What programs do investment sales brokers use for their OM's?
I work for a real estate firm with a large portfolio but small staff and we do all financings in house and we use a word template to create the books for the lenders. The more I expand it the laggier and clunkier it gets to work with.
Does anyone have any pro-tip or suggestions on a better solution?
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PowerPoint & Word
Some firms/offices have proprietary software.
Our firm uses Adobe InDesign for OMS. Have you tried giving MS Publisher a try? Should come with any typical MS Office license and it always worked a lot better for me than word at my old shop.
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