Frequently asked questions
We require a 50% deposit before starting the project. The remaining balance is due upon final delivery.
Revisions requested within a reasonable timeframe (up to one month after project delivery) are typically included. For revisions requested after one month, additional fees may apply based on scope and time required.
Yes, but scope changes after work has started may affect pricing or timeline.
Delivery timelines depend on receiving all required data. Delays in data submission will extend the project timeline. A project will be placed on hold until all necessary details are received. We’ll send reminders to keep the process moving.
All OMs are delivered as a professional PDF, optimized for both printing and digital sharing. Editable source files (InDesign, Canva, or PowerPoint) are available upon request for an additional fee.
Turnaround time depends on the complexity of the request. You’ll receive an ETA with the proposal. Basic Offering Memorandums are typically completed within 1-3 business days. Professional Offering Memorandums are typically completed within 5-8 business days. Underwriting assignments are typically completed within 1-3 business days.
Turnaround time depends on the complexity of the request. You’ll receive an ETA with the proposal. Basic Offering Memorandums are typically completed within 1-3 business days. Professional Offering Memorandums are typically completed within 5-8 business days. Underwriting assignments are typically completed within 1-3 business days.
If you’re unsure, submit your request, and our team will assess the best fit based on your needs and preferences.
Yes! If your project has unique requirements beyond the standard options, fill out this form for a custom quote. We’ll assess the scope and provide an estimated cost and timeline.
Cancellations are allowed; however, fees for work completed up to that point will be invoiced.
We typically require a 50% deposit upfront, with the remaining balance due upon project completion. For long-term clients, we can discuss flexible payment arrangements.
Post-delivery support (e.g., for additional revisions) is available for an additional fee.
No, we do not provide licenses. Clients must have their own access to proprietary tools if deliverables are expected in those formats.