How to Create Real Estate Offering Memorandums Automatically?

For many brokers, hiring a freelance designer or creating OMs in Excel or PowerPoint is always an option, but a limited one. Having a busy schedule, you’d love the ability to make these yourself whenever you need one. Ideally, you’d also be able to create other marketing materials with it – case studies, landing pages, etc.

Creating offering memorandums using industry-tailored software is an option that provides brokers with flexibility and independence. No longer need to outsource this task to designers from Reddit or Upwork – you can create an offering memorandum on your own.

In this blog post, we’ll provide you with a step-by-step guide on how to create an offering memorandum yourself automatically.

What Stops Brokers from Automated Generation of Real Estate OMs?

Below, we present some of the most common challenges real estate professionals face when creating OMs.

Blocker # 1. Confidentiality and Data Security

One of the most common blockers for real estate brokers is data security. Brokers can’t blast out sensitive rent rolls or operating expense data until prospective buyers sign full NDAs and, for many offerings, confirm accreditation status. Feeding that data into a public (generic) document automation tool raises red flags with data security and compliance policies.

Blocker # 2. The Need for Customized Narrative and Positioning of Property Listing

Every asset and property listing has its own “hook”—proximity to a planned transit line, tenant renewal, or zoning changes. To get these “hooks,” brokers interview local architects, city planners, and leasing agents to craft a narrative that resonates with the exact cohort of investors or tenants they are targeting.

Blocker # 3. Fragmented Inputs and Dynamic Updates

Rent rolls, expense statements, and environmental reports often arrive as PDFs, scanned images, or hand-annotated Excel sheets. AI tools with such functionality as OCR (Optical Character Recognition) can be taught to read those materials, but during this process, manual cleanup from the broker’s side is required.

The same situation applies to dynamic data updates. As offers come in or lease comps shift, brokers must pull fresh figures from MLS, CIE, or proprietary Excel models and ensure the OM’s tables and charts stay in sync. Sometimes, this means someone double-checks every cell.

Blocker # 4. Necessity to Double-Check OMs With Lawyers

Some institutional investors require additional flood-zone disclosures, ADA compliance statements, or Phase I/II environmental disclaimers. Lawyers on retainer often review each OM and suggest deal-specific tweaks.

Blocker # 5. Intellectual Capital

Leading brokerages see their narrative frameworks, cap-rate benchmarks, and tenant-mix charts as proprietary intellectual capital. They’re reluctant to codify those into a shared, automated platform that every mid-market competitor might hack apart.

Blocker # 6. 2-4 Rounds in Seller Approval Process

Most OMs go back and forth 2–4 times with the property owner for edits on every floor plan label, neighborhood write-up, and financial projection. For this case, brokers expect to have document generation software with a simple interface flexible to such tweaks.

Overcoming Challenges in OMs Creation Using Ascendix Composer

Ascendix Composer is a powerful tool designed specifically for real estate professionals that addresses each of the nine roadblocks mentioned above—enabling brokers to push a “one-click” button and spit out a fully branded, accurate, compliant offering memos in minutes.

It integrates with your existing data sources, automates financial calculations, and allows for customization of design elements, ensuring that your OM is both accurate and visually appealing.

Instead of manually entering data and worrying about consistency, Ascendix Composer does the heavy lifting. It reduces the risk of errors, saves time, and enables you to create polished documents that can be quickly shared with investors or clients.

Step-by-Step Process to Create a Real Estate Offering Memorandum in Ascendix Composer

Here’s how you can generate a commercial real estate OM using Ascendix Composer:

Step 1: Setting Up Your Property Data

Ascendix Composer allows you to import this data from various sources, minimizing manual data entry. Once your data is in place, the software keeps it well-organized, making it easy to update or modify later on.

Step 2: Automating Financial Summaries and Calculations

One of the most time-consuming parts of creating an OM is preparing financial summaries and projections. Ascendix Composer automates this process and ensures that your financial data is both accurate and consistent across the entire document.

Step 3: Customizing the OM Layout and Design

Ascendix Composer provides customizable templates that allow you to maintain visual consistency while ensuring the document reflects your company’s branding and style. You can:

• Choose Layouts: Select from a range of pre-designed templates or create your own.
• Incorporate Branding: Add your company’s logo, colors, and fonts for a professional look.
• Customize Sections: Tailor each section to highlight the most important aspects of the property or investment.

Step 4: Integrating Comparable Property Data

Ascendix Composer software connects with your data sources like CRM, so you can quickly and easily integrate property comps information into your OM without manual updates.

Step 5: Generating and Sharing the OM

Once the OM is generated as a PDF, it captures a snapshot of the data at that moment, ensuring a consistent and professional presentation. If any details change, a new document must be generated to incorporate the latest updates.

With Ascendix Composer, you can be sure that your OM is ready to go in minutes and can be shared or presented to investors confidently.

Offering Memorandum Sections Checklist

Key sections your every offering memorandum should contain:

• Introduction (it should grab attention and outline the unique value proposition of the property.)
• Executive summary, where you provide a concise overview of the deal, including property type, location, investment highlights, and expected returns. This section is often the most read.
• Property description and location section, where you add the property’s physical characteristics, size, layout, and condition. You also need to include high-quality photos, maps, and aerial views to help investors or potential tenants visualize the asset. Information about the surrounding area, amenities, and demand drivers, such as proximity to transportation, shopping, or business districts, should also be included.
• The market analysis section contains demographic trends, economic indicators, and information about competing properties.
• The financial information section describes historical income and expenses, current rent roll, and pro forma projections. You may also include tables and charts illustrating cash flow, capitalization rates, and potential returns. Potential investors and tenants would also appreciate it if you clearly outlined investment terms, deal structure, and exit strategies.
• Disclosures and risk factors section must be transparent and contain only proven data.
• The operating and subscription agreements section clarifies the rights and responsibilities of sponsors and investors. If necessary, include a subscription agreement for investors.
• Visuals and design sections can be added anywhere within the real estate OM for better visualization. Visually appealing real estate OM should contain high-resolution images, maps, and infographics.
• The call-to-action section – the final one – outlines the next steps and encourages interested parties to reach out or proceed with the investment.

Example of a ready-made real estate offering memorandum >>Sale Offering Memorandum

Why Ascendix Composer for Effortless Real Estate Document Generation

Creating a real estate OM is not just about compiling data—it’s about presenting a comprehensive and compelling narrative for potential investors. From ensuring the accuracy of financial calculations to maintaining a consistent, professional design, every detail matters. However, the traditional manual process of creating OMs is often riddled with challenges like data entry errors, inconsistent documents, and the struggle to keep information updated across multiple versions.

Ascendix Composer addresses these issues head-on. By automating key steps such as financial summaries and market data integration, and offering customizable templates, it takes the guesswork and repetitive tasks out of OM creation. Here’s why Ascendix Composer stands out as the ideal tool for generating real estate OMs:

• Seamless Salesforce Integration

Ascendix Composer is built on the Salesforce platform, allowing you to pull data directly from your CRM. If you’re already using Salesforce or AscendixRE, the Composer seamlessly integrates, making it easy to populate offering memorandums with real-time, accurate data. This integration ensures that all your property details, tenant information, and financials are automatically synchronized, reducing the need for manual input and minimizing the risk of errors.

• Automation of Data and Financial Summaries

One of the most tedious tasks in OM creation is compiling and calculating financial data. Composer automates this by pulling financial metrics—such as Net Operating Income (NOI), expenses, cash flow projections—directly from your CRM.

• Customizable Templates for Consistent, Professional Design

Composer allows you to use and customize pre-built templates that are specifically designed for real estate OMs. You can add your company’s branding, adjust layouts, and modify sections to create a professional, polished document every time. Whether you’re generating an OM for a single property or a large portfolio, you have full control over the look and feel of your document.

• Efficient Collaboration and Sharing

Ascendix Composer streamlines the document collaboration process by making it easy to share your OMs with team members or clients. You can export your OMs in a variety of formats, including PDF or Word, and share them for review and feedback. This reduces back-and-forth emails and ensures that your team stays aligned throughout the process, allowing for quicker revisions and approvals.

Schedule a demo session or contact us regarding automation of the document generation workflow in your real estate business.