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What is IntellCRE?

IntellCRE is a commercial real estate marketing platform that automates deal underwriting, property marketing material generation, and deal presentation from a single source of property and financial data.

Which data do we provide to support property valuations and investment decisions?

IntellCRE offers a wide range of data, including 150M property (residential and multifamily) records nationwide, up-to-date sales comps and rent comps, as well as market and demographic information. We also provide dynamic data on vacancies, rent growth, and other important market parameters to help you make accurate informed decisions faster.

What makes IntellCRE different from other real estate marketing tools?

IntellCRE is a commercial real estate marketing platform that uses proprietary AI to turn your deal data into investor-ready brochures, OMs, BOVs, pitch decks, and listing websites in minutes—not days. Instead of spending hours searching for comps and building materials from scratch, IntellCRE automatically finds listings and market data, runs the underwriting, and pushes that analysis into on-brand marketing packages for every deal.

Can IntellCRE integrate with my existing workflow and tools?

Yes, IntellCRE allows you to import data in excel and pdf formats compatible with your current analysis and reporting tools. You can integrate your own setup sheet or underwriting model or simply have your custom mapping for importing comps into the system. Your flexibility is our priority, so we make it easy to integrate our insights into your workflow to improve efficiency.

How does IntellCRE assist in multifamily underwriting?

IntellCRE automates financial analysis (cashflow modeling, sensitivity analysis, exit cap rate prediction, equity waterfall) and syncs that analysis with all your marketing materials and deal decks.

Do I need to get training to start using IntellCRE tools?

Absolutely not. Our intuitive platform is designed to fit a wide range of underwriting expertise levels, from somebody who is just breaking into real estate to seasoned institutional underwriters. If you are new to underwriting you can sign up for a free trial and use the Smart analysis mode to have the simplest guided underwriting workflow. If you run into any difficulties, our team is always ready to assist over a call.

Can I find and source new real estate deals using IntellCRE?

Sure. IntellCRE Dealfinder allows you to configure you criteria or buy boxes and then automatically search for on or off-market deals matching your criteria. You can use Dealbox to receive deal information from your clients or generate leads using a custom website widget or Dealbox link included in your marketing campaigns.

How does IntellCRE help with marketing of real estate deals?

IntellCRE automatically creates investor-ready brochures, offering memorandums, BOVs, deal decks, pitch presentations, listing websites, and flipbooks in minutes—not hours or days.

CRE Marketing Packages

What marketing assets can IntellCRE create?

IntellCRE automatically generates the full suite of commercial real estate marketing materials:

– Property marketing documents (for go-to-market): flyers, property brochures, offering memorandums (OMs), and their digital versions (websites, flipbooks)
– Valuation & strategy documents (for owner conversations): Broker Opinion of Value (BOV) reports
– Investment materials (for capital raising): investment memos, deal decks, and buy-side offering memorandums

All from a single source of property and financial data—no re-entry, no design overhead.

Why would I need multiple marketing assets for one property?

Different stakeholders are at different stages and need different information.

– An owner considering a sale needs a BOV to understand market value and strategy.
– A buyer early in the process might get a flyer to spark interest.
– A serious investor expects a full offering memorandum with financials and market comps.
– One you are ready to list your deal you need a professional listing website either to test the market or to get buyer leads quickly and efficiently
– Ongoing outreach uses websites or flipbooks to keep the deal accessible and trackable.

By creating all formats from one data set, you can move prospects through your funnel smoothly while staying on-brand.

Can I use the same content in multiple formats (PDF, website, flipbook)?

Yes. IntellCRE generates the same core content in multiple formats—downloadable PDF, print-ready PDF, online flipbook, PPT exports, and property/deal website—without re-entering data.

This saves time and ensures consistency across all touchpoints.

Broker Opinion of Value (BOV)

What is a Broker Opinion of Value (BOV)?

A BOV is a pricing and market strategy document prepared by a broker for a property owner. It answers:

> “What is my property worth in today’s market, and what’s the recommended path forward—sell, refinance, or hold?”

It sits between an informal estimate and a formal appraisal. It combines valuation analysis with go-to-market strategy.

What does a BOV typically include?

– Property overview and market context
– Comparable sales and rental data
– Income and valuation analysis (cap rate, price per SF/unit, etc.)
– Recommended price range and positioning strategy
– Timeline and transaction recommendations
– Market trends and competitive positioning

When should a broker prepare a BOV?

BOVs are commonly used to:

– Win new listings by showing expertise and data-driven strategy
– Set realistic price expectations with owners who are “thinking about selling”
– Support refinancing conversations
– Advise owners on timing (sell now vs. hold)
– Move owners from passive interest to active listing

Many brokers offer BOVs for free as a business-development tool.

How is a BOV different from an appraisal?

A BOV is less formal and more flexible than an appraisal.

 

BOV Appraisal
Prepared by Broker (market-focused) Licensed appraiser (regulated)
Cost Often free (business development) Paid, typically required by lender
Focus Market-driven, forward-looking Methodical, historical and standards-based
Use Owner strategy, listing and pricing Lending/financing and compliance

Flyers & Property Brochures

What’s the difference between a flyer and a property brochure?

Flyers (1–2 pages):

– Quick teaser with essential property details, key highlights, and a call to action
– Designed to be scanned in 10–20 seconds
– Sparks interest and qualifies buyers before sharing the full OM

Property brochures (multi-page):

– Detailed marketing narrative with photos, market context, and property story
– Sits between a flyer and a full offering memorandum
– Used for tours, follow-ups, and deeper prospect engagement

Offering memorandums (long-form):

– Deep-dive financial and strategic package for serious investors
– Includes pro formas, rent rolls, and full market analysis
– Comprehensive decision-making resource

Think of it as: Flyer → Brochure → OM, in increasing order of depth.

When should I use a flyer vs. an OM?

Use a flyer when:

– You’re testing market response before the full OM is ready
– You need to email a quick teaser to a buyer list
– You’re at a conference or networking event
– You want to qualify interest before sharing sensitive financials

Use a full OM when:

– The deal is officially on the market
– You have serious, qualified buyer interest
– You’re in active negotiations
– You need to provide a complete, investment-grade package

Many successful processes start with flyers (funneling interested buyers) then move to OMs (for serious buyers).

Can a brochure be used as an offering memorandum?

In practice, yes—many brokers use “property brochure” and “offering memorandum” interchangeably when the brochure includes financial data and is investor-facing.

Technically, a brochure is the visual, narrative-focused document, while an OM is a brochure that includes comprehensive financial and legal detail. IntellCRE lets you create both and choose which label fits your use case.

Offering Memorandums (OMs)

What is an offering memorandum (OM)?

An OM is the primary marketing document used to take a property to market and attract serious investors. It answers:

> “Why should someone buy this asset?”

It combines narrative (property story, market positioning), analytics (financials, comps, market data), visuals (photos, maps), and disclosures into one comprehensive package.

What does an OM typically include?

– Executive summary and investment highlights
– Property overview and value proposition
– Financial summary (in-place income, expenses, NOI)
– Pro forma and return scenarios
– Market and submarket analysis
– Rent comps and sales comps
– Unit mix, tenant roster, and lease abstracts
– Business plan and upside opportunities
– Risk disclosure and mitigants
– Maps, photos, and financial graphics
– Broker and team bios

Is an offering memorandum the same as a “marketing package”?

Yes. In commercial real estate, “offering memorandum” and “marketing package” are often used interchangeably.

They refer to the same long-form, investor-ready deal document. IntellCRE uses both terms so you can match your clients’ preferred language.

How is an OM different from a property brochure?

An OM is essentially a specialized, investment-grade property brochure.

– Brochure: visual-led marketing document with property highlights, photos, and basic info
– OM / Marketing Package: same content plus detailed financials, market analysis, pro formas, and legal disclosures

If your brochure includes rent rolls and financial analysis, it’s functioning as an OM.

When should I create an OM?

Create an OM when:

– A property officially goes to market for sale or refinancing
– You have active buyer inquiry and want to move the deal forward
– You need to provide a complete, professional package that pre-answers investor questions
– You’re in serious negotiations and need to establish credibility and control the narrative

An OM is your control document—it sets expectations, frames value, and qualifies serious from casual interest.

Deal & Listing Websites

What’s the difference between a listing website and a deal website?

Listing website / Property website:

– General-purpose hub for a property or portfolio
– Contains basic info, photos, brochure downloads, and a contact form
– Designed for broad exposure (brokers, tenants, passive interest)
– SEO-oriented and shareable

Deal website:

– Investor-focused, more like a web-based offering memorandum
– Often gated (requires login or contact info)
– Includes deeper financial content, pro formas, and analytics
– Tracked for user engagement and data room routing

Both are web-based alternatives to PDFs and can be generated quickly from your data.

Should I create a deal website or stick with PDF?

Use PDFs when:

– You need quick, portable documents (flyers, OMs for email or print)
– The buyer is requesting a specific format
– You don’t need tracking or gating

Use deal websites when:

– You want to track buyer engagement and see who is viewing your materials
– You want an always-on, updated hub (pricing, rent rolls, photos update without resending)
– You prefer a polished, interactive experience over static PDFs
– You want to gate access and qualify inbound interest

Many brokers use both: flyer/OM PDFs for initial outreach, and a deal website as the digital hub for serious buyers.

What is a flipbook?

A flipbook is an online page-turn viewer that displays your brochure or OM as if reading a print magazine.

It preserves the original layout and design while giving the document an engaging, interactive feel. Users can flip through pages, zoom in on details, and share a link instead of downloading a PDF.

Flipbooks are particularly popular for higher-end properties, portfolios, and investor materials where presentation matters.

Investment & Fundraising Materials

What is an investment memo?

An investment memo is a document that summarizes an investment opportunity for your investment committee (IC) or limited partners (LPs).

For IC (internal):

– Structured memo with investment thesis, business plan, returns, risks, and recommendation

For LPs (fundraising):

– More narrative version focused on explaining the deal and capital structure to investors in clear, non-technical language

Both can be generated from the same underlying data with different templates and depth.

What is a deal deck?

A deal deck is a slide-based presentation version of your investment memo, designed for live pitches or email sharing.

It distills the key investment highlights, returns, and risks into a concise slide format that you can present to LPs, potential partners, or internal stakeholders.

IntellCRE can generate both the full memo and the deck from the same deal data, keeping your narratives consistent.

What’s a buy-side offering memorandum?

A buy-side OM is a customized version of the broker’s OM that your investment team has reformatted and annotated with your internal analysis, underwriting assumptions, and recommendations.

It’s your internal version of the seller’s OM—same base content, but organized to match your investment decision process. IntellCRE can help standardize these formats across your deal team.

Technical & Workflow Questions

Do I have to enter data multiple times to create all these documents?

No. IntellCRE works from a single source of property, financial, and tenant data.

Enter the data once, and generate:

– Flyers
– Brochures
– Offering memorandums
– BOVs
– Investment memos
– Deal decks
– PDFs, websites, and flipbooks

All automatically, without re-entry.

Can I edit documents after IntellCRE creates them?

Yes. All IntellCRE outputs are downloadable and editable in standard formats (for example, Word, PowerPoint, PDF).

You can also update the source data and regenerate any document in seconds, so every asset reflects the latest information.

Can IntellCRE create documents in different formats?

Yes. IntellCRE generates:

– Downloadable PDFs (email, portal, download)
– Print-ready PDFs (bleeds, high resolution)
– Websites (listing, deal)
– Flipbooks (page-turn experience)
– PowerPoint/Keynote (deal decks, investment presentations)
– Word documents (editable memos, reports)

All from the same data.

Can I customize templates to match my brokerage brand?

Yes. IntellCRE templates are fully brandable—fonts, colors, logos, layouts, and section headers can be customized to match your brokerage standards. IntellCRE also accommodates your narrative style and deal story-telling by adjusting the structure and contents of your templates tailored to your preference and needs.

Once you set brand guidelines, all documents automatically use your branding.

Getting Started

How do I get started with IntellCRE?

1. Schedule a demo to see how IntellCRE works with your data and deal flow.
2. Choose your templates (flyers, brochures, OMs, BOVs, etc.).
3. Enter property data once, and let IntellCRE generate everything automatically.
4. Download, edit, or publish in your preferred format.

What if I have more questions?

Reach out to our team via your preferred contact method (email, chat, or form). We’re happy to walk through examples and help you choose the right mix of assets for your pipeline.