135 articles across 15 categories

Knowledge Base

Everything you need to create professional CRE marketing materials. Step-by-step guides for every feature.

Searches guide categories — for a specific answer, check the FAQ below or email support.

Start here

Getting Started

Create your first document and learn the basics of the wizard editor.

~6 min readView guide

OM Walkthrough

End-to-end walkthrough — every step of building an Offering Memorandum.

~15 min readView guide

Document Editor

Property details, financial data, content sections, and the step-by-step wizard.

~10 min readView guide

Photos & Media

Upload, crop, organize, and showcase property imagery, video, and floor plans.

~8 min readView guide

Financial Analysis

Rent roll, pro forma, cash flow, valuations, comparables, and portfolio financials.

~12 min readView guide

Review & Design

Templates, brand colors, page reordering, image editing, and text styling.

~10 min readView guide

Export & Publishing

PDF export, CRE Listing Hub, Property Hub pages, sharing, and team transfer.

~8 min readView guide

Property Types

Configuration guides for all 10 commercial property types.

~12 min readView guide

Multi-Property & Portfolios

Build OMs and teasers for portfolios, multi-building campuses, and land assemblages.

~10 min readView guide

CRM

A CRE CRM that fills itself from your listings — auto-captured contacts, lead scoring, buy-box fit, firm accounts, pipeline, tasks, automations, and reports.

~14 min readView guide

Deal Rooms

Share confidential documents behind an NDA — access levels, custom NDA, per-recipient PDF watermarking, and full signer tracking.

~9 min readView guide

Email Blasts

Turn a listing into a polished email, create a Mailchimp campaign, send through Amazon SES, or download provider-ready HTML.

~8 min readView guide

Property Website & Listing Hub

Publish your listings to a branded public site: share link, appearance themes, per-listing NDA gating, inquiry capture, and editorial layouts.

~9 min readView guide

CRE Glossary

Plain-English definitions of every CRE term used in CREBuilder — NOI, Cap Rate, NNN, Pro Forma, WACR, and more.

Quick referenceView guide

Account & Settings

Profile, billing, team management, roles, and security settings.

~8 min readView guide

How CREBuilder fits your existing stack

CREBuilder doesn't replace your CoStar or LoopNet subscription — it complements them. Use the tools you already pay for to source comps and distribute listings. Use CREBuilder to produce the marketing document those buyers and tenants see.

Source & comps
CoStar, LoopNet, CompStak, Reonomy
Pull sales and rental comps, market vacancy data, tenant rosters from public sources.
Produce
CREBuilder
Build the OM, Sales Teaser, Leasing Package, Flyer, or BOV. Export to PDF or publish to a public Property Hub.
Distribute
LoopNet, email, broker networks
List the finished PDF on LoopNet, email it to your buyer list, or embed the Listing Hub on your firm's website.

Quick Reference

A summary of document types, property types, templates, and key features.

Offering Memorandum

Comprehensive investment sales package with financials, demographics, and market analysis.

Sales Teaser

Concise property summary for initial buyer outreach and email campaigns.

Leasing Package

Tenant marketing with available spaces, site plans, and area demographics.

For Sale Flyer

One-page sale sheet with hero photo, key metrics, and broker contact.

For Lease Flyer

One-page lease sheet showcasing available spaces and rates.

Broker's Opinion of Value

Professional valuation with comparable analysis and market insights.

Frequently Asked Questions

CREBuilder works best on Google Chrome and Microsoft Edge. Safari and Firefox are also supported.

Keyboard Shortcuts

Editor Shortcuts
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Ctrl + PPrint preview

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Still Have Questions?

Our support team is available to help — reach us at support@crebuilder.com or (888) 611-2732.