IntellCRE

Build, import and style tables in your brochures, and let AI fill them in from deal data.

Brochure Module: Tables

Add brokers and outside agents to a brochure, swap or edit authors, and style the Authors ("Presented by") module.

Brochure Module: Authors

Add an auto-updating table of contents, choose which sections and pages it lists, and show starting page numbers.

Brochure Module: Table of Contents

Add and style text in your brochure: fonts, columns, rich text, lists, backgrounds and auto-filling tokens.

Brochure Module: Text

Brochure Module: Icons

Add and style maps: pins, POI and retailer maps, comp maps, pin groups and drawn shapes.

Brochure Module: Maps

Brochure Module: Photos

Style page titles and footers, set footer logos, and apply one page's header or footer across the whole brochure.

Brochure Module: Page Titles + Footers

Align, distribute and space modules like a pro in the Deck Builder

Advanced Design and Editing Tips

Add and design custom brochure pages with Blank Pages, Smart Pages, Saved Pages or Import From Files, then save them for your outlines.

Managing Brochures: Creating a Custom Page

Build reusable Saved Pages, assemble them into Outlines, use IntellCRE's Built-in outlines, and pick the right outline when you start a brochure.

Managing Brochures: Saved Pages & Outlines

Set up and customize all Brochures: OMs, BOVs, Flyers

Brochures

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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