# Memo agent

Draft investment sales OMs, debt financing packages, and credit memos from source-backed deal context.

The memo agent turns property data, loan requests, underwriting, and diligence into reviewable investment sales OMs, lender-ready debt packages, and credit memos, with citations and human controls before anything is shared.

The memo agent drafts investment sales OMs, debt financing packages, and credit memos from source-backed deal context.

## Features

- **Investment sales OMs:** Draft highlights, location narrative, investment thesis, and market sections for buyer-facing materials.
- **Debt financing packages:** Turn requested terms, sponsor story, collateral, and sources and uses into a lender-facing package.
- **Credit memos:** Structure borrower, collateral, request, risks, mitigants, and approval recommendation with source links.
- **Review before share:** Keep assumptions, citations, and edits visible before materials go external.

## Docs

- [Creating a memo](https://www.lev.com/docs/learn/memo/creating-a-new-memo)
- [Editing a memo](https://www.lev.com/docs/learn/memo/adding-editing-content-in-memo1)
- [Publishing a memo](https://www.lev.com/docs/learn/memo/how-to-publish-a-memo-export-it-to-pdf-powerpoint-and-share-it-with-lenders)

- [Product page](https://www.lev.com/products/memo-agent)
- [All products](https://www.lev.com/products)