IntellCRE is your AI-powered deal marketing engine and data hub for commercial real estate.
Use it to create OMs, BOVs and flyers, build listing websites, analyze sales and rent comps, work on prospecting and more. Everything is built from the deal documents you already have, plus the full IntellCRE knowledge base.
This guide walks you through both ways to get started. Both end in the same place: a complete, branded, fully customized OM or BOV in under five minutes.
One home for all your deal data
IntellCRE isn't just a brochure builder. It's the central home for your property data. Every deal room you upload is read, organized and stored on the property, including photos, financials, rent rolls, setup sheets and documents.
Enter it once, use it everywhere. The same property data powers your OMs, BOVs, flyers, listing websites and comp analysis.
One source of truth. Update a price or a photo on the property, and every asset can pull the latest version.
Your team works from the same data. No more hunting through email threads, desktop folders or old decks.
Your data plus ours. Your deal room combines with IntellCRE's market, demographic and comp data, so the gaps fill in automatically.
The two pieces of every IntellCRE workflow
No matter which path you take, every workflow comes down to the same two pieces:
Create the property and upload your deal room. Enter the address, choose the property type and whether it's for sale or for lease, and upload your deal room.
Create the marketing asset. Choose an outline, and IntellCRE builds the brochure, website or flyer from everything you uploaded.
What counts as a deal room?
Whatever you already have: photography, setup sheets, Excel models, rent rolls, financial tables and PDFs. IntellCRE reads, maps and parses all of it, so your financials and photos land in the right place. No retyping financials, no dragging photos and no copying and pasting tables.
Want every deck to come out complete with no edits? Use a data room checklist for each outline. Learn more: Your Data Room: Checklist for a Complete Brochure
Your branding, set up automatically
The first time you build a deck, IntellCRE sets up your branding for you, so your very first brochure already looks like yours.
Enter your website and AI pulls your logos, colors and fonts.
Upload a branded document, like a past OM or BOV, and AI pulls your branding and contact info.
Set it up manually if you prefer full control.
You can update your branding anytime in Settings, or change it for any individual brochure.
Learn more: Setting Up Your Branding
Start with the default outline
You don't need to build a template before your first deal. Every account comes with ready-to-use Built-in outlines from IntellCRE, in the Intellcre outlines folder:
Multifamily OM
Retail BOV
Sale flyer
Lease flyer · Classic and Lease flyer · Modern
Each one comes in a Single page and a Booklet version, so pick the one that matches your document layout.
Use one as is.
Adjust it by adding, removing or reordering pages.
In Settings > Outlines, open a Built-in outline and click Make a copy to save your own version your whole team can build from.
Already have saved outlines? If your team has set up its own outlines, like a master multifamily OM or a BOV template, choose yours instead. Your outline controls the pages, design and colors of every deck.
Learn more: Managing Brochures: Saved Pages & Outlines
Workflow 1: Guided onboarding with the IntellCRE Chatbot
The fastest path, and the easiest way to get started. The chatbot walks you through your first deal step by step, and every deal after that. Just upload your deal room and tell IntellCRE what you want built.
Step by step
Open the chat. Choose whether you want to create a new deck, build a website or see all of your deals. For this example, choose Create a deck.
Choose a new or existing deal. Pick an existing deal to make changes to something already in your account, or start a brand new one.
Upload your deal room. Drop in everything at once: photography, Excel models, setup sheets and financial documents. You can upload individual files or whole folders.
Let the mapping run. IntellCRE reads your files and maps the property data. You'll see where it found each piece of information. Review it, then select Continue.
Choose what to build. Select an OM, give it a name and continue.
Select your outline. Choose one of IntellCRE's Built-in outlines, or one that you or your team have set up. You can preview the pages before you commit.
Generate your deck. In a minute or two, IntellCRE creates the property, maps the financials and builds the brochure. When it's done, you'll land right inside it.
Edit and download. Make any small adjustments, then download your brochure.
Workflow 2: Start from New Property
Best when you want to set up the property first, then choose from the full range of marketing assets.
Step by step
Go to Properties and select New Property.
Enter the address of the property.
Select the property type and offering type, for example multifamily, for sale.
Upload your deal room. IntellCRE starts reading and mapping your files. This usually takes a minute or two. You can upload individual files or whole folders.
Your property is created. From here you can work on your market overview, manage documents and NDAs, analyze comps, build listing websites or go straight to a brochure.
Go to Brochures and select + New Brochure.
Choose the document layout and orientation. Single page or booklet, landscape or portrait.
Set your authors under Presented by.
Choose your outline. Click the Outline field to open the outline picker. Choose a Built-in outline from IntellCRE, or one your team has set up. You need to pick one before you can build.
Confirm your documents under Populate brochure. Everything from the property step is already here. Upload anything else you want to add.
Select Build My Brochure. IntellCRE aligns your property data and documents to the outline. Your brochure is ready in about a minute.
Edit and download. Make any small adjustments, then download your brochure.
Editing and customizing your brochure
Your brochure arrives pre-filled and organized to your outline. Here's how to fine-tune it:
Use the outline panel on the left to see every section: cover, table of contents, photos, sales comps, rent comps, market overview, bios and closing pages. Move pages around or add new ones.
Edit inline. Click any element to change text, adjust font sizes or swap images.
Add modules anywhere. Text, tables, images, PDFs, maps, icons, shapes and lines, table of contents and authors.
Hide a page without deleting it. Click the three dots on a page in the outline panel and choose Hide. Hidden pages stay in your outline but are left out of the preview, the PDF and the page numbers. Choose Show to bring them back.
Download when you're happy with it.
Preview or download from your brochure versions. Go to Brochures on the deal, find any generated version and click the eye icon (Preview) to open it in a book viewer in a new tab, or download it right from there.
Learn more about each module:
Want polished, pixel-perfect pages? See Advanced Design and Editing Tips.
Where your information comes from
Your brochure is built from two sources:
Your deal room: the photos, financials and documents you uploaded.
The IntellCRE platform: everything else. Market overviews, demographics, employment data, major employers and more are filled in automatically.
What to do next
Once your OM is built, the property is ready for everything else:
Listing websites
Flyers and leasing materials
BOVs
Sales and rent comp analysis
Market overviews and prospecting
Tips for your first deal
Upload everything at once. The more complete your deal room, the more IntellCRE can map up front. Use a data room checklist so nothing is missing.
Start with a Built-in outline. Make a copy, tweak it, then save it as your team's go-to outline.
Don't worry about gaps. Missing demographics or market data is filled in for you.
Need a hand getting started?
We're happy to walk through what this looks like for your brokerage, including your outlines, asset types and workflow, and help you build your first custom outline.
Book a call with our team, or email us anytime at [email protected].