Scheduling a Relm Report is straightforward. Here's the flow.
1. Book a scoping call
Go to /report and click Schedule a Call. The scheduling calendar opens in a new tab so you can pick a 30-minute slot. You can also click Schedule a Call on the Relm Report tab when you set up a new property.
If you'd rather skip the call, email reports@relm.ai with the property address and a quick description. We'll come back with a scope and price within one business day.
2. Share the property
For the call to be useful, have the property already created in Relm Pro:
- Add the property by address (see Add a property).
- Upload the OM, rent roll, and any P&L / T-12 you have.
- Optionally run an Intel Report before the call so we can review what the engine produced.
You don't have to invite us into your Relm org — once we're scoped, our team works from its own internal tools and delivers the finished report into your workspace.
3. Scope the deliverable
On the call we discuss:
- What's the deal context? (acquisition, refi, recap)
- Who's the audience? (internal IC, external investors, lenders)
- Standard or custom scope? Standard scope is the default; customization adds depth (extra comp pulls, custom demographic analysis, ESG section).
- Timeline. Standard is 3–5 business days; rush is 24–48 hours.
- Format. PDF (default), Word, or both.
- Branding. Use Relm's neutral template, or supply your firm's template.
4. Confirm price and start date
After the call we send a statement of work with the scope, price, and start date. Sign it, the analyst starts. Reports are billed per deliverable by invoice.
For repeat customers running multiple Reports, we set up a master agreement — individual Reports are scheduled with a 1-line acknowledgment rather than a full SOW each time.
5. The analyst engagement
Once started, you typically have a single point of contact (the lead analyst). They may reach out with clarifying questions during the engagement. You can reach them by email or the chat channel we set up.
6. Delivery
You receive the Report in your chosen format on the agreed date — we email you when it's ready, and it appears in Relm under Reports. We iterate with you on revisions until it's ready for your investment committee or lender.
See What to expect and Revisions & delivery.
Repeat / batch reports
If you anticipate running 5+ Reports a year, talk to us about a batch agreement — pricing improves, turnaround is more predictable, and we hold an analyst pool for your account.