The Lenders portal is your private, proprietary CRM that no one outside of your team has access to.

Private CRM for managing lender contacts with automated sync and manual upload options.

Lender CRM

Learn how to navigate the lender search results and explore all available tabs: Suggested Lenders, My Network, and Other Lenders.

Navigate the three lender search tabs: Suggested Lenders, My Network, and Other Lenders.

Lender Search Results

Lev automatically links legacy and updated names so you won't lose track of prior engagement or quotes.

Change a lender name through the Network tab while preserving all quote history and notes.

Learn how to remove a lender contact from your network on the Lev platform.

Remove a lender contact from your network by accessing People and using the delete action.

If a lender replies with something like, "Please reach out to Sarah instead," you can:

Learn how to update lender contacts, manage referrals, and maintain your network.