Your memo is ready—now let's get it in front of lenders. Export to PDF or PowerPoint, or share a live link.
Sharing Options
- PDF export: Universal format for formal submissions
- PowerPoint export: For editable presentations
- Live link: Always up-to-date, trackable
- Email attachment: Direct delivery
Export to PDF
- Click Publish/Export from your memo
- Select Download as PDF
- Configure options: page size (Letter, A4), quality (standard, high), include cover page
- Click Download to save the PDF to your computer
Export to PowerPoint
- Click Publish/Export from your memo
- Select Download as PowerPoint
- Click Download to save the .pptx file
Note
PowerPoint export allows lenders to edit—use PDF for view-only distribution.
Share a Live Link
- Click Share from your memo
- Click Create Shareable Link
- Set permissions: Anyone with link, specific email addresses, or require email to view
- Copy the link to share via email or messaging
Benefits of live links:
- Updates automatically when you edit
- Track who views and for how long
- No need to resend when you make changes
Tracking Engagement
Track memo engagement:
- Views by recipient
- Time spent viewing
- Pages viewed
- Downloads
Tips
Use PDF for formal submissions. Use live links for initial outreach. Update live memos as deals progress. Monitor analytics to prioritize follow-ups.