With your deal set up and lenders selected, it's time to reach out. Lev makes it easy to send professional outreach emails and follow up automatically.
In This Section
You'll learn how to communicate with lenders:
- Customize your outreach messaging
- Set up automatic follow-ups
How Outreach Works
Emails are sent from your connected email account. Lev tracks opens, clicks, and replies—all communications are logged to your deal automatically.
Step 1: Editing Your Email Messaging
Customize your outreach email subject and body to match your voice and highlight key deal points.
- Review Lev's generated email
- Customize subject line and body
- Preview before sending
- Save as template for future deals
Why This Matters
Professional, personalized emails build lender relationships. Generic templates get ignored.
Step 2: Using Auto Follow-Ups
Set up automatic follow-up emails for lenders who haven't responded.
- Enable automatic follow-ups
- Set timing and frequency
- Customize follow-up messages
- Monitor and adjust as needed
Best Practice
Consistent follow-up increases response rates significantly. Most deals require 2-3 follow-ups before lenders engage.