Once you have labels in place, filtering is what turns them into an actual workflow.
You can filter on labels anywhere you view your network, like the Companies and Contacts pages. But the most valuable place label filtering shows up is during deal launch, when you need to quickly build the right lender list.
Filtering Your Network (Companies + Contacts)
When you're launching a deal, you can filter to Labels on the My Network tab. This will allow you to filter to any Company or Contact with that Label.
For example, you can filter to
Golf Courses to get a list of Lenders you've tagged with Golf Course, or Lenders that have Contacts at them that you have tagged with Golf Course.You can apply as many Filters as you need across Asset Type Labels, Location based Labels, and any other Label Groups you have to narrow down to the right list — and yes, this works on top of the existing AI Recommendations Lev always makes when launching a deal.
Combine multiple label filters to get hyper-specific. For example, filter to
Multifamily + South East + Bridge to find lenders who match all three criteria at once.