April 5, 2026 – April 18, 2026
Your daily workflow just got smarter and more efficient
AI-powered assistance, streamlined navigation, and enhanced file management combine to accelerate your deal processes from start to finish.
AI chat mode selector
You can now choose between three specialized AI modes when chatting: Agent for deal workflow assistance and lender matching, Help for answering questions about using Lev's features, and Tour for guided walkthroughs of platform functionality. Each mode is optimized for different types of questions, ensuring you get the most relevant and helpful responses for your specific needs.
Streamlined settings navigation
Your settings are now organized into clear groups: Account (your personal details), Workspace (team and deal preferences), and Billing. Each page has been redesigned with focused sections that you can save independently, so you can update your profile photo without scrolling past your email signature.
AI checklist generation
You can now generate custom task checklists instantly using AI in Lev Vault. Simply describe your deal and loan type, and AI will create a tailored checklist with relevant document collection tasks and due diligence items. Review and customize the suggested tasks before adding them to your deal workflow.
Full-screen file preview
File previews now open in a centered, full-screen dialog that maximizes your viewing area. The redesigned toolbar puts key actions like rename, download, and format information right at your fingertips for faster document management.
Inline metric editing
You can now edit property metrics like square footage, purchase price, and NOI directly within the deal data dashboard. Simply click on any editable field to update values instantly without navigating to separate forms or screens. Changes are automatically validated and saved as you work.
Free lender access
You can now search our entire database of 7,000+ lenders and reveal their profiles without spending any credits. This means you can explore lender options freely during your research phase and save your credits for other platform features like document generation and deal management.
Bulk task actions
You can now select multiple tasks in your checklist and update their status, assignee, team, or due date all at once. This streamlines your workflow when managing large closing checklists or coordinating tasks across your team. The bulk actions work seamlessly with the new inline editing capabilities for faster deal management.
Key benefits
AI-powered assistance
Get targeted help with specialized AI chat modes for platform guidance, deal workflows, and custom task checklists generated based on your loan type and property details.
Streamlined navigation
Find what you need faster with redesigned settings, inline editing for deal metrics, and full-screen document previews that keep you focused on your work.
Free lender access
Search and view lender profiles without using any credits, plus manage tasks more efficiently with bulk actions in your deal checklists.
These updates work together to eliminate friction in your daily workflow, whether you're researching lenders, managing deal documents, or coordinating closing tasks with your team.
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