IntellCRE is your AI-powered deal marketing engine for commercial real estate.
Use it to create your OMs, BOVs, and flyers, build your listing websites, analyze sales and rent comps, work on prospecting, and more — all from the deal documents you already have, in addition to the full IntellCRE knowledge base.
This guide walks you through both ways to get started, and both end in the same place: a complete, branded, fully customized OM or BOV in under five minutes.
The two pieces of every IntellCRE workflow
No matter which path you take, every workflow comes down to the same two puzzle pieces:
Create the property and upload your deal room. Enter the address, tell us 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, PDFs. IntellCRE reads, maps, and parses all of it, so your financials and photos land in the right place. No keying in financial information again, no clicking and dragging photos, no copying and pasting tables.
Workflow 1: Use our IntellCRE Chatbot
The fastest path. Upload your deal room and tell IntellCRE which type of brochure or website you want built.
Step by step:
Open the chat. You'll be asked whether you want to create a new deck, build a website, or see all of your deals. Choose create a deck (for this example).
Tell us if this is a new or existing deal. Pick an existing deal if you're making adjustments to something already in your account, or start fresh with a brand new one.
Upload your deal room. Drop in everything at once — photography, Excel models, setup sheets, financial documentation.
Let the mapping run. IntellCRE digests your files and starts the mapping and parsing process. You'll see where it found each piece of property data in your documents. Review it, then select Continue.
Choose what to build. Tell IntellCRE you want to create an OM, give it a name, and continue to setup.
Select your outline. Use the IntellCRE default outline, or choose one that you, your team, or someone at your company has already set up. You can preview the structure before you commit.
Generate your deck. This takes up to a minute or two while IntellCRE creates the property, completes the financial mapping, and builds the brochure. When it's done, you'll land directly inside your new brochure.
Edit and download your brochure. You're all done! Make any small adjustments you'd like and then you can download your brochure.
Workflow 2: Start from New Property
Best when you want to set up the property record first and 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 you're working on.
Select your property type and offering type — for example, multifamily, for sale.
Upload your deal room. Photography, setup sheets, Excel models, financial tables — all of it. IntellCRE begins reading and mapping your files. This usually takes a minute or two.
Your property is created. From here you can work on your market overview, handle documentation and NDAs, analyze sales and rent comps, build listing websites, or go straight to a brochure.
Create a new brochure using the New Builder.
Set your author and co-authors for the brochure.
Select your outline. Use the IntellCRE default, or any outline you or someone at your company has previously set up.
Confirm your documents. Everything you uploaded in the property step is already here. If you have anything else to add, you can upload it now.
Select Build New. IntellCRE takes your property information and documentation and aligns it to the outline you selected. Give it a minute, and your brochure is ready.
Edit and download your brochure. You're all done! Make any small adjustments you'd like and then you can download your brochure.
Editing and customizing your brochure
Your brochure arrives pre-populated and structured to your outline — but every property needs a tweak here and there, and this is where you make them.
Use the outline panel on the left to see the structure of your brochure: intro and cover page, table of contents, photography, sales comps, rent comps, market overview, bios, and outro. From here you can move pages around or add new ones.
Edit inline. Click any element to change it — adjust text, change font sizes, swap images.
Add modules anywhere. Text, tables, images, maps, icons, lines, table of contents. This is where you can get creative and strategic with your marketing.
Download when you're happy with it, and move on to whatever's next in your workflow.
Where your information comes from
Your brochure is built from a combination of two sources:
Your deal room — the photography, financials, and documentation you uploaded.
The IntellCRE platform — anything you didn't upload. Market overviews, demographics, employment data, major employers, and more are filled in automatically using our underlying data and AI mapping, without a single click on your part.
The result is a strong balance between your own deal documentation and the platform filling in the gaps.
What to do next
Once your OM is built, the property is set up 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 for you up front.
Save an outline. Once you have a structure your team likes, save it — every future brochure will build straight into it.
Don't worry about gaps. Missing demographics or market data isn't a problem; the platform fills those in for you.
Need a hand getting started?
We're happy to walk through what this looks like for your exact brokerage — your outlines, your asset types, your workflow — and help you build your first custom outline.
Book a call with our team, or email us any time at [email protected].