Creating, Editing & Sharing Presentations

Presentations are essential for every RealNex client seeking to craft compelling Proposals, BOVs, OMs, and branded flyers for their Commercial Real Estate business. RealNex MarketEdge gives you robust tools to create, edit, and share marketing collateral, streamlining property analysis and marketing from initial data entry to deal close.

Creating a New MarketEdge Property (from CRM)

1. Open the CRM Property record and click the "+ Brochure" button.
2. After loading, click "Go to" to open the MarketEdge Property 
3. Skip to the Efficiently Create Presentations section.

Creating a New MarketEdge Property

1. Access MarketEdge Presentation & Property Analysis from the Apps Nav Menu.
2. Select "New Property" and enter Property details (Property Image, Name, Type).
3. Pick a template (OM, BOV, flyer, etc.) from the dropdown list, click "Save."
4. Input property (Property tab) and financial (Analysis tab) information.

Efficiently Create and Save Presentations

1. Open MarketEdge Property and navigate to the "Presentation" tab.
2. Click "Templates" to select a different template; click "Select Cover Page" to change the front page design.
3. Click through pages to change text, update images, modify financials, or adjust template elements.
4. Click "File" > "Save As" to save the presentation and preserve your work.

Sharing Presentations with Clients or Teams

• Click "View/Share" to Preview, Email, or E-Publish your Presentation.
  • "Preview" to export your presentation as a PDF to print or share via email.
• Share directly using RealNex’s secure Virtual Deal Room by clicking "Add to Deal Room"
• Use the "Real Estate Exchange" to share MarketEdge Properties with team members for internal collaboration or approval workflows.

Best Practices for Presentation Management

• Start from a maintained CRM Property record to avoid manual data entry and ensure accuracy.
• "Favorite" your most-used templates with firm branding to quickly access and maintain a consistent, professional appearance.

Conclusion

Creating, editing, and sharing presentations in RealNex MarketEdge enhances efficiency and professionalism for Commercial Real Estate brokers and agents. Integrating property data with dynamic presentation tools allows more time for client service, driving deals from analysis to close. Leverage RealNex Navigator for seamless presentation management today.