First impressions matter in commercial real estate. When you share a property website, brochure, or financial analysis, your clients aren’t just evaluating the deal—they’re evaluating you. That’s why it’s critical to set up your IntellCRE platform properly from day one.
By configuring your profile, brand identity, analysis settings, and user permissions, you ensure that every piece of output reflects your professionalism while streamlining your workflows.
Here’s a step-by-step guide to getting your platform ready:
Step 1: Set Up Your Profile
Your profile is the foundation of your account and ensures all reports and communications are personalized.
Headshot → Upload a professional photo.
Contact Information → Add your name, email, phone, and broker’s license if applicable.
Credentials → Keep your login email and password current.
Every analysis you share will automatically carry your personal details, giving clients confidence they’re working with a real, trusted professional.
Step 2: Configure Organization Branding
Brand consistency is crucial. With IntellCRE, you can apply your identity across all client-facing outputs:
Logo Uploads
Property Website Logo → Appears on property websites.
Print Logo → Used on flyers, brochures, offering memorandums, BOVs.
Tagline/Claim (Optional) → Reinforce your company’s value proposition.
Color Scheme
Set primary, secondary, and background colors using hex codes.
For property flyers, add a gradient color option.
Brokerage Firm Templates
If you’re with a major brokerage, select it from the preset list for automatic logos and colors.
Organization Info
Add office address, website, and company disclaimer/confidentiality language.
Once saved, your brand identity flows seamlessly into all marketing materials and websites generated through IntellCRE.
Step 3: Manage Users and Roles
Invite colleagues and control access.
Add Users → Enter an email and send an invite.
Assign Roles → Define admin, analyst, or contributor permissions.
Track Licenses → See how many seats are active on your subscription.
Remove or Update Roles → Stay in control as your team evolves.
Everyone invited receives login instructions automatically, ensuring a smooth onboarding process.
Step 4: Customize Analysis Configuration
Instead of manually adjusting assumptions for each deal, you can preset them globally—or even by market or sub-market.
General Settings → Establish defaults for vacancy rates, expense and rent growth, appreciation, and define your own expense categories and assumptions.
Market-Specific Overrides → Add rules for specific states or cities (e.g., “Houston: 7% vacancy, 2.5% expense growth”).
Financing Assumptions → Configure typical loan terms, LTVs, and interest rates.
Acquisition & Sale Assumptions → Define cap rate expectations, hold periods, and exit strategies.
Whenever you analyze a property in that market, the platform automatically pulls your overrides—no manual re-entry required.
Step 5: Set Decision Criteria
Screening deals fast is critical. With decision criteria, IntellCRE acts as your first filter.
Target Returns → Set minimum thresholds for IRR, cap rate, equity multiple, or cash-on-cash.
Custom Rules → Work with the IntellCRE team to add criteria unique to your strategy.
“Cash to Close” Check → Quickly assess feasibility based on available capital.
This helps you instantly spot whether a deal meets your goals—or if it’s time to pass.
Step 6: Enable DealBox Integration
DealBox is IntellCRE’s property website widget—a powerful tool for capturing leads and managing deal flow.
Embed on Your Website → Add a short code snippet to your site to embed Dealbox on your website.
Use a Link → Share via email, social media, or even your signature—no website required.
Customization Options → Control the text, brand colors, questions, and required fields for submissions.
Any submissions through DealBox flow directly into Dealbox within Properties inside IntellCRE.
To learn more about DealBox, review the full instructions or talk to our team.
Step 7: Configure Marketing Packages
Finally, fine-tune how your deals are presented externally.
Hide IntellCRE Branding → Make client-facing materials fully white-labeled.
Customize NDA Language → Tailor non-disclosure agreements to your firm’s standards (any deal created by IntellCRE can be shared with NDA protection).
Why Setup Matters
Taking 15 minutes to configure your IntellCRE platform pays dividends every time you share a deal. Instead of sending generic spreadsheets or piecemeal flyers, you’ll present:
Polished, branded marketing materials that build credibility.
Consistent analysis outputs that align with your market strategy.
Efficient workflows where your team collaborates seamlessly.
In short: you look more professional, move faster, and win more deals.
Final Thoughts
IntellCRE isn’t just a deal analysis and marketing platform—it’s an extension of your professional brand. By customizing your profile, brand identity, user roles, analysis settings, and marketing outputs, you ensure that every client interaction reflects the quality and expertise you bring to the table.