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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.
Files
Upload, organize, search, and manage files on deals and in Vaults.
Market Insights
Access lender data, recent terms, and market intelligence.
Lev Memo
Polished deal memos and materials with Lev AI—in minutes.