Quick and straightforward path!

Getting Started with SmartPlan AI

Need help getting started?

If you run into any issues or have questions, our team’s here to help — contact us anytime.

Step-by-Step Onboarding

A simple, guided path to help you set up SmartPlan from day one — no guesswork, just clear steps to get you moving fast.

Step 1 — Create Your Account

Step 2 — Add Your First Building or Suite

Upload your first floorplan or draw a plan directly in SmartPlan AI to start generating layouts.

Step 3 — Start Generating Tesfit and Virtual tours in Seconds

Create instant testfits using ready-made company presets or by setting your own parameters.

Step 4 — Customize Your Testfits to Tenants Needs

Edit, add or remove spaces with a few clicks to tailor your space to prospects’ needs.

Step 5 — Share with Prospective Tenants or Marketing Teams

Download high-res PDFs and PNGs to share with prospective tenants or add to your marketing materials.

Frequently Asked Questions

Everything you might want to know before getting started — answered clearly and upfront.

What is SmartPlan AI and who is it for?

A platform designed for leasing and marketing teams, asset managers, and CRE professionals to generate custom visual marketing assets to scalably market entire office portfolios.

Do I need CAD files to use SmartPlan AI?

No. You can upload PNG or JPG files to SmartPlan, including screenshots taken from PDFs.

Can multiple team members use the same account?

Yes, paid SmartPlan accounts allow teammates to collaborate on the same suites/buildings.

What does SmartPlan actually generate?

Fully customized - 4K virtual tours, photo realistic renderings, and marketing testfits.

Do you replace the architect?

No we don’t—SmartPlan solves for speed/cost in a competitive lease process to help respond to tenant inquiries in minutes with virtual tours and custom testfits—giving your building the advantage over others. Architects are still required once the deal has been signed.

Are generated layouts compliant with building codes?

We say 80%—all testfits adhere to IBC, occupant load, fire, egress, and ADA. More than what our architectural team did working on testfits manually as architects.

What export formats are available?

You can download high-resolution PDFs and PNGs for sharing or marketing.

How should SmartPlan be used?

Use it to generate custom marketing floorplans ahead of a tour, when a tenant rep reaches out, or for mass marketing across a portfolio. It’s designed to save you time, drive engagement with 3D and scalably market every space without the cost.