Manage your lender contacts on Lev: add people from your network for outreach, or remove them when you no longer need them.
Add a connected lender
Add lenders from your personal network to the platform so you can include them in deal outreach.
- Open your network
From the dashboard, click Network in the left sidebar, then People to open your contacts list.
You're on the People tab with your full contacts list. - Start a new lender contact
Click Add Contact (top right), then choose Add Lender Contact from the menu.
The Add Lender Contact dialog opens, ready for an email. - Enter their details
Type the lender's email and click Continue. Lev fills in first name, last name, company, and website from the domain when it can — you can edit names manually.
The lender appears in your Network and is available on the My Network tab on any deal's Outreach page.
Import multiple contacts
Importing contacts lets you add multiple contacts to your Lev network from a CSV file. This can be done at any time, even after initial contact syncing during email integration.
- Open the import dialog
From the left side of your screen, click Import, then select Contacts.
The import dialog is open with contact-type options visible. - Provide the CSV
You can add the contacts by either uploading a CSV file with the corresponding contact information, or by pasting the text directly from the CSV file. Click Analyze — the platform reviews the file's contents so it can properly organize the contact information.
Lev has a parsed copy of your CSV ready for column mapping. - Confirm the column mapping
Confirm the data formatting on the next page, then click Start Import.
Columns are mapped to Lev fields and the importer is ready to run. - Review and save
Verify the contacts extracted from the file are the names you want added to your network. You can also assign any contact labels for further organization. Click Save, and the uploaded contacts will now be viewable in your network.
Your imported contacts are live in Network → People.
Delete a connected lender
Remove a lender contact from your network when they're no longer needed.
- Find the contact
Go to Network → People and use the search box to locate them by name, email, or company.
The contact row is visible and ready to be acted on. - Delete the contact
Click ⋮ on the right side of the row and choose Delete. Confirm when prompted.
The contact is removed from your Network. Any deals that already include this contact are unchanged.
Next: Using Labels — organize contacts and companies with label groups, bulk apply, and filters when launching deals.