record of complete audit logs and share analytics.

Data Governance:

FileCloud’s data governance and retention policies allow administrators to strictly formulate policies for freezing digital content, and prevent data from being deleted or updated. Metadata management supports easy file identification within your system, so you know at a glance if a file is a property listing, a set of inspections, permits or licenses, or protected information like a client’s loan application or financial details. DLP rules build on metadata and are enforced at the highest level, overriding other user or file permissions to ensure your data stays safe.

You can also use retention policies in FileCloud to support your content lifecycle. Retention policies are hierarchical and provide fine-tuned retention and disposition management of data so your office can automate compliance with industry best practices and regulations.

FileCloud supports the following retention policy types:

• Admin Hold – Prevents any update or deletion of digital content for an indefinite period of time; can only be removed by an admin.
• Legal Hold – Prevents any changes or deletion of digital content; must set an expiration date, which automates the policy removal.
• Archival – Automatically moves and stores old organizational content once a specified amount of time has passed.
• Retention – Stores data for a specific period of time, during which the content cannot be deleted.
• Trash Retention – Controls if files in the Trash Bin can be permanently deleted off the FileCloud Server system.

Also, read more about our secure Client Document Portal solutions.