Adding a property to Relm is the start of every workflow. The address preview lets you confirm you've found the right building — for free — before you commit credits to a full Intel Report.
Path 1: Address search + address preview (fastest)
This is the recommended path for almost everything.
- From /dash, click into the address search bar at the top of the page.
- Start typing the property's street address. Autocomplete suggestions appear after three characters.
- Pick the suggestion that matches.
- Relm opens the address preview — a map pinned to the address, with the address underneath — without starting a billable Intel Report.
- Click Add to Portfolio and pick which portfolio it should land in (or choose Create new portfolio) when you're ready to underwrite.
The property is now created and its workspace opens. The Intel Report is still an explicit next step from the workspace (see below) so you can upload documents first if you want.
Path 2: Add from a portfolio detail page
If you're already inside a portfolio:
- Click Add property on the portfolio page. This takes you to the address search on /dash.
- Search for the address and open its preview, as in Path 1.
- Click Add to Portfolio and pick this portfolio from the list.
Path 3: Upload-first
If you have an offering memorandum, rent roll, or P&L for a deal you haven't formally created yet:
- Add the property by address as in Path 1 or 2.
- In the setup panel on the property workspace, click Upload documents (or use Upload Docs at the top of the workspace).
- Drag in your files. Relm OCRs them and attaches them to this property.
- Then start an Intel Report — it'll pick up your documents as a primary source. If they're still processing, the button reads Queue Intel Report and the run starts once they're ready.
We don't currently support "create property from rent roll" without an address; the address is the anchor for tax, comps, and area data.
What happens after add
When a property is created:
- It appears as a card on the portfolio.
- The property workspace opens with an Intel Report setup panel above the section cards.
- Section cards start mostly empty; some may show limited data marked Preview until the Intel Report runs.
- The Intel Report is not auto-started — you trigger it manually so you can decide whether to upload documents first.
Demo Portfolio
New workspaces also get a Demo Portfolio with a fully researched sample property so you can explore the workspace before adding your first real deal. You can't re-run the Intel Report or the pro-forma on the demo, and it doesn't count toward your plan's portfolio limit. Use it to learn the UI; the address preview and Add to Portfolio flow is unchanged for live addresses.
Adding a property in two portfolios
Each property lives in one portfolio. If a deal genuinely belongs in two pipelines (e.g. "2026 Acquisitions" and "Sunbelt Fund III"), you can add the same address to the second portfolio too — but it becomes a separate property there, with its own research and edits, and changes don't sync between the two. It's usually simpler to pick the canonical home and reference it from the other where needed.
Bulk add
To evaluate many addresses at once, click Bulk search properties under the search bar on /dash. You can add up to 50 addresses, attach documents, and choose a portfolio. Before the batch starts, the review step shows the estimated credits and your balance; if your balance covers only part of the batch, the rest start automatically when you add credits.