The Documents tab keeps all of a deal's files in one place. IntellCRE uses these documents to pull in property data and build your marketing materials. You can add any of them to your listing website's Documents section and control how visitors access each one, feature your key documents on the listing's overview, request missing documents from anyone and share documents with a private link. You can also organize everything in folders and sync those folders with your cloud storage.
Uploading Documents When You Create a Deal
When you create a new deal with the IntellCRE Assistant, the first step is uploading your data room. Upload every photo and document you have for the property, including anything with property data, comps, underwriting, financials, or market overviews. IntellCRE uses these files to build the deal and your first deck or listing website.
You can upload individual files or a whole folder. Your folder structure stays the same.
You can skip this step and upload documents later. But if your files are ready, we recommend uploading them here.
The Documents Tab
After the deal is created, all the files you uploaded appear in a table on the property's Documents tab.
You can upload more documents here at any time.
For example, you could add an underwriting model you just received.
When a new document finishes uploading, IntellCRE lets you know if it found data you may want to import. You can choose to import it or skip it. If you upload a comp report and import the data, the comps are added to the deal's Sales Comps or Rent Comps tab automatically.
IntellCRE also adds every marketing asset you generate to your Documents. When you generate a deck in the builder, for example, it appears on the Documents tab when it's done. You can then attach it to your listing website and choose to always use the most recent version.
Organize Documents in Folders
Keep every document for a deal in IntellCRE, organized the same way you organize them on your computer.
Upload a folder
On the Documents tab, upload a whole folder instead of individual files.
When you create a deal, you can upload folders in the data room step.
Work with folders
Folders can hold other folders and documents.
Click a folder to open or close it.
See who uploaded each document and when.
Folder settings
You can set these for each folder or each document:
Accessibility: Keep it Private, or choose how listing website visitors can access it (see below).
Exclude from AI population: Keep the AI from using what's inside when it builds decks or listing websites.
Example: Exclude a books and records folder. It belongs on the deal, but you'd never want it used in marketing.
Connect Your Cloud Storage
Already keep your data rooms in Microsoft 365, Google Drive or another cloud storage provider? Connect it to IntellCRE and link those folders to the folders on your deals.
Where to find it: Go to Settings > Cloud Documents.
One-way or two-way sync: Choose whether files only flow into IntellCRE, or stay in sync both ways.
No double uploading: Add a file to your linked cloud folder and it shows up on the deal's Documents tab.
Our team will help you connect your integration. Reach out to [email protected] to get started.
Adding Documents to Your Listing Website
Any document or folder on the Documents tab can be added to the Documents section of your listing website. (Notification emails call this your Deal Vault.) You control everything from the Accessibility column. You'll also see these documents when you set up and publish your listing.
Choose one of these access levels for each document or folder:
Private: The document stays on the deal for your team only. It never shows on your listing website.
Free: Anyone visiting the listing website can view or download the document.
Contact info required: Visitors give their contact info before they can open the document. You choose which details are required in your listing settings. This is a great way to capture leads, and you'll see each one with their contact info in the deal's Analytics.
NDA Auto-access: Visitors e-sign your NDA and get access to the document right away. You manage your NDA in the platform settings.
NDA Waiting room: Visitors e-sign your NDA and then wait for your approval. You'll get a notification and see their request on the deal's Waiting room tab, where you can grant or revoke access.
You can use a different access level for each document or folder on the same listing. For example, you could make a brochure free and put the financials behind an NDA.
Feature Documents on the Overview Tab
Want your most important documents front and center? Check Featured next to any document. Featured documents show on the Overview tab of your listing website, so visitors see them right away. You can feature more than one, and each one keeps its own access level.
Download All
Visitors can download every document they have access to in one click. The download is a zip file that keeps your folder structure.
Example: A visitor signs your NDA. Every NDA Auto-access document is included in their download. Anything behind the NDA Waiting room stays out until someone on your team grants access.
Request Missing Documents and Share Documents
Request Missing Documents
Missing a rent roll from the owner or a file from a co-listing agent? Request it right from the deal.
Open your deal and go to Documents.
Click Request Documents in the top right corner.
Enter the recipient's email and add a personal message.
Click Send.
They'll get an email that names the deal and includes a secure link to upload one or more documents.
Prefer text or WhatsApp? Click Copy link instead and send the same upload link through any messaging app.
When they upload:
You get a notification.
The files land on the deal's Documents tab.
If the files contain property data, you'll see a prompt to Import data from newly uploaded documents. Import it, then finish your deck or any other marketing asset.
Share Documents
Share any of the deal's documents with a private link. No listing website needed.
Open your deal and go to Documents.
Click Share Documents.
Choose which documents to share, or select them all.
Enter the recipient's email and add a personal message, or click Copy link to send it another way.
They'll get one link to all the documents you selected.
Sending documents by email needs an active subscription. Copy link works on any plan.
Tip: If you already have a listing website, any document that isn't set to Private shows in its Documents section. Use Share Documents when you only want to send the files.
Notifications and Analytics
Choose which document and listing website activity you get notified about. See Notifications in Users, Teams and Permissions.
The Analytics tab shows activity for each document, for the listing's Documents section, and for the entire listing website, including downloads, access activity and every lead captured by your Contact info required and NDA documents. You can also see engagement metrics and traffic sources.
Listing analytics are covered in Listing Websites.
Need help?
If you have questions about managing your documents, email us at [email protected].