# Create a Memo

> Lev Memo simplifies the process of creating complex CRE offering memorandums. The tool transforms your CRE data and underwriting models into branded deliverables within minutes.

Source: https://www.lev.com/docs/learn/memo/creating-a-new-memo

Last updated: 2026-05-11

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Lev Memo turns deal data and underwriting into a branded offering memorandum in minutes instead of days. This guide walks the five phases end-to-end.

Before you start

Memo is always opened **from a deal** on the [Lev platform](https://app.lev.com/). Any of these three entry points opens the **Create Memo** flow — pick whichever matches where you are:

- **From the new-deal flow** - Create or open a deal, upload files, complete **basic** and **financial** information, then in **Prepare Deal Package** click **Create Memo**.
- **From Suggested Next Steps** - Open any deal and click **Create Memo** under **Suggested Next Steps**.
- **From the Resources tab** - Open the deal's **Resources** tab, click **Add content** (top right), then **Create Memo**.

Uploading source files **as soon as you can** starts document processing earlier and usually shortens the first generation. You can still add files later.

Choose a template

Pick the document shape Lev will fill in — the closest match means fewer edits later.

1. **Pick a template** - Choose a pre-built template or **Blank** — for example **Debt Financing Offering Memorandum**, **Deal Summary / Teaser**, or **Blank**.
2. **Set asset class and loan type if prompted** - If Memo asks, fill in the deal's asset class and loan type so sections reference the right context.
3. **Confirm the template** - Click through to the upload step once the template is selected.

Available types evolve over time. If you need another product type, tell your Lev team what you want to generate next.

Upload files and generate the outline

Feed Memo the source material it needs to draft a structured outline.

1. **Review files pulled from the deal** - Files already on the deal are pulled in automatically — confirm the list looks complete.
2. **Add anything missing** - Upload sources & uses, underwriting model, T-12 / rent roll / budget, photos and plans, and market studies directly on this screen.
3. **Click Generate Memo** - Memo drafts the **outline** — expect a couple of minutes.

Better uploads yield better Memos. Especially helpful: sources & uses, underwriting model, T-12 / rent roll / budget, photos and plans, and market studies.

Edit the outline

This is where your edits have the most leverage — bullets in the outline steer every slide Memo builds.

1. **Review section titles and bullets** - Read through every section and rewrite anything that's off — narrative sections like investment highlights matter most.
2. **Add or remove sections** - Insert what's missing and drop sections that don't fit this deal.
3. **Click Build Memo** - Lev generates the full deck — expect **5–10 minutes**.

Bullets in the outline guide each slide. Time spent here saves rework in the editor.

Review in the editor

Polish slides, branding, and layout before anyone sees the Memo.

### Content

1. **Refine text and layout** - Edit copy, reorder slides, and adjust tables and images so each page reads well on its own.

### Branding

1. **Apply branding** - Open **Theme Settings** to update colors, fonts, and logos.

### Final check

1. **Preview the deck** - Use **Preview** to click through like a presentation — catch overflow, broken tables, and awkward pacing before publish.

[Format text](/learn/memo/how-to-edit-and-format-text-in-lev-memo) · [Tables](/learn/memo/editing-tables-in-memo) · [Images](/learn/memo/editing-images-in-memo) · [Theme](/learn/memo/editing-theme-settings-in-memo).

Publish and share

Push the Memo out of the editor and into lenders' hands.

1. **Click Publish** - Use the **Publish** button in the top right to finalize the Memo.
2. **Push to the Deal Room** - Publishing puts the Memo in your **Deal Room** so invited lenders can see it.
3. **Export PDF or PowerPoint** - Download a static copy for email outreach or offline sharing.

Anything that **overflows** a slide in the editor may be **clipped** in the published PDF or export. Always check Preview before you publish — see [Handling overflow](/learn/memo/handling-overflow-in-memo).

**Next:** [Editing theme settings](/learn/memo/editing-theme-settings-in-memo).