Other Outreach Tools

Learn how to use email templates, relaunch deals, update lender contacts on a deal, use in-app calling, deal assist, and leverage email relay.

Email Templates

Email templates help you send consistent, reusable messages without rewriting the same email each time.

There are 3 different types of Email Templates: Outreach Templates, General Templates, and Auto Follow-Up Templates.

Outreach Templates

• Outreach Templates are used for the initial email you send lenders when launching a deal. They can be found on the Settings tab within a deal, under Email Templates.
• You can create an Outreach Template from this page by clicking + Add New, or from the bulk outreach composer by clicking the Save icon.
• To insert an Outreach Template, click into the templates field and select the template you'd like to use.

General Templates

• General Templates can be used for replies to existing conversations. They can also be found on the Settings tab under Email Templates.
• You can create a General Template by clicking + Add New from the same page.
• To apply a General Template, click into any conversation from the placement table and select your desired template.

Auto Follow-Up Templates

• Auto Follow-Up Templates are used for Automated Follow-Up emails that you can configure for each deal.

• There are two different sets of Auto Follow-Up Templates you can configure: one for conversations with new lender contacts, and another for conversations with lender contacts already in your network.

Relaunch a Deal

If a lender contact doesn't respond after follow-ups, or your initial email bounces, you can relaunch the deal to a different contact at the same lender.

1. Mark the placement unresponsive

   On the Outreach tab, click the placement's status and choose Unresponsive. After two unanswered follow-ups, Lev often sets this automatically; for bounced emails, set it manually.

   The placement is in the right state for Lev to suggest a replacement contact.
2. Relaunch to a new contact

   When the status is Unresponsive, Lev may offer Relaunch deal if another contact exists at that lender. Open the placement, use Replace contact, paste your email or apply a saved template, then click Relaunch.

   A new outreach thread opens with a fresh contact and the conversation is tracked from the start.

Update Lender Contacts on a Deal

When a lender refers you to a different contact, you can update the contact on your deal.

1. Open Outreach

   Open the deal and go to the Outreach tab.

   You see the current placement and contact for the deal.
2. Remove the original contact

   Remove the old contact from the placement.

   The stale contact no longer sits on the placement.
3. Add the new contact

   Add the new contact from your network — or enter their email manually.

   The new contact is attached to the placement.
4. Relaunch

   Relaunch to make sure the new conversation is tracked.

   The new conversation is tracked from the first email forward.

Head to the Network tab to search for contacts, update info, or add new lenders. You can sort by institution, title, or past deal activity.

In-App Calling

Call lender contacts directly from the placement table without leaving the platform.

1. Start a call

   Open Outreach on your deal. Hover the placement you want and click the phone icon on the right.

   The first time you use In-App calling, you'll be prompted to verify your cell phone number and enter a verification code to enable call forwarding.

   Lev initiates the outbound call from your placement.
2. Confirm and connect

   Your phone rings; press 1 to confirm. Lev then dials the lender.

   You're on the call. It shows as coming from your linked number, and the transcript is saved to the deal's activity notes automatically.

Deal Assist

Deal Assist assigns a dedicated team member to follow up with unresponsive lenders on your behalf. This is a real person — not AI or a bot — who calls lenders directly to confirm they received your deal, gauge their interest, and schedule meetings if appropriate. They represent your company (not Lev), so lenders experience it as a natural extension of your outreach. This feature is included at no additional cost.

Turn Deal Assist on. Open the deal → Settings → Deal Assist in the left sidebar, then enable the toggle.

Email Relay

Emails sent from Lev are linked to your deal. When lenders reply to those emails, their messages show up in the Outreach tab automatically.

If a lender creates a brand-new email thread instead of replying to your original message, Lev can't automatically detect it. Use the following flow to bring the conversation back onto the tracked thread.

1. Remove the original placement

   Remove the original lender contact from the deal.

   The untracked thread is detached.
2. Add the new contact or updated thread

   Add the new contact (or the updated email thread).

   The placement points at the conversation you want tracked.
3. Relaunch the deal from Lev

   Relaunch the deal. Lev handles tracking from the first send forward.

   Every future reply shows up on the Outreach tab automatically.