Memo is Lev's tool for creating professional deal presentations. Build beautiful offering memorandums and deal summaries without design skills.
In This Section
You'll learn how to create and share deal materials:
- Create your memo
- Publish and share with lenders
What Memo Does
Memo creates professional deal documents from your deal data, offers customizable templates and themes, exports to PDF and PowerPoint, and publishes shareable links for lenders.
Step 1: Creating Your Memo
Start a new memo, choose a template, and customize the content to showcase your deal.
- Choose from templates (OM, deal summary, teaser)
- Review auto-populated deal data
- Customize sections and content
- Add images, tables, and branding
Why This Matters
Professional materials increase lender confidence. Auto-populated data saves hours of work. Consistent branding builds credibility across all your deals.
Step 2: Publishing and Sharing
Export your finished memo to PDF or PowerPoint, or share a live link with lenders.
- Export to PDF for formal submissions
- Export to PowerPoint for presentations
- Share a live link that updates automatically
- Track who views your memo
Want to Learn More?
Explore the Full Memo Documentation
This guide covers the basics. For advanced features like editing tables, smart layouts, theme customization, and more, check out the complete Memo section.
You're All Set!
Your deal is set up, lenders are contacted, and your materials are shared. You now have everything you need to manage deals in Lev.