IntellCRE can take you from uploading your documents to a finished OM, BOV or proposal in just a few minutes, with little to no editing. The key is making sure your data room has everything your outline needs before you generate.
Your data room is called Documents in IntellCRE (and the deal data room when you create a deal with the IntellCRE Assistant). This article shows you how to build a simple checklist so every deck comes out complete.
How It Works
Each saved outline has pages that are set up to show specific data, like price, year built, a property description or sales comps.
When you generate a deck, IntellCRE AI finds that data in your uploaded documents and fills it into each page.
If the data is in your data room, the page fills in automatically.
If it's missing, the page shows a placeholder.
When your data room matches your outline 100%, you get a fully populated deck in one generation.
Build a Data Room Checklist
Create one checklist for each saved outline you use (for example, Multifamily OM, Retail BOV, Proposal).
Open your saved outline and go through it page by page.
For each page, note what data it needs.
Note which document will provide that data.
Mark each item as Required or Optional.
Data can come from almost any format: Excel setup sheets or models, PDFs, Word write-ups, or a past OM or BOV for the same property.
Example: Multifamily OM or BOV Checklist
Required
Executive / investment summary
Price, number of units, price per unit, lot size, year built, etc.
Example source: the Investment Summary tab of your setup sheet, or a PDF or Word write-up
Property description
Example source: a tab in your setup sheet, a past BOV for the property, or a PDF report
Rent roll / unit mix
Example source: the rent roll tab of your setup sheet or a separate rent roll file
Sales comps
Example source: a comps tab in your setup sheet or a comp report
Want your own comp photos? Upload them too. Otherwise IntellCRE uses Google photos.
Pricing summary (BOVs)
Example source: your setup sheet or underwriting model
Optional
Location overview
Upload your own write-up, or let IntellCRE fill it in with its AI-generated location overview.
Market overview and demographics
Upload a market report or radius demographic tables (PDF, Excel or Word), or let IntellCRE fill it in with its own AI-generated market overview, including demographics, nearby employers, points of interest, schools and attractions.
Adjust this list to match the pages in your own outlines.
Keep Your Data Consistent
If IntellCRE finds conflicting data in your data room, it won't fill it in. You'll get a notification instead.
Example: If the property address is in San Diego but the property description says Los Angeles, IntellCRE won't use that description.
Before you upload, make sure addresses, unit counts, pricing and other key numbers match across all your files.
The 5-Minute Workflow
Choose the outline you'll use for the deal.
Check off every Required item on that outline's checklist.
Upload everything to the deal's data room. You can upload a whole folder at once, and exclude any folder the AI shouldn't use.
Generate your deck.
Review and send.
For the full step-by-step workflow, using the IntellCRE Chatbot or starting from New Property, see Getting Started with IntellCRE.
Tip: Set up your design and layouts in your saved outlines ahead of time so there's nothing to fix after generation. See Managing Brochures: Saved Pages & Outlines.
Missing Something? You Can Still Start
You don't need a complete data room to generate a deck.
Pages with missing data will show placeholders.
When you get the missing documents, upload them and repopulate just those pages. See Making Changes Mid-Deal.
Need a file from the owner or a co-listing agent? Use Request Documents on the deal's Documents tab. See Documents.
Questions about preparing your data room? Reach out to [email protected].