Getting Started with CREBuilder

Creating Your First Document

Creation runs through a small wizard that asks what you're making, what kind of property it's for, and how it should look. Most people finish this in under a minute. Some steps may be skipped — for multi-property deals the property-type step is replaced by per-building selection later, and signed-in users skip the contact step.

1. 1Offering Memorandum — The big one — investment-sale package with full financials, rent roll, market data, photos, comps.
2. 2Sales Teaser — Compact pre-OM blast piece.
3. 3Leasing Package — Available space marketing for tenants.
4. 4For Sale / Lease Flyers — One-page sheets for email blasts and broker networks.
5. 5Broker's Opinion of Value — Valuation deliverable with comparables + market analysis.

1. 1Ten user-facing types — Retail, Office/Medical, Multifamily, Industrial, Land, Hospitality, Self-Storage, Mobile Home Parks, Mixed-Use, and Net Lease. Each one tailors the wizard steps, financial fields, rent-roll columns, and property-data fields to that asset class.

1. 1Brand Color — 12 quick-pick swatches + a custom color wheel for exact brand match. Secondary color is auto-derived.
2. 2Pick Your Brokerage — 16 CRE-branded palettes pre-built for CBRE, JLL, Cushman & Wakefield, Marcus & Millichap, and more.
3. 3Color Palettes — 16 curated multi-color schemes for users who want a designer-picked look.
4. 4Live Previews — Six cover previews — Classic, Modern, Professional, Executive, Premium, Heritage — update in real time as you change colors.

The 6 Package Types

Each package is purpose-built for a specific marketing job. The wizard adapts its sections, financial logic, and template layouts based on which one you pick.

Single vs. Multi-Property

After you pick an Offering Memorandum, Sales Teaser, or Leasing Package, the wizard asks whether this document is for one property or many. The choice changes how the wizard works for the entire rest of the flow.

1. 1Single Property — One property or parcel at one address. The classic CREBuilder flow.
2. 2Multiple Properties — A campus / multi-building site, a land assemblage, or a scattered portfolio. Replaces the property-type step with a Buildings step where you add each property individually.

If you pick Multiple Properties, one more question appears:

1. 1Multi-Building / Assemblage — Same physical site — a corporate office park, apartment complex, mixed-use development, or a contiguous land assemblage (multiple parcels offered together). Document uses one master address.
2. 2Portfolio — Different locations — 3 shopping centers across a metro, scattered land holdings in different submarkets, or a multi-state portfolio sold together. Each property carries its own address on the cover and listing.

Navigating the Wizard Editor

Once the creation flow finishes, the wizard editor opens. The right sidebar lists every section for your document — click any one to jump there. Sections adapt to your property type, package type, and single/multi-property mode.

1. 1

   Sidebar navigation

   The right sidebar lists every section. Click any one to jump directly there. Green checkmarks indicate completed sections.

2. 2

   Skip-ahead freedom

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

3. 3

   Auto-save

   Changes save automatically when you leave a section, and inline saves are debounced as you type. Key fields (Property Name, Selling Price) also flush on blur so closing the tab mid-edit is safe.

4. 4

   Live preview

   A thumbnail strip at the bottom of every step shows your document in its current state. Click any thumbnail to expand a full-size preview.

Choosing & Swapping Templates

CREBuilder ships with 6 professionally-designed template themes. Each theme applies a distinct visual style to every page of your document while keeping your content intact — you can swap themes anytime from the Review step without losing anything.

Color Scheme Picker

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

Dashboard Overview

After your first document, the dashboard becomes your home base. It shows your documents as cards with thumbnails, status, and quick actions.

1. 1Create New — Top-right button launches the package-type creation flow. Admins and Coordinators see "Create for Team" instead, which lets them create on behalf of a team member.
2. 2Filters & Search — Filter by document type, property type, status. Search by property name. The property-type filter now includes a "Portfolios & Multi-Property" option for filtering portfolio docs.
3. 3Card chrome — Each card shows the cover thumbnail, property name, type badge, address (or "Multi-Property Portfolio" subtitle), and quick actions: Edit, Duplicate, Download PDF, Transfer/Reassign, Share, Delete.
4. 4Portfolio cards — Multi-property docs display a "Multi-Property Portfolio" or "Multi-Building Campus" subtitle in place of an address. On desktop, hover the subtitle to see all the building addresses; on touch devices, open the document to view the full list.

Managing Documents

The Documents page gives you the same documents as the dashboard, plus deeper sorting + filtering and a more compact layout when your portfolio gets large.