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Learn how to create compelling property presentations in Walk the Room. This guide walks you through both starting from scratch and using templates.

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Before You Start

Prerequisites:
  • Access to a property in Walk the Room
  • Property data completed in your portfolio
  • Basic understanding of your presentation goals
What you’ll learn:
  • How to create presentations from templates (recommended)
  • When and how to start from scratch
  • Best practices for presentation setup

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Step 1: Choose Your Creation Method

Walk the Room offers two approaches to creating presentations:

From Template

Start with a proven structure and customize with your property data (recommended)

Blank Presentation

Build from scratch with complete creative control
Recommendation: Start with templates for faster, more consistent results. Templates provide pre-built structures that automatically populate with your property data.
1

Navigate to your property

  1. Go to your property dashboard
  2. Ensure your property data is complete
  3. Click Create Presentation or New Presentation
2

Choose template option

  1. Select Create from Template
  2. Browse available presentation templates
  3. Use filters or search to find relevant templates
3

Preview and select

  1. Click on templates to preview their structure
  2. Review included slides and sections
  3. Select the template that best matches your needs
4

Configure your presentation

  1. Enter a descriptive name (e.g., “Broker Open House - Q2 2024”)
  2. Set language and visibility preferences
  3. Configure access permissions if needed
5

Generate presentation

  1. Click Create Presentation
  2. Wait for the system to populate slides with your property data
  3. Review the generated presentation structure
Result: A complete presentation with your property data already populated, ready for customization.
Choose template names that clearly indicate their purpose, like “Sales Presentation,” “Investor Pitch,” or “Broker Package.”

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Step 3: Create Blank Presentation (Advanced)

Use this method when you need a completely custom structure or when no template fits your needs.
1

Start blank creation

  1. Navigate to your property dashboard
  2. Click Create Presentation
  3. Select Blank Presentation
2

Set up basics

  1. Enter a descriptive presentation name
  2. Configure language and settings
  3. Set initial access permissions
3

Plan your structure

  1. Outline your main sections (Introduction, Location, Features, etc.)
  2. Decide which content needs global slides vs. custom slides
  3. Note any external materials to import
4

Begin building

  1. Start with your hero/welcome slide
  2. Add core sections using global slides
  3. Fill gaps with custom content as needed
Best for: Unique presentation structures, experimental formats, or simple presentations with just a few slides.

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Step 4: Customize Your Presentation

Regardless of your starting method, follow these steps to customize your presentation:
1

Review auto-populated content

  1. Check that all property data appears correctly
  2. Verify images and descriptions are accurate
  3. Note any missing information to add later
2

Add custom content

  1. Insert presentation-specific slides (special offers, event details)
  2. Add any imported PDF materials
  3. Create custom slides for unique messaging
3

Organize structure

  1. Arrange slides in logical order
  2. Group related slides into sections
  3. Remove any unnecessary slides from the template
4

Configure navigation

  1. Set up section menus for easy navigation
  2. Ensure slide order flows logically
  3. Test navigation between sections

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Step 5: Apply Branding and Styling

Ensure your presentation matches your brand standards:
1

Apply theme

  1. Go to Presentation Settings
  2. Select your company theme
  3. Verify colors and fonts apply correctly
2

Check layouts

  1. Review each slide type for proper formatting
  2. Ensure images display at appropriate sizes
  3. Verify text is readable and well-positioned
3

Customize as needed

  1. Adjust individual slide layouts if necessary
  2. Upload custom images or graphics
  3. Fine-tune spacing and positioning

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Step 6: Test and Preview

Before sharing, thoroughly test your presentation:
1

Preview full presentation

  1. Click Preview to see the live presentation
  2. Navigate through all slides and sections
  3. Check that all content displays correctly
2

Test on different devices

  1. Preview on desktop, tablet, and mobile
  2. Ensure responsive design works properly
  3. Verify navigation is easy on all screen sizes
3

Verify data accuracy

  1. Double-check all property information
  2. Confirm pricing and availability are current
  3. Validate contact information and links
4

Get feedback

  1. Share with team members for review
  2. Make any necessary adjustments
  3. Finalize content before client sharing

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Step 7: Publish and Share

Once your presentation is ready:
1

Set permissions

  1. Configure who can view the presentation
  2. Set expiration dates if needed
  3. Enable or disable download options
2

Generate share link

  1. Click Share to create a trackable link
  2. Copy the presentation URL
  3. Optionally create multiple links for different audiences
3

Distribute

  1. Send links via email or messaging
  2. Include any context or instructions for recipients
  3. Monitor engagement through analytics

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Quick Start Workflows

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For Standard Property Presentations (10-15 minutes)

1

Template setup

  1. Choose “Standard Sales” or “Property Overview” template
  2. Name presentation clearly
  3. Create presentation
2

Quick customization

  1. Review auto-populated slides
  2. Add 1-2 custom slides for unique features
  3. Remove any irrelevant template slides
3

Final touches

  1. Apply your theme
  2. Preview presentation
  3. Share with clients

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For Custom Presentations (45-60 minutes)

1

Planning

  1. Outline your specific presentation goals
  2. Plan slide structure and content
  3. Gather any external materials
2

Building

  1. Start with blank presentation or closest template
  2. Add global slides for standard sections
  3. Create custom slides for unique content
  4. Import any PDF materials
3

Refinement

  1. Organize into logical sections
  2. Test navigation and flow
  3. Apply branding and styling
  4. Get feedback and finalize

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Best Practices

Start with Templates

Use proven structures to save time and ensure consistency across properties.

Plan Before Building

Outline your key messages and structure before adding slides.

Keep It Focused

Every slide should serve a clear purpose - avoid adding content just to fill space.

Test Thoroughly

Preview on multiple devices and get feedback before sharing with clients.

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Troubleshooting

Can’t find the Create button?
  • Verify you have presentation creation permissions for the property
  • Contact your administrator if access is needed
Template not showing property data?
  • Ensure your property information is complete in the portfolio
  • Check that required fields are filled in for global slides
Presentation looks wrong?
  • Verify the correct theme is applied
  • Check that you’re previewing in presentation mode, not edit mode

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Quick Reference

TaskMethod
Create standard presentationTemplate → Customize → Share
Create unique presentationBlank → Plan → Build → Share
Add property-specific contentCustom slides + Template foundation
Ensure brand consistencyApply theme + Review layouts
Test before sharingPreview → Test devices → Get feedback

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Next Steps

Now that you can create presentations: Start creating presentations that showcase your properties effectively!