User guide

One brief.
Five finished outputs.

Enter a development's facts once, and the builder uses them across a print brochure, a microsite, a flip-through viewer, an interactive site plan, and a design brief for your team. Nine short steps get you there. This guide shows the whole shape of that journey before you start, then walks each step in order.

9Steps
~15 minFor a straightforward development
No loginNeeded to read this guide
The big picture

How it works

One input, five outputs. You fill in the development's information once; the builder can turn that same brief into any or all of the following, on their own schedule.

Development information
↓
Design brief
Print brochure
Microsite
Flip-through viewer
Interactive site plan

Getting there is nine short steps:

1Development
2Location
3Local imagery
4Homes & plots
5Media & assets
6Agent & CTA
7Branding
8Delivery
9Review & export

Each step is detailed further down; jump to any of them from the sidebar. Nothing below is required reading before you begin, it's here for when you land on a step and want the fuller picture.

✓
The builder writes most of the copy for you from the facts you enter, the same way a colleague would draft a first pass for you to check. Read through anything AI-generated before you generate your final outputs, exactly as you'd proof any other marketing copy before it goes out.
Get ready

Before you start

The builder writes almost all of the copy for you, but it can't invent imagery or facts it was never given. Having these ready before you sit down saves the most time, though nothing below stops you from starting today and filling gaps in later.

Core information
  • The development's name, address, price range, tenure and total home count.
  • How many distinct house types you're marketing, and their beds, bathrooms, floor area and price.
Recommended
  • Hero and cover CGIs for the development itself, separate from any per-plot imagery.
  • Per house type: marketing images (CGIs or photos) and, separately, the architectural floor plan drawings. The builder reads specs directly off the floor plans, so it's worth uploading those even if you plan to type the room sizes by hand.
  • Developer and agent logos, plus the agent's contact details and viewing hours.
  • A site plan drawing showing every plot number, if you want the printed site-plan page or the interactive site plan.
Optional
  • An existing brand palette and fonts. Skip this and the builder can propose three AI-generated options instead.
  • Your own lifestyle and local-area photos. The builder searches for suitable ones automatically once you've entered an address.
  • A specification document (materials, fittings, energy details). Skip it and either write the six categories by hand or leave the specification page out entirely.
✦
You don't need any of this ready before you start. Every step can be revisited, most fields fall back to a sensible generic default rather than staying blank, and your progress can be saved as a draft at any point (see Signing in below). A missing photo or logo today is a reason to fill it in later, not a reason to hold off starting.
Quick reference

I have this file, where does it go?

Where each common file gets uploaded, and what it's actually used for. Worth bookmarking if you're gathering assets from a few different people.

File Where it goes What it's used for
Hero / cover CGI Step 5, Media & assets Brochure cover and the microsite's hero image
Street scene / aerial photo Step 5, Media & assets Site and location pages
Site plan drawing Step 5, Media & assets The brochure's site-plan page, and the background of the interactive site plan
Specification document Step 5, Media & assets Fills the six specification-page categories
House type marketing images Step 4, Homes & plots Printed exterior/interior photos on that house type's pages
Architectural floor plan (2D drawing) Step 4, Homes & plots Room dimensions and specs. The AI reads it; it is not itself printed
Marketing floor plan Step 4, Homes & plots The styled floor plan image that actually prints in the brochure
Local lifestyle / area photos Step 3, Local imagery Lifestyle pages and the location strip (or found automatically from your address)
Developer logo Step 7, Branding Back-cover developer credit, and the cover if no development logo is uploaded
Development logo Step 7, Branding Brochure cover and back cover
Agent / agency logo Step 6, Agent & CTA Microsite and design brief only; the brochure prints agent details as text
✓
Logos print best as PNGs with a transparent background. A logo with a solid background prints as a white silhouette, so a solid-background file shows up as a plain white block once it's on the brochure. The developer and development logo uploads flag this for you if they spot it; the agent logo isn't checked, so double-check that one yourself before it prints.
Access

Signing in, saving and drafts

You'll be given a work email and password. There's no self-serve password reset inside the app; if you're locked out, ask whoever administers the platform for you to reset it.

Brief Builder sign-in screen

Once you're in, a Save draft button sits in the sidebar the whole time. Nothing saves on its own, so click it before you close the tab, and again after any big change. Discard draft clears the current one and starts fresh, and can't be undone.

If you already have saved drafts, a bar listing them appears across the top when you sign in, with a Resume button for each. Closing that bar doesn't lose anything: a Drafts button reopens the same list whenever you want it, so you can carry on with a draft you skipped past earlier. It also rechecks the server each time, so a draft you saved on another machine shows up without signing out and back in. On a full-width screen it sits in the sidebar; on a phone or narrow window, where the sidebar is hidden, the same button floats at the top of the screen instead.

!
Uploaded images don't come back after you reload. Everything else, AI-generated copy, house type specs, your own branding colours and fonts, is saved and restored exactly as you left it. Images are the one exception (they'd make drafts far too large), so plan to re-upload them if you close the tab and return later. House type specs already extracted from a floor plan are kept even though the floor plan image itself isn't. One smaller exception: if you picked one of the AI-generated colour palettes in Branding rather than entering your own, that specific pick doesn't survive a reload, generate again to reselect it.
Written throughout

How the AI copy fields work

Most text fields in the builder can be written for you. It works the same way on every field, so it's worth understanding once rather than re-learning it at each step.

  • A field with a ✦ AI badge can be generated. Fill in the plain facts around it first: the more the AI has to work from, the less generic the result.
  • Click ✦ Generate to write or rewrite that one field. There's no single "generate everything" button, each field is its own click, so you can regenerate just the one that didn't come out right.
  • Editing a generated field by hand makes it yours. It won't be silently overwritten later: clicking Generate on a hand-edited field asks you to confirm first.
  • If a fact the copy was based on changes afterwards (say, you edit the price after generating the description), that field is flagged as stale with a note on what changed. Regenerate to catch up, or dismiss the flag and keep what's there.
✦
If the AI genuinely doesn't have enough to go on, it says so in the field instead of guessing. Add more of the underlying fact and generate again, that's the fix either way.
1

Development information

Name, price, overview
What you're doing

Entering the core facts that almost everything else in the builder is built on.

What you need
  • Development name, developer, total homes, tenure, price range and target completion.
What to do
  1. Fill in Development name, Developer / company, Total homes, Tenure, Price range, Completion and Property style.
  2. Leave Strapline and Introduction blank for now, or write your own.
What the builder does for you

Generates a strapline and an introduction paragraph from the facts above, once you ask it to. Get these facts right first, since they feed almost everything generated later.

Step 1, Development information, filled in for a fictional demo development
2

Location & amenities

Address, amenities, schools
What you're doing

Entering the address so the builder can find what's nearby.

What you need
  • The development's address or postcode.
What to do
  1. Enter the address or postcode.
  2. Click Auto-fill to pull in the nearest town, station, commute time, amenities and schools.
  3. Fix or remove anything the lookup got wrong.
What the builder does for you

Looks up nearby transport, towns, schools and amenities from the address, and can write the location paragraph from them once you ask it to.

✓
Do this step before Step 3. Step 3's photo search and Step 9's location page both need this address filled in first.
3

Local imagery

Lifestyle & location photos
What you're doing

Choosing the lifestyle and local-area photos that appear in the brochure, five slots in total.

What you need Optional

Nothing you have to supply. The builder searches for photo options automatically once Step 2's address is filled in; your own photos are only needed if you'd rather replace what it finds.

What to do
  1. Review the photo options offered for each of the five slots.
  2. Pick one per slot, or click Skip.
  3. Prefer your own photo instead? Use the Upload button on that row, no auto-sourcing required.
What the builder does for you

Searches for suitable local photos based on your address: two lifestyle shots (couple / family at new home, family lifestyle: outdoor) for the full-bleed pages either side of the brochure, and three location shots (high street, park, pub or landmark, train station) for the location strip. Captions on the two lifestyle photos are plain editable text, not AI-generated.

Step 3, Local imagery slots, all five filled with photos
4

Homes & plots

Specs, images, floor plans
What you're doing

Adding every house type you're selling, with its specs, images and individual plot numbers.

What you need
  • For each house type: beds, bathrooms, floor area, price, and how many plots of this type.
  • Its architectural floor plan and marketing images Recommended, see What the builder does for you below.
What to do
  1. Click "Add plot / house type" once for each distinct house type.
  2. Upload its architectural floor plan (the plain 2D drawing) and check the specs it reads off.
  3. Separately, upload its marketing images (CGIs or photos) under Marketing images for this plot.
  4. Fill in or correct beds, bathrooms, floor area and price.
  5. In the per-plot grid below that, overwrite a row's plot number with the real one from the site drawing wherever it differs, and fill in a price or status only where that specific plot needs to differ from the guide price above.
What the builder does for you

Reads room names and dimensions straight off an uploaded floor plan and fills in floor area and the room list for you, ready to review before you move on. Beds and bathrooms come from that room list itself rather than a number reported separately, and only once it actually contains one, a ground floor plan alone typically shows no bedrooms, so the counts stay blank rather than guessing until the floor with the bedrooms is uploaded too. A spec you've edited by hand is never overwritten by a later upload, and every row in the per-plot grid gets a number automatically, unique across the whole development.

!
Two separate upload areas, don't mix them up. The architectural floor plan is for reading specs, it's never printed itself. The marketing images (including any styled floor plan you want printed) are what actually shows up in the brochure.
Step 4, a house type card showing its architectural floor plan, marketing image upload areas, and the per-plot number/price/status grid
1. Upload the architectural floor plan, check the specs it reads off. 2. Fill in or correct beds, bathrooms, floor area and price. 3. Overwrite a plot number in the grid below wherever it differs from the site drawing. 4. Switch to the Marketing images tabs and upload the photos or CGIs that should print.
5

Media & assets

Hero CGIs, street scenes

The biggest step in the builder, so it's split into four parts below: development-wide media, the brochure's page copy, the specification page, and the interactive site plan. Plot-specific images belong in Step 4, not here.

5A. Development media

What you need
  • Hero / cover CGIs Recommended
  • Street scenes & aerials Recommended
  • A site plan drawing showing every plot number Recommended
What the builder does for you

Puts each image where it belongs automatically: hero / cover CGIs on the brochure cover and microsite hero, street scenes and aerials on the site and location pages, and the site plan on both the printed site-plan page and the interactive site plan's background.

!
The site plan and the aerial photo are two different uploads. One never fills in for the other, so a missing site plan stays missing rather than quietly using your aerial shot instead.

5B. Brochure page copy

What you need Optional to change

Nothing. Every heading and paragraph for the overview, site plan, location, lifestyle and connections pages arrives pre-filled with working example text.

What to do
  1. Read through the pre-filled copy for each page.
  2. Edit anything by hand, or click ✦ Generate to rewrite it from your development's facts.
✦
Read through this section before exporting. Because it's pre-filled rather than blank, it's easy to assume there's nothing here to check.

5C. Specification page

What you're doing Optional page

Filling in the six specification categories: construction and insulation, heating and energy, kitchen and utility, bathrooms, floor coverings, and finishing touches. Untick "Include the specification page" to leave it out altogether.

What to do
  1. Upload a specification document (PDF or image) and let the builder fill all six categories from it, or
  2. Type each category by hand, or generate it with ✦.
What the builder does for you

Rewrites whatever a spec document says into the brochure's own voice rather than copying it word for word, and reports how many categories each uploaded file filled. Categories still holding the default example text are replaced without asking; anything you've edited by hand is listed by name and left alone unless you confirm.

!
"Nothing was extracted." The document you uploaded isn't in a form the AI can read as specification details, often a scanned drawing or a covering letter rather than a spec sheet. Fill the six categories in by hand instead; the page still prints normally.

5D. Interactive site plan Optional

What you're doing

Placing a numbered pin on the site plan for every physical plot, so the published plan is clickable. Worth the time on anything more than a few plots.

What you need
  • Every house type already added in Step 4, with Number of plots set to match the real site.
  • The site plan image uploaded above, and finished uploading before you place any pins.
Every plot's own price and status

Below the guide price on each house type card sits a grid with one row per physical plot. This is what actually drives a pin's colour, its quick-view details, and its row in the dashboard, so it's worth filling in rather than leaving on its defaults.

  • Each row gets a plot number automatically, unique across the whole development. Overwrite it with the real number from the site drawing wherever it differs.
  • A row's price and status, once filled in, take over from the house type's shared guide price and Availability dropdown for that one plot. Leave a row blank and it just uses the house type's defaults.
  • Two rows can't share a number: a clash is flagged immediately and withheld from pin placement until it's fixed.
  • The brochure's plot caption ("Plots 1, 5, 7…") is built from these numbers automatically, nothing left to type by hand.
What to do
  1. Click the plan where a plot sits and type that plot's number.
  2. If it matches a number already given to a plot in Step 4, the house type fills in on its own. Only an unrecognised number asks you to pick the house type by hand.
  3. Repeat for every physical plot, not once per house type: a fourteen-home site gets fourteen pins even with only two house types between them.
  4. Publish from Step 9, under Live & embeddable.
Step 5, the interactive site plan panel with numbered plot pins placed on the site layout, the placed-pins list showing each plot's own price and status
1. Click the plan where a plot sits and type its number. 2. Recognised already? The house type fills in on its own. 3. Confirm, and the pin appears in colour on the plan and in the list below it.
✦
A pin's colour and price come from that specific plot's own row in the Step 4 grid above, falling back to the house type's shared guide price and Availability dropdown only where the row leaves them blank. Two plots of the same house type can show entirely different colours and prices once their own rows are filled in; leave every row blank and every plot of that type looks identical.
✓
Prices and availability stay editable afterwards, either back in Step 4's per-plot grid or from the plot dashboard (look for the "N plots, individual prices" toggle under a house type's name there), and the published plan picks those up straight away, no republishing needed. The dashboard can also swap the site plan's aerial image directly, live, no republish needed either. Moving a pin is the one thing that's builder-only: add, move or remove a pin there and republish from Step 9 to publish it.
6

Agent & call to action

Sales contact, logo
What you're doing

Adding the selling agent's details and the call to action that closes the brochure and microsite.

What you need Recommended
  • Agency name, contact name, phone, email, website, show home address, viewing hours and a booking link.
  • Agent / agency logo Optional, used on the microsite and design brief only.
What to do
  1. Fill in the agency and contact fields above.
  2. Leave CTA headline and body blank, or write your own.
  3. Leave the plot disclaimer blank to use a standard one, or paste your own legal wording.
What the builder does for you

Generates the CTA headline and body copy from the fields above, once you ask it to. The disclaimer prints on every plot page.

✦
The brochure prints agent details as plain text, it never uses the agent logo. Brochure cover and back-cover logos come from Step 7 (Branding) instead.
7

Branding

Logos, palette, typography
What you're doing

Setting the microsite's layout and choosing the colours and fonts used across the microsite, brochure and design brief.

What you need
  • Developer logo and development logo Recommended, the development logo is skippable if it's the same as the developer's.
  • Either an existing palette and fonts, or a style direction to generate from Optional, generating is the default if you have neither.
What to do
  1. Upload both logos.
  2. Pick a microsite template: Classic, Luxury or Countryside. This is layout only (page structure, light or dark), and never changes the print brochure, which has one fixed layout.
  3. Choose "We have existing branding" and enter your colours and fonts, or choose "Generate AI branding options", answer the style prompts, and pick your favourite of the three results.
  4. Check your choice in the live preview panel on the right, switching between Microsite and Brochure.
What the builder does for you

If you generate, proposes three complete colour and font directions to compare side by side rather than one guess to accept or reject, applied instantly to the live preview so you can see it before committing.

Step 7, Branding, showing both logos, the microsite template picker, three generated branding directions and the live preview panel
8

Delivery & notifications

Email recipients & options
What you're doing

Deciding who receives the finished files by email.

What you need Optional

At least one recipient (name, email, role) if you plan to email anything. Skip this entirely if you'll just download and share the files yourself.

What to do
  1. Add one or more recipients with name, email and role.
  2. Generate whatever outputs you want to send in Step 9.
  3. Come back here, tick which files to attach, and press Send to recipients.
What the builder does for you

Sends each recipient their own individual email, with only the files you ticked attached. Addresses are never shared between recipients.

✦
Files arrive as HTML, not PDF, see Step 9 for turning a brochure or design brief into a PDF once it's open.
✓
It's fine to visit Step 9 first and come back to Delivery afterwards. The sidebar order is a guide, not a requirement, nothing here forces you to add recipients before you've decided what you're sending them.
9

Review & export

Generate outputs

This is what the last eight steps were building towards. Everything you've entered is reviewed on one page, followed by every output your completed brief can produce. Each one is independent, generate only the ones you actually need, in any order.

Generate outputs

Design brief PDF

Full structured brief for the design team: all specs, branding, media checklist and page plan.

Sales brochure

Print-ready A4 brochure with cover, hero images, plot pages with floor plans, location and agent details. Choose Portrait (single-page editorial) or Spread (double-page landscape) before generating. Carries scannable QR codes, one on each house type page and one on the back cover.

Online brochure HTML

Complete property microsite in your chosen branding, ready to host on Netlify as a single file.

Screen viewer

Flip-through brochure

The double-page spread brochure as an interactive page-turning viewer, for opening straight in a browser or sending as a file. Always built from the Spread template regardless of which one is selected above.

Live & embeddable

Interactive site plan

Publishes as a live, hosted link. Pins are clickable, and plot status and prices update instantly from the dashboard, no republishing needed. Embed on any website with a single iframe line.

Step 9, Review and export, with the summary and all five output cards
✦
Turning the brochure or design brief into a PDF. These download as HTML, not PDF. Open the downloaded file in Chrome, then use File → Print → Save as PDF. Set the paper size to A4, margins to None, and turn on Background graphics. Skipping the margins or background-graphics settings is the most common cause of a PDF that looks wrong once printed.
✦
Where the brochure's QR codes point. They use the virtual tour link from Step 4 if you gave one. If you didn't, they fall back to the development's microsite, but only once that microsite has actually been published, so generate the Online brochure first if you want the codes to appear. With neither a tour link nor a published microsite there is nothing to point at, and the codes are left off the brochure rather than printed pointing nowhere. If a link is very long, you'll see a note when the brochure downloads: the code still works, but it prints small enough that a shorter link would scan more reliably.
✓
The flipbook and the microsite both publish to their own hosted Netlify site. Re-generating either one later redeploys to that same site rather than creating a new one, so the link you've already shared keeps working.
Last look

Before you generate

A last pass over the summary at the top of Step 9 before you click Generate on anything.

  • Development facts, name, address, price, tenure, are correct.
  • Every house type has the right beds, bathrooms, price and plot numbers.
  • Floor plans are uploaded and their specs reviewed.
  • Marketing images are uploaded for each house type.
  • Local imagery is selected, or intentionally skipped.
  • Agent details are correct.
  • Logos are uploaded and branding is chosen.
  • AI-generated copy has been read through, no stale flags left unresolved.
  • Site plan pins are placed and match the real plot numbers, if you're using the interactive site plan.
✓
Everything checked? You're ready to generate your outputs.
Once it's out the door

Sharing, hosting and later edits

  • The microsite and flipbook each get a real, public URL the moment you generate them, in a copyable link box right under their Generate button. Send that link directly, no separate hosting step.
  • The site plan works differently: it stays live and editable. Update a plot's price or status from the dashboard and the published site plan picks it up immediately, nothing to re-export or re-send.
  • The dashboard is where day-to-day changes happen from here on: plot prices, availability and images can all be updated there without going back through the wizard.
Common questions

Quick answers

I closed the drafts bar and now I can't find my draft
Click Drafts (sidebar, or floating at the top of the screen on a phone) to bring the list back. Nothing was deleted by closing the bar, and you don't need to sign out and back in.
My images disappeared after I reopened the app
Re-upload them before you export again, everything else you typed or generated is exactly as you left it. This is expected: drafts save every field except uploaded images, to keep them a manageable size.
A field says "Not enough detail to write this"
Add the fact it names, then click Generate again. The AI is telling you it doesn't have enough to go on, rather than guessing.
A floor plan's square footage came out blank
Type the correct value in by hand. It's left blank on purpose because the number read off the drawing didn't look like a plausible room size, rather than keeping a wrong figure.
Bedroom or bathroom count is blank after uploading a floor plan
Upload the floor that actually has the bedrooms or bathrooms on it and the count fills in. This is expected for a plan that doesn't show one, a ground floor on its own, most often: the count is read off the room list rather than guessed, so it stays blank until a room on it actually is one.
"Auto-publish failed" after generating the microsite or flipbook
Try generating again. The file itself downloaded successfully, only the automatic hosting step didn't complete. Still failing? The download can be uploaded to Netlify by hand. For the microsite, the error also includes a dashboard link you can use in the meantime.
The brochure or brief looks wrong as a PDF
In the Print dialog, set paper size to A4, margins to None, and turn on Background graphics before saving. This is almost always a Print dialog setting, not the content.
I can't sign in
Double-check the email and password, then ask whoever administers the platform to reset it for you. There's no self-serve reset in the app.
Brief Builder, property development platform. This guide covers the brief builder wizard; the plot dashboard has its own day-to-day editing tools once a development is live.