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CRM

Manage contacts, companies, and properties, then import records and organize your network with labels.

Updated September 2026

Track companies, contacts, and properties in the CRM. Import records from a spreadsheet and use labels to organize your network.

More in this section
Account & settings
Account setup, team permissions, and email connection.
Deals
Create deals, add lenders, launch outreach, and manage your pipeline.
Files
Upload, organize, search, and manage files on deals and in Vaults.
Lev Agent
Use Lev Agent to ask questions, complete deal tasks, and automate workflows across your portfolio.