00:00 | Choose the package and property type

From the Dashboard, choose Create New. Select Offering Memorandum as your marketing package. Next, choose the single-property option. Juniper Market Center is one retail property, so select Retail when the property types appear. This choice matters because it controls the fields and financial sections you will work with. A single-tenant net lease property or an apartment building would use a different property type. Check the package and property choices before moving on.

00:29 | Choose a template and create the document

Choose the Modern template and set the primary brand color. The preview helps you compare the layout before creating the document. We are using navy for this demonstration. For your own assignment, use your brokerage colors and logo. You can refine the presentation later in Review and Customize. Continue into the editor. Document Sections guides the workflow on a wide screen. On a smaller screen, open Sections to reach the same steps.