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.
Account & Setup
Login, email/inbox connection, profile, permissions, and billing.
Deals
Creating deals, deal inputs, asset and property types, and pipeline management.
CRM
Your personal network of contacts: My Network, adding and importing contacts, contact profiles, plus AI lender recommendations and the lender directory.
Outreach & Communication
Launching to lenders, sending email, templates, automated follow-ups, and response tracking.
Lev Memo
Offering-memorandum generation, data extraction, and memo templates.
Lev Vault
Data rooms, file storage and sharing, access permissions, and closing management.
Capital Markets Guidance
Advisory guidance: loan structuring, deal-entry best practices, and market conditions.
Lev Agent
The conversational agent: sponsor finder, originate searches, and deal-action buttons.