Changelog

What's new in Lev

Product updates, new features, and improvements as we ship them.

Maps

Build interactive Maps on your deal

Create a Map from the Maps tab on any deal to build an interactive view on the asset. Add amenity pins by type and proximity, toggle transit routes and typical traffic on nearby roads, and adjust pin styling depending on the aspects of the surrounding area that you want to emphasize.

Publish Maps to your deal Resources

After you save a Map, click Publish to make it available across the deal. Published Maps appear in the deal's Resources tab and stay editable from the Maps tab whenever you need to update surrounding context.

Add Maps to any Memo

Insert a published Map into any Memo on the same deal. Edit the Map in the Memo with the same tools as the Maps tab, and your changes sync to all locations on the platform.

Campaigns & Sequences

Campaigns for reusable outreach

Lev now supports Campaigns, customizable sets of email sequences you can save as templates and reuse across deals. Build a campaign manually, write it with AI based on your instructions, or start from one of the default Lev templates. Apply a campaign to any batch of contacts from the placement table and review it before sending.

Automatic follow-up sequences

Each campaign's sequence automatically sends follow-up emails to contacts who haven't responded, based on the delay you set between messages. You can toggle automated actions that fire based on how a recipient responds to any email in the sequence. If a contact stays silent through the full sequence, Lev marks them "Unresponsive" and may suggest an alternative contact at the same institution.

Deal Pitch

Generate a Deal Pitch with Lev Agent

Open a deal's Overview page and click Generate pitch to have Lev Agent draft a high-level summary that mixes quantitative details with qualitative context. Add your own instructions first, such as emphasizing market demand or highlighting the property's location, and the agent blends them with the deal's existing data. Review the draft, edit it directly, or ask the agent to revise it.

One pitch, reused across your deal

The pitch you write or generate feeds other automated workflows on the same deal, including auto-generated outreach emails and the deal facts pulled into a Memo. A more accurate pitch carries more accurate information into everything downstream.

Smart Templates from PDF Files

Build a Smart Template from an external PDF

You can now create a Smart Template by uploading a PDF instead of starting from a memo you already built in Lev. Upload a document with your team's design elements from Manage Templates, and Lev models a draft template off of it. This gives you a template path that doesn't depend on having a finished OM to start from.

Upload your file, let Lev create it for you

Add a name and description for the uploaded template, then let Lev build the draft. Review the generated layout, make any edits, and save it alongside your other Smart Templates for future OMs. PDF is currently the only supported file type for this upload path.

Send Deals to Different Contact Types

Send deals to contacts beyond lenders

Lev now supports different deal types, so you can send and track deals to contacts beyond lenders. Each deal type maps to the kind of recipient it involves, so you can launch outreach to equity contacts, investment sales buyers, and other parties the same way you already launch to lenders.

A placement table built for each deal type

Every deal type comes with its own placement table, configured to track the recipient type it corresponds to instead of a generic contact list. An equity deal's placement table tracks responses from equity contacts, while an investment deal's placement table tracks responses from buyer contacts. Both tables give you the same real-time status tracking as the lender placement table, just aimed at the right audience.