Manual document processing and research slow your property workflows
Reduce admin and speed up decisions by adding the Credia Plus bundle. Credia Plus includes Credia Extract for automated document processing and Credia Advise for instant answers and recommendations, so you eliminate manual data entry and get clarity fast.
Note: Credia Plus is a paid add-on that you can add to any Re-Leased subscription. To learn more, contact your Account Manager or leave a contact request here.
Credia Extract: Automate document capture and updates
Document extraction often takes too long and invites errors. Credia Extract removes the heavy lifting by pulling key details from insurance records, invoices, tenancies (leases), compliance documents, and more.
Credia Extract includes the following Credia skills:
Insurance: Extract policy details and update records
AI scans emails or uploads, extracts policies, and updates records automatically. No more guesswork. Learn more: Credia Extract: Insurance.
- Collect insurance policies from email or saved files.
- Upload the documents or allow AI to scan incoming emails.
- Review the suggested policy details identified by AI.
- Confirm the results to update the insurance records.
Invoices: Upload and auto-fill data
Upload, review, and let AI handle the data entry—fast, accurate, and effortless. Learn more: Credia Extract: Invoices.
- Prepare the invoice files you want to process.
- Upload each invoice to start extraction.
- Review the captured invoice data for accuracy.
- Approve the entry to complete the process.
Compliance: Log documents instantly
Drag and drop PDFs or image files. Documents get logged in the right place, instantly. Learn more: Credia Extract: Compliance.
- Gather your compliance PDFs or image files.
- Drag and drop the files to start processing.
- Confirm the suggested categories and key details.
- Save the results to log the compliance records.
General documents: Describe and categorise files
Drag and drop floor plans and other document types to receive concise descriptions and categorization.
- Select the general documents you need to store, such as floor plans.
- Drag and drop the files to trigger extraction.
- Review the auto-generated description and category.
- Save the updates to keep documents organised.
Leases (coming soon): Abstract terms and create tenancies
Get fast and accurate lease abstraction. Add and create new tenancies in a fraction of the time.
Slow answers from tenancy records delay decisions
Use Credia Advise to get instant answers with direct source references and proactive suggestions. You save time switching between documents and make confident decisions sooner.
Credia Advise: Answer tenancy questions with citations
Credia Advise acts as your instant property advisor. Ask questions about any tenancy or lease and receive clear answers with references to the original document.
Chat with tenancy documents and data: Combine insights into one answer
Ask questions, gain instant clarity, and rely on Credia to integrate insights from multiple documents into a cohesive answer. Learn more: Chat with lease documents and tenancy data.
- Open the tenancy documents you want to question.
- Ask a clear question about terms, dates, or obligations.
- Review the answer and check the provided source references.
- Ask follow-up questions to refine or expand the result.
Contextual recommendations: Surface next steps in your workflow
See proactive rent review clauses and maintenance responsibilities embedded directly in your workflows.
- Work through your normal tasks within the platform.
- Review the recommendations Credia surfaces in context.
- Apply the suggested actions or note the details for next steps.
Regional Terminology Note: We use Asia-Pacific/European terms for consistency. In some regions, you may see Tenancies referred to as Leases, and Rent Review referred to as Rent Adjustment. If you work in North America, expect these variations. For more details on regional terms, see our Regional Terminology Guide.