Custom label creation
Create your own label groups like Geography, Asset Type, Loan Type, and Custom to tag companies and contacts exactly how you work. You can search or create new labels on the fly, making it easy to organize your network around lead status, specializations, or any other criteria that matters to your deals.
Past deal filtering
Use your deal history and placement outcomes to quickly identify the right companies and contacts, then bulk apply labels to entire groups at once. This lets you avoid tagging one-by-one and instead leverage your past deal data to organize your network efficiently.
Enhanced network filtering
Filter across both companies and contacts using your custom labels to build targeted lender lists that work alongside Lev's AI recommendations. You can now find exactly the right mix of lenders based on your own organizational system rather than relying solely on generic categories.
Justify text alignment
You can now apply justify alignment to any text in your Memos for a cleaner, more polished appearance. This formatting option creates even spacing across all lines, giving your offering memorandums and deal books the professional look that lenders and investors expect.
Table of contents fixes
The table of contents widget now displays correctly when using the 2-column format, reading from top-to-bottom as expected. This improvement ensures your Memo navigation stays organized and intuitive for readers reviewing your deal materials.