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!

Jump to instructions for:
Select a Property | Create a Summary Sheet | Save, Email or Print the Summary Sheet | Create a Property Report | Adjust the Contents of the Property Report | Save, Email or Print the Property Report

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


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/autoprop-core-guides/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

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 here:

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.

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! 

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