How to build an OM Generator Agent
An AI-powered OM generator for that transforms uploaded underwriting reports and financial models into polished, investor-ready Operating Memorandums with market analysis and team overviews.
Challenge
Manually creating professional Operating Memorandums (OMs) for real estate investments is time-consuming, error-prone, and requires synthesizing data from multiple financial documents and market sources.
Industry
Real Estate
Department
Sales
Finance
Integrations
Knowledge Base
Web Search
This intelligent document generation workflow streamlines the creation of Operating Memorandums for real estate syndication deals. Users upload two key documents—an Underwriting Report and a Financial Model—along with any additional context or instructions for customization. The AI then processes these inputs using GPT-4.1, drawing 90% of the content directly from the provided files while supplementing with knowledge base templates and web searches for market data when needed.
The workflow produces a comprehensive, multi-page OM report structured with professional sections including a Header Page, Asset Summary, Investment Summary & Financials, Market Analysis, Location Overview, Metro Area Details, and Team Overview. By leveraging both internal knowledge bases for formatting templates and real-time web search capabilities for current market information, the agent ensures each memorandum is both accurate and up-to-date—dramatically reducing the time investment professionals spend on document preparation while maintaining consistency and quality across all investor communications.
