Step-by-step tutorial

Your first document in 5 lessons

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

For brokers creating their first document · 5 lessons

Finish in Review & Customize with a branded document that is ready to download.

Follow along with video

4 short lessons · 6:00 total. Each lesson has captions, a transcript, and its written guide.

A CREBuilder account, or an email address to create one during setup.
The property address, asking price or lease terms, and building size.
A short property description and your best photos, with a strong exterior shot first.

Work through the lessons in order. Skip an optional lesson when it doesn't apply to your property.

Create the document
Required
Choose the package, property structure, property type, brand color, and template.
Read guide Watch video1:035 to 10 minutes
Enter property content
Required
Fill in the property facts once and let them flow to every page.
Read guide Watch video1:1510 to 30 minutes per section
Add media
Required
Upload, order, and crop your property photos.
Read guide Watch video1:2510 to 30 minutes
Review the document
Required
Page through the finished design and fix anything at its source.
Read guide Watch video2:1615 to 45 minutes
Download and share it
Required
Select Download PDF in Review & Customize, then choose how to share the finished document.
Read guide10 to 20 minutes

Turn your property facts, photos and financials into a polished, branded offering memorandum. Most brokers finish in 30 to 90 minutes.

No credit card required.