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Choose a lesson, watch the task, then use its written guide in your own workspace.

10 videos

Offering Memorandum · Lesson 1 of 10 · 1:03

Create an OM and choose its setup and template

Choose the document package, property structure, property type, and design.

Before you watch
  • Start signed in on Dashboard. This lesson creates a new, empty Offering Memorandum.
  • Use a Single Property, Retail OM and the standard Modern template for the fictional Juniper practice.
Juniper retail OM practice materials (ZIP)Juniper sample Offering Memorandum (PDF)
Download transcript
Choose the document package, property structure, property type, and design.
Read the transcript
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.

Your next OM, done this afternoon

Turn your property facts, photos and financials into a polished, branded offering memorandum. Most brokers finish in 30 to 90 minutes.

No credit card required.