Memo agent

Draft investment sales OMs, debt financing packages, and credit memos from source-backed deal context, with reviewable sections, citations, and a path to export or lender outreach.

Turn deal evidence into reviewable materials. The agent drafts investment sales OMs, debt financing packages, and credit memos from the same source-backed context.

Investment sales OM

Collect property facts, market context, and positioning, then draft buyer-facing sections.

Source-backed foundation
The OM begins from reviewed property data instead of blank slides.
Buyer narrative
Highlights, location story, and financial summary stay editable before publish.

Debt financing package

Organize loan request, collateral, sponsor, and sources and uses for lenders.

Financing frame
The package centers debt terms, proceeds, collateral, and sponsor context.
Lender diligence
Sections answer the questions capital providers need to underwrite.

Credit memo

Structure evidence, risks, mitigants, and approval recommendation with citations attached.

Risk is explicit
Issues, mitigants, and open assumptions stay visible.
Review before share
Drafts and exceptions move to the right reviewers.

Every package is built from the real deal.

Teams can move from evidence to reviewable sections without losing citations or control.

Investment sales materials stay buyer-facing

Property story, market context, and financials start from reviewed facts.

Debt packages stay lender-ready

Request, collateral, sponsor, and sources and uses are organized together.

Credit memos keep judgment visible

Risks, mitigants, and approvals stay tied to diligence.

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Lender outreach agent

Draft, sequence, and manage lender outreach using source-backed deal context.

Term sheet extractor agent

Normalize term sheets into comparable economics, sources, and review exceptions.

Document extractor agent

Extract key CRE facts from uploaded documents and route exceptions to reviewers.

Related guides

CRE offering memorandum templateWhat lenders look for in an OMThe complete commercial loan package checklist