Presentation for Simplifying Legal CAM Claims and Lead Management Solutions

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Presentation for Simplifying Legal CAM Claims and
Lead ManagementSolutions

• Dan Dornfeld- KELLY GROSSMAN, LLP
• Matt Radin- IN-HOUSE LEGAL
• Ira Luntz- VISIENT Corporation
• Scott Waggoner- VISIENT Corporation

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Agenda

• Why Are We Here?
• Solutions Overview Presentation
• X-Press (Lead Management) Demonstration
• E-CCL (Claims Resolution) Demonstration
• Questions?
• Action Steps

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Our Tools Produce Extraordinary Results

• Attractive, branded regional web portal that
  manages and stores centralized property and
  leasing information (listings), collects and
  manages leads, stores documents, prints property
  flyers, and tracks tenants from lead to close
  to beyond.
• Claims resolution web system that automates
  business processes using pre-defined action plans
  to coordinate the flow of people, data, and
  documents and resolve CAM disputes sooner, speed
  receivable collections, and improve Tenant
  relationships.
• Proven Technology Using Softeon technology
  (www.softeon.com), industrial strength web-based
  applications built on highly flexible data
  models.

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Our Tools Produce Extraordinary Results

• Listings And Leads All In One Place
• Centralized Database Of Listings And Images
• Commercial Information The Way You Want It
• Leads Are Generated And Qualified
• Auto-e-mail Responders
• Coordinates Use Of Outside Brokers
• Database Replication Synchronization
• Team Members Work Together
• Lookup By Tenants, Landlords, Claims, Documents
• Documents Automatically Merge With Data
• Integration With External Systems
• Legacy Systems (Mainframes)
• Financial And Accounting
• Property Management (e.g. IBS, JD Edwards)
• Transaction Coordination (e.g. Sureclose)
• Enterprise Content Management (e.g. Interwoven)

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A Complete Real Estate Collections Package, With
CAM Dispute Resolution Management
Verify All Records And Provide Where Necessary
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The Leads Start Here
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Customized Searching And Lead Capture
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Produces Stored Search Results That Are
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Turned Into Tenants And Tracked Into An
Easy-To-Use Administrative System
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That Opens A CustomizedDetailed Claims Database
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Search, Filter, Manage And Route Documents And
Incorporate File-Specific Messaging
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The Chronology Links People, Issues And Documents
And An Activity Log Links Time, Documents, And
Billing
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System Benefits

• Centralized Listing Inventory
• Lead Management- Including Statistics And
  Follow-up Surveys
• Turn Leads Into Tenants And Manage The Entire
  Life Cycle To Shorten Time From Vacancy To
  Release
• Built-in Conflict Resolution Action Plans And
  Electronic Assignment Of Conflict Management,
  Claim, Collection And Legal Professionals (As
  Needed)
• Improve Tenant Relations Through Automated E-mail
  Responders, Better Access To Information, And By
  Preventing The Escalation Of Tenant Disputes
• Reduce Bad-debt And Accelerate Collections
• Documents Are Stored And Searchable By Person Or
  Claim, And Can Be Automatically Merged With File
  Data
• Secure Access And Authentication Based On Roles
  And Privileges

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Presentation for Simplifying Legal CAM Claims and
Lead ManagementSolutions

• Now To The Demos!