Relm Pro has its own short vocabulary. If you've ever seen "Intel Report" or "Pro-Forma" in the UI and wondered what the boundary is, this is the page.
Organization
The top-level container. An Organization is your team's workspace — billing, member roles, portfolios, and properties all hang off it. Most users are members of exactly one organization. If you switch employers or join a new firm, you'll be invited into a new organization rather than re-using your old one.
Cross-references: Create your organization, Roles.
Portfolio
A grouping of properties. Portfolios are how you slice deals into pipelines, funds, or geographies. You can keep "2026 Acquisitions" and "Sunbelt Pipeline" as separate portfolios. Self-Serve plans get one portfolio; Enterprise plans get unlimited. The sample Demo Portfolio every workspace starts with doesn't count toward that limit.
Cross-references: Create a portfolio.
Property
A single underwritten asset. A Property has an address, a workspace with section cards (basic info, taxes, comps, units, financial, etc.), uploaded documents, a chat history, and a 10-year pro-forma. Most of your time in Relm is spent inside a property workspace.
Cross-references: Add a property, Property workspace tour.
Intel Report
The research engine. Intel Report is the orchestrated set of AI agents that gather data about a property from public records, listing sites, third-party data providers, and your uploaded documents. An Intel Report run is what populates each section card with values, sources, and citations.
A few places may still show the previous name, "Deep Research" — a phone app you haven't updated yet, an older changelog entry, or the run name on a credit charge from before the change. It means the same thing as an Intel Report.
Cross-references: What is an Intel Report, Run, queue & cancel.
Pro-Forma
The 10-year financial model. The Pro-Forma is a generated NOI build-up + capital plan + debt-service schedule with assumptions you can edit. The Net Cash Flow line is computed as NCF = NOI + Capital Items - Debt Service. The model lives at the property level and can be exported to Excel, with edits round-tripping back via the Excel add-in.
Cross-references: What is the 10-year pro-forma, NCF & the financial model.
A few related terms
- Section card — One of the tiles on a property's overview (Basic Info, Taxes, POIs, Area Stats, Comps, Units, AI Summary, Financial). Each one has its own subpage.
- Citation — A link or reference back to the source of a number. Every value Relm produces should have one.
- Lock — A short-lived hold a user takes when they enter Edit Mode on a property, so two analysts don't overwrite each other's work.
- Credit — The usage unit for Relm's AI work. Runs are charged when they complete, based on the data and AI work each run actually delivers — a full property analysis uses about 150 credits. New accounts get 250 free on signup; paid Self-Serve gets 1,000/month, banks up to 4,000, and can buy top-up packs that never expire; Enterprise starts with 5,000 and adds more with each paid invoice.