All guides
All 104 step-by-step guides in one place. Jump to a topic or scan the list for the task you have in front of you.
Browse by property type
Not sure which fits?Documents
Open topicGetting Started
Document Editor
Review and Design
Export and Publishing
Property Types
- Choose the right property type
- Build a Retail document
- Build an Office or Medical document
- Build a Multifamily document
- Build an Industrial document
- Build a Land document
- Build a Hospitality document
- Build a Self-Storage document
- Build a Mobile Home Park document
- Build a Mixed-Use document
- Build a Single Tenant Net Lease document
Photos and Maps
Open topicPhotos and Media
Financials
Open topic- Complete a full financial analysis
- Choose and change the financial scope
- Choose a rent-roll model and layout
- Build a commercial rent roll
- Model rent escalations and reimbursements
- Build unit, storage, and pad rent rolls
- Build hotel room inventory and revenue
- Enter Single Tenant Net Lease financials
- Build a Mixed-Use financial model
- Enter income and operating expenses
- Set cash-flow assumptions
- Read and verify the cash-flow projection
- Build and verify a pro forma analysis
- Use the Cap Rate & NOI quick path
- Complete a BOV valuation and reconciliation
- Add and organize sales comparables
- Add rental and hotel rate comparables
- Verify financial pages before publishing
Listings and Websites
Open topicProperty Website and Listing Hub
Custom Templates and Websites
Deal Rooms
Open topicCRM
Open topic- Set up CRM and learn the daily workflow
- Work CRM Today and its priority queues
- Find, segment, merge, export, and archive contacts
- Prepare, map, preview, and execute a CRM contact import
- Resolve CRM import conflicts and safely undo a batch
- Add a contact or manual lead with requirements
- Use the contact workspace from qualification through outreach
- Create and maintain CRM companies
- Define contact requirements and match properties
- Manage active leads and incoming activity
- Choose CRM pipelines, tasks, and lease-expiration workflows
- Manage Deals from pipeline review through transaction economics
- Work Assignment and Listing pipelines
- Manage CRM tasks and calendar subscriptions
- Track lease expirations and renewal follow-up
- Create and use CRM Email Scripts
- Create and maintain CRM follow-up automations
- Read CRM reports and run an operating review
Email Blasts
Open topic- Set up CREBuilder Mail
- Request Mail access and accept the sending agreement
- Authenticate a custom sending domain with DKIM
- Create and verify your hosted email signature
- Use the Email Blasts hub, drafts, and property chooser
- Create and design an Email Blast
- Design a single-property Email Blast
- Design a multi-property portfolio Email Blast
- Build and validate the Email Blast audience
- Preview, validate, and submit a hosted Email Blast
- Send, read campaign status, and use recent history
- Resolve Mail suppression, review, quota, and uncertain outcomes