Adding a property to Relm is the start of every workflow. Instant Preview lets you screen an address for free before you commit credits to a full Deep Search.
Path 1: Address search + Instant 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 a few characters.
- Pick the suggestion that matches.
- Relm opens an Instant Preview — Street View (when available), key property facts, and nearby context — without starting a billable Deep Search.
- Click Add to portfolio and pick which portfolio it should land in when you're ready to underwrite.
The property is now created. Deep Search 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.
- Type the address in the same way.
- Confirm. The property lands in this portfolio directly — no picker.
This is the fastest path when you know which portfolio is the destination.
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.
- On the property workspace, click Upload documents.
- Drag in your files. Relm OCRs them and attaches them to this property.
- Then start Deep Search — it'll pick up your documents as a primary source.
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.
- A skeleton workspace is created with empty section cards.
- Address-derived basic facts from Instant Preview / address search are available immediately.
- Deep Search is not auto-started — you trigger it manually so you can decide whether to upload documents first.
Demo Portfolio
New accounts may also see a Demo Portfolio with sample properties so you can explore the workspace before adding your first real deal. Use it to learn the UI; your Instant Preview and Add to portfolio flow is unchanged for live addresses.
Adding a property in two portfolios
Properties live in exactly one portfolio. If a deal genuinely belongs in two pipelines (e.g. "2026 Acquisitions" and "Sunbelt Fund III"), pick the canonical home and reference it from the other where needed. We don't support multi-portfolio membership today.
Bulk add
If you have a CSV or list of 10+ addresses to evaluate, contact support — we can run a bulk import for Enterprise customers. There's no UI for it today.