Margin editor
Customize your memo headers, footers, and side margins with enhanced styling elements including images, text, page numbers, dividers, and spacers. You can now drag components directly onto your slide margins and adjust spacing to create a more polished, branded appearance that stands out to lenders.
Version history
Access complete version tracking for all your memos with automatic saves every 5 minutes and manual version creation when you publish. You can restore any previous version and give versions custom names to track major changes throughout your deal lifecycle.
Document recommendations
Get clear guidance on which documents are recommended for memo generation, including underwriting models, property photos, operating financials, and market analyses. The interface shows you exactly what files will help create the most comprehensive offering memorandum for lenders.
Image handling improvements
Experience smoother image resizing performance and reliable image exports in your final memos. We've fixed crashes that occurred when adding text next to images and improved responsiveness even with slower internet connections.
Custom pipeline creation
Create unlimited pipelines beyond the standard deal flow, whether you're tracking investment sales listings, potential sellers, equity placements, or business development opportunities. Each pipeline gets its own custom statuses that reflect your team's actual process. No more forcing your business into generic pipeline stages that don't match how you actually work.
Multi-pipeline deal tracking
Place the same deal in multiple pipelines simultaneously to track different aspects of your business. An acquisition can move through your financing pipeline while you simultaneously manage it in your seller relationship pipeline. This gives you complete visibility across all dimensions of your deals without duplicate data entry.
Flexible workflow design
Design pipelines for any part of your business that needs tracking, from active listings and equity sourcing to portfolio management and business development. Each pipeline operates independently with its own logic while sharing the same underlying deal data across your team.