Upload and organize documents on deals and in Vaults, search your library, and manage what lives where.
Learn
Files
Upload, organize, search, and manage files on deals and in Vaults.
Updated May 2026
More in this section
Account & Settings
Account setup, team permissions, and email connection.
Deals
Create deals, add lenders, launch outreach, and manage your pipeline.
Lev Agent
Use Lev Agent to ask questions, complete deal tasks, and automate workflows across your portfolio.
Market Insights
Access lender data, recent terms, and market intelligence.