This new report package is designed to allow you to present an analyzed property as an investment opportunity to JV Partner prospects, or to present the property to a Lender or Mortgage Broker to apply for financing.

Use this feature from within an Analyzed property (in the Analyzer section). The access button is located on the subject property's 'home' screen, titled 'Set Presentation Defaults'.

1) Click on the yellow 'Set Presentation Defaults' button. Then select the items you want to include in the Presentation Package Report. The reports (b. to f.) you will be selecting from are the reports on the subject property in the Analyzer.

a. Title Page (details to follow below on this new item)

b. Financial Analysis & Proforma Report

c. Cash Flow Summary

d. Goldmine Scorecard

e. Due Diligence Checklist

f. Cash Flow Detail Report

g. Suppress Address Line 1 (this is the street address of the property).

h. Suppress Address Line 2 (this is the City and Province of the property)

Note- Use the 'Suppress Address' feature when you want to hide elements of the property's address on the Reports. The suppression will be employed on the Title Page and on all the reports where the address would normally be displayed.



2) Title Page - When you select the Title Page to be included you will then also select its contents under the heading 'Title Page Parameters':

a. Path to Logo: If you want to include your logo set the path to its location on your computer here. We are still working on some sizing issues regarding the logo file. Play around with different graphics files until you find one that works and then get back to us with the size you had success with. We tried a .jpg file up to 550 x 210 with success.

b. Headline Text: Type what you want the Headline for this property to read

c. Title Page Text: Type your description of the property and anything else you want your reader to see on the investment opportunity you are offering.

d. Contacts Headline: Type the description for the contact(s) that will appear on the bottom of the Title Page. These will normally be used for your contact info so the reader can know how to reach you. For larger organizations' use we have supplied room for up to 3 contacts here.

e. Contacts: Enter your Contact info here. These can also be reached via 'Maintain Tables' under 'Presentation Contacts' (just below 'Vendors') so you can set them for each property by selecting them from a pull-down menu.

f. Now click 'OK' and move on to view the Title Page. You can edit it by going back to 'Title Page Parameters'.



Note- Some of these settings will later be moved to your 'Preferences' so you will have to set them only once.



3) Click on the yellow 'View Presentation Package' button.

a. This will open the, in sequence, the Title Page and then all the Reports you have selected to be included.

b. Each report opens in the report viewer, from which you can elect to print them or save them as a PDF file.

c. We suggest you save each report as a PDF file on your computer, named consistently for the property.

d. Once that is complete you can then print and assemble them into a Presentation Portfolio for presentation to your JV Partner prospects or Mortgage Broker or Lender. You can also email the reports from their saved locations.

Note- We intend to compile all the reports you selected to be contained in the Presentation Package into one PDF report so you will only have to save it once, and so it will be contained all together in one file for easier printing and/or emailing.