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 the first time you land on /dash — follow the highlights if you prefer clicking through instead of reading.
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 (Street View, facts, nearby) — it does not burn credits until you add the property and run Deep Search.
- Demo Portfolio (when present) lets you explore a sample workspace before your first real deal.
- Recent searches show your last few address lookups so you can resume mid-screening.
- Portfolio cards below show your portfolios at a glance.
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 aggregate finances across the portfolio (Enterprise tier).
- Delete the portfolio (admin only).
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, Documents, Financial. Each card is a tile on the overview and a deep-dive subpage.
The first time you open a property:
- Optional: upload a rent roll, OM, or P&L. Relm will OCR and index them.
- Click Start Deep Search to kick off the agents (pick an AI provider if your org offers more than one).
- Watch the section cards populate as each agent finishes — financial analysis auto-runs after research completes.
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. 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
After Deep Search, financials usually already exist. Open Financial to review the 10-year NOI build-up, capital plan, and debt-service schedule — or click Generate / Regenerate Pro-Forma 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 to 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
Paid and freemium orgs with developer access 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.