Create your first document

Data, sources, and access to prepare

• A CREBuilder account, or an email address to create one at the end of setup
• The property address
• The kind of document you need: OM, teaser, flyer, leasing package, or BOV

Prepare these details

• Whether the assignment is a sale, lease, or valuation
• Whether the document covers one property or several
• Your company logo and brand color, if you have them

1. 1

   Open document setup

   Dashboard or Get Started

   Select Create New on Dashboard, or Get Started Free on the public site.

   Expected result: Select a Marketing Package opens. Account owners, admins, and Coordinators see a Create Document For box first.

   If this step does not work

   If Create New shows a lock, your free plan has reached its document limit; upgrade to keep creating documents. To open an account without starting a document, select Create Free Account on the public site.

   

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2. 2

   Confirm the document owner

   Create Document For

   Select Continue with Create for myself selected.

   Expected result: Select a Marketing Package opens and you will own the new document.

   If this step does not work

   Skip this step if the box does not appear. To build a document for a teammate, select their name instead of Create for myself. Coordinators see Create for Team instead of Create New and choose the agent who will own the document.

3. 3

   Choose the package

   Select a Marketing Package

   Select the package that matches the assignment.

   Expected result: Offering Memorandum and Sales Teaser ask Single Property or Multiple? next. Other packages go straight to Select Property Type.

   If this step does not work

   Use the Back button to return and compare the package descriptions if you picked the wrong one.

   

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4. 4

   Choose the property structure

   Single Property or Multiple?

   Select Single Property or Multiple Properties.

   Expected result: Single Property opens Select Property Type. Multiple Properties asks whether the buildings share one site (Multi-Building / Assemblage) or sit in different locations (Portfolio), then opens Choose a Template.

   If this step does not work

   For a first OM on one address, choose Single Property. This question appears only for Offering Memorandum and Sales Teaser.

   

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5. 5

   Choose the property type

   Select Property Type

   Select the property type that best fits the asset.

   Expected result: Choose a Template opens.

   If this step does not work

   The type controls the fields and metrics in the editor. If the asset could fit more than one type, read the Property Types guide first.

6. 6

   Pick a brand color

   Choose a Template > Brand Color

   Select a Brand Color swatch, a Match Your Brokerage preset, or a Color Palette.

   Expected result: The template previews update to your color. A default blue is selected until you change it.

   If this step does not work

   Custom company templates use their own fixed colors, so this panel is read-only for them. You can change colors later in Review & Customize > Design.

7. 7

   Choose the template

   Choose a Template

   Select the template card you want to start with.

   Expected result: The card shows a check mark and Get Started becomes available.

   If this step does not work

   Select Preview on any card to compare designs before choosing. You can swap templates later in Review & Customize. If your company template is missing, confirm you are signed in to the right account.

8. 8

   Continue from the template

   Choose a Template

   Select Get Started.

   Expected result: CREBuilder creates the draft and opens Property Details in the editor.

   If this step does not work

   If you are not signed in, the button reads Continue and opens Contact Information; see the next section. If the request fails, keep your selections and retry once.

Create your account at the end of setup

1. 1

   Continue from the template

   Choose a Template

   Select Continue.

   Expected result: The Contact Information screen opens.

   If this step does not work

   If Continue is unavailable, select a template card.

2. 2

   Enter the account and contact details

   Contact Information

   Complete every required account and contact field.

   Expected result: Create Account & Package becomes available.

   If this step does not work

   Correct the field highlighted by validation before continuing.

3. 3

   Create the account and package

   Contact Information

   Select Create Account & Package.

   Expected result: CREBuilder creates your account and opens the new draft.

   If this step does not work

   If the email already has an account, use Already have an account? Sign In instead of creating a second one.

Final verification

• The draft name and address identify the intended property
• The package and property type match the assignment
• The wizard shows sections that make sense for the selected setup
• No blocking warning, failed status, or unresolved validation message remains in the completed workflow.

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