Overview
Lev's email integration enables users to send deal-related emails directly from the platform and automatically track lender responses. The integration connects to users' existing email accounts (Google, Microsoft 365, or any IMAP-compatible provider) and provides workflow automation without requiring users to leave the platform.
Technical architecture
Our email integration uses an industry-standard middleware layer to securely connect with email providers while maintaining strict data isolation.
How Nylas Works
Email Integration Architecture
Data access
Understanding exactly what data we access — and what we don't — is critical for evaluating our email integration.
Data Access Matrix
How Lev processes your emails
See how different types of emails are handled — what triggers automation, what data is extracted, and what stays private.
Lender sends loan terms
RE: $12M Multifamily Refinance - 450 Oak Street, Austin TX
Hi Mike,
Thanks for sending over the details on the Oak Street property. We'd be interested in taking a closer look. Based on the information provided, here are our preliminary terms:
Loan Amount: Up to $11.5M (85% LTV)
Rate: SOFR + 275 bps
Term: 5 years, 30-year amortization
Prepayment: 3-2-1 step-down
Estimated Closing: 45-60 days
We'd need to see the trailing 12 T12, current rent roll, and Phase I environmental before issuing a formal LOI.
Let me know if you'd like to discuss further.
Best, Sarah
Quote auto-populates in your deal's quote matrix
Deal status updates to "Quote Received"
AI generates note: "First Capital interested at SOFR+275, 85% LTV"
Lender declines to quote
RE: $8.5M Industrial Acquisition - 200 Commerce Drive, Phoenix AZ
Hi Jennifer,
Thanks for thinking of us on the Commerce Drive deal.
Unfortunately, we're going to pass on this one.
The property location is outside our current lending footprint for industrial.
Please keep us in mind for deals in the Northeast region.
Best regards, David
Deal status updates lender to "Passed"
AI note: "Metro Bank passed - outside lending footprint"
Contact note added with geographic preferences
No deal data shared. Lender preference (industrial footprint) is saved internally to improve future matching.
Lender declines but shares lending parameters
RE: $22M Retail Center Refi - Lakewood Plaza, Denver CO
Brian,
We reviewed the Lakewood Plaza opportunity but will have to pass at this time — the deal size is below our minimum for retail in secondary markets.
Our current retail program:
Minimum loan: $25M
LTV: Up to 70%
Markets: Top 15 MSAs only
Rate: SOFR + 225-300 bps
For larger deals in primary markets, we'd love to take a look.
Keep us on your list!
Rachel
Lender marked as "Passed" on this deal
Lender profile updated with program parameters
Future deal matching improved with $25M minimum
No deal data shared. Lender program parameters ($25M min, 70% LTV, Top 15 MSAs) are saved internally to improve future matching.
Non-business email is ignored
Golf Saturday?
Hey Mike!
Are you free this Saturday for a round at Riverside? Tee time at 8am if you're interested.
Let me know - I can book for 2 or 4 if you want to bring anyone.
Cheers,
Tom
Email body never requested or seen by Lev
No notes, quotes, or status changes
Security & compliance
Application Security
RedundancyIsolationSingle FunctionDeploymentCompliance
SOC 2 compliance covers
LLM usage
How we handle your data when processing with AI is critical to our security posture. For detailed information about our LLM providers, data protection guarantees, and what data is sent to AI models, see our dedicated documentation.
LLM usage documentation
Data handling
Data Stored
Data Retention
Data Ownership
Customer owns their data
Data is private to the customer's organization
Customer data is NOT used to train AI models
Privacy safeguards
Thread-Based Isolation
The core privacy safeguard: we only ever receive the body of emails on threads we initiated.
Manual Inclusion Options
For emails started outside the platform that users want to track:
assistant@lev.com on the email — automatically picked upassistant@lev.comAfter manual inclusion, future replies on that thread are tracked automatically.
PII considerations
Current state
No automatic PII detection in emails or attachments. If PII appears on a Lev-tracked thread, it gets stored.
Mitigations
AI features
The email integration powers several AI capabilities to automate deal management workflows.
Data privacy guarantee
Customer data is NOT used to train AI models. AI features process your data for your benefit only.
Frequently asked questions
Will you read all my emails?
No. We only access emails on threads launched through Lev. For all other emails, we receive only headers (to check for thread ID matches) and immediately discard them. We never request or receive the body of non-Lev emails.
Can my company see my contacts/emails?
Contacts are shared within your team on Lev, but your email inbox remains private. Only emails you explicitly send through Lev become visible to your teammates on a deal.
What if our brokers won't integrate their email?
The email integration is optional. The platform is fully usable without it.
Alternatives: send-only mode, manual CC to
assistant@lev.com, or use Lev for deal management only.
What happens if Lev goes down?
Emails you've already sent continue to exist in your inbox normally. When service resumes, we resync and catch up on any missed replies. Your email functionality is never affected — we're just an overlay.