Relm Pro has a clear separation between reading a property and editing it. You're in read mode by default — clicking around won't accidentally change anything. To make changes, you switch into Edit Mode, and a save bar appears at the bottom of the screen tracking every change you make until you save them.
Why the separation
Two reasons:
- Reviewable AI — when an agent run produces values, those values are durable. Editing is an explicit gesture, not a side-effect of reading.
- Deliberate saves — across an editing session you might tweak a unit mix, correct a comp, and fix a tax line. Nothing is written until you click Save Changes, so half-finished edits never reach the model.
Entering Edit Mode
Editing happens on a section's own page. Click a section card on the property overview to open it, then click Edit in the top-right of the page header. The button changes to Editing, and:
- Editable fields become clickable inputs.
- Fields you change are highlighted.
- A save bar appears at the bottom of the screen as soon as you change something.
You'll also acquire a lock on the property so a teammate can't simultaneously edit and create a conflict. See Property locks.
The Financial Pro-Forma page works the same way, with its own Edit button and save bar in the pro-forma toolbar.
Making changes
Click any field to edit it inline. Numeric fields accept numbers; text fields accept text; pick lists let you choose from a dropdown. The save bar updates as you go:
"3 unsaved changes" — with the names of the fields you changed, and Discard | Save Changes
You can move between section pages (for example Basic Info → Tax History → Comparable Properties) without losing your pending edits — they accumulate until you save.
Saving
Click Save Changes in the save bar. Relm saves your edits section by section. If a save fails (for example, a connection problem), the save bar shows the error and your unsaved edits stay pending so you can fix the issue and retry. If your edits span several sections, any section saved before the error keeps its changes.
After save:
- The save bar disappears.
- Each saved change creates a row in Version history.
- Edit Mode turns off and your lock is released. Click Edit again to make more changes.
Discarding
Click Discard in the save bar to drop all pending edits. There's no confirmation prompt — discarded changes are not recoverable — and Edit Mode turns off.
Exiting Edit Mode
Click Editing to leave Edit Mode. On section pages this drops any unsaved changes without asking, so save first if you want to keep them. (The Financial Pro-Forma page asks before discarding.)
What kinds of edits are tracked
Most field-level edits track cleanly. Some larger actions (re-running a section, re-generating a pro-forma) are not part of the save bar — they start as soon as you click them, can overwrite manual edits in that section, and aren't listed field by field in version history.
Individual units are edited in the unit's own window, which has its own Save button — see Units section.
Multi-user editing
Only one person can hold the lock on a property at a time. If a teammate is editing, you'll see a badge naming who has it in place of the Edit button. You can wait, ask them to save and release, or (if you're an admin and it looks like they walked away) force unlock.