Time Equities stays organized and captures every lender quote automatically on Lev

Challenge

Lender relationships and quotes lived across Excel and email

Zach found that managing the financing process for a portfolio of 400+ properties required an advanced organizational tool to raise debt effectively. Reaching a wide lender pool deal-by-deal meant remembering who had been contacted, who owed a reply, and who needed a nudge — while lenders' own security filters often blocked deal links and PDFs on first contact, stalling conversations before they started.

Without a shared system, the current picture of every lender conversation and every quote in play lived in memory, spreadsheets, and inboxes.

Solution

Every quote lands in one queue, with follow-ups and deliverability handled in Lev

Every incoming quote is routed into a queue and flagged competitive or not, and Marketing Status Reports compile terms across lenders into one view — no manual tracking required. Automated follow-ups run hands-off, and outreach emails can carry attachments with a delayed-release follow-up flow so materials reach lenders instead of a spam folder.

Results

A current picture of every conversation, and more time for the lenders who are in

Outreach, follow-ups, and incoming terms now live in one Lev workspace instead of across Excel and email. Automated follow-ups — 87 across the year — went out without Zach tracking a single one, with full control over the output and cadence, so the time that used to go to chasing replies goes to working the quotes that came back.