00:00 | Verify the broker contact information

Open Contact Info and confirm the broker information that will appear in the memorandum. Check the name, title, phone number, email, and brokerage identity. The primary contact comes from the profile, so use the profile controls if that information needs correction. Add a co-listing contact only when it belongs in this assignment. Then inspect the actual contact page during review. Keep the contact information easy to find and read.

00:30 | Add an optional tenant profile

Tenant Profiles lets you add context about the businesses occupying the property. Create a profile with the tenant name and a concise description. Use verified information and approved imagery for a real tenant. A tenant profile explains the business to the reader; it does not replace the rent-roll entry. Check that the name and property-specific facts agree with the financial section. Include the profiles that support the investment story.

00:58 | Save the applicable document disclosure

Review the Confidentiality section before finishing. For a real offering, use the language approved by your brokerage and follow any administrator-managed settings. Our example identifies the document as fictional training material. This document statement is separate from online access controls or a Deal Room agreement. Those settings belong to the distribution workflow, which we will cover separately.