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CREbuilder

Step-by-step tutorial

Set up your team and account

Configure account identity, team access, and subscription settings.

For workspace owners and administrators · 4 lessons

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Invite team members dialog with email entry and the role guide for Member, Admin and Coordinator.
Invite teammates with the right role so everyone works from the same account.

Before you start

  • Access to your account settings.
  • The required team administration permissions for team or billing changes.

Your lessons

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

  1. Complete profile and branding

    Required

    Set the reusable information applied to new work.

    Read guide15 to 30 minutes

  2. Invite the team

    Required

    Select roles and paid-seat behavior intentionally.

    Read guide5 to 15 minutes

  3. Review NDA and access behavior

    Required

    Understand company-level NDA questions, access controls, and property-specific choices.

    Read guide15 to 25 minutes plus a visitor test

  4. Verify subscription access

    Required

    Confirm billing status and available seats.

    Read guide10 to 25 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.

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