Using Custom Page Templates in IntellCRE
Custom Page Templates help you quickly build consistent, professional marketing materials without recreating pages from scratch each time.
They are especially useful for OMs, BOVs, proposals, and other repeatable deal assets across different property types or audiences.
Step 1: Open "Page Templates" and Click “Use”
When editing your Brochure, navigate to Page Templates at the bottom of the Brochure Outline, find the template you want to use, and click “Use.”
Step 2: Find Your Template under "Pages"
After selecting “Use,” the template will duplicate and create a new page that appears in your brochure builder under the Pages section of the outline.
This will allow you to use this Page for this Brochure, without changing the underlying Page Template for future use.
Step 3: Click + Drag to Add the Page to Your Brochure
Drag the page from the Pages section into your active brochure outline where you want it to appear.
Step 4: Edit if Needed
Once added, you can edit the custom page to customize it for the specific deal.
Why Use Page Templates?
Page Templates are designed to simplify and speed up your workflow:
One-time setup, repeated use across deals
Quickly build consistent OMs, BOVs, proposals, and marketing assets
Maintain branding and formatting consistency
Create multiple templates for different:
Property types
Asset classes
Investor audiences
Deal stages or use cases
Instead of rebuilding pages every time, you can standardize your best layouts and reuse them instantly.
Pro Tip
Most teams create a small library of core templates (e.g., “Multifamily OM,” “Retail BOV,” “Lender Package”) and continuously refine them over time as their marketing evolves.