For Brokers & Borrowers

A lender-ready memo, in one click.

One click turns the deal into a professional deal memorandum - AI writes the executive summary and market overview, and the rest assembles from your deal automatically.

Get StartedBook a Demo

Included on every plan.

AI Deal MemoInteractive prototype
What it is

Your deal, presented like an institution.

Loan request, borrower profile, property overview, financial analysis, and supporting documents assemble automatically - preview and edit any field before you send.

AI writes the narrative

Executive summary and market overview, generated from your worksheet and enriched market data.

Everything assembles for you

Loan terms, borrower profile, property, comps, and financials in one memo.

Edit, then share your way

Preview and edit any field, then share public, private, or only with lenders you've worked with.

Get Started
How it works

1

Auto-assemble the memo

Turn the data you already entered into a complete, formatted offering PDF - 13 sections in about eight seconds.

13 sectionsCover to comps~8 seconds
2

AI drafts the narrative

AI writes the executive summary and highlights, and every value stays linked to a live variable.

AI narrativeLive variablesEdit once, updates everywhere
3

Make it yours

Restyle headings, set brand colors, and drop in property photos before you send.

Brand colorsCustom headingsSwap photos
4

Publish and notify

Set lender access and alert invited lenders the moment you publish.

Lender accessOne-click publishAuto-notify
1

Auto-assemble the memo

Turn the data you already entered into a complete, formatted offering PDF - 13 sections in about eight seconds.

13 sectionsCover to comps~8 seconds
2

AI drafts the narrative

AI writes the executive summary and highlights, and every value stays linked to a live variable.

AI narrativeLive variablesEdit once, updates everywhere
3

Make it yours

Restyle headings, set brand colors, and drop in property photos before you send.

Brand colorsCustom headingsSwap photos
4

Publish and notify

Set lender access and alert invited lenders the moment you publish.

Lender accessOne-click publishAuto-notify
Answers

AI Deal Memo questions

The executive summary and market overview - drawn from your worksheet and enriched third-party property and market data. Everything else assembles from your deal.

Yes. Preview and edit any field before it goes out - you're always in control of the final memo.

Publicly, privately, or limited to lenders you've already interacted with - your call, per memo.

The AI Deal Memo is included on every plan.