Presentations Remaining: 3 of 3
How do I use the wizard?
Start by reviewing the Wizard Reference Guide in your dashboard. This will walk you through each section of the wizard and help you gather the information you need. Once you have your deal details ready, click 'Create Your Presentation' and follow the step-by-step prompts.
FAQ
Frequently Asked Questions
What happens after I submit the wizard?
After you complete the wizard, your professional Offering Memorandum PDF will be generated and sent directly to your email. You can then forward this document to any lender you're approaching.
Can I edit my presentation after submitting?
Each submission creates a new presentation and uses one of your available slots. If you need to make changes, you'll need to submit a new presentation. We recommend reviewing all your information carefully before submitting.
How do I add more presentations to my account?
If you've used all your included presentations, you'll be directed to our upsell page where you can purchase additional packets. Options range from 1 to 3 additional presentations at discounted rates.
What investment strategies does the wizard support?
The wizard supports both Fix-and-Flip and Buy-and-Hold/BRRRR strategies. You'll select your strategy type when you begin, and the wizard will adjust the questions accordingly
How long does it take to complete a presentation?
Most users complete a presentation in 30-45 minutes, assuming they have their deal details and documents ready. We recommend reviewing the Reference Guide first to ensure you have everything you need.
Can I use this for multiple properties?
Yes! Your included presentations can be used for different properties. Each time you complete the wizard, you'll generate a unique presentation for that specific deal.
What if I'm not sure about some information?
The Wizard Reference Guide provides examples and guidance for each field. If you're uncertain about specific information, use your best estimates and be prepared to discuss details with lenders.
Do the bonus tools use my presentation count?
No, the bonus tools (checklists, guides, and estimator) are separate from your presentation count. You can download and use them as many times as you'd like.