Create fully formatted financial pages in your brochures—no model mapping required.
The Custom Table Page Builder allows you to quickly add financial tables to your brochures by simply copying and pasting data from Excel—or entering it manually. This feature gives you full control over formatting while automatically handling layout and page overflow.
Where to Find the Custom Table Page Builder
Open the Brochure Configurator
Navigate to Append Custom Page
Click Add My Own Pages
Select Create Table Page
The Custom Table Page Builder will open with a blank grid and live preview.
Creating a Table Page
Add a Page Title
Enter a custom title at the top of the page.
Paste or Enter Data
Copy a table directly from Excel and paste it into the grid.
The system automatically detects the size of your dataset, adds necessary rows and columns, and creates additional pages if content overflows.
Or manually type financial data into cells.
Live Preview
The builder includes a lightning-fast live preview, so you can instantly see how your page will appear in the brochure.
You can also:
Show or hide the footer
Adjust formatting in real time
Table Formatting Options
Fine-tune your table with flexible formatting tools:
Text Formatting
Bold text
Adjust font size
Change text color
Align text (left, center, right)
Row & Column Styling
Apply background colors (e.g., identity/brand color)
Adjust row height
Highlight totals (e.g., bold + light gray background)
Improve contrast (e.g., white text on dark background)
Grid Controls
Add rows
Add columns
Duplicate columns
Modify specific rows or columns independently
The system automatically optimizes spacing and layout to keep your table clean and professional.
Saving & Managing Custom Pages
When finished:
Click Done or exit the builder.
Your custom page will be saved in the Custom Pages section of your Brochure layout.
You can utilize this new custom page for one specific deal or reuse the page across multiple deals.
Placing the Page in Your Brochure
Once created, you can place your custom table page anywhere in the document:
Drag and position it within the brochure structure
Add it to the beginning, middle, or end of your document
Your formatted table will appear exactly as shown in the preview.
Why This Feature Matters
With the Custom Table Page Builder:
No custom model mapping required
No reformatting financial models
Works with any underwriting model or Excel file
Create polished financial pages in seconds
Simply paste your financial data and generate a professional brochure page instantly.
What’s Coming Next
Upcoming enhancements will expand this into a full Custom Page Builder, allowing you to:
Combine tables, rich text blocks, and images
Build fully customized layouts
Save pages as reusable templates
Apply templates across multiple marketing assets (OMs and BOVs)
Load templates with financials, text, and photos automatically
This will enable fully modular, reusable brochure components across your entire workflow.
If you need any support utilizing this new Custom Financial Table Page, please reach out to IntellCRE support.