AUTOPROP provides you with the tools to create highly relevant property reports that can be used for listing presentations and for general due diligence. This guide will teach you how to create property reports and adjust your search criteria according to your objectives. Let's dive in!

Select a Property

To begin, type the address of your subject property into the search box and select the property from the list that will appear below:

If you do not have an address in mind, but would like to create property reports on parcels that you are viewing on the map, simply right click on the property of interest:

Create a Summary Sheet

Create and Save a Summary Sheet Video

Next step - accessing reports. Let's start with the Summary Sheet.

Clicking on the Summary Sheet button will open a window containing the Summary Sheet on your subject property. The Summary Sheet is a one page report with pertinent information on your selected property. Here's what it looks like:

Save, Email or Print the Summary Sheet

To save your Summary Sheet, click on the Generate PDF button and then select Generate PDF on the pop-up.

Wait until the PDF is generated and a new pop up will show with the option to either Download as PDF or Send Private Link to Client:

Choose Send Private Link to Client to email with your default email app.
Or, Choose Download as PDF to download or print the PDF.

This is how your Summary Sheet with custom branding will appear saved or printed:

Access our custom branding guide here: https://help.autoprop.ca/en/articles/7211839-customize-the-branding-on-your-reports

Create a Property Report

Next up, property reports. Click on the 'Property Report' tab to activate the window containing said report:

Adjust the Contents of the Property Report

Adjust Report Contents and Set Defaults Video

To adjust the data sources compiled in your Property Report, click on 'Adjust Report Contents':

From here, you can add in any additional information you'd like to include in your Property Report. In the following image, yellow stars appear beside various data sources. These stars indicate defaults - click on the star next to a data source to select your preferred defaults and click update to load the results of your selections:

If you have your own documentation that you'd like to merge into the Property Report, you can do so by clicking on the options below:

You can also organize your .pdf by your preferred order of data sources by clicking on the Sort button:

Adjusting the Cover Page

You can also update the images on the Cover Page. At the top of the report click on Adjust Cover Page.

You and adjust the following:

Upload an image from your computer to replace the street view image
Adjust the Street View image. Drag the image around, zoom in or out, click on the arrows to move the view up/down the street. Don't forget to click on Use this Street View to save the new view.
You can also toggle on/off the maps in the circles with the Show Google map preview images checkbox.

Click on Confirm to save your changes.

Save, Email or Print the Property Report

To save your report, click on the Generate PDF button and then click Generate PDF again on the pop-up:

Wait until the PDF is generated and a new pop up will show with the option to either Download as PDF or Send Private Link to Client. You can also copy a link to the PDF.

Choose Send Private Link to Client to email with your default email app.
Or, Choose Download as PDF to download or print the PDF.

If you chose Download as PDF the report will open in a new tab where you can download it by clicking on the downward pointing arrow, or print it by clicking on the printer icon:

Congratulations, you've created and saved your first Property Report!