Sloppy or inconsistent deal books hurt credibility.
Lenders expect polished, standardized materials...but purely manual processes can lead to errors and formatting gaps.
Perception matters: professional OMs lead to better lender response rates.
Your to-do list before:
• Update lender spreadsheet
• Call to see who’s active
• Compare rates across PDFs
Your to-do list now (after Lev):
• Upload deal
• Check lender matches
• Review terms side-by-side
• Share with best-fit lenders