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Using Deep Research

Per-section reruns

Re-run a single research section without redoing the whole property — when to do it, what gets overwritten.

Relm TeamUpdated 2 min read
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You don't need to re-run an entire property's research to refresh a single section. Each section has its own Re-run button so you can update Comps, Taxes, or Units independently.

When to re-run a section

  • You uploaded a new rent roll. Re-run Units to pull in the new doors.
  • A new comp closed. Re-run Comps to pick up the recent sale.
  • The county updated a tax record. Re-run Taxes.
  • You corrected Basic Info. Re-run AI Summary so the narrative reflects the corrected facts.

How to re-run

  1. Open the section subpage (e.g. /dash/portfolios/.../properties/.../comps).
  2. Click Re-run in the section header.
  3. Confirm the warning if you have manual overrides on this section (see below).

The section flips to Running. Other sections are unaffected.

What gets overwritten

A section re-run replaces:

  • Agent-produced values — yes, fully overwritten.
  • Citations — re-derived from the new run.
  • Manual overrides — by default, kept. Relm warns before a re-run if it detects overrides; you can choose to:
    • Merge (keep your overrides, only update fields you didn't touch).
    • Replace (overwrite everything, dropping your overrides).

Merge is the default and the right answer 95% of the time. Replace is useful when you've gone too far on overrides and want a clean slate.

What's preserved

Across both merge and replace:

  • Version history — every prior value is in history and revertible.
  • Document attachments — the documents you uploaded stay attached.
  • Lock state — re-running doesn't release someone else's edit lock; re-runs queue behind any active edits.

Re-running while someone is editing

If a teammate has a lock on the property in Edit Mode, you can't re-run a section until they release. The Re-run button shows a tooltip naming who's editing.

If their lock is stale and they've walked away, an admin can force unlock — but that discards their pending edits, so check before doing it.

Cost

Per-section re-runs are free on every plan. Only pro-forma generation costs credits. See Pro-forma credits.

What's next

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