If you'd rather hit the ground running than read through every help article, this page is your map. Five minutes, five stops.
Stop 1: /dash — Home
When you sign in, you land on /dash. This is your launch pad.
- The address search at the top is the fastest way to start a new deal — type a property address, pick a result, and Relm starts a research run.
- 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 Research to kick off the agents.
- Watch the section cards populate as each agent finishes.
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 a pro-forma
When you're ready to model the deal, hit Financial → Generate Pro-Forma. Relm builds a 10-year NOI build-up, capital plan, and debt-service schedule. 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.
What's next
That's the tour. From here:
- Add your real first deal.
- 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.