Commercial Brokers Association: Document Management Web App

Client

Commercial Brokers Association

Industry

Associations

Technologies

ASP.Net MVC framework, Microsoft Internet Information Server (IIS) using Responsive Design

Overview

Project highlights

Any deviceA responsive web system replaced a Windows-only Word add-on.
Permission-based accessEvery section is tied to each user's permission level.
Always the latest templateTemplate management keeps everyone on the most recent version.
Members and partnersSecure login for CBA members and approved external users.

Before

The challenge

Commercial Brokers Association is a commercial real estate brokers' association and a long-time J Street partner. Its agents rely on a legal library of templates to build and review real estate documents.

CBA was managing that library with two systems: a Legal Library Document Management System that was a Microsoft Word add-on, available only on Windows PCs and prone to breaking, and an expensive online package that didn't meet their needs. Users also had to be separately licensed by CBA before they could download templates.

After

What we built

Using ASP.NET MVC and SQL Server, J Street designed and built a completely new, responsive web-based system that works on any device.

A secure login identifies each user as a CBA member or an approved external user. A Transactions module with robust search lets users with the right permissions manage transaction users, document users, documents, and attachments, with access to each section tied to the user's permission level.

Document pages show who has access and a preview of the document, which can be edited, printed, or filled in depending on permissions. Template management keeps everyone on the most recent version, and templates can be associated with specific offices.

Inside the system

A closer look

Secure login

Transaction search

Transactions module provides a robust search option.

Transaction detail

Transaction Detail allows users (with permissions) to edit data, add, edit, give permissions, and view Transaction Users, Document Users, Documents, and Attachments. Access to each section is tied to the user's permission level.

User document summary

User Document Summary displays the user's details and a list of documents that they have permission to.

Document detail

Document Detail lists the Document Users who have permissions, Transaction Users and a preview of the specific document. Based upon the user's permissions the document can also be edited, printed, or filled in.

Template management

View and edit available templates so that everyone is using the most recent version.

Working with a template

Print, view, edit, and preview a template.

Offices and templates

A complete list of all offices which can be associated with a specific template.

Creating and editing documents

Create and edit documents.

“

If you have the chance to work with Armen Stein and the amazing folks at J Street Technology, stop thinking about it and just do it! You won't regret your decision. The Commercial Brokers Association has worked with Armen and his amazing team of application developers on numerous engagements over the past eight years. Each and every time they have treated us as true partners and delivered a superior product.

Mary Lyell Larsen

SVP, Research, and Customer Service, Commercial Brokers Association

The outcome

How it turned out

Hundreds of CBA agents now build and review real estate documents from anywhere.
One web-based system replaced both a Word add-on that kept breaking and an expensive online package.
Everyone works from the most recent version of each template.
J Street continues as CBA's partner for ongoing web development and support.

See more of our work for associations.