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Files

Upload, organize, search, and manage files on deals and in Vaults.

Updated May 2026

Upload and organize documents on deals and in Vaults, search your library, and manage what lives where.

More in this section
Account & settings
Account setup, team permissions, and email connection.
CRM
Manage contacts, companies, and properties, then import records and organize your network with labels.
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.