Getting Started with Everre

Welcome to Everre — the AI-powered operating system for commercial real estate. This guide walks you through setting up your account and getting productive in your first session.

Creating Your Account

1. Visit everre.co and click Start free trial
2. Sign up with your email and password, or continue with Google
3. You'll be prompted to create your organization — this is your team's shared workspace
4. Enter your organization name and you're in

Your Dashboard

After signing in, you land on your Dashboard — a personalized home screen with three sections:

Activity Feed (left) — a real-time stream of what's happening across your organization. Filter by Workflows, Inbox, Documents, or Properties to focus on specific activity types.

Tasks (center) — your upcoming tasks with priority badges, due dates, and quick-complete buttons. Click + New to create a task, or View all to see the full task list.

Lists (right) — your research lists for organizing groups of properties. Click + Create Your First List to get started.

Navigating Everre

The left sidebar is your main navigation. Here's what each icon leads to:

Icon	Page	What It Does
Home	Dashboard	Your personalized home screen
Grid	Team	Your organization's team view
Tiles	Pipeline	Track deals through lead and listing stages
Chart	Properties	Your property database with search and filters
People	People	Contacts — owners, brokers, lenders, investors
Building	Companies	Company records linked to contacts and properties
Lightning	Workflows	AI-powered automation builder
Document	Files	Documents, presentations, and signing workflows
Globe	Websites	Build and publish brokerage marketing websites
Gear	Settings	Organization settings, billing, and integrations

The top-right corner has:

• Chat icon — open the AI Assistant for any-time help
• Bell — notifications
• Sparkle — AI Assistant
• Avatar — your profile and account settings

Step 1: Set Up Your Organization

Navigate to Settings (gear icon at the bottom of the sidebar).

Start with these settings:

Brand Kit

Upload your company logo and set your brand colors and fonts. These are automatically applied when you create websites and presentations.

Team Members

Invite your team from Access & Billing. Each member gets their own login and can be assigned tasks, deals, and properties.

Email Integration

Connect your email account (Gmail or Outlook) from Integrations to sync email conversations into Everre and send emails directly from the platform.

API Access

If you use external tools or want to connect Everre to other systems, generate API keys from the API Access section.

Step 2: Add Your Properties

Navigate to Database, select the Properties tab, and click + Add Property. You have two options:

• Manual entry — use the 3-step wizard to enter property details, financials, and upload photos
• CSV import — bulk-import your existing property list from a spreadsheet

For each property, Everre tracks:

• Address, units, year built, property type, zoning
• Owner information (linked to your contacts)
• Financial data (rent roll, expenses, income)
• Sale/mortgage/tax history
• Photos and documents

Step 3: Import Your Contacts

Navigate to Database, select the Owners tab, and click + Add Person or Import to bring in your contacts.

Every property owner, broker, lender, investor, and attorney you work with should be in your People database. Link contacts to their properties and companies to build a complete relationship map.

For investors and buyers, fill out their Deal Profile with investment criteria — property types, target markets, price ranges, and timeline. This lets the AI Assistant match them with relevant opportunities.

Step 4: Build Your Pipeline

Navigate to Pipeline to start tracking deals. Your pipeline has two categories:

• Leads — properties you're pursuing (New Lead → Contacted → Qualifying → Proposal → Won/Lost)
• Listings — properties you're marketing (Draft → Listed → Under Contract → Due Diligence → Closed/Withdrawn)

Add properties to your pipeline from the Properties page. Each deal tracks pricing, dates, parties, tours, offers, and documents.

Step 5: Explore AI Features

Everre is built as an AI-native platform. Here's where AI shows up:

AI Assistant

Click the sparkle icon anytime to ask questions, draft documents, analyze financials, or search your CRM using natural language.

Workflow AI Nodes

When building workflows, use AI Agent nodes (green) to automate research, content drafting, document analysis, and data extraction.

Presentation AI

In the Presentation Builder, click the AI button to generate slide content based on a property's data.

Workflow Templates

Start with pre-built AI-powered templates like "New Lead Follow-Up" that automatically send personalized emails when leads enter your pipeline.

What to Do Next

Now that you're set up, here are the most impactful things to do first:

1. Import your properties — get your portfolio into Everre so everything else can reference it
2. Import your contacts — bring in your network so you can link people to properties and deals
3. Create your first deal — add a property to your pipeline and start tracking it through stages
4. Set up a workflow — try the "New Lead Follow-Up" template to see automation in action
5. Ask the AI — open the AI Assistant and ask it something about your data: "Show me all properties with more than 6 units" or "Draft an email to the owner of 454 N Western Ave"

Getting Help

• AI Assistant — click the sparkle icon for instant, context-aware help
• Help Center — you're reading it! Browse articles by feature area
• Support — reach out to our team at support@everre.co

Welcome aboard. Let's build something great.