Getting Started with CREBuilder

Creating Your First Document

CREBuilder uses a simple 4-step creation flow to get you from zero to editing in under a minute. Each step feeds into the next, building your document configuration before opening the wizard editor.

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   Step 1: Select Property Type

   Choose from 10 commercial property types: Retail, Office/Medical, Multifamily, Industrial, Land, Hospitality, Self-Storage, Mobile Home Parks, Mixed-Use, or Net Lease. Each type tailors the wizard sections and financial fields to that asset class.

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   Step 2: Choose a Marketing Package

   Pick one of 6 document types (see next section). Each package type includes different page sections and content depth, from a 1-page flyer to a 17+ page Offering Memorandum.

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   Step 3: Select a Template & Color Scheme

   Browse 5 professionally designed themes (Classic, Modern, Professional, Executive, Premium) with live cover previews. Choose your brand color from quick-pick swatches, brokerage color presets (CBRE, JLL, Cushman, etc.), or a custom color picker.

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   Step 4: Enter Contact Information

   Add your name, phone, email, title, and company details. Upload a profile photo and company logo. This info appears on your document's contact pages and auto-saves to your profile for future documents.

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Understanding All 6 Package Types

CREBuilder offers 6 document types, each designed for a specific purpose in your commercial real estate marketing workflow. Choose the right one for your deal and audience.

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Navigating the Wizard Editor

Once you finish the creation flow, the wizard editor opens. This is where you build your document section by section. The wizard adapts its steps based on your property type and package type.

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   Sidebar Navigation

   The left sidebar lists every section for your document. Click any section to jump directly to it. Green checkmarks indicate sections with saved content.

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   Skip-Ahead Freedom

   You don't have to complete sections in order. Jump to Photos first, then circle back to Financials later. The wizard remembers your progress across sessions.

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   Auto-Save on Navigate

   When you leave a section, your changes save automatically. No manual save button needed (though one exists if you want explicit confirmation).

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   Progress Tracking

   The sidebar shows which sections you've visited and which have content. The Review page at the end gives you a full preview of every page in your document.

Choosing & Swapping Templates

CREBuilder includes 5 professionally designed template themes. Each theme applies a distinct visual style to every page of your document while keeping your content intact.

Color Scheme Picker

Every template supports a two-color brand scheme. Your primary color is used for headers, accents, and cover pages. A secondary color is auto-derived for complementary elements. Choose from:

Dashboard Overview

After creating your first document, the dashboard becomes your home base. It shows recent activity, quick actions, and an at-a-glance view of your documents.

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   Quick Create Button

   The "+ New Document" button in the top right launches the 4-step creation flow. You can also access this from the sidebar navigation.

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   Recent Documents

   Your most recently modified documents appear as cards with the property name, document type, property type, and last activity date. Click any card to jump into editing.

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   Document Actions

   Each document card has quick actions: Edit (continue in wizard), Duplicate (create a copy), Download PDF, and Delete. Hover over a card to reveal these options.

Managing Documents

The Documents page gives you a full table view of all your documents with sorting, filtering, and bulk actions.

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