Relm Has Gone Pro.

Excel Add-in

Relm Pro for Microsoft Excel

Bring your entire underwriting workspace into Excel. Import property research, tax history, comparables, demographics, and full 10-year pro forma projections directly into worksheets. Edit assumptions in Excel and sync changes back to Relm Pro.

Everything You Need in Excel

Every data section from Relm Pro is available as a structured Excel worksheet. Import individually or all at once.

Property Data Import

Pull property details, ownership records, building characteristics, and lot information into structured worksheets with one click.

Tax History

Import multi-year tax assessment history including assessed values, tax rates, exemptions, and payment records.

Comparable Sales

View and import comparable sales data with sale prices, cap rates, price per unit, and distance from subject property.

Pro Forma Projections

Full 10-year pro forma with revenue, expenses, NOI, debt service, and net cash flow — imported with formulas intact.

Push-Back Sync

Edit pro forma assumptions directly in Excel and sync your changes back to Relm Pro. Two-way data flow keeps everything in sync.

AI Chat Assistant

Ask questions about your property data, request scenario analysis, or get help with underwriting — right from the Excel sidebar.

Demographics & Area Stats

Import neighborhood demographics, population trends, income data, employment stats, and walkability scores.

Per-Unit Breakdown

Individual unit details including beds, baths, square footage, current rent, lease dates, and rent comparisons.

How to Get Started

Up and running in under two minutes.

01

Get the Add-in

Install Relm Pro from the Microsoft AppSource marketplace or your organization's add-in catalog. Click "Get Add-ins" in the Excel ribbon.

02

Sign In

Click the Relm Pro button in the Home tab. Sign in with your Relm Pro account credentials. Your portfolios and properties load automatically.

03

Select & Import

Choose a portfolio and property, then click "Import All" to pull every data section into organized worksheets — or import sections individually.

04

Edit & Sync Back

Modify pro forma assumptions directly in Excel. When ready, click "Push Back" to sync your changes to Relm Pro. Both systems stay in sync.

Requirements

  • Active Relm Pro account at pro.relm.ai
  • Microsoft Excel 2016 or later (Windows or Mac)
  • Excel for Microsoft 365
  • Excel on the web
  • Excel on iPad

What Gets Imported

  • Property details & building characteristics
  • Multi-year tax assessment history
  • Comparable sales with cap rates & metrics
  • 10-year pro forma with formulas
  • Demographics, area stats & POIs
  • Per-unit rent rolls & lease details

Need Help?

Having trouble with the Excel add-in? Our support team is here to help. Reach out and we'll get you up and running.