Faster outreach and consistent branding make deal execution more efficient
Enhanced lender communications and automated brand application help you move deals forward faster while maintaining your professional image.
February 16, 2026 – February 22, 2026
Enhanced email composer
The email composer now handles formatting exactly how you'd expect, with proper spacing, bullets, and line breaks that display perfectly in any email client. Dynamic variables let you automatically insert deal details like property address, asset type, loan amount, and transaction type into your templates. Set your deal details once and reuse them across all your lender outreach.
One-click contact management
Click any contact badge to instantly see a popover with their company, job title, and contact information. When a lender responds positively, add them to your network with one click right from the email thread, including all their details like name, company, and phone number. No more manual data entry or jumping between systems to manage your lender relationships.
Streamlined deal creation
You can now add loan type during step one of deal creation for faster deal launches. Placement table exports now include additional lender information like phone numbers, addresses, and lender types to help you track and follow up more effectively.
Default memo themes
You can now set a default slide configuration that applies your company's colors, fonts, and margins to every new Memo automatically. The new Memo theming page lets you customize everything from accent colors to font families, so you never have to reset your branding preferences again. All existing Memos remain unchanged, giving you full control over your document library.
New page sizes
Create Memos in multiple formats beyond the standard slide layout, including US Letter paper size and Portrait orientations for different presentation needs. Additional page sizes like A4 and US Legal are available in theme settings for custom configurations. This flexibility ensures your offering memorandums match the format preferences of different lenders and stakeholders.
Performance improvements
PDF exports now work more reliably with fewer failed downloads, while MSR reports correctly display your company name instead of generic "borrower" text. Basic Microsoft system fonts like Arial and Times New Roman are now fully supported, and several bugs affecting file renaming and table of contents formatting have been resolved.
Key benefits
Smarter outreach
Enhanced email tools and one-click contact management make reaching the right lenders faster and more targeted.
Consistent branding
Set your company colors and fonts once, then automatically apply them to every new memo you create.
Streamlined workflow
From deal creation to lender communication, every step is designed to save you time and reduce manual work.
These updates work together to eliminate repetitive tasks in your financing workflow, letting you focus on what matters most: closing deals and building lender relationships.
See what's new