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How do I create and send my OMs/deals?

With Janover Pro, you can create professional-quality Offering Memorandums (OMs) directly on the platform and share them with targeted lenders. This streamlines your process and boosts the chances of your deal being taken seriously by the right people. 

Here’s how to do it: 

Step 1: Access the Deal Creation Page

To start building your OM:

  • Click on “Deals” at the top of the page — this option is available from anywhere on the platform.
  • Once on the Deals page, you can either:
    • Create a new deal, or
    • Edit an existing deal if you’ve created one previously.

Click on “Create New Deal” to begin the process from scratch.

Step 2: Fill In Your Deal Information

You’ll be asked to provide several key details to get your OM started:

  1. Deal Name – Choose a name that clearly reflects the nature of the deal.
  2. Funding Amount – Enter how much capital you’re seeking.
  3. Property Type – Select the type of property involved in the loan.
  4. Loan Execution – State the type of loan you're looking for.
Use AI to Help You Create Your OM

Now, you can use AI to greatly streamline the OM creation process:

  • Click the text box under “Generate with AI” after entering the basic deal information mentioned above.
  • Write a detailed description of your deal with important metrics, location information, and other key property details. The more context you provide, the more accurate and comprehensive the generated OM will be. Feel free to even copy and paste details about your property from documents you have.
  • The platform will then create a draft OM based on your input.

Pro Tip: Check out this article for guidelines on what information to include to make your OM more compelling.

Review the generated OM thoroughly and add or edit any necessary details to ensure accuracy and completeness. Remember, the more comprehensive the OM, the better your chances of attracting the right lenders. You can use AI to edit your OM or write it yourself.

When ready, click “Create Deal.”

Step 3: Upload Visuals and Supporting Documents

Next, you’ll be prompted to add media and files that strengthen your pitch:

  • Upload Pictures: Choose images that visually represent your deal — they make the OM more appealing to lenders.
  • Attach Documents: Include any related files (e.g., rent rolls, appraisals, financials) and label them clearly.
  • Add Property Location: Enter the full location of the property.

📌 The more detailed your OM is, the more confident lenders will feel when reviewing your deal.

When ready, click “Create Deal.”

Step 4: Finalize and Publish Your OM

After your deal is created:

  • You can review and edit any section as needed.
  • Add a Deal Overview that clearly communicates the value and opportunity. (Tip: Check out our article on “How to Write an Attractive OM” for help.
  • Once you’re satisfied, click Publish.

This action generates a link to your OM and prompts you to begin sharing it with lenders.

Step 5: Share Your OM with Lenders

Once your OM is published:

  1. Click Search for Lenders or Choose Lenders.
  2. The platform will apply filters based on the details you entered — you can refine them further.
  3. Select the lenders you want to send the OM to by checking the box next to their names.
  4. Click Next.

⚠️ Tip: Be strategic. Only send your OM to lenders who are a good fit to avoid burning bridges.

Step 6: Customize and Send Your Email

Before sending, you’ll have the opportunity to customize the email that goes out to lenders:

  • Add a Subject Line
  • Write a Message explaining your deal and why you’re reaching out.
  • Use Dynamic Attributes (like Lender First Name) to personalize the message, even if sending to multiple recipients.
  • Don’t forget to include the OM link in your message.

✍️ Pro Tip: Create a Signature for your emails to give them a more professional look.

Click Preview to see how your message will appear. If everything looks good, click Send Email and confirm.

Step 7: Track Activity and Manage Your Deal

To stay on top of your outreach:

  • Return to Deals and select the deal you’re tracking.
  • View:
    • Archived chats (lenders that have rejected your deal or you have rejected their proposition)
    • Active conversations (lenders who you are talking with)
    • Pending replies (lenders you contacted who haven’t responded yet)
  • Go to the Distributions tab to see who has viewed your OM and track engagement.

Step 8: Archive Your Deal (When You're Done)

Once your loan has been secured:

  • Go back to Deals, select your deal, and choose the Archive option.
  • This will remove access for lenders but preserve all your information for future reference.

Final Tips

  • Be thorough: The more information you provide, the stronger your OM will be.
  • Target the right lenders: Customize your filters and outreach.
  • Stay professional: Personalize emails, use a signature, and maintain quality communication.
With Janover Pro Advanced, you can manage the full lifecycle of your deals — from creation to lender outreach to final funding — all in one place. Need help writing your OM or refining your pitch? Reach out to support@pro.janover.co.