The property workspace is where most of your time in Relm Pro is spent. This page explains the layout: what's on it, what's clickable, and what each part does.
Overall layout
When you open a property, the screen is split into three pieces:
- The header — the breadcrumb (Portfolio → Property) in the top bar, then the property address, the credits this property has used, and the action buttons: Upload Docs, Documents, and Run Intel Report (or Rerun Intel Report).
- The main area — the section cards on the overview, or the deep-dive subpage when you click into a section.
- The chat panel — pinned to the right, AI analyst grounded in this property's data.
The top bar and chat persist as you click between sections; the main area swaps content.
The overview — section cards
The overview is a grid of section cards, each one a tile summarizing one dimension of the property:
- Photos and map — the location map, a Street View frame, and photos matched to this address.
- Basic Info — year built, stories, units, lot and building size, property type, zoning.
- Written Summary — an executive summary of the deal.
- Tax History — assessed value history and tax bills.
- Points of Interest — transit, schools, groceries, dining, and gyms nearby.
- Area Statistics — demographics, income, housing, and crime for the property's ZIP code.
- Comparable Properties — comparable buildings nearby, with sale prices, rents, and cap rates where available.
- Unit Details — unit count, unit mix, and average sizes and rents.
- Neighborhood News — recent local news, refreshable once a day.
- Financial Analysis — the 10-year pro-forma.
Your uploads live on the Documents page — open it with the Documents button at the top of the workspace.
As research runs, each card shows a status: Pending, Analyzing, then a green check with the time it finished — or Stopped, Failed, or Paused if you ran out of credits. Before the Intel Report runs, some cards show limited data marked Preview. Click into a card to open its deep-dive subpage.
The deep-dive subpage
Clicking a card opens a full-width subpage for that section, e.g. /dash/portfolios/.../properties/.../taxes. Each subpage has:
- A header with Back to Property, the section title, and Edit, Rerun, and History buttons — plus, for admins, Force Unlock if someone else is editing.
- The full data view, with its sources.
- Edit — click to enter Edit Mode.
The Financial Pro-Forma page has its own toolbar instead — see Financial section.
Use Back to Property or the breadcrumb to return to the overview.
The chat panel
The chat panel is on the right of every property workspace and contextually scoped to the page you're on. On the overview it answers about the property as a whole; on a subsection (e.g. Financial) it's tuned to that section. Chat unlocks once the Intel Report has run on the property.
Each section keeps its own conversation, so jumping to Taxes doesn't clutter the chat you started about Comps. See Chat with your deal.
The save bar (Edit Mode)
When you're in Edit Mode and change a field, a save bar docks at the bottom of the screen. It tracks every change you've made across the workspace and lets you save them all at once or discard them. See Edit mode and the save bar.
Locks
If a teammate is actively editing the same property, you'll see a badge naming who has the lock. Locks expire automatically after a short idle period; admins can force-unlock if someone walks away. See Property locks.
Intel Report controls
The first time you open a property, most cards are empty. In the setup panel, upload documents (or choose Skip — I'll start without uploads), then click Run Intel Report to dispatch the agents — it reads Queue Intel Report while your documents are still processing. Tick Run Financial Analysis automatically when Intel Report finishes if you want the pro-forma built as soon as research completes. Once a run is in progress you can:
- Watch each section card move from Pending to Analyzing to a green check as agents finish.
- Stop an individual section's run from its card.
- Stop the whole run for this property with Stop Research at the top of the workspace. (Cancel All goes further: it cancels every running and queued analysis in your organization, not just this property.)
- Re-run a single section after editing inputs, with Rerun on its subpage.
After the first run, start a fresh one with Rerun Intel Report at the top of the workspace.
Deep dive on running research →
What's next
Pick a section card and read its dedicated article — they're each linked from the Help Center home under Portfolios & Properties → The property workspace.