Step-By-Step Guide
The Financials page in your Offering Memorandum (OM) is unique — unlike other pages, it cannot be edited directly in the visual editor. This is because all financial data is pulled directly from the underwriting section of your property form to ensure accuracy and consistency.
To update financial tables:
Click on any financial table within the Financials page.
Select the Edit button.
You’ll be redirected to the underwriting section of your property form.
Make the necessary updates to your financial data.
Return to the editor.
Click the Regenerate tab in the top menu.
This will automatically refresh all financial tables on the Financials page with your most recent data.
✅ Tip: Always click Regenerate after making changes in the underwriting section to ensure your OM reflects the latest numbers.
And that’s it! Your financials are now up to date and presentation-ready.
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