Property Survey

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Admin Portal

Configure survey settings and upload property data ·

Current Tour

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Survey Information

Shows as a marker on the map and adds Drive Time + Distance rows to every property. Leave blank to disable.

Upload Additional Locations to the Map

Employees, competitor locations, church attendees, etc. Upload a spreadsheet, map the columns, and name the layer. Each layer can be toggled on/off from the Map page. Tip: include latitude & longitude columns to skip geocoding entirely (and any cost).

Tour Options

Prepared By (Contacts)

All brokers listed here appear on the tour landing page and the packet cover.

Customize Rows

Rename any auto-detected row label, or add your own custom rows for this tour.

Column Mapping

If your Excel uses different column names (e.g. SF instead of RBA, or Flyer URL instead of Brochure URL), point them at the right system field here. Mapped columns drive the map, brochure buttons, summaries, and formatting exactly like a native column would.

Background Photo

Appears on the right side of the Overview hero.

Upload background photo

Upload client logo

Property Data (Excel)

Required: Property Name, Property Address, City, State, Zip  ·  Optional (shown only if present): Owner Name, Submarket Name, RBA, Total Available Space (SF), Direct Available Space, Office Space, Avg Rent-Direct (Industrial or Office), Building Operating Expenses, Year Built, Year Renovated, Building Class, Number Of Stories, Typical Floor Size, Amenities, Ceiling Ht, Number Of Loading Docks, Drive Ins, Column Spacing, Sprinklers, Parking Ratio, Rail Lines, BROCHURE LINK, Notes.

Upload Excel file (.xlsx)

Upload brochures & auto-extract Pick the fields you want, drop the PDFs, and the details, photos and brochure land on each property. Everything is colour-coded for review before anything is created.

Adds one property by name + address — no spreadsheet needed. Fill in its details and photos below afterward.

Property Order

Drag properties (or use the arrows) to change their number on the map and their order in the matrix, packet, and details pages. Photos, brochures, tags, ratings and comments move with each property.

Sort by
Property Tour

Client Name

Market, ST
Prepared By
—
FC
Rings & Drive Times
min

Property Matrix

No Properties Loaded

Upload an Excel file via the Admin panel.

No Properties Loaded

Upload an Excel file via the Admin panel.

Create Packet
Work down the steps. The preview on the right rebuilds as you change things.
Matrix orientationLandscape fits 6 properties per page, portrait fits 4.
Proposal comparisonLandlord-proposal pages (terms, annual cost, notes). Only when the tour has one.
Page numbers“Page X of Y” footers and the page references in the contents.
Title photoThe first photo on each property page.
Additional photosThe next photos, in the order set in the Admin portal.
Floor plansUploaded per property in the Admin portal.
Full brochure PDFsEvery page of an uploaded brochure prints after its property, in its own orientation. Slower to build.
Area shown around each propertyThe map on every property page zooms so this full area fits.
minutes (max 60)
Download PDF builds the file right here, exactly as previewed. If you print instead, set the destination to Save as PDF — not Adobe PDF or Microsoft Print to PDF, which turn landscape pages sideways and can drop the white matrix text.
Preview
Building preview…