Customize your deal package

The deal package is Trestle's 30+ page financing memorandum. It's what you send to clients, lenders, or save for your own records. You can control what's in it.

Presentation mode vs internal mode

Every deal package has two modes:

Internal mode (default) — shows everything:

• Trestle's composite score and recommendation
• Risk flags and caveats
• All diagnostic detail (Altman Z, sensitivity tables, dark value analysis)

Presentation mode — client-facing:

• Hides Trestle's internal scoring
• Hides risk flags that could alarm a client
• Keeps the factual data (credit, environmental, appraisal, underwriting numbers)
• Presents the narrative framing as the broker's perspective, not an algorithm's

Toggle presentation mode: on the deal's Package page, click the Presentation Mode toggle at the top. Download with the toggle in the state you want.

Use presentation mode when:

• Sharing with the buyer
• Sharing with outside capital

Use internal mode when:

• Submitting to the lender marketplace (lenders want the full picture)
• Your own records and analysis

Section toggles

Each section of the package can be hidden or shown independently. Click Customize sections on the Package page to toggle:

• Cover page / table of contents (always on)
• Property summary (always on)
• Tenant credit analysis (off-by-default for private tenants with thin data if you prefer)
• Environmental review
• Appraisal — cap rate analysis
• Appraisal — rent comparison
• Appraisal — dark value analysis
• Appraisal — sensitivity analysis
• Underwriting summary
• Term sheet / financing parameters
• Comp tables
• Rent roll (multi-tenant only)

Default: everything is on. Turn off anything that doesn't serve the deal's narrative.

Broker branding

Your deal packages can carry YOUR logo and organization name alongside Trestle's.

Upload once: go to the Profile page, upload your logo and organization name. These appear on every deal package you generate from then on.

Org-shared branding: if you're on a team (Clerk org), one broker uploads the logo once and it applies to all team members' packages.

Regenerating after changes

After you edit comps, add a narrative, or toggle sections, you don't need to re-run the pipeline to regenerate the package — it renders fresh from the current deal state every time.

Download the PDF: click Download PDF on the Package page. Renders in ~3-5 seconds.

Tips

• Always review the package before sharing — catch any Trestle mis-reads from the OM before they reach the client
• Use presentation mode for client shares, internal mode for lender submissions — those are two different audiences
• Add a narrative before generating — a good credit narrative transforms the package from "AI report" to "broker analysis"