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CREbuilder

Step-by-step tutorial

Publish a listing and open a Deal Room

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

For listing and transaction teams · 4 lessons

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Public Juniper Market Center property page with photos, price and the document access step.
Buyers see a polished property page and request access to the deal room files.

Before you start

  • A reviewed property document.
  • Approved public listing content and diligence files.

Your lessons

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

  1. Publish the listing

    Required

    Keep Listed, public visibility, and Sync controls distinct.

    Read guide10 to 20 minutes plus network processing

  2. Configure access

    Required

    Test the public gate and inquiry capture.

    Read guide10 to 20 minutes

  3. Create the Deal Room

    Required

    Choose the least restrictive access that protects the files.

    Read guide10 to 20 minutes

  4. Add files and NDA signers

    Required

    Upload diligence files, set up who signs the NDA, and check watermarks before you share.

    Read guide15 to 40 minutes

Your next OM, done this afternoon

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

Build your first OM freeSee Deal Rooms

No credit card required.