Work faster and more naturally with AI-powered deal creation and enhanced memo collaboration
Create and update deals through natural conversation while building more polished, professional memos with your team.
February 2, 2026 – February 15, 2026
Natural language deal creation
Start deals by simply describing what you know in a conversational way, like 'Create a new refi deal for 123 Main Street.' The chatbot will ask follow-up questions for any missing information and confirm details before creating your deal. This lets you get deals into your pipeline in seconds rather than minutes.
Quick deal updates
Update existing deals by telling the chatbot what to change, such as 'Update the deal ABC Property: change requested loan to $5M and target close to March.' No more clicking through multiple screens to make simple changes. The system understands your intent and makes the updates accurately.
Draft content generation
Generate first drafts of lender-facing content like deal summaries and sponsor overviews by asking the chatbot to write them for you. You can then refine the content in the regular interface, giving you a head start on your marketing materials instead of starting from a blank page.
Transparent image overlays
Add visual depth to your memos by applying transparent overlays to any image. The overlay option appears at the bottom of your image picker menu, giving your offering memorandums a more sophisticated, professional appearance that helps key property details stand out.
Version comparison view
Easily see what changed between memo versions with our new comparison feature in the version history menu. You can now quickly identify exactly what content has been updated from any previous version to your current draft, making it easier to track revisions and collaborate with your team.
Comment notifications and mentions
Stay in the loop with automatic email notifications when someone mentions you in a memo comment or responds to a comment thread you're part of. This ensures important feedback and questions don't get missed during the deal preparation process.
Key benefits
Conversational deal management
Create new deals and update existing ones by simply describing what you need instead of clicking through forms.
Professional memo presentation
Add transparent image overlays to create more polished offering memorandums that showcase your properties effectively.
Streamlined team collaboration
Stay connected with your team through improved commenting, mentions, and version comparison tools across all your deal materials.
These updates make your financing workflow more intuitive and collaborative, letting you focus on closing deals instead of wrestling with software.
Try it now