What do you want to accomplish?

Choose the package, property structure, type, and design.

Complete the current wizard sections accurately.

Upload, order, crop, and verify property images.

Check content, design, and page visibility.

Generate the PDF and choose the correct sharing path.

Use the end-to-end checklist as the main path.

Choose the correct model and reconcile the inputs.

Inspect every output page before delivery.

Understand the full sequence and source-data requirements.

Match Full, Rent Roll Only, Cap Rate & NOI, or Skip to the deliverable.

Confirm which fields and financial behavior apply.

Select the projection and row-detail axes before entering data.

Reconcile income, reimbursements, vacancy, expenses, and NOI.

Use this branch only for Multi-Year Cash Flow.

Use this branch only for an in-place versus stabilized analysis.

Use this branch only for multi-building or portfolio documents.

Reconcile calculated pages, footnotes, metrics, and expected omissions.

Understand records, navigation, scope, and ownership.

Map the current CRM CSV fields, preview every outcome, and commit safe rows.

Repair quarantined rows, manage conflicts, and use safe undo only when it remains reversible.

Confirm ownership, company links, tags, and the intended contact view.

Turn usable records into relevant property matching.

Choose Mine or Whole Team within your existing access and select the relevant queue.

Move records only after recording the next action.

Create, assign, complete, and subscribe to current tasks.

Read current KPIs with the correct range and scope.

Keep Listed, public visibility, and Sync controls distinct.

Test the public gate and inquiry capture.

Choose the least restrictive access that protects the files.

Verify NDA and watermark behavior before sharing.

Choose hosted delivery or HTML download and review the bounded campaign history.

Complete access review and have an authorized signer accept the current agreement.

Complete the sender and required company readiness checks.

Preview the hosted signature and correct incompatible content.

Choose the property and compose the correct layout.

Confirm consent, deduplication, and suppression.

Preview, test, check allowances, and submit the hosted campaign once.

Interpret review, delivery, failure, and unconfirmed states safely.

Set the reusable information applied to new work.

Select roles and paid-seat behavior intentionally.

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

Confirm billing status and available seats.