Real Estate & Building
Building a branded investment report
Turn a shortlist into a finished, firm-branded PDF — you choose exactly what goes in and in what order.
1
Shortlist a few properties first
From Property Search, shortlist the properties you'd actually show your client — see the previous guide.
2
Click "Build Report"
Above your shortlist, click Build Report to open the report builder.
3
Drag what you want into the report
The left column shows everything available — each shortlisted property, plus a Cover Page, Executive Summary, and Comparison Table. Drag any of them into the right column to include it.
4
Reorder or remove as needed
Drag within the right column to change the order, or drag an item back to the left to remove it from the report.
5
Click "Generate Report"
A finished PDF downloads — your branding on the cover, one page per property with real zoning information looked up automatically, and the comparison table if you included it.
Tip: there's no fixed structure — build a one-property brief for a single recommendation, or a full multi-property comparison pack, just by choosing what you drag in.