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CRM

Add and remove lender contacts, then organize your network with labels and filters.

Updated May 2026

Add lender contacts, remove them when needed, and use labels to organize Companies and Contacts for deal launch.

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.