Adding contacts is how you build your placement table — the group of contacts you plan to reach out to on a deal. The contacts you can add depend on your deal type, but the placement and outreach tracking mechanics work the same way across every deal type.
Matching contacts to your deal type
After you click Add Recipients, the list of available contacts to add to the deal will depend on the entries in your CRM that match the desired contact type. Whichever contacts you add, you send emails and track outreach the same way.
The contact type must match the deal type. You add:
- Lender contacts to financing deals
- Equity contacts to equity deals
- Buyer contacts to investment sales deals
The ability to add recommended contacts will also depend on deal type, where Lev can only recommend contacts on financing deals. See more below on the how the scenarios differ across deal type:
Financing deals
Lev Match surfaces recommended lenders and pulls from your own network, both from the same matching screen.
- Suggested Lenders — Lev Match identifies lenders that fit your deal, ranked by relevance. Lenders with active programs in your market, asset class, and loan type appear at the top. Each lender card shows key program details so you can evaluate fit before adding.
- The CRM — Lenders you've previously saved or worked with on the platform. If you have active relationships that match the deal, pulling from the CRM is the fastest way to add them.
Recommended lenders are driven by four core inputs from your deal setup: property location, asset type, loan type, and loan amount. These fields need to be complete before you can access your suggested lender list. Once you add the first lender to your placement table, these four fields lock and cannot be edited without removing all lenders first — so finalize your deal parameters before you start building your list.
Equity and investment sales deals
Lev Match suggestions are available for financing deals only. For equity and investment sales deals, build your placement table from your CRM contacts. Make sure your equity and buyer contacts are added to your CRM with the correct contact type so they're available to add here.
Add contacts to your deal
From the Outreach tab, start by clicking Add recipients in the top right of your screen.
- Browse your sources — For financing deals, add contacts from both the Suggested and My network tabs. For equity and investment sales deals, add contacts from the My network tab.
- Click Add to Deal — On the contact card, click Add to Deal to expand the list of people you can add from the contact company. Decide the best fit for each deal, and use that contact.
- Review your placement table — Open the Outreach tab of your deal to see everyone you've added.
You don't need to finalize your full recipient list before launching outreach. You can always go back and add more contacts after sending your first batch of emails.