Learn how to add lenders from your personal network to a deal for outreach on the Lev platform.

Add lenders from your personal network to deals by creating contacts and including them in outreach.

Add a Connected Lender

Learn how to create and configure a new deal on the Lev platform.

Step-by-step guide to creating and configuring a new deal on the Lev platform.

Create a New Deal

Learn how to create different types of deals in Lev - standard financing, land loans, and acquisition permanent loans.

Creating Deals

Learn how to navigate and use the different deal list views in the borrower portal to manage your financing pipeline.

Learn to navigate deal list views including Kanban, List, and Map formats for managing financing pipeline.

Deal List Views

Complete guide to packaging and launching your deal to lenders using Lev's AI-powered workflow.

Package your deal and send it to lenders with AI-powered outreach.

Launch a Deal to Lenders

There are three separate modules within the Market tab, all of which serve to provide you with a clear view of current lenders, enabling you to make smarter decisions and navigate the market with ease for your next deal.

Access comprehensive market data through three modules: Lender Directory, Recent Terms, and Pulse Items.

Market Data

When a lender sends a quote via email or attachment, Lev reads the message and pulls in key data like:

Learn how to use the Deal Matrix to compare lender quotes and add them manually.

Quote Matrix

Click the Network tab, then click People to bring up your list of existing lender contacts.

Learn how to add lender contacts to your network and include them in deals.

Add Lender Contacts to Your Network and Deals

Learn how to manage your deals by archiving inactive deals, duplicating existing deals, and restoring archived deals when needed.

Learn to archive inactive deals, duplicate existing deals, and restore archived deals for better deal organization.

Archive, Duplicate & Restore Deals

Learn how to create and configure a Land deal on the Lev platform, including loan type selection and financial information.

Complete guide to creating and configuring land deals on Lev platform with loan types and financial setup.

Create a Land Deal

Send your deal to lenders and relaunch when needed - learn about scheduling, editing, and managing deal launches.

Send your deal to lenders and manage launches.

Launching & Relaunching

Learn how to schedule your deal launch emails to be sent at a specific time instead of immediately.

Schedule deal launch emails to be sent at specific times instead of immediately.

Schedule a Deal Launch

Learn how to add and record term sheet quotes from lenders on your deals in the Lev platform.

Learn how to add and record term sheet quotes from lenders on deals in Lev platform.

Submit a Quote

Learn how to create a new permanent loan deal for a property acquisition in the Lev platform. This guide walks you through entering property details, financial information, and loan requirements to get matched with lenders.

Learn to create and launch a permanent loan deal for property acquisition with lender matching.

Create an Acquisition Permanent Loan Deal

Learn how to modify the date and time of a scheduled deal launch.

Modify the date and time of a scheduled deal launch through the Outreach tab.

Edit a Scheduled Launch

Track progress, organize your pipeline, and update deal information throughout the financing process.

Managing Deals

The Pipeline tool is the starting point for your deal's journey, tracking its progress from underwriting through key approval stages, from LOI submission to being awarded and under contract.

Pipeline tool tracks deal progress from underwriting to contract, allowing property creation and editing before deal launch.

Pipeline

Learn how to edit and update existing lender quotes on your deals in the Lev platform.

Update a Quote

Track your lender outreach progress by updating placement status as you communicate with lenders and move through the deal process.

Update lender status through the outreach tab to track communication progress and deal placement status.

Update Lender Status

Learn how to cancel a scheduled deal launch before it's sent to lenders.

Cancel a scheduled deal launch before it's sent to lenders through the Outreach tab.

Cancel a Scheduled Launch

Learn how to enable Deal Assist to automate lender follow-up and communication on your deals.

Enable Deal Assist in deal settings to automate lender follow-up and communication.

Deal Assist

Learn about the different deal statuses in Lev and how they help you track your financing progress.

Learn about deal statuses in Lev and how they track financing progress from preparation to closing.

Deal Statuses

Go to your Deals tab and select the specific deal you'd like to review.

Export a deal's quote matrix as a downloadable CSV file for offline review and sharing.

Export a Quote Matrix

Review, compare, and manage lender quotes using the quote matrix and related tools.

Quotes & Pricing

You'll get a downloadable PDF or link that summarizes lender outreach, responses, quotes, and notes.

Generate downloadable MSR reports to share deal progress including lender outreach and quotes.

Share Deal Progress (MSR)

Manage lender relationships within your deals - add contacts, update statuses, and share progress.

Lenders on Deals

If a lender contact doesn't get back to you after sending them your deal, or your initial email to them bounces, there may still be another contact at the lender who you can send the deal to.

Guide to relaunching deals to different lender contacts when original contacts are unresponsive.

Relaunch a Deal

Access and preview deal documents shared with you through Lev's secure Deal Room vault.

Access and preview borrower documents shared through Lev's secure Deal Room vault using email link.

View Deal Room Documents (Lender)

Access real-time market data, lender information, and recent terms to make smarter financing decisions.

Lender data, recent terms, and market intelligence.

Market Insights

Learn how to send a test email to yourself before launching outreach to lenders, so you can preview exactly what they will receive.

Send a test email to yourself to preview your outreach message before sending it to lenders.