If you've emailed lenders before, their contact information is probably in your email. Let's import those contacts so you can easily add them to deals.
What Gets Imported
Lev scans your email for potential lender contacts:
- People you've corresponded with at lending institutions
- Contact names and email addresses
- Company associations (when detectable)
Step-by-Step Instructions
1
Go to Lender Network
Click Lenders in the main navigation.
2
Click Import Contacts
Select Import from Email in the top right.
3
Choose Time Range
Select how far back to scan: Last 30 days (fastest), Last 6 months, Last year, or All time (most comprehensive).
4
Review Detected Contacts
Lev shows potential lender contacts with their name, email, detected company, and interaction count.
5
Select Contacts to Import
Check the contacts you want to import. You can select all, select by institution, or select individually.
6
Confirm Import
Click Import Selected to add the contacts to your network.
7
Review in Your Network
Your imported contacts now appear in the Lender Network. You can add them to deals with one click.
Tips
Start with a shorter time range to avoid importing outdated contacts. Focus on contacts you've actively worked with. You can always import more later.