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Deals

Create deals, add lenders, launch outreach, and manage your pipeline.

Updated May 2026

Create and configure deals, add lenders, schedule launches, track statuses, and use outreach tools—all in one place.

More in this section
Account & settings
Account setup, team permissions, and email connection.
CRM
Manage contacts, companies, and properties, then import records and organize your network with labels.
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.