AUTOPROP allows you to create professional property reports and generate Summary Sheets for listing presentations, client meetings, and property due diligence. This guide walks you through selecting a property, customizing report content, and generating a shareable PDF.
Summary Sheet
Step 1: Select a Property
To get started:
Enter a property address into the search bar.
Select the correct property from the dropdown list.
Alternatively, you can select a property directly from the map by right-clicking on the parcel.
Once selected, a property information panel will appear with available report options.
Step 2: Open a Summary Sheet
Click Summary Sheet from the property information panel.
The Summary Sheet provides a concise, one-page overview of the selected property, making it ideal for quick presentations and property reviews.
Step 3: Edit, Save, Email, or Print a Summary Sheet
To edit and generate a PDF version of the Summary Sheet:
Click Edit to make any adjustments. Click Generate PDF to save changes.
Click Generate PDF to save, email or print.
Click Generate PDF again in the confirmation window.
Wait for the PDF to finish generating.
Once complete, you'll have the option to:
Download as PDF
Send Private Link to Client
Download as PDF
Opens the report in a new browser tab where you can:
Save the PDF
Print the report
Share the file manually
Send Private Link to Client
Creates a secure link that can be shared directly with a client using your default email application.
Final View
Here is a final look at what your Summary Sheet will look like
Property Report
Step 4: Create a Property Report
To generate a more comprehensive report, click Property Report from the property information panel.
Property Reports compile information from multiple data sources into a single, professional report.
Step 5: Customize Report Contents
Click Adjust Report Contents to customize the information included in your report.
From here you can:
Add or remove report sections
Select preferred default data sources
Include additional supporting documents
Customize the order of report sections
Setting Default Data Sources
Some report sections include a star icon. Selecting the star designates that source as your preferred default.
After making changes, click Update to refresh the report.
Adding Your Own Documents
You can merge your own PDFs and supporting documentation directly into the Property Report by clicking Add PDF/Image
Reordering Sections
Click Sort to arrange report sections in your preferred order.
Step 6: Customize the Cover Page
To personalize the report cover, click Adjust Cover Page.
Available options include:
Replace the Main Image
Upload your own image to replace the default street view.
Adjust the Street View Image
You can:
Pan the image
Zoom in or out
Move the view up or down the street
When satisfied, click Use This Street View.
Show or Hide Map Previews
Enable or disable the map preview circles displayed on the cover page by unchecking or checking the box Show Google map preview images.
Click Confirm to save your changes.
Step 7: Save, Email, or Print a Property Report
When your report is complete:
Click Generate PDF.
Click Generate PDF again in the confirmation window.
Wait for the PDF to be created.
Once generated, you can:
Download as PDF
Send Private Link to Client
Copy Report Link
Download as PDF
The report will open in a new browser tab where you can:
Download the PDF
Print the report
Save it for future use
Send Private Link to Client
Share the report through your default email application using a secure link.
Branding Your Reports
Want to add your logo, headshot, colors, and custom cover pages?
See our guide:
You're All Set!
You now know how to create, customize, and share both Summary Sheets and Property Reports in AUTOPROP.
Still Need Help?
Feel free to reach out to us via our blue Live Chat button located on the bottom right hand of your screen. Support Hours are Monday-Friday 8:30am-5:00pm PST.