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Task guide

Review multi-property document output

Do a final pass on your portfolio or campus document: labels, combined rent roll, financial summary, maps, and page breaks.

20 to 40 minutesFor brokers and reviewers checking a multi-property document before sendingAdvancedLast verified October 5, 2026

Outcome

Every property appears in order with the right data, labels, totals, and map pin, on readable pages.

Navigation path

Document wizard > Review & Customize

Access

Review & Customize access for a multi-property document

On this page

Before you start

Data, sources, and access to prepare

  • Completed building records and content
  • Final building order
  • Completed financial review when financial pages are included

Know how structure changes labels

Structure-aware output

Portfolio mode and building types determine reader-facing headings and total labels.

  • Saved StructureSummary Labels
  • Building TypesSummary Labels
  • Summary LabelsLayout
  • LayoutFinal PDF

Campus, all Land

Section title
Parcel Financial Summary
Total label
Total

Campus, mixed building types

Section title
Property Financial Summary
Total label
Total

Campus, non-Land

Section title
Building Financial Summary
Total label
Total

Portfolio

Section title
Portfolio Financial Summary
Total label
Portfolio Total

Inspect combined and large-portfolio layouts

  • Offering Memorandum uses one combined portfolio rent-roll page sequence rather than one native rent-roll page per building.
  • Rent-roll content still breaks records out by building or component inside the combined presentation.
  • Portfolio Financial Summary is dynamically added to multi-property Offering Memorandums and is part of the Sales Teaser page registry.
  • Campus summary collapses to one consolidated Total column because the site is framed as one asset.
  • A true portfolio keeps per-building columns until the document has more than six buildings, then uses a transposed building-row layout.
  • Financial category pagination repeats a continued title and puts portfolio-wide totals on the final continuation page.
  • Missing coordinates prevent a property from appearing on Portfolio Map and from contributing to the demographics centroid.

Inspect scope changes manually

Portfolio Financial Summary has assembly behavior outside several standard financial-mode page lists. After choosing Skip Financials or Rent Roll Only, verify whether the summary remains and whether that result matches the intended document.

Perform the final multi-property review

Multi-property output review

  1. 1

    Review the property index

    Review & Customize, portfolio property pages

    Compare names, addresses, types, photos, and sequence with Buildings & Properties.

    Expected result: Every record appears once and in the order you set.

    If this step does not work

    Return to Buildings & Properties for identity or sequence corrections.

  2. 2

    Review maps and geography

    Portfolio Map and demographic pages

    Confirm every intended marker and the overall geographic framing.

    Expected result: All geocoded properties appear in the correct location.

    If this step does not work

    Repair address or coordinates for any omitted property.

  3. 3

    Review building sections

    Document preview

    Check that each fact, photo, description, and tenant row appears under the correct building or parcel.

    Expected result: No content is attached to the wrong record.

    If this step does not work

    Return to the relevant building accordion and correct ownership.

    Review and Customize workspace displaying the page structure of a portfolio document.
    Review combined and per-property pages, check totals and labels, and confirm the output tells one coherent portfolio story.
  4. 4

    Reconcile rent roll

    Combined Rent Roll pages

    Compare building subtotals and Portfolio Total with the wizard.

    Expected result: The combined roster reconciles and remains readable.

    If this step does not work

    Correct orphan or misassigned rows before continuing.

  5. 5

    Reconcile financial summary

    Portfolio Financial Summary

    Check label, layout, building EGI, expenses, NOI, allocations, and combined total.

    Expected result: The summary agrees with your model and structure.

    If this step does not work

    Trace differences to building rows, vacancy factor, or unlinked pool allocation.

  6. 6

    Check continuation pages

    Document preview and exported PDF

    Inspect repeated titles, column headings, totals placement, footnotes, and page clipping.

    Expected result: Every building and category remains visible across pages.

    If this step does not work

    Shorten labels, or contact support if a page still clips.

  7. 7

    Verify output scope

    Review & Customize page list

    Confirm that only intended financial and supporting pages are enabled.

    Expected result: The page list matches the deliverable you planned.

    If this step does not work

    Reopen Financial Scope if any required page is unavailable or unexpected.

  8. 8

    Generate the final PDF

    Review & Customize > Download PDF

    Select Download PDF.

    Expected result: The exported file matches the preview.

    If this step does not work

    Return to page review before retrying if any portfolio financial page is unexpected.

Resolve final-output failures

A summary says Building when the records are Land parcels

Likely cause: The document type mix or saved portfolio mode may not resolve as all-Land campus.

  1. Verify every building property type.
  2. Verify campus versus portfolio mode.
  3. Reopen the preview.
A property is missing from the map but present in tables

Likely cause: The table can use text address while the map requires coordinates.

  1. Search and save the exact address or parcel.
  2. Confirm latitude and longitude populate.
  3. Regenerate the map.
Large portfolio rows clip

Likely cause: The summary should switch layouts and paginate, but unusually long labels or content can still need review.

  1. Inspect every continuation page.
  2. Shorten reader-facing names where accurate.
  3. Report persistent clipping before export.
Portfolio NOI differs from building expectations

Likely cause: Unlinked rows or the General Vacancy Factor % may be allocated into the summary.

  1. Review Portfolio-wide financial rows.
  2. Review vacancy assumptions.
  3. Check the gross-rent allocation shares and combined total.
An allocated value looks too high or low

Likely cause: Allocated Value Per Property uses each building's share of gross rent, not NOI.

  1. Compare each building's expense load.
  2. Explain the allocation basis in a Valuation Summary footnote, or present an NOI-based allocation separately.

Ready to export

  • Property order correct
  • Labels match structure
  • Maps complete
  • Building content correctly owned
  • Rent totals reconcile
  • NOI and allocations reconcile
  • Continuation pages readable
  • Scope and page list confirmed

Related guides

Build a multi-building or portfolio document

Package several buildings, parcels, or locations into one OM or teaser, with each property on the map and in the order buyers should see them.

Open guide

Build multi-property rent rolls and financials

Enter rent rolls and operating statements building by building, and CREBuilder rolls them up into a Portfolio Financial Summary with building and portfolio NOI.

Open guide

Verify financial pages before publishing

Do a final pass on the financial pages before you send: the right pages, the right labels, and numbers that tie out.

Open guide

Your next OM, done this afternoon

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