The rent roll is the single highest-value document you can upload to a property. Once it's in, the Units section is built from it directly, 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 into Documents (section card on the overview).
- Drag the rent roll file into the upload zone, or click Choose file.
- Once it appears in the list, Relm starts indexing automatically.
If Relm correctly auto-detects it as a rent roll, the Type column shows "Rent Roll". If it didn't, click the type pill and pick "Rent Roll" manually.
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.
- Concessions — if present.
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: mark the commercial rows as "Other (commercial)" so they're tracked separately.
- Concessions buried in notes. If concessions show up only in a free-text notes column, they may not be lifted into the structured table — the chat can still surface them.
After upload
- The Units section auto-populates within ~30–90 seconds of upload (depending on rent-roll size).
- The Financial section's GPR uses the rent-roll's in-place rents as the Year-1 baseline.
- The Chat panel can now answer rent-roll questions — "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). Relm uses the most recent by upload date as the primary source. The older ones are still accessible in chat and useful for comparing month-over-month.