Tutorials

Learn a complete workflow one lesson at a time. Each tutorial links to the guides you can follow alongside CREBuilder.

Your first document in 5 lessons

Go from a blank account to a polished, downloadable marketing document in one sitting.

Create an Offering Memorandum

Build a polished Offering Memorandum and download the finished PDF. Most brokers finish in 30 to 90 minutes once their property facts, photos, and financials are ready.

10 lessonsView tutorial

Choose and complete financial analysis

Choose an appropriate financial scope and reconcile the finished analysis with your source data.

9 lessonsView tutorial

Set up CRM and import contacts

Import usable contacts and confirm their ownership, fields, and company links.

5 lessonsView tutorial

Run the daily CRM workflow

Review your daily priorities, update active deals, and complete the next actions.

4 lessonsView tutorial

Publish a listing and open a Deal Room

Publish a property and verify the intended public and confidential access.

4 lessonsView tutorial

Create your first Email Blast

Prepare a property campaign and confirm its sending or download result.

9 lessonsView tutorial

Set up your team and account

Configure account identity, team access, and subscription settings.

4 lessonsView tutorial