Welcome to Lev! Let's get your account set up so you can start working with lenders.
In This Section
You'll complete three setup steps to get the most out of Lev:
- Connect your email for seamless lender communication
- Import contacts to save hours of manual data entry
- Complete your profile to build trust with lenders
Step 1: Integrating Your Email
Connect your work email so you can send and track lender communications directly from Lev.
- Send outreach emails using your own email address
- Track opens, clicks, and replies
- Keep all communications logged to deals
- Enable automated follow-ups
Why This Matters
Email integration is the foundation of lender outreach in Lev. Without it, you won't be able to send emails or track engagement.
Step 2: Syncing Lender Contacts
Import your existing lender contacts from email so you don't have to start from scratch.
- Import contacts from your connected email
- Review and select which contacts to add
- Organize contacts by lender institution
Step 3: Editing Profile Details
Complete your profile so lenders know who they're working with.
- Add your professional headshot
- Complete your personal details (name, title, phone)
- Add your company information
- Set notification preferences