If you'd rather hit the ground running than read through every help article, this page is your map. Five minutes, five stops.
Relm also ships an in-app guided tour that starts the first time you land on /dash in a desktop browser. It walks you through searching an address, confirming it on the map, adding it to a portfolio, and starting an Intel Report. Replay it any time with New here? Take a quick tour under the search bar, or Take a tour in the Help menu.
Stop 1: /dash — Home
When you sign in, you land on /dash. This is your launch pad.
- The address search at the top opens a free Instant Preview — a map pinned to the address so you can confirm it's the right building, with Add to Portfolio one click away. It doesn't use credits; research starts when you add the property and run an Intel Report.
- Demo Portfolio (when present) lets you explore a sample workspace before your first real deal — exploring it doesn't use credits, and it doesn't count toward your portfolio limit.
- Your Portfolios sits directly under the search, showing your portfolio cards at a glance.
- Recent Searches show your last few address lookups so you can resume mid-screening.
Stop 2: A portfolio
Click any portfolio card and you'll land on the portfolio detail. From here:
- Add a property by address.
- Click into an existing property to open its workspace.
- See combined finances across the portfolio with Portfolio Finances.
- Delete the portfolio (only the person who created it can).
Stop 3: A property workspace
This is where most of your time will be spent. The workspace is built around section cards — Basic Info, Taxes, Points of Interest, Area Stats, Comps, Units, AI Summary, Financial. Each card is a tile on the overview and a deep-dive subpage. Your uploaded files live on the Documents page, opened from the workspace toolbar.
The first time you open a property:
- Optional: upload a rent roll, OM, or P&L. Relm will OCR and index them.
- Click Run Intel Report to kick off the agents. The setup panel shows which AI model will run; Enterprise plans can change the default in Settings → AI provider.
- Watch the section cards populate as each agent finishes. To have the pro-forma built as soon as research completes, tick Run Financial Analysis automatically when Intel Report finishes before you start.
A research run takes 5–10 minutes depending on the property. You can leave the page and come back; it'll keep going.
Stop 4: The chat panel
On every property workspace there's an AI chat panel on the right. It's grounded in the property's data and any uploaded documents, and it unlocks once the Intel Report has run on the property. Each answer uses a small number of credits. Things to try:
- "What's the in-place vacancy?"
- "Summarize the unit mix."
- "What are the three biggest risks in this deal?"
- "Why did you assume 3% rent growth?"
Every answer cites where it came from — a source URL, a document page, or a section card. If a fact looks wrong, click the citation to inspect it.
Stop 5: Generate or refine a pro-forma
If you ticked the auto-run option, the pro-forma is already built when Intel Report finishes; otherwise, click Generate Pro-Forma on the Financial Analysis card. Open Financial Analysis to review the 10-year NOI build-up, capital plan, and debt-service schedule — or click Re-Run Analysis if you need a fresh run. Every assumption is editable. Every cell traces back to either a source or an explicit assumption.
When you're done, you can:
- Export Excel — download a .xlsx with the model live.
- Push-back from Excel — edit in Excel, sync changes back to Relm via the Excel add-in.
- Run a Relm Report — for high-stakes deals, our team validates the model and produces a polished PDF.
Developers: API & MCP
On a paid plan, you can create API keys and use Relm over MCP from Settings → Developer. Marketing overview: /mcp and /api-docs.
What's next
That's the tour. From here:
- Add your real first deal via Instant Preview → Add to Portfolio.
- Invite your team — see Invite a teammate.
- Install the Excel add-in — see Install from AppSource.
If anything sticks, the rest of the help center is organized by topic. The search bar at the top of /help is fast — try it.