Case Study: Leading Technology-Based Real Estate Firm achieves streamlined policy and contract management in just 6 weeks with MetricStream Policy and Document Management App

Leading Technology-Based Real Estate Firm Streamlines Policy and Contract Management in Just 6 Weeks

Headquartered in Texas, the client is a technology-based real estate services firm supporting residential mortgage origination and servicing. Faced with thousands of contracts and a heavily regulated, fast-moving market, they needed to simplify and standardize contract and policy creation, review, approval, distribution, and compliance to improve accuracy, reduce leasing downtime, and eliminate manual, redundant processes.

They deployed the MetricStream Policy and Document Management App—providing a secure central repository, templates and clause libraries, role-based workflows, regulatory mapping, automated alerts, version control, and dashboards—rolled out in under six weeks. The firm consolidated 10,000+ documents into a single source of truth, cut duplication, sped up contract generation and approvals, improved transparency and accountability with real-time tracking, and achieved measurable time and cost savings.