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Publish a Memo

You can publish and share your entire Memo with lenders in the Lev Platform and/or download the Memo to share in your preferred format.

Updated May 2026

Publish the Memo, export it in your preferred format, share unique links with lenders, and track how they engage — all from the Lev Platform.

Only published changes are visible

Anything unpublished will not appear in the latest download or in the published version shown to lenders.

Publish the Memo

Push the Memo out of the editor and into the Deal Room.

  1. Click Publish - Use the Publish button at the top-right of the Memo editor.
  2. Land in the Deal Room - You're automatically navigated to the Deal Room in the Lev Platform.
  3. Share it from the Deal Room - Use the Deal Room sharing tools to invite lenders — the Memo is now part of your deal's lender-facing surface.

Download PDF or PowerPoint

Export a static copy once the Memo is published.

  1. Confirm the Memo is published - You cannot download an unpublished Memo.
  2. Click the download icon - It's in the top-right corner of the screen.
  3. Pick a format - PDF has full support; PowerPoint is in beta and may have issues with fonts and font spacing.

Share with lenders

Share the published Memo with lenders through Vault so each recipient gets a trackable link.

  1. Open the Deal Room Vault - Click Share in the top-right corner.
  2. Pick the lender - Select the lender you want to create a unique link for.
  3. Copy the link - Click the chain icon to copy the unique link to your clipboard.
  4. Send the link - Paste it into email or include it in your outreach.

Track engagement

After sharing, see how lenders engage with your Memo from the Vault's analytics surface.

  • Views by recipient — see which lenders opened the Memo.
  • Time spent viewing — gauge lender interest level.
  • Pages viewed — understand which sections attracted attention.
  • Downloads — track PDF and PowerPoint downloads.

Use PDF for formal submissions. Use live links for initial outreach — they update automatically as you make changes. Prioritize follow-ups with the most engaged lenders.

FAQ

Can I edit my Memo after it's been published?
Yes! You can navigate back to the Memo using the edit Memo button in the deal room or by clicking into your Memo in your deal's resources tab.
Why are my edits not showing?
You have to publish your latest edits. Make sure to go back into your Memo and publish those changes.
Why is my download not working?
Sometimes it can take a while to download your document, especially if there are many slides and images. We recommend trying again a couple times and if that does not work, then reach out to our support team.
More in this section
Add or Edit Column Grid Layouts
It is essential to structure content side-by-side to create visually engaging Memos and effectively utilize whitespace. In Lev Memo, we make it easy for you to do so via column grids.
Add or Edit Content
Lev Memo offers multiple ways to insert and edit content so that you can easily create and modify your Memos.
Add or Delete Slides
Lev Memo allows you to easily modify your content structure by allowing you to easily add / delete slides, move the slides around, or even copy a templated slide from another Memo.
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.