Frequently Asked Questions

Find answers to the most commonly asked questions we receive from Lev users. For trust, privacy, and compliance questions, use the Trust & Security FAQ.

Getting Started

Email Connection, Profile Setup, First Login

31 questions

Deal Pipeline

Creating a Deal, Deal Facts, Deal Management

37 questions

Lender Match

Adding Lenders, AI Recommendations, My Network, Lender Profiles

70 questions

Lender Outreach

Launching a Deal, Outreach Table, Placement Tracking

87 questions

Quote Matrix

Comparing Quotes, Term Sheets, LOIs

59 questions

Lev Memo

Creating OMs, Document Generation, Data Extraction

271 questions

Lev Vault

Central Storage, Data Rooms/Vaults, File Sharing, Tasks

30 questions

Market Data

Pulse, Recent Terms

5 questions

General

Platform Navigation, Best Practices, Billing/Account

9 questions

Capital Markets

Loan Structuring, Market Conditions, Lender Strategy

44 questions