Real Estate & Property

Stop chasing signatures, drawings and investor reports.

Deal, construction, leasing and investor documents, controlled inside the Microsoft 365 you already have. Purchase agreements, drawings, leases and investor reports in one governed system of record, shared securely with buyers, tenants, brokers, contractors and investors. Built on SharePoint, not bolted on top of it.

Every property. Every party. Nothing leaves home.

Q3 investor report released
Finance → Approval → Investor portal
System Titan Workspace
Runs inside Your M365 tenant
Shared with Buyers, tenants, brokers, investors
Status Audit-ready every day
A Property Document Control

Every agreement, drawing, and lease in one governed system.

Real estate teams lose hours every week hunting for the signed version of an agreement, the current drawing, or the lease a tenant actually received. Titan puts every property's documents under one controlled, searchable system, filed by property, building, and unit.

  • Libraries organized by property, building, and unit, created from templates so every new project starts the same way
  • Version control and retention on purchase agreements, leases, drawings, and closing documents
  • Superseded drawing revisions marked obsolete, so site teams always work from the current set
  • Built-in e-signatures for agreements, leases, and approvals
  • Full audit trail of who viewed, edited, signed, or approved a document, and when

Works alongside your property management and accounting systems. Your property management, accounting, or ERP system keeps the transactions. Titan controls the documents and approvals around them.

Harbor Point, Unit 1204 Unit file
  • Purchase agreement: signed
  • Payment schedule: viewed by buyer
  • Punch list: 2 items open
  • Closing documents: awaiting e-signature
B Client & Investor Portal

A branded portal for every outside party, without leaving your tenant.

Buyers, tenants, brokers, contractors, and investors shouldn't need another paid login or a pile of email attachments. Titan gives them a secure guest portal inside your Microsoft 365 environment.

  • Guest portals for buyers, tenants, brokers, contractors, lenders, and investors
  • Each party sees only their own unit, property, or investment documents
  • Investor reports and notices released from one controlled source, with read tracking
  • Bulk guest onboarding: 50 external users in about 20 minutes, instead of 5 days by hand
  • One-click offboarding when a broker leaves or a contractor's package ends
Guest access Built in. Not bolted on.

Files never leave your tenant. No separate login, no per-user license, no data residency question to answer.

C Deal Rooms & Due Diligence

Run due diligence without paying for a separate data room.

Acquisitions, dispositions, and refinancing all need the same thing: the right records in front of the right buyer, lender, or advisor, with proof of who saw what. Titan runs that deal room inside the tenant you already own.

  • Secure deal rooms for title reports, surveys, rent rolls, leases, and operating statements
  • Access controlled per party: buyer, lender, legal counsel, and advisors
  • Every view and download logged against the deal
  • E-signing of letters of intent and purchase agreements
  • Access closes the day the deal does
Deal room Who opened what, and when

Every document view is recorded at the individual level. It's the first thing a lender or buyer's counsel asks for.

The documents behind every kind of real estate business

Whatever you build, manage, or invest in, the documents change but the problem doesn't: controlled files, traceable approvals, and records you can produce on request.

Segment Who needs access Documents Titan controls
Residential developers & homebuilders Buyers, brokers, lenders Approvals, drawings, purchase agreements, payment schedules, handover packs
Multifamily & property management Residents, owners, investors Leases, resident files, inspections, owner and investor reports
Commercial real estate Tenants, brokers, vendors LOIs, office, retail and industrial leases, certificates of insurance, CAM reconciliations
Investment, REITs & funds Investors, lenders, auditors Investor reports, capital calls, distribution notices, valuations, deal rooms
Construction & project management Architects, contractors, consultants Drawings, RFIs, submittals, change orders, safety procedures, pay applications
Brokerage & agencies Agents, buyers, sellers Listings, sales material, availability sheets, commission agreements

Titan doesn't replace your property management or accounting system. It keeps the documents, approvals, and sign-offs around them in one place your lenders, investors, and auditors can follow.

D Workflow & Approvals

No-code approvals for how a property actually runs.

Replace the PDF-and-email approval chain with workflows that move, and a record of every sign-off.

  • Budget, purchase, and vendor invoice approvals
  • Change orders and contractor payment applications
  • Lease, pricing, and closing approvals with e-signatures
  • Move-in and move-out checklists and work order approvals
  • Renewal reminders and insurance certificate expiry alerts
E Policy, SOP & Audit

Procedures your teams have actually read.

From site safety to property operations, every procedure stays current, and you can prove who acknowledged each revision.

  • Controlled library of site safety and property operating procedures
  • Read-and-acknowledge records per revision, for every person
  • Scheduled periodic reviews, so nothing goes stale unnoticed
  • Evidence ready for lenders, regulators, and fund audits
~20 min
to onboard 50 external users.

Buyers, tenants, brokers, and investors get secure access the same day, compared with about five days of manual guest setup. There is no extra license per guest, and every file stays in your own Microsoft 365 tenant.

See it in a demo
  • Emailed attachments replaced
  • Shared file links replaced
  • Per-user portal licenses replaced
  • Separate data rooms replaced
  • One secure portal inside your tenant

Dayrise Residential

Houston, Texas, USA

Industry
Multifamily property management
Portfolio
Communities across the greater Houston area
Serves
Residents, property owners, and investors
Titan modules
Client & Investor Portal, Document Management, Teams intranet

A US multifamily operator replaced emailed investor reports with a secure portal.

Dayrise used to send individual reports to each investor by email. With Titan, reports are uploaded once to a secure investor portal inside their own Microsoft 365 tenant, with role-based access so each investor sees only their own documents.

"Now, we simply upload our reports to our secure investor portal. Our investors can log in at their convenience and access up-to-date information about their properties." Director of Information Technology, Dayrise Residential

Real Estate Use Cases

Automation of Change Request Management brings down internal cost and increases Productivity for a Wealth Management Company

Automation of Change Request Management brings down internal cost and increases Productivity for a Wealth Management Company

Read the case study

Automobile Manufacturing Giant Enhanced Document Security and Search Capabilities By 70% With Titan Workspace

Automobile Manufacturing Giant Enhanced Document Security and Search Capabilities By 70% With Titan Workspace

Read the case study

Business support and powerful communications with Titan Workspace

The Company Bharat Serums and Vaccines Limited is one of the leading pharmaceutical companies in India. For over 4 decades, it has been using its scientific resources to…

Read the case study

Why real estate teams choose Titan

Buyer, tenant, and investor data never leaves your own Microsoft 365 tenant, supporting GDPR and data residency requirements

No-code configuration: no developers needed for Power Platform or SharePoint customization

Deal rooms and investor portals without separate data room or portal fees

Works alongside your property management and accounting systems instead of replacing them

Buyers, tenants, brokers, and investors join as guests: no extra licenses, no separate portal to maintain

Fully integrated with Microsoft Entra ID (Azure AD) for sign-in and permissions

FAQ

Frequently Asked Questions

Real estate document management, portals, and approvals on Microsoft 365.

It's a system that stores, versions and controls the documents behind every property, from acquisition and construction to sales, leasing and investor reporting. Titan Workspace does this inside your Microsoft 365 tenant and adds approval workflows, e-signatures and a secure portal for outside parties.

No. External parties sign in as guests through the Titan client portal. There is no extra license cost per external user, and each person only sees the files you share with them.

Ready to transform your Microsoft 365?

Turn Microsoft 365 into a Real Business Platform Today

If your teams are still managing deal files, leases, approvals, or investor reporting through disconnected tools and email chains, Titan Workspace can change that.

● No third-party cloud● Data stays in your M365 tenant● Live in days