March 16, 2026 – March 28, 2026
Introducing Checklist: Document Collection on Autopilot
Introducing Checklist: Document Collection on Autopilot
Stop chasing files. Checklist turns your Vault into a document collection engine — create tasks for every file you need, assign them to the right people, and send a single request. Recipients reply with attachments, and Lev handles the rest: classifying files with AI, matching them to the right tasks, and updating statuses so you always know where things stand.
Track Every File You Need
Organize your document requirements into sections and tasks. Each task tracks the expected file type, who's responsible, due dates, and current status. Use it for borrower intake, lender due diligence, closing — any time you need files from anyone on a deal.
Request Files in One Click
Select who you need files from, and Lev generates an email listing all their outstanding items. They can reply with attachments or click the link to upload directly. Every file they send is automatically pulled in, classified by AI, matched to the correct task, and marked as ready for review. You don't have to touch a thing.
Automate Follow-Ups and Status Digests
Set up automatic follow-up reminders for unresponsive requests — they go out as replies in the same email thread, so they feel natural. Configure weekly or daily digest emails to keep your team updated on what's been received, what's overdue, and what's still outstanding.
Start with a Template
Lev provides Master Templates by property type — Multifamily, Office, Retail, Industrial, and more — with the most commonly requested documents pre-loaded. Apply one in seconds, customize it for your deal, and save your own templates to reuse across your pipeline.
Let Borrowers, Attorneys, and Partners Collaborate
Vaults are no longer just for lenders. You can now share a Vault with any contact in your Network — borrowers, attorneys, equity partners, appraisers, title companies, anyone. With Full Access permissions, guests can upload files, attach them to tasks, and leave comments directly on the Checklist.