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Lev Agent

Use Lev Agent to ask questions, complete deal tasks, and automate workflows across your portfolio.

Updated May 2026

Use Lev Agent to get work done across deals, contacts, and files — in plain English.

More in this section
Account & Settings
Account setup, team permissions, and email connection.
CRM
Add and remove lender contacts, then organize your network with labels and filters.
Deals
Create deals, add lenders, launch outreach, and manage your pipeline.
Files
Upload, organize, search, and manage files on deals and in Vaults.