Getting Started

Modified on Wed, 4 Jun at 2:43 AM



Step-by-Step Guide


  1. To navigate to the Visual Editor, go to your property details page and click the Edit button on any generated marketing material — this will take you directly into the Visual Editor.

  2. At the bottom left of the screen, you’ll see a Pages button.
    You can use this to view all pages in your Offering Memorandum at once, and quickly jump to any page by selecting it — or simply scroll through the editor to view and edit each page one at a time.


Edit Text and Content

  1. Click on any text block to edit content directly

  2. Use the AI Write tool to rewrite, simplify, or adjust tone

    • You can make the tone professional, friendly, or concise

  3. All pages are editable except the Financials pages (see note in editing financials section)


Replace Images

  1. Use any of the three tabs on the right to source images:

    • Property Images – images you uploaded during property setup

    • Image Library – preloaded stock images

    • Upload – drag and drop or browse files from your device

  2. Drag a new image over an existing one to replace it

  3. Double-click the image to reposition it on the page


Customize Layout

  1. Move any element by clicking and dragging

  2. Use the Layers tab to bring elements forward, backward, or lock them

  3. Change colors, add icons, and adjust layout as needed


Editing Financial Pages

  1. To update content on financial tables:

  • Click the table and select “Edit” — this opens the connected section in your property form

  • After making updates, return to the editor and click “Regenerate” to refresh the table with new data


Download Your Final OM

  1. Once done, click the Download button at the top right

✅ Use the Visual Editor to customize the look and feel of your OM — from layout and text to images and brand styling.



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