The Brochure Builder gives you four ways to start a new page: Blank Pages, Smart Pages, My Saved Pages, or Import From Files. This article covers each one, how to build and style your page, and how to save it so you can reuse it in future outlines.
Adding a Page
There are two ways to add a page:
Add Page button: adds the page to the bottom of your outline. Use the six dot handle to drag it into place.
Faster: hover between two pages until a blue line appears, then click it. The new page is added in that exact spot.
Then choose how to start the page:
Blank Pages: start from a pre-styled layout (photos, text, table, map, and more) or a fully blank page you build yourself.
Smart Pages: system default pages, like the table of contents, that automatically pull in the info for your property based on the type of page.
My Saved Pages: pages you or your team have already built and saved, with your headers, footers, and styling in place.
Import From Files: bring in a page from a file. Best for pages that are mostly financial tables.
Option 1: Blank Pages
Start from a layout (recommended)
If you know what the page needs, pick one of the layouts under Blank Pages. They come pre-styled with the right page padding, even spacing, and perfect alignment, so customizing one is much faster than building from scratch.
Pick a category: Map, Table, Photos, Text, and more.
Pick a layout. For example:
Photos: single photo, two photos side by side, grid of 4, grid of 6
Text: 1 to 4 columns, text over a background photo, text plus photo (for example, text on the left with a full height photo on the right)
Customize the text and photos, or let the page populate from your deal room data.
Start fully blank
Under Blank Pages, choose Blank Page.
The page starts with only a title module and a footer module.
Click Add Module and choose from:
Text
Table
Image
PDF
Icon
Map
Authors
Table of contents
Shapes: rectangle, line (horizontal or vertical)
Click where you want the module, then drag the edges to resize it.
Text modules are a rich text editor, so you can change fonts and sizes and add bullet lists.
Before you start: confirm your fonts, colors, and branding are set so every module you add inherits the right styles.
Option 2: Smart Pages
Smart Pages are system default pages, like the table of contents. They're smart because they automatically pull in the info for your property based on what type of page it is, so the page is filled in the moment you add it.
You can't edit the system defaults themselves, but you can:
Add a Smart Page to your brochure.
Customize it.
Save it as your own page (see Save and Reuse Your Page below).
Option 3: My Saved Pages
Choose My Saved Pages to drop in any page you've already saved. It comes in exactly as saved, ready to use.
Making changes to a saved page: editing a saved page changes it for all future use too. Before you edit, decide which you want:
Keep the original and create a new version: duplicate the page, make your changes to the copy, and save it as a new saved page.
Update the original everywhere: make your changes and choose to override the current saved page. Every future deck that uses it will get the updated version.
To duplicate a saved page:
Go to Settings > Saved Pages and find the page.
Click the three dots and choose Duplicate.
Click the three dots on the copy and choose Rename.
Customize the copy. It saves automatically, and the original stays untouched.
Tip: duplicating the saved page that's closest to what you need is also the fastest way to build a brand new page.
Option 4: Import From Files
Choose Import From Files to turn an Excel sheet into a page. This works best for pages that are mostly financial tables.
Click Add Page and choose Import From Files.
Excel files already in the deal room are listed. Select the sheet or sheets you want, or upload a new Excel file.
Click Add Pages.
IntellCRE turns the sheets you selected into pages, with tables ready to style.
You can also import an IntellCRE page export here, a page file exported from IntellCRE. If the file's signature can't be verified, you'll see a warning. Only choose Import Anyway if you trust where the file came from.
Layering Modules
Modules can overlap. For example, place a text module over an image and set the text to white.
The layers panel in the bottom right shows every module on the page. Modules higher in the list sit on top.
Adjust a module's layer position to control what shows in front.
Adding a PDF Page
Use the PDF module to show a page from a PDF, like a site plan, survey or brochure from another source, right on your page.
Click Add Module and choose PDF.
Click Choose PDF, or drag a PDF onto the module.
Pick a PDF from your documents, or click Add New PDF to upload one. You can search your documents by name.
Click the page you want from the page thumbnails.
Drag the module's edges to resize it.
To switch files or pages later, select the module and click Change PDF or page. PDFs can be up to 100 MB and can't be password protected.
Page Settings
Each page has:
Page name
Background Image: choose Default pattern (selected automatically) or Custom image, or click − to remove the background.
The default pattern comes from your brochure styles and matches the page's orientation (landscape or portrait).
On saved pages it uses your organization's default from Settings > Brochure Styles.
If you switch back to the pattern, your custom image is kept so you can restore it.
Page background color (white, your primary brand color, and so on)
Page edit permissions and AI settings. See Brand Controls for Admins: Locks, Pins & AI Settings.
Working With Any Module
Global vs. selected text
Click a module to open its global settings: font, text size, alignment, font weight, color, and so on. These apply to everything in the module.
Highlight a portion of text inside the module to get Selected Text options, which override the global settings for just that part. Use this to mix sizes, colors, weights, or letter spacing in a single block.
Background
Every module supports a background:
Solid or gradient
Starting and ending colors for gradients
Horizontal or vertical direction
Gradient opacity and position
Border
Color
Location: All, Horizontal (top & bottom), Vertical (left & right), or a single side (Top, Right, Bottom, Left)
Border radius, which controls how rounded the corners are
Quick options
Text modules have a quick toolbar at the bottom of the screen for font size, weight, letter spacing, alignment, and color.
Cropping images
You can crop a photo right on the page:
Double-click an image, or select it and click Crop image in the toolbar.
Drag the photo to reposition it, and drag the frame to change the crop.
Press Esc when you're done.
To start over, open the crop options (three dots) and choose Reset. You can also pick Crop from the Image fit options.
Auto-filling tokens
In a text module, page title or table cell, type @ to insert a token. Tokens fill in automatically on every deal:
@page_number, @total_pages
@section_number, @section_name
@property_name, @property_address, @state
@property_value (marketing or listing price; follows your hidden-price setting)
@leadbrokerlicense (lead broker's license number)
Module Guides
For a deeper look at each module, check out:
Selecting, Copying, and Moving Modules
Copy a module: select it and press Ctrl+C, then Ctrl+V.
Select multiple modules: drag a box around them, or hold Shift and click each one.
Move a selection: use the arrow keys to nudge everything selected one pixel at a time.
Copy a group across pages: copy the group, go to another page, and paste. Everything keeps its layout.
Auto alignment: use the page alignment options to align modules and distribute them evenly. Great for icon rows or photo sets.
Keep the Whole Brochure Consistent
For the best looking decks:
Use one padding setting across the brochure. The default is 40 on every side. Changing it in the brochure settings (for example, to 20) updates every page.
Keep headers and footers the same on every page.
Stick to a type scale. For example, all headers at 32 and all subheaders at 24.
Watch the red guides. The red zone marks page padding, so keep modules out of it. Red alignment marks show when a module lines up with something else.
Save and Reuse Your Page
Click Save, then Add to Saved Pages. If you started from a saved page, choose whether to save it as a new page or override the current saved page.
Name the page and optionally choose a folder.
Go to Settings > Outlines and open the outline you want.
Click the page slot (for example, page 2) and choose your saved page.
Every deck built from that outline now includes this page in that spot, populated with that deal's data. You can edit saved pages anytime under Settings > Saved Pages, but remember that changes apply to all future use.
Tips for a Clean Custom Page
Set your branding first so modules inherit the right fonts and colors.
Use the grid guide marks for the halfway, third, and quarter points of the page.
Check the X and Y position values in module settings when you need elements aligned exactly.
Want to stop your team from changing a page's design? See Brand Controls for Admins: Locks, Pins & AI Settings.
Questions about building custom pages or anything else in the Brochure Builder? Reach out to [email protected].