The rent roll is the single highest-value document you can upload to a property. Once it's in, the next Intel Report builds the Units section directly from it, and the AI Summary, Financial, and Chat all use it as a primary source.
Supported formats
- Excel —
.xlsx,.xls - CSV —
.csv - PDF — text or scanned (we OCR the scanned ones)
If your property management system can export to Excel or CSV, that's the cleanest path. PDF rent rolls work but have more variability in row alignment and column detection.
How to upload
- Open the property workspace.
- Click Upload Docs at the top of the page (the Documents page has the same button).
- Drag the rent roll file into the upload window, or click Browse Files.
- Check the document type. Relm usually detects a rent roll automatically; if it shows a different type, open the type picker and choose Rent Roll.
- Click Finish and Start Analysis. Relm starts indexing, and the File Processing panel shows progress.
What Relm extracts
From a typical rent roll, Relm extracts:
- Unit number
- Unit type (1×1, 2×1, etc.)
- Square footage
- In-place rent — the actual contract rent.
- Market rent — if your rent roll has a market column.
- Lease start / end dates
- Occupancy status — occupied, vacant, model, employee, down.
If your rent roll has fields Relm doesn't recognize (e.g. resident demographic data), they're stored verbatim as document content available to chat but aren't lifted into the structured Units table.
The rent roll wins
Source priority is a hard rule. When a rent roll is uploaded, the rent roll wins for:
- Unit count.
- Unit mix.
- Occupancy %.
- In-place rents.
Listing-derived counts, public-records data, and the agentic crawler are used only as a sanity check when a rent roll is present. If you spot a discrepancy between the rent roll and an external source, the rent roll is the answer.
What if my rent roll has anomalies
- Vacant units missing. Some operators redact vacancies. Add them manually in the Units section if needed.
- Mixed-use units. A 240-unit property with 218 dwelling + 22 commercial suites: tag the commercial units (for example, "commercial") under Features & Tags in each unit's detail view so they're easy to tell apart.
- Concessions. Concessions aren't lifted into the structured Units table — the chat can still surface them from the document.
After upload
- The Units section updates on the next Intel Report. Once the rent roll is indexed, click Run Intel Report (or Rerun Intel Report) on the property, or click Rerun on the Units page to rebuild just that section. On a new property, Queue Intel Report waits for your documents to finish indexing, then starts. Runs use credits, charged when the run completes.
- The Financial section's gross potential income uses the rent roll's in-place rents as the Year-1 baseline the next time the pro-forma is generated.
- The Chat panel can answer rent-roll questions as soon as the file is indexed — "what's the in-place vacancy?", "what's the median 1-bed rent?", "show me the lease expiration distribution."
Multiple rent rolls
You can upload multiple rent rolls (e.g. for different time points), and they all stay available in chat — useful for comparing month-over-month. When the Intel Report builds the Units section, though, it reads every rent roll on the property and combines their units; it doesn't pick the newest one for you. Before you rerun it, archive or delete rent rolls that are out of date. (Archived documents also drop out of chat search.)