Introduction

Hey everyone, this is Anton with IntellCRE. In this short guide, we’re going to look at how you can create and share property or deal websites using the IntellCRE system.

Prerequisites

The prerequisite is that your deal or property is already created in your pipeline. You can have a property with analysis or a property without analysis.

The other prerequisite is that we have our branding set up. In the settings, under organization, custom branding, and organization info, you can see that we have uploaded our property website logo and our colors.

We can also configure our NDA setting in the marketing package. Here’s our NDA that we can customize. This is relevant when we’re sharing a website that has NDA protection.

Accessing Property Websites

From your pipeline, you click on the property for which you want to create a property website.

We navigate to property websites in the property menu and then click share property website.

Configuring the Property Website

This opens the property website configuration page.

In cases of properties with a financial analysis, we can choose which analysis or financial package we want to include.

Then we choose whether we want to have an unprotected share, meaning that anyone who clicks on the link can access the deal, or an NDA-protected share.

NDA Sharing Options

There are two levels of NDA protection.

The first option is anybody with the link, meaning whoever clicks on the link needs to sign an NDA and is then able to view the deal.

The more restricted option, only selected recipients, requires us to provide the emails and names of the recipients. Whoever is trying to access the deal must enter the correct email and name in order to e-sign the NDA and then view the deal.

For this example, we’re going to go with the link share option.

Authors and Website Content

You have the option to change the authors, either including people from your organization or adding external authors for the deal website.

We also have the option to configure the property website content.

Similar to brochures, we can reorder sections, exclude sections or subsections, or exclude individual data points based on our needs.

Sharing and Previewing the Website

That’s it.

We can copy the unique link for this property website and share it in a message, email, or on social media.

We can also view the website by clicking view website presentation and make sure that we’ve included everything we wanted.

Website Content Overview

Our photos are there, and we can also have a cover video. All of this is configurable in the property info, similar to brochures, flyers, and other documents.

We have our branding, deal name, address, property info, and key metrics at the top.

In terms of content, we have the property or deal overview, followed by the financial package, including rent roll charts, operating performance, projections, and cash flow.

This is interactive.

We then have sensitivity analysis assumptions, sales comps, rent comps, and a market overview with demographics, employers, and a location map.

Website Analytics

Creating a deal website, either with unrestricted share or NDA-protected share using the IntellCRE platform, is as simple as navigating to property websites and clicking create website.

In the property websites tab, we can also view analytics.

We can track how many visitors we had, how long they viewed the website, scroll depth, and other analytics to help us track user engagement with our deal.

Conclusion

Thank you very much for watching this guide, and see you in the next video.