Name: Relm Pro
Brand: Relm

Question 1

How do pro-forma credits work?

Accepted Answer

Self-Serve users receive 3 pro-forma credits each month. Unused credits accumulate up to a maximum of 12. Each credit lets you generate a full 10-year pro-forma for one property. If you delete a property completely from your portfolio, the credit is restored. Enterprise users have unlimited pro-forma generation.

Question 2

What is the Relm Report?

Accepted Answer

The Relm Report is a white-glove, human-reviewed investment report our team produces on top of the Relm Pro platform. You schedule a call, share your deal context and any documents, and a Relm analyst delivers a custom report tailored to your strategy. It's billed per report via invoice and requires an active Self-Serve or Enterprise subscription.

Question 3

Can I upgrade from Self-Serve to Enterprise?

Accepted Answer

Yes — contact our sales team and we will transition your account seamlessly. Your existing data, portfolios, and analysis history all carry over.

Question 4

What happens when I run out of pro-forma credits?

Accepted Answer

You can still access all existing analyses and data. New pro-forma generation will be paused until credits refill next month, or you can upgrade to Enterprise for unlimited generation.

Question 5

Can I add more team members?

Accepted Answer

Self-Serve plans include 1 seat. Additional seats are $49/month each. Enterprise plans have custom seat pricing for larger teams.

Question 6

Is there a free trial?

Accepted Answer

Contact our sales team to discuss trial options. We offer guided onboarding demos so you can see the platform in action with your own properties.

Question 7

What payment methods do you accept?

Accepted Answer

We accept all major credit cards for Self-Serve. Enterprise customers and Relm Report clients can also pay via invoice with net-30 terms.

Features	Self-Serve	Enterprise	Relm Report	Portfolio Health Check
Plan basics
Portfolios	1	Unlimited	Uses subscription	Full scope
Pro-forma credits	3/mo (up to 12)	Unlimited	Per report	All properties in scope
Properties per portfolio	Unlimited	Unlimited	—	All
Included seats	1	Custom	—	—
Additional seats	$49/mo each	Custom pricing	—	—
AI & analysis
AI research & deep analysis
Multi-agent pro-forma engine
Deep internet search
Document upload, OCR & extraction
Per-unit photo analysis
Agentic chat analyst
Public records & tax integration
Outputs
Excel export with formulas
Version history & audit trail
PDF / Word deliverable		On request
Slide deck deliverable
Human services
Human analyst review		Optional
Custom report template		On request
Cross-portfolio strategy analysis		On request
Risk concentration & geographic exposure		On request
Strategy-fit scoring		On request
Infrastructure & security
Enterprise-grade encryption
SOC 2 compliance	Standard	Full	Full	Full
Dedicated AI server		Available		Available
Custom data integrations		Available	On request	On request
Support
Help center
Email support
Priority support
Dedicated account manager				On enterprise

From a single deal
to your entire portfolio.

Self-Serve

Enterprise

Relm Report

Portfolio Health Check

Compare plans.

Frequently asked questions.

Need a custom solution?

From a single deal to your entire portfolio.