Creating a Deal

Creating a deal in Lev is the first step towards finding funding or a buyer for your asset. Add property details, financials, and supporting files, and Lev keeps the full deal record in one place. You can create a deal manually or have the Lev agent create one for you.

Getting started

Get started by clicking New deal in the top left of your page to open the deal creation modal, or ask the Lev agent to create one for you.

• Name the deal — Give the deal a name and description.
• Choose a pipeline — Enter the pipeline you want to track the deal in.
• Enter an address — Add the property address.
• Set the property type — Select a property type and subtype.
• Continue to Deal Overview — Click Next to proceed to the Deal Overview page.

Navigating the Deal Overview page

The Deal Overview page is home base for the deal, where all relevant information and actions are tracked. Any events related to this deal are captured in the Activity tab as well, such as term sheets you receive from buyers or lenders, or when the deal stage changes.

• Upload relevant files — Add any files tied to the deal so their information can automatically be incorporated into any OMs you build.
• Complete property information — Fill in the remaining property fields in the right sidebar.
• Complete financial information — Add remaining values in the right sidebar, such as NOI, property value, purchase price, or project costs.

If you want to track commissions or referrals, you can set these up from the right sidebar as well (for more on tracking commissions, see our dedicated commission tracking article here). You can also pick a quick action for tasks like moving straight into outreach, or run Lev agent commands like "give me a summary of this deal's recent activity".

Once you've filled in your basic deal information, financial information, and property information, you can start adding contacts to the deal for outreach.