How to Export Property Reports

Create professional investment reports and share them with your lenders, buyers, partners or clients.

Cindy Bellford avatar
Written by Cindy Bellford
Updated over a week ago

You may need to share property information, photos and analysis calculations that you created with DealCheck with other people.

Our investment property reports are perfect for:

  • Sending to your lenders during the loan approval process

  • Sharing with your partners or investors who are interested in one of your deals

  • If you're a wholesaler - emailing them to your buyers' list

  • If you're an agent or broker - sending them to your investor clients or handing them out during open houses

Follow these steps to customize, create and share reports with DealCheck:

Step 1: Open the Reports & Sharing Page for a Property

Open one of your properties and click the Reports & Sharing link from the menu on the left side:

Reports and Sharing link in property menu

 

Step 2: Customize Report Contents

By default, each property report will include all of the available information for that property - description, maps, analysis, projections, comps, photos and any notes you have added.

You can toggle which items are included in the report in the Report Sections panel:

Property report section toggles

If you don't wish to reveal the full address of the property, you can turn on the Hide Property Address toggle to only show its city and state in the report:

Property report hide property address toggle

Tip: when hiding the property address, make sure it's not part of the property's name. You can view and edit the name of each property on its Property Description page. 

Step 3: Add Your Custom Branding

If you have upgraded to DealCheck Pro, you can further customize your reports by adding your individual or business name, a link to your website, contact information and logo, as well as changing the primary color used in PDF reports.

You can also hide all references to DealCheck to make it appear that you are the sole creator of the report (make it fully white-labeled).

You can do this in the Custom Branding section:

Property report custom branding

Tip: once you customize your branding for one of your reports, you won't have to do it again - we'll save it for next time.

Step 4: Add Your Affiliate Link

If you’re a member of our affiliate program, you can add your affiliate link to your reports, and turn all links to the DealCheck website into your unique referral links.

This will allow you to earn a commission for referring new paying users:

Adding your affiliate link to property reports

Step 5: Share or Download the Report

DealCheck supports two types of property reports for each property:

Interactive Reports (View a Sample)

Interactive reports can be viewed online by anyone who has the report link. They don't require a DealCheck account and offer an interactive way to view property details, analysis, comps, maps and photos.

You can enable or disable shareable interactive report links for each property. Once the link is enabled, you can click the Copy button next to it to copy it, or quickly share it via email or social media:

Interactive property report sharing features

Tip: when somebody views an online property report, they also have the option to copy and save that property to their own DealCheck account for further analysis.

PDF Reports (View a Sample)

PDF reports are great for printing, emailing or sharing reports as PDF documents.

You can view or download the PDF report and then email it, upload it to your website, or print it as you would any other PDF document:

PDF property report sharing features

Tip: see this help article if you're having any issues creating, viewing or downloading PDF reports.

 

Note: the above screenshots were taken from our website, but the same features can be found in our iOS and Android apps as well.

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