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Document Gateway

  • Collects documents from multiple sources.  

  • Validates content and applies business rules.  

  • Tracks submission and compliance status.  

  • Bundles documents for secure distribution.  

  • Archives certified documents of record. 

  • Delivered as software-as-a- service.

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Managed Document

Aggregation & Distribution Platform for Commercial Real Estate

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Tell us what documents you need. From who.  And When.  

Document Gateway does the rest.  

Document Gateway™ removes the chaos from document collection, organization, and delivery by unsticking documents and processes that are buried with joint venture partners, management agents, and other third parties.

 

Instead of chasing partners for missing files, digging through emails, or rebuilding document sets for every audit or deal, you define what is required and when.

 

Gateway then works with your submitters to gather those documents, validates that they are complete and accurate, and makes them readily available to the people, processes, and systems that depend on them, including your core platforms, transactions, audits, and reporting.

Choose the documents you need from our standardized library of more than 5,700 CRE document types, set your sources and timing, and we take care of the rest: collection, validation, and secure access through the platforms of your choice.

Standardized Document Submission Process

Unifies all submitters (JV partners, property managers, lenders, vendors) under a single, structured submission process.

Real-Time Violation & Compliance Monitoring

Detects and flags missing or late documents across all properties and submitters the moment they occur.

Smart Document Packaging

Automatically assembles complete, organized document sets that are always ready for distribution to people and systems.

Event-Driven Triggers

Initiates collection when leases are signed, assets change, or compliance deadlines arise, keeping files continuously current.

Submitter Benchmarking

Measures and compares submission accuracy, timeliness, and completeness across all third-party contributors.

System Integration

Pulls documents out of and pushes assembled packages into Yardi, MRI, VTS, Argus, and other core platforms.

Who Uses Document Gateway?

Commercial real estate has already mastered data aggregation with platforms like Cherre, NTrust, and RealPage, which collect, validate, and centralize rent rolls, arrears reports, trial balances, and other submissions from JV partners and third party managers.

 

Document Gateway™ is the natural next step.

 

It does for documents what those platforms do for data, standardizing what is required, who submits it, and when, collecting and validating documents from all parties, and then centralizing, packaging, and distributing them as ready to use, audit ready sets for systems, deals, and decision makers.

Investment & Asset Managers.  Portfolio-wide oversight with document sets ready for any deal or investor review

Property Owners & Managers.  Clean, complete property files that move seamlessly across teams and transitions

 

LIHTC & Housing Agencies.  Audit-ready TICs and compliance packages, always complete and up to date

 

Lenders & Special Servicers.  Standardized loan, KYC, and collateral documentation delivered consistently

 

Audit & Records Teams.  A single, governed environment for record retention and regulatory evidence

Appraisers, Brokerages & Sales Teams.  Ready-to-send deal packages to support listings, modeling, and due diligence

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How Document Gateway Works

Document Gateway is a managed framework that brings structure, intelligence, and operational discipline to how essential documents are gathered and governed.

1

Define Your Document Requirements

Create your Document Submission Schedule (DSS), specifying the document types you need, when they must be submitted, and which partners or property teams must provide them.

Choose from 5,700+ standardized document types just for CRE

Submitters are issued schedules, templates and deadlines.  

imkore provides training and onboarding support and helps resolve submission issues.   

2

Collect, Validate & Approve Incoming Documents

Submitters upload, scan, or email documents into Gateway. Each submission is automatically reviewed for completeness, format, and timing, then routed to your team for review and approval.

Automatic document validation and metadata tagging.

Real-time flagging of missing or non-compliant documents

Submitter scorecards and violation dashboards. 

3

Store, Package and Distribute Your Documents

Once approved, documents are stored in FileStar or your chosen systems as the document of record and automatically packaged for secure use by internal teams, external parties, and core platforms such as ERP and valuation tools.

Packages documents or collections for distribution to internal and external teams.

Embedded into ERP, valuation and compliance tools. 

Auditable tracking and history with retention enforecement. 

What Document Gateway Delivers

Centralized & Standardized Aggregation

Gateway™ puts structure around how documents arrive from every property, partner, and stakeholder, without forcing everyone to change their tools.

  • Standardizes intake from JV partners, property managers, lenders, vendors, and internal teams

  • Accepts documents via upload, scan, email, secure file drop, or integration

  • Applies a consistent schema across thousands of CRE-specific document types

  • Eliminates ad-hoc, person-dependent document chasing

Real-time Compliance & Violation Tracking

Gateway turns document completeness into something you can see, measure, and manage across your entire portfolio.

 

  • Monitors required documents against your Document Submission Schedule (DSS)

  • Flags missing, late, or non-compliant submissions in real time

  • Produces submitter- and property-level compliance reports

  • Gives leadership a clear view of readiness for audits, deals, and reviews

Smart Packaging for Distribution

Once documents are in, Gateway continuously assembles them into ready-to-send packages for every use case.

  • Builds reusable templates for audit, lender, investor, and transaction packages

  • Groups documents logically by asset, tenant, fund, lender, or transaction

  • Supports include / exclude rules by document type and category

  • Generates complete, shareable packages on demand; no last-minute rebuilds

Documents That Travel

with the Asset

Gateway ensures that documents stay with the properties and entities they belong to, even as ownership, management, or financing changes.

 

  • Maintains complete historical document sets for each asset

  • Preserves continuity through acquisitions, dispositions, and refinancing

  • Reduces gaps when properties trade hands or teams change

  • Makes it simple to hand off a clean, validated document history to buyers and partners

Multi-System

Routing

Gateway doesn’t stop at “stored.” It makes sure the right documents show up in the systems and processes that rely on them.

  • Routes documents into ERP, PMS, valuation and underwriting tools, budgeting platforms, and BI environments

  • Aligns document flows with existing financial and operational workflows

  • Reduces manual uploading, attaching, and re-filing across systems

  • Ensures that systems, models, and reports are backed by complete supporting documentation

Governed, Audit-Ready Repository

Behind the scenes, Document Gateway™ maintains a governed document layer that supports every audit, review, and attestation.

  • Stores validated documents in a secure, centralized repository (Filestar, your system, or both)

  • Provides full audit trails for access, changes, and distribution

  • Supports SSAE-aligned controls and evidence for SOC and regulatory reporting

  • Keeps documents organized, certifiable, and ready for auditors, regulators, and investors

The Daily Reality vs. What Document Gateway Does

In commercial real estate, documents don’t just need to be collected.  They need to be ready and available to the right people, systems, and transactions at the right time.

The Challenge:

How Document Gateway Helps:

Documents are scattered across partners, properties and platforms.  

Collects the documents you need, automatically and from every source.  

Gateway pulls required documents in from property managers, JV partners, lenders, and vendors through uploads, scans, email, and integrations so nothing gets lost and nothing depends on manual chasing.

No one is sure what documents are missing, or which version is final. 

Flags what's missing, validates submissions, and sets the true document of record. 

Gateway checks every submission against your requirements, flags gaps, resolves inconsistencies, and maintains the correct, current version, so teams always work from truth, not guesswork.

Essential documents aren't readily available when systems, deals, and audits need them most.  

Distributes documents when they're needed, into your ERP, PMS, valuation tools, etc. 

Gateway doesn’t just store files; it routes and maps documents into the platforms that rely on them, ensuring decisions, audits, and reporting are supported by complete and accurate documentation.

Document Gateway is delivered as a managed service with purpose-built software included.
 

No separate licensing required.  Priced per transaction to enable simple and direct allocation to each asset.

Transform Frustration

into Continuous 

Document Readiness

Traditional document systems focus on where documents live.

 

Document Gateway™ focuses on where documents need to go and whether they’re complete when they get there.

 

By combining managed aggregation with intelligent packaging and distribution, imkore Document Gateway™ turns your documents of record into a living, dependable asset that powers every audit, every transaction, and every decision.

"Documents don't need more places to hide.

The need one place to belong."

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Document Gateway simplifies a deeply fragmented, multi-stakeholder chaos into an elegant, managed, end-to-end process.

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Get In Touch

888.481.7755

4305 Broadway, Ste. 41

New York, NY 10033

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© 2025 by imkore LLC

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