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Search 98 articles across the Relm Pro platform — Intel Report, Research, Pro-Forma, Excel, billing, and more.

Built like a reference shelf, not a chatbot.
Every category below is a step in the underwriting workflow: from getting started, through Intel Report and pro-forma, out to Excel sync and billing. Pick a shelf or search above — the answer is here, written by the people who built the platform.
Getting Started
New to Relm Pro? Start here for an orientation, glossary, and your first underwrite.
8 articles
Portfolios & Properties
Organize your deals into portfolios and tour the property workspace.
15 articles
Intel Report
How Relm's AI agents research a property, the data sources behind them, and how to read citations.
8 articles
Intelligence
Ask about cities, markets, owners and your own portfolios, and get reports, tables and Excel models back.
5 articles
Pro-Forma
Build, edit, export, and sync the 10-year pro-forma.
9 articles
Documents & Chat
Upload rent rolls and OMs, then ask questions of your deal in plain language.
7 articles
Excel Add-in
Install the Relm Pro add-in for Microsoft Excel, sign in, and round-trip data.
9 articles
API & MCP
Connect Relm to Claude, ChatGPT, Gemini, GitHub Copilot and other AI assistants, and call the API from your own code.
9 articles
Account & Security
Manage your account, multi-factor authentication, and how Relm handles your data.
8 articles
Billing & Members
Plans, subscriptions, members, roles, seats, and add-ons.
10 articles
Relm Report
A custom, human-reviewed property report delivered by the Relm team.
4 articles
Troubleshooting & Status
Status, common issues, and how to reach support.
6 articles
Popular articles
Manage your account
Update your name, email, password, and profile photo, manage your organization and team, and find every account setting from the avatar menu.
What is Relm Data?
The library of government open-data sources behind the Public Records section — what it covers, how a lookup works, and what the records cost.
What is Research?
A chat for the questions around a deal — RFPs, zoning, owners, markets and your own portfolios — with answers that cite the records they came from.
Create a portfolio
Group your deals into portfolios — pipelines, funds, geographies. The basics of creating, naming, and organizing them.
Status page & subscribing to incidents
Where to check if Relm Pro is having an outage, and how to be notified next time it does.
What is the 10-year pro-forma?
A 10-year NOI build-up, capital plan, and debt-service schedule with every assumption traceable to a source or marked as your override.
What is an Intel Report?
The orchestrated set of AI agents that gathers data about a property — what they do, how long they take, and what you get.
What is the Relm Report?
A custom, human-reviewed property report delivered by the Relm research team — the polished version of the AI Summary.
Frequently asked questions
- What is the Relm Pro help center?
- Relm Pro's help center is the official documentation for the platform — guides for Intel Report, the Pro-Forma engine, the Excel add-in, billing, and account security. Every article is written by the team that ships the product.
- How do I get started with Relm Pro?
- Sign up at relm.ai, create your organization, add your first property, and run an Intel Report. The Getting Started category walks through each step, and most teams have their first underwritten deal within an hour.
- How does an Intel Report work?
- An Intel Report deploys AI agents to investigate every section of a property — units, taxes, comps, market analysis, points of interest, and more — citing every fact back to its source. Results are typically ready in 5–10 minutes per property.
- What is the Excel add-in?
- The Excel add-in lets you pull a Relm Pro property — including the full pro-forma — into a familiar spreadsheet, edit it locally, and push your changes back to the cloud with version history preserved. Install it from AppSource or your enterprise admin.
- How is my data secured?
- Relm Pro encrypts data at rest and in transit, isolates each tenant in its own logical database, and never uses customer content to train third-party models. Our SOC 2 Type II audit is in progress. See the Account & Security category for details.
- How do I contact support?
- Click the "Contact support" button on any help page or in the dashboard. Our team typically responds within one business day. Enterprise customers also get a dedicated chat channel for real-time support.
- What is a Relm Report?
- A Relm Report is a human-reviewed diligence report produced by the Relm team — typically 60–120 pages of underwriting, market analysis, risk findings, and citations, delivered in days rather than weeks. Schedule a call from the Relm Report page to scope yours.
Still need help?
Our team usually responds within one business day. Tell us what you're trying to do and we'll get you unstuck.
Looking for what changed recently?
Every shipped feature, improvement, and fix lives on the changelog — updated as we go.