Building a bank-ready business plan in Realty Analytics V 4.01 is quite simple.  You access this feature from the Realty Analytics Ribbon by selecting Build and View Business Plan.

 

 

Clicking on this option will open the main menu for setting up the plan.

 

Based upon your choices about what to include in the business plan, the data from the model is exported to a Word document complete with a custom table of contents. Plans can be saved as a Word document with a unique name, or converted to a PDF and sent via email to anyone you wish.  Because the data that is imported to the plan is essentially a "picture" of the original Excel data - it cannot be modified from within Word.  To modify or change any of the data in the plan - you'll need to go to the appropriate section in the model and make the changes there - then build a new plan.

 

Take a few minutes to become familiar with the set up menu, and then build and view your first plan.