CRM product FAQ

You can import existing lender contacts in two ways. The easiest method is using the contact syncing feature in your account settings under "Connected Account." This automatically scans approximately the past year of your email communications and identifies lender contacts based on their domain names.

Alternatively, you can send a CSV or Excel file with first name, last name, and email address columns to your contact for manual upload. A bulk import feature for self-service uploading is also available. Once imported, these contacts appear in your "My Network" section and remain completely private to your account.

You're not required to disclose that you found lenders through Lev. It's completely up to you how you want to respond when lenders ask how you found them. Saying you found them through Lev won't be negative, but you might also say you were researching lenders in your geographic region and came across their profile.

Regarding privacy: No, lenders cannot see who else you're contacting. When you send outreach through Lev, it creates separate email threads with each lender. Each conversation remains private and individual.

You can provide lender feedback in two ways:

1. Automatic feedback capture - When you mark a lender as having passed on a deal for specific reasons, this information gets captured in our system automatically.

2. Manual feedback - Click into any lender's profile and use the red flag icon to provide direct feedback about their program, such as noting outdated information or program changes.

While the system processes this feedback to update lender program data, changes aren't instantaneous as our team verifies the information for accuracy. In the meantime, you can add quick notes directly on lender profiles for your own reference. Custom tagging capabilities for your own network are currently in development.

Contact syncing is completely optional during the initial setup process. You can skip this step by clicking "return to dashboard" and set it up later at any time. If you choose to sync during setup, the process typically takes 10-20 minutes and runs in the background while you continue exploring the platform.

Lev uses five main criteria to match lenders to your deals: property location, asset type, loan type, loan amount, and sponsor location. The first four factors have the most impact on lender selection. Sponsor location can vary in importance depending on the strength of the sponsor - regional lenders may be more flexible with sponsor location in major markets, but may require local sponsors for smaller markets. For specialized loan types like construction loans, you'll get the most accurate lender matches by completing the full deal creation process, which provides more granular filtering options than browsing lender profiles manually.

There are four core data points required for the suggested lender list to function properly: location (determines what market lenders are in), asset type, loan type, and loan amount. These are the primary factors that will add or remove lenders from your suggested list.

The financial information section serves mainly as a loan sizing tool and feeds into memos and other features, but it won't directly impact which lenders appear on your list. However, these financial inputs may influence how lenders are ranked once the matching process is complete. The loan request amount specifically is the key driver - it determines whether a deal fits within a lender's program parameters.

Lender contact information is only available through the deal matching process - you can see contacts for lenders that match with your specific deals. Contacts are not available through a general search function or directory.

This approach ensures that lenders only receive deals that match their lending parameters and program requirements. If you need contact information for a specific lender for a particular deal, you can request assistance on a case-by-case basis, but the standard process requires going through deal creation and matching first.

Yes, you can add multiple properties to create a portfolio deal. When creating a deal, you can use the "add a property" feature to include additional addresses. Each additional property will require its own address input. Keep in mind that the geographic spread of your properties may affect your lender recommendations, as lenders have different preferences for markets and sub-markets. Properties that are too spread apart geographically might limit your lender options.

No, you cannot view all contacts that Lev has for a specific lender. We only show you the contact we determine is the best match for your specific deal based on asset type, loan size, and responsiveness data. This is a deliberate business decision to protect our contact database and prevent contacts from being overwhelmed with irrelevant deals. However, if you have your own contacts at a lender, you can add them to your network and choose between your contact and Lev's recommended contact when launching deals. To add your own contacts, use the "Add New Contact" feature when selecting lenders for a deal.

The AI uses five main criteria to match lenders to your deal: 1) Property location, 2) Asset type, 3) Loan type, 4) Loan amount, and 5) Sponsor location. The system filters through over 7,000 lenders in the database to find those whose lending programs align with your deal parameters. You can further refine results using lender type filters (banks, credit unions, debt funds, hard money, CMBS, agencies) and update the list as needed. The more specific your deal information, the more accurate the lender matching will be.

Yes. You can bulk-add lenders using select all or by multi-selecting. On the Suggested tab you choose between Lev's Recommendation and your own contacts (where available). From My Network, each company is added with its currently shown contact — your primary contact at that company, or a randomly chosen one if none is marked as primary — which you can change on the placement table before launching. A hide added filter lets you show only the lenders you haven't added yet.

When you see 'Lev's recommended contact' in your lender matches, it means we have identified a specific contact person at that lender based on our internal scoring system. This scoring considers responsiveness rates, historical transaction data, and recent deal feedback. If you only see 'Add to deal' without a dropdown, it means you don't have a specific contact for that lender. The dropdown also shows contacts from your own network, and we'll generally default to your existing relationships to avoid stepping on any toes. You can always choose between our recommended contact and your own contacts when sending deals.

The location filters show where lenders are actively lending, not where their headquarters are located. This information is based on program data and historical transaction data we have for each lender. For the most accurate lender matching by location, we recommend creating a deal with your specific property details rather than just browsing the search filters. Even if you need to estimate some financials, entering the correct location, asset type, loan type, and approximate loan amount will give you a much more precise lender list than the general search function.

Lev monitors lender performance internally but doesn't share specific metrics like closure rates or commitment reliability with users. We continuously track lender behavior and will remove non-performing lenders from the platform - for example, if a lender submits many term sheets but never closes deals, we investigate and may restrict their access.

Our data comes from multiple sources and is constantly evolving. We've invested in improving our lender matching system and data accuracy, but we don't let individual deal feedback immediately change program data since lenders may decline deals for various legitimate reasons. If you notice matching issues, please flag them to us so we can improve the system.

When you click on a specific lender, you'll see their lending programs and any historical transaction data we have available. The amount of information displayed depends on what data we have collected for that particular lender. This helps you understand their lending criteria and track record before reaching out.

You can filter out specific lender types (such as hard money lenders or debt funds) by unchecking those categories in the lender type filters. This will remove them from your suggested list. Once you've added lenders to your deal, you can remove individual lenders by hovering over their name in the placement table and clicking the trash can icon that appears on the right side.

Yes, you have full control over which contacts get imported into your network. When contacts are uploaded or suggested, they remain in a pending status until you review and approve them. You'll see a list with checkboxes where you can select which contacts you want to import and click the import button. You can choose to import all, some, or none of the suggested contacts, and you can also delete contacts permanently if needed.

You can add contacts to your network by syncing your existing contacts with the platform. This feature will automatically pull in anyone you've previously communicated with. To import contacts in bulk, select the contacts you want to add (you can choose "select all" to import all available contacts), then click the import button to add them to your network. This allows you to have all your contacts available for any of your deals.

To switch contacts for a lender that's already on your deal, you'll need to remove the current entry and re-add with the correct contact. First, hover over the lender in your placement table and click the delete button on the right-hand side. Then click 'Add Lenders' and go to the 'My Network' tab. Use the dropdown to select the correct contact for that lender and add them back to your deal. The system reads any lender with actionable notes as locked in, so removing and re-adding ensures you get the right contact.

The lender counts represent different categories: suggested lenders are matches for your specific deal, your network contacts are lenders you have relationships with, and the total database includes all lenders in our system. We only allow you to add lenders that match your deal criteria to maintain platform integrity - if we allowed deals to be sent to all 7,000+ lenders regardless of fit, lenders would receive irrelevant deals and become frustrated with the platform. Even lenders in your network will show as 'not a match' if they don't fit your deal parameters, though you can still add your own contacts regardless of match status.

When you add a contact to your network, they become your primary contact option for that lender in future deals. Instead of the system suggesting a different contact, your network contact will appear as a dropdown option, similar to how other personal contacts are displayed. After completing contact syncing, your contacts will appear next to the 'add to deal' button and be visible in your 'My Network' tab for easy access across all your deals.

Lev's AI uses multiple data sources to determine the best lender matches for your deal. The system analyzes historical transaction data from deals processed through the platform, tracking how lenders respond to different deal types and their overall responsiveness rates. It also incorporates lender program information compiled by our capital markets team through direct conversations with lenders and ongoing research. When you view suggested lenders, you'll see a mix of lenders from your personal network and our database, all ranked based on their likelihood to be interested in your specific deal parameters.

Lender availability in search results can vary for a few reasons. The suggested lender lists update in real-time based on lenders' recent responses to similar deals - if a lender starts declining deals like yours, they may be filtered out temporarily. You can use the lender type filters (bank, debt fund, hard money, etc.) to narrow your search to specific categories. If you're looking for lenders from your personal network specifically, click on 'My Network' to see only your imported contacts. The system prioritizes showing lenders who are most likely to respond positively to your deal type.

Currently, Lender Match does not automatically remove lenders who have previously rejected your deals from future recommendations. The system will continue to show all potentially relevant lenders based on your deal criteria. However, you don't need to manually remove them from the list - you can simply choose not to select lenders who have previously passed on similar deals. The platform may be adding automatic filtering functionality in the future based on lender response patterns.

Lender Match uses several factors to identify the most appropriate contact at each lender, including geographic territory, property type specialization, transaction history, and deal response rates. For example, if your property is in Illinois, the system will route to a contact who covers the Midwest region and has experience with Illinois deals. Regional banks typically have specific contacts for different territories and asset types, while debt funds may have specialized contacts for specific property types nationwide. The system analyzes each contact's lending footprint, active deal placements, and past performance to ensure your deal reaches the right person.

For specialty property types like ground leases, there isn't a specific filter in the platform. However, you should clearly mention these details in your deal memo and initial outreach emails to help identify lenders who work with these property types. This approach helps avoid wasting time with lenders who don't finance specialty structures and ensures you're targeting the right contacts from the start.

Our platform uses AI to automatically filter our 7,000+ lender database down to 20-30 relevant matches based on your deal parameters. The system scores lenders using their program data, geographic focus, deal size preferences, and transaction history. We're continuously improving our matching engine to be less restrictive and provide better filtering capabilities. For construction loans and other specialized financing, you may need to adjust your deal inputs to optimize the matching algorithm, focusing on loan-to-cost ratios where appropriate.

Recommended lenders haven't necessarily closed recent deals, but they have demonstrated interest or capability in your deal type. This could mean they've submitted terms on similar transactions, responded positively to previous outreach, established lending programs for your property type or market, or provided us with their lending criteria through direct communication. The recommendations are based on their stated programs and historical engagement rather than just closed transaction data.

This functionality isn't available yet, but we're introducing a contact tagging system within the next month that will allow you to tag lenders as "do not show" or "do not contact." Once implemented, tagged lenders will automatically be excluded from your future deal matches. Currently, you cannot override the matching system to add lenders without contacts, as this helps maintain deal quality and protects both your reputation and ours with the lending community.

Yes, you can add your own custom tags to lenders in the system. Simply type what you want the tag to say and apply it to the lender profile. For example, if you know a particular lender focuses on the Southeast and Texas markets, you can tag them accordingly. This feature is designed to make lender matching more flexible and intelligent, allowing you to capture nuanced information about lender preferences that might not be reflected in their standard program parameters. These custom tags help build better lender relationships and improve future deal matching.

Absolutely. You can combine your existing lender relationships with Lev's AI-powered lender matching to get the best of both worlds. The platform allows you to add your own contacts to your network while also leveraging our database of matched lenders. You can differentiate between your existing relationships and Lev's suggestions as you build your lender list for each deal.

You can easily add a new contact at any lender by clicking on the suggested contact's name in the system. This will show a dropdown menu with an "add new contact" option. Simply enter the new contact's email address to add them. Adding different contacts won't impact your lender search process - this feature is primarily used during the closing process.

There's no hard cap on suggested lenders - the system will show all qualifying lenders based on your deal parameters. You may see around 50-60 suggestions depending on your filters, with a maximum of 150 lenders that can be added to a placement table at one time. If you need additional lender options beyond the initial suggestions, you can request help from the capital markets team. They can manually review your deal and identify 5-10 additional lenders who might be willing to stretch their programs or who may have been filtered out by the automated matching.

You can view each lender's loan amount ranges by clicking on the lender's name and selecting the "Programs" section. This shows verified lending parameters including minimum and maximum loan amounts for different asset types and loan products. The max loan amount field in filters refers to the lender's program limits, not your requested loan amount. You can use these fields to exclude lenders whose programs don't match your loan size - for example, filtering out lenders who only do loans above your request amount.

Only people on your team can see the lender contacts you've uploaded and any notes you've added to those contacts. Your personal notes, emails, and deals are private to your team. However, lender insights and market data displayed on lender profiles come from publicly available information that Lev collects from the market.

Contact syncing is one-way into Lev from your email interactions. The system analyzes approximately the past year of your email conversations to identify interactions with lenders in Lev's database, then suggests importing those contacts into your network. It includes contact enrichment features that update information if someone has moved to a new company. Going forward, any new conversations with Lev lenders will automatically be added to your network, continuously growing your contact list as you make new connections through the platform.

Lev maintains a comprehensive database of lender contacts and uses an intelligent contact routing system to surface the best contact for your specific deal. The system considers factors like transaction history, responsiveness rates, and deal parameters to recommend the most appropriate contact rather than showing all available contacts for a lender. This prevents you from reaching out to outdated contacts, unresponsive individuals, or people who may have left the company. When you add a lender's email, the system often auto-populates their information because we already have their details in our database, but we only show you the contact our data suggests is most likely to respond based on your deal type.

Lev tracks response rates and monitors lender feedback to continuously improve contact recommendations. If you encounter a non-responsive contact or a lender that doesn't finance your property type, our AI system flags this information for our capital markets team to update the lender's program data. This ensures future deals won't be matched to inappropriate lenders. If you provide feedback about a lender's preferences (such as not financing hotels), we can immediately switch you to a better-performing contact at that institution and update our database to prevent similar mismatches.

Yes, lender contacts are shared across your entire organization's network. When you connect your email and complete the contact syncing process, our system analyzes your recent conversations with lenders (based on domain names) and adds them to your company's shared network. When any team member adds a new lender contact, it becomes available to everyone in your organization. This creates a comprehensive, shared database of lender relationships that benefits your entire team.

When a lender provides quotes for multiple properties, you have two main options:

1. Add to individual deals: You can add the same lender and their terms to each deal separately, though this can be cumbersome.

2. Use a combined deal approach: If you have a master deal that includes all properties, add all quotes to that specific deal for easier management.

To add a lender to additional deals, click "Add Lenders" from any deal's outreach table, search for the lender, and add them. You can then input their terms on each relevant deal. Use the deal dropdown at the top of any page to quickly navigate between your active deals.

You can view high-level transaction data for lenders, including basic loan information from their recent deals. The platform shows transaction history from the last 12 months, sourced from databases like Reonomy, CoStar, RCA, and county records. This data includes information about loan types, asset classes, and geographic lending patterns. Additionally, the platform displays proprietary data from live conversations happening on Lev, showing recent quotes and terms (not executed transactions). The AI uses all this information to update lender programs and populate suggested lender lists. Note that transaction data is anonymized to protect privacy of both lenders and users.

To return to the suggested lenders list, go to the "Outreach" tab and click "Add Lenders." This will bring you back to the main suggested lender list where you can select multiple lenders at once or scroll through to choose individual lenders. If you have a search filter applied, make sure to clear the search bar to see all available options.

Contact syncing analyzes your email conversations from the past year to automatically identify and import lender contacts. The AI matches domain names from your emails (like @bankofamerica.com) to lenders in the platform's database. If there's a match and the system has the contact's information, it will suggest adding them to your network. You can also manually add contacts one at a time through the Network tab under "People." Note that syncing results vary by email provider - Microsoft sometimes has limited results, but the team can help with backend syncing for better coverage. All imported contacts remain completely private to your team and aren't shared with other platform users.

Yes, your imported lender contacts are completely private and proprietary to you and your team. Other users on the platform cannot access your specific contacts unless they happen to have that same contact in their own network. The platform doesn't use your imported contacts to update the system or share information with other users - they stay exclusively with your team.

Lev automatically prevents duplicate lenders from appearing in your suggestions. If a lender exists in both your personal network and Lev's database, they will only be suggested once. When you have multiple contacts at the same lender, Lev's AI uses transaction data and platform activity to recommend the best contact for your deal. You can also manually select from a dropdown menu of available contacts at that lender when adding them to your placement.

When you add a lender to your deal, Lev's AI automatically selects the best contact at that institution based on several factors: past transaction history, responsiveness rates, deal parameters, and asset type matching. The system routes you to the most appropriate contact rather than showing all available contacts at that lender. If you have your own contact at a lender, you'll see a dropdown allowing you to choose between your contact and Lev's recommended contact. For unresponsive lenders, the platform can suggest alternative contacts at the same institution to help you re-engage.

Properly categorizing lender responses is important for future deal tracking. If a lender explicitly declines your deal, move them to "lender past" status to prevent follow-up emails and track the outcome. If a lender doesn't respond at all, mark them as "unresponsive." This status tracking helps the system learn which contacts are effective and provides valuable history when these lenders appear on future deals. Once marked as unresponsive, you can often replace the contact with an alternative contact at the same lender if available.

Go to the Outreach tab to see all lender communications organized by status. Lenders are grouped into sections: those willing to negotiate, those reviewing the deal, deals sent (awaiting response), and lenders who passed. The "Next Steps" column shows what action you need to take - if it says a lender has responded, it's your turn to reply. You can click into any conversation to see detailed responses and AI-generated notes. The system automatically extracts terms from lender responses and organizes them for easy comparison. On the deal overview page, you'll also see a summary of all lender feedback and terms in one place.

Lev uses five key filters to match your deal with the best lenders from our database of 7,000+ lenders:

1. Loan type (permanent, bridge, construction, or land)
2. Property location/market
3. Property type (multifamily, retail, office, etc.)
4. Loan amount
5. Sponsor location (affects ranking, especially for regional banks)

The system ranks lenders from best fit to 32nd best fit based on publicly recorded transaction data from county records, closed deals on the platform, uploaded term sheets, and lender feedback. You can add up to 25 lenders at a time for outreach, and the most important factors are typically loan amount and property location.

To add a lender that contacted you externally, click 'Add New Contact' and enter their information. You can then add them to your deal's outreach table. To import existing email conversations from outside Lev, forward the email thread to assistant@lev.com with your deal information. This will pull the conversation history into Lev so you can track everything in one place and continue correspondence either within Lev or through regular email. This method can also automatically extract any terms they've provided.

You can click on any lender's name to open their profile in a new tab, which shows all deals they've been sent and their status. For efficiency, hold Command (Mac) or Ctrl (PC) and click multiple lender names to open several profiles in new tabs for later review. Each lender profile includes their website link, recent transaction history, verified loan programs, market insights, and tear sheets when available. The profile shows interactive maps of their deals, breakdown by asset type and loan size, plus pulse updates about their current lending focus.

Lev protects access to its 20,000+ lender contacts to maintain data integrity and preserve lender relationships. Open access would lead to inappropriate outreach, causing lenders to receive deals outside their focus areas and potentially damaging their willingness to work with the platform. Additionally, unrestricted access would compromise the quality of response tracking and deal data that powers Lev's matching algorithms. The platform's value comes from the complete deal management workflow, not just contact access. Lender data is sourced from public county records, live platform transactions, and direct validation with lending institutions through Lev's lender strategy team.

Lenders are mapped and vetted based on their focus areas and project types, though they don't directly sign up for the platform. To find specific contacts at a lending institution, go to the "My Network" tab and search by the lender's name. Click on the institution to see all available contacts on the right side. When adding the lender to your deal, you'll see a dropdown menu that initially suggests one contact, but you can click the dropdown to view and select from all available contacts at that institution.

Lev's lender recommendations are based on an internal scoring system that combines multiple factors. The system considers historical transaction data, responsiveness rates of specific contacts, recent deal feedback, and real-time market intelligence like LinkedIn activity and recent transactions. Lenders are ranked from best to worst fit based on this data. If a lender recently passed on similar deals or indicated they're not active in certain asset classes, they'll appear lower on the list. The system also prioritizes contacts from your own network when available, showing them as 'Lev recommended contacts' with a dropdown of your existing relationships.

The platform is designed to require individual lender selection as a safety measure. While you can add the top 10-20 matches at once when that option appears, the individual selection process helps prevent accidentally sending outreach to lenders you didn't intend to contact. This approach allows you to review each lender before adding them to your outreach campaign, reducing the risk of launching to the wrong contacts too quickly.

When you add a lender to your network, how they appear depends on whether they're already connected in Lev. If they're a connected lender with program data in our system, they'll display one of three match statuses: "match," "potential match," or "not a match." If they're not connected, they'll either show "insufficient data" or have no flag at all. Added lenders will appear in the "other" filter on your placement table, so make sure that filter is turned on to see them.

Lev was founded in 2019 and initially operated as a tech-enabled brokerage until 2023, using the technology internally to serve clients more efficiently. The underlying technology and lender matching algorithms have existed since 2020-2021. In 2023, when market conditions shifted, Lev decided to offer the technology directly to clients as a standalone platform. The current product has been available to customers for about a year, with continuous improvements and new features being added regularly.

The lender count may decrease for a couple of reasons. First, the platform has a default filter that limits suggestions to the top 25 lenders to prevent mass outreach to too many contacts at once. This doesn't mean the remaining lenders aren't good fits - they're just ranked lower based on certain criteria. You can add more lenders by scrolling past the top 25 or clicking "Add Lenders" in the top right. Second, if you changed deal details like the property address during setup, the system may have filtered out lenders who don't serve the updated location.

The suggested lenders list shows the top matches for your deal based on your criteria. If you need additional options beyond these matches, our capital markets team can manually review your deal and identify lenders who might be a good fit but were filtered out by stricter automated criteria. For example, they might find lenders willing to stretch their typical loan size requirements based on strong financials or sponsor strength.

Lev adds approximately 100 new lenders per month, with the database growing from about 7,000 to over 7,400 lenders recently. Each lender is thoroughly vetted to ensure they're legitimate and actively lending. The capital markets team verifies contact information and program details before adding lenders to the platform. You can also request specific lenders to be added by contacting your Lev representative, or add private lenders to your own deals for a competitive advantage. Lev is also developing an AI system called 'Lead Cortex' that will automatically identify and add new lenders by scanning their websites and public data.

Lev uses an AI-powered matching algorithm that applies five key filters to narrow down from over 7,000 lenders to those best suited for your deal. The primary filters are: loan type (bridge, permanent, construction, or land), property location/market, property type (office, multifamily, hospitality, etc.), loan amount, and sponsor location. The system pulls data from multiple sources including county records of closed transactions, publicly available deal information, uploaded term sheets, and ongoing feedback about what each lender is actively doing. This data is updated constantly to ensure you receive the most current and accurate lender recommendations, so you won't be matched with lenders who don't fit your deal parameters.

To export your lender list to a spreadsheet:

1. First, add the lenders you want to include to your deal
2. Click the export button at the top of your lender list
3. The system will generate a CSV file containing lender names, primary contacts, and conversation status

You can customize the exported spreadsheet by removing contact information or status updates if you only want to share lender names for approval purposes. This is particularly useful when borrowers want to review and approve your lender outreach list.

Once you add lenders to your deal, key fields become locked to maintain consistency with your generated lender list. These "hard coded filters" include asset type, market location, loan size, and loan type - the four primary inputs that determine which lenders appear on your list.

If you change these core parameters after generating your lender list, it would create conflicts since your selected lenders may no longer be appropriate matches. If you need to modify these locked fields, you'll need to create a new deal with the updated parameters. However, you can still edit other details in your memo as needed before sending to lenders.

You can view all lender feedback in the outreach tab, which organizes information into clear sections: terms from lenders at the top, ongoing conversations without terms in the middle, and all pass reasons at the bottom. The deal overview page also shows high-level notes including specific terms and pass reasons from each lender. Additionally, you can generate a Marketing Status Report (MSR) that creates a 6-10 page PDF summarizing all lender feedback, passes, terms, and deal status to share with borrowers. A consolidated checklist feature for tracking lender questions and to-dos is currently being developed.

Yes, lender feedback is valuable and gets automatically logged in our system. When lenders provide updates about their programs (like "we don't do ground-up construction"), this information flows to our team to update their profile data, though it may take multiple instances to trigger real-time updates to ensure accuracy.

For now, we recommend keeping notes directly on lender profiles so you can quickly reference important details about their preferences or restrictions. We're working toward making this feedback process more real-time while maintaining data accuracy through our capital markets team review.

Lev's recommendation system uses an internal scoring algorithm that considers multiple factors:

1. Historical transaction data - publicly available information about the lender's past deals
2. Contact responsiveness rates - how frequently specific contacts respond to deal submissions
3. Deal feedback - positive or negative responses from previous outreach efforts
4. Real-time activity - recent transactions, LinkedIn posts, and current market activity

Lenders are ranked from best to worst fit based on this scoring. If a lender recently passed on similar deals or indicated they're not active in certain asset classes, they'll appear lower in the rankings. The "Lev Recommended" designation also prioritizes contacts from your own network when available, as these relationships typically yield better response rates.

Direct database searches aren't available by design. Instead, the platform uses AI-driven matching to suggest the most relevant lenders for your specific deals and markets. This approach ensures that lenders receive deals that actually fit their lending criteria, maintaining positive relationships and higher response rates. If you need contacts for a specific property type or location, you can create a deal with those parameters and use the high-level facts to generate an accurate lender list. We're also building functionality to let you search and tag your own imported contacts.

The platform categorizes lenders into suggested matches, your network, and other lenders in the database. The suggested lenders are filtered based on your deal parameters to ensure good fit and maintain platform integrity. Your network includes lenders you've imported, some of which may show as "not a match" but can still be added to deals. The total lender count may change when you launch a deal because the system removes lenders who don't meet the specific criteria or are outside the target market. This filtering prevents lenders from receiving irrelevant deals, which helps maintain positive relationships and response rates.

Yes, you can download your placement table by clicking "Actions" and selecting "Download Placements." This feature exports an Excel spreadsheet that includes all the information from your placement table, including lender names, contact email addresses, next steps, latest notes, term sheets, and conversation context. The downloaded file will have the same structure as what you see on screen. Note that this feature requires an active subscription and is not available during trial access.

Lender tear sheets in the platform come directly from our collection efforts with lenders. We obtain these through direct communication with lenders or when they submit updated materials to us. If you receive a tear sheet that conflicts with the program data shown in the platform, you can share it with your contact and our capital markets team will verify and update both the tear sheet and the underlying program data. We also collect anonymized deal data from client transactions to improve our lender matching, with specific deal information available upon request when needed for similar situations.

The Quote Matrix shows lender programs and lending parameters but doesn't display specific interest rates due to their high variability. You can view verified programs for each lender and check the insights tab for pulse updates that provide general market information about where lenders are active and what they're looking for. While some information is anonymized for confidentiality, you can generally get an idea of a lender's current market position and available term sheets through these program details.

When you see 'Add to Deal' next to a lender, it means you don't have a specific contact at that institution and will use Lev's recommended contact. When you see a dropdown showing 'Lev's Recommended Contact,' it means Lev has a vetted, responsive contact at that lender who is known to be active and a good fit for deals.

Lev's recommended contacts are preferred when you don't have an existing relationship, as they're vetted for responsiveness and are confirmed to be at the institution. However, if you have your own established contact at a lender, it's generally better to use your relationship unless you're unsure about the strength of that connection.

Lev automatically generates match status based on lender program data compared to your deal criteria. When lenders show as 'not a match,' it's typically due to misaligned market areas, loan sizes, or asset types. To understand why a lender isn't matching, click into their profile and review their verified programs. For lenders you manually add to the system, they may show as 'insufficient data' or have no match flag if Lev doesn't have program information for them. These manually added lenders will appear in the 'other' filter on your lender list, and you can still add them to deals regardless of match status.

Your lender network in Lev shows all the contacts you've added and is visible across both suggested lenders and your personal network. Once you add a lender to your network, they remain available for all future deals and can be filtered by type (debt fund, bank, etc.). You can add contacts from your network to any deal, even if they don't appear in the AI-suggested lender list. This is helpful when you have existing relationships with lenders who may not be automatically recommended for a specific deal type but you want to keep them informed.

Recommended lenders are those who have shown interest in similar deal types, submitted terms for comparable transactions, responded positively to outreach, or established lending programs for your property type. They haven't necessarily closed recent deals, but have demonstrated capacity and interest in financing similar projects. The suggestions are based on the lender's track record of engagement with deals matching your criteria, including instances where they've provided terms or gotten on calls to discuss their lending programs.

Lender names in the recent terms and market data are kept anonymous to protect privacy and prevent undercutting. This data shows live market terms from deals processed through Lev but doesn't reveal specific lender identities. However, if you have a time-sensitive situation or have exhausted other options for a deal, the capital markets team can provide specific lender information on a case-by-case basis. When you launch your own deals, you'll be matched with appropriate lenders based on your deal parameters, and many of the same lenders from the market data will likely appear in your suggested lender list.

Imported contacts come from your email integration setup during the initial platform configuration. When you connect your email account, the system automatically syncs contacts from your email history. This contact syncing happens continuously - whenever someone submits terms or you have email interactions, the system will offer you the option to review and import new contacts into your network. You can also manually re-sync contacts anytime through your settings to keep your network up to date.

The lender list updates in near real-time based on lender feedback and deal activity. It can change daily or weekly as the system learns from lender responses to similar deals. To refresh the list manually after updating your deal information, simply click "Select Lenders" again and the system will automatically regenerate recommendations. The list is populated from lenders you've added to deals through the platform, and when you send outreach through the system, those lenders gain access to the appropriate vaults you specify.

Lev's AI identifies and recommends contacts after you add lenders to your deal to keep the interface running smoothly. The AI analyzes transaction history, deal data, and geographic factors to suggest the best contact at each lender. For example, it might recommend someone who has previously lent in your specific market area. When your existing contacts match Lev's recommended contacts, you'll see a special indicator. If you have multiple contacts at the same lender, the AI will recommend the best one based on recent transaction data and platform activity.

Currently, bulk contact uploads need to be handled by the Lev team, though a self-service bulk upload feature is in development. If you have your lender contacts in a Google sheet, Excel file, or CSV format, you can send the file to your Lev contact and they'll upload them for you - the process typically takes about 5 minutes regardless of quantity. You'll need to include first name, last name, and email address for each contact. The contact limit is also expanding from 150 to 300+ contacts per deal to accommodate larger outreach campaigns.

When reviewing lenders for your deal, you'll see different icons next to each contact that indicate their relationship to you and our platform. Contacts with shaded icons are either in your network, recommended by Lev, or both. If there's no icon, that contact is simply your personal contact that you've added. You can hover over any shaded icon to see more details about the contact type. A green icon indicates the contact is being recommended by our platform and isn't one you had internally. When you see both indicators, it means the contact is both in your network and also recommended by Lev for this specific deal.

Lev filters through our entire database of over 7,000 lenders to show you only those who are a good match for your specific deal. We don't allow users to contact all lenders to maintain platform integrity - if lenders received deals outside their program range, they would become frustrated and less responsive. The system shows you suggested lenders (typically limited to the top 25-50 matches), your network contacts that are also good fits, and your network contacts that aren't matches but can still be contacted since you have an existing relationship. You can identify previously contacted lenders by checkmarks next to their names, and hover over contacts to see their activity history with your deals.

Recourse settings impact lender ranking and recommendations. Being open to recourse (including personal recourse or burn-off recourse) typically generates a better and broader lender list. However, the recourse setting in your deal profile is primarily for matching purposes - you can always lead your actual lender conversations with your preferred option (like non-recourse) and negotiate from there. The system uses these settings to tailor your lender list, but you maintain full control over how you present the deal story to lenders during outreach.

Suggested lenders are recommendations generated by the platform based on your deal parameters, but they haven't been added to your outreach campaign yet. You'll see them in a list without checkmarks next to their names. To actually include them in your deal outreach, you need to either click "Add All" to include all suggestions, or individually click "Add to Deal" next to each lender you want to target. Only after adding them will you see checkmarks next to their names and be able to begin outreach through the platform.

The deal information you enter serves multiple purposes: it helps filter and match you with the best lenders, keeps all your deal details organized in one place, and automatically populates information when you generate deal memos. The platform also uses anonymized deal data to provide recent market terms from actual deals launched through Lev. For privacy reasons, specific lender identities behind terms are not displayed, but this information can be provided by our team in exceptional circumstances when you need it for a specific deal challenge.

Yes, we're actively expanding CRM-like features. The platform already functions as a CRM for managing lender and sponsor relationships, and we're building additional capabilities including contact tagging for different relationship types (attorneys, equity contacts, etc.), lead lifecycle management from initial contact through closing, enhanced document sharing and tracking, task management, and expanded communication tools. The goal is to create a one-stop solution for managing all your deal-related contacts and conversations in one place.

Yes, Lev is building enhanced contact import functionality that will preserve your existing tags, categories, and notes. The platform is developing custom tagging capabilities that will allow you to bulk upload contacts while maintaining all their context and organization. This includes the ability to create your own custom contact categories (like multifamily contacts, RV park contacts, etc.) and conduct targeted outreach based on those tags. The system will also feature smart labeling to automatically apply your existing tags and notes during the import process.

To sync contacts, click on your name in the top right, then go to Settings > Connected Accounts. Click "Resync Contacts" to pull in contacts from your connected email accounts. This process typically takes about 20 minutes. Once complete, you'll get a notification in the bottom left corner and can review all imported contacts under Network > People. You can selectively choose which contacts to import and leave out any you don't want. Note that direct CRM integration isn't available, but you can export contacts from your CRM as a CSV file (with first name, last name, and email) for bulk upload.

Contact syncing analyzes your email history from the past year to identify lender domain names you've communicated with, without reading the actual content. When you launch a deal, the system can suggest specific contacts at institutions you've worked with before, rather than generic contacts from our database. This is especially valuable for regional and community banks where you want to reach your specific contact rather than a random person at the same institution. Even with only 20 lender contacts, this feature helps ensure your deals reach the right people at the right institutions based on your actual relationship history.

If you're having trouble finding a hard money lender in your contacts, first check that the hard money filter is selected when searching. Lender suggestions also update in real-time based on how lenders respond to similar deals - if a lender frequently passes on deals like yours, they may not appear in the suggested list. If the issue persists, there may be a temporary technical issue affecting the hard money lender category that our team is working to resolve.

If a lender isn't in Lev's system, it typically means we haven't had the opportunity to add and verify them yet. We only include active lenders who are actually transacting on loans - we remove inactive lenders to maintain quality and avoid confusion for our customers.

Adding new lenders requires our capital markets team to verify their program data, which can be time-consuming. Currently, new lenders are added as they come to our attention or reach out to us directly.

We're developing an AI system called Lead Cortex that will automatically identify new lenders, pull information from their websites and advertising, update program data using public transaction data, and create lender profiles without manual verification. This feature is currently in testing with about 90% accuracy and should be released soon to significantly expand our lender network.

When adding lenders to your deal, you can choose between your contacts and Lev's contacts:

1. Adding your contact: Click "Add new contact" to override Lev's suggested primary contact with your own relationship. This becomes your primary contact for that lender.

2. Choosing contacts: When you see a lender in your placement table, you'll see a dropdown menu where you can select between your contact and Lev's recommended contact based on transaction history and responsiveness.

3. Relationship-based outreach: You can separate your outreach between existing relationships (your contacts) and new relationships (Lev's contacts) to customize your messaging appropriately.

Lev generally defaults to your existing relationships over our suggested contacts to help you leverage those connections and avoid stepping on toes. You can also CC additional contacts when sending out deals.

You can remove lenders from your deal after clicking "Finish" to reach the placement table. On the right-hand side of each lender contact, you'll see a remove option (red trash icon) when you hover over them. You can remove lenders one by one using this icon, or select multiple lenders by checking the boxes next to their names and then clicking "Remove from deal" at the bottom of the screen. Note that removing a lender from the placement table doesn't permanently delete them - you can still add them back to the deal later if needed.

You cannot download the suggested lender list from the search results page. However, once you become a full customer (not on the pilot), you can download your placement table from the outreach tab. This export includes lender names, contact information, email history, notes, and statuses in an Excel file format, giving you all the information you need to manage your outreach outside the platform if preferred.

The suggested lender list shows the top matches for your deal. If you need additional options after going through the initial suggestions, you can add lenders from your own network through the "My Network" tab. If you still need more options after exhausting both lists, contact your account representative to involve the capital markets team. They can manually review your deal and identify 5-10 additional lenders who might be willing to stretch their programs or could be good fits that weren't captured by the initial filters.

Yes, you can have multiple contacts for each lender without overriding existing ones. There are two ways to add contacts: 1) When selecting lenders for a deal, click "add new contact" and enter the email for your contact. Both contacts will appear in the placement table. 2) Use the Network tab on the left sidebar, click on "People," and add contacts to build your rolodex. Once contacts are added to your network, they remain there until you manually delete them from the Network section. Removing a lender from a specific deal won't delete the contact from your overall network.

Lev is actively building enhanced tools to help you narrow down the 7,000+ lender database more effectively. New features being developed include: improved lender search with better filtering capabilities, enriched lender contact data with more robust tagging, and an enhanced AI engine that automatically updates lender program data by scraping the web and tear sheets. These improvements will give you more control over lender selection and better data on why specific lenders are suggested or not recommended. Future updates will also allow you to create custom tags and programs for lenders in your network, letting you override default program data with your own market intelligence.

The lender directory shows institutions rather than individual contacts by name. However, if you need to find a specific contact at a lender or locate where someone has moved to, you can reach out to the Lev team for assistance. As long as you can demonstrate a legitimate business relationship or reason for the contact, the team can help surface that contact information for you manually.

When you add a new contact, you'll see a toggle option called "enrich contact." If our system has information for that contact in our database, this feature will automatically populate available fields like phone numbers and other contact details for you. This saves you time by reducing manual data entry and helps ensure you have complete contact information without having to research and input everything yourself.

Once you've added lenders to a deal, they appear on your placement table where you can conduct outreach, view email conversations, and take notes. Click on the deal and navigate to the outreach tab to see all lenders associated with that specific deal. For more detailed lender information, you can use the insights tab and interact with the map feature to drill down by location and see specific transactions by state or region.

You can view lender pass reasons through the activity history section. When you go to your past deals and click on "Select Lenders," you'll see an activity history at the bottom. Simply hover your mouse over any lender entry to see details about the deals they were sent, their status, and the specific reason why they passed on the opportunity. This information is automatically captured in the activity and notes section for each lender interaction.

Currently, Lev maintains strict lending criteria to ensure quality matches and prevent irrelevant outreach. However, the platform is developing AI improvements to handle gray areas and borderline matches more effectively. If you need lenders that fall slightly outside the parameters (like a $27M deal for lenders with $30M minimums), the capital markets team can manually add appropriate lenders to your deal. You can also add any lenders manually if you have their contact information.

To switch contacts for unresponsive lenders, update the current contact's status to "unresponsive" by clicking the done button and changing their status. Once marked as unresponsive, you'll be able to reach out to a new contact at the same lender. The best workflow is to mark the previous contact as unresponsive and then relaunch to the new contact.

Yes, you can add more lenders beyond the initial top matches. Click "Add lender" in the top right corner to access additional lenders from your total match list. You can add them one by one by clicking "add to deal" next to each lender's name. However, it's recommended to start with smaller batches (around 25) rather than sending 80+ emails at once, as large bulk sends can trigger spam filters or cause email security systems to flag your account as potentially compromised.

To connect your email account, click on the bottom left corner of the app and navigate to Settings > Connected Accounts. Choose whether you use Microsoft or Gmail, then connect your email like you would with any other app. Once connected, we'll search your sent emails to lenders (going back approximately 1-2 years) and provide you with a list of contacts we found in your address book. You can then accept or reject any of these imported contacts before they become part of your contact list.

To access additional lenders beyond the recommended ones, go to your deal and click "Add Lenders" on the right side of the outreach section. Use the lender type filters at the top to customize your options - you can turn off banks and credit unions while turning on hard money lenders or debt funds. The filters include banks, credit unions, debt funds, life insurance companies, and hard money lenders. Adjusting these filters will show you different lenders in alphabetical order based on your preferences.

Lev matches you with the best contact based on internal transaction data, but you may not see all available contacts at a lender by design. To add your own contacts, click "Add Lenders" at the top of your placement table, then select "Add New Contact" on the left side and enter their email address. You can also access contacts through the "My Network" tab. Once you add custom contacts to your network, they'll appear as options when you're working with that lender, giving you the choice between Lev's recommended contact or your preferred contact.

Currently, Lev helps you through the financing process from signed LOI to term sheet and closing. We don't provide full pipeline management for post-closing activities like appraisal scheduling or ongoing deal management after you've selected a lender and closed the deal.

Minor changes like updating financial details won't affect your lender list as long as core parameters remain the same. However, your lender list may change if you modify major parameters like property address, loan type, or loan amount. Additionally, the list can be updated when the platform receives new program data for lenders or when filter types are adjusted.

When lenders are incorrectly matched to deals they don't finance (such as a non-hotel lender being suggested for a hotel deal), the AI system reads this feedback and automatically flags it to the capital markets team. They will then update the lender's program data to prevent similar mismatches in the future. The platform continuously improves its matching accuracy through this feedback loop.

To change the primary contact for a lender, go to the conversation thread and locate the current contact's information on the right-hand side. Click the X next to their name to remove them, then start typing the new contact's email address in the field. The system will suggest the contact and you can add them as the new primary contact. Alternatively, you can mark the current contact as "unresponsive" from the lender status dropdown, refresh your browser, and then click "replace" next to the unresponsive status to have the system suggest a new contact.

When you upload lender contacts, the system matches them to existing lenders in the database based on their domain name. If the lender doesn't exist in the database, it gets flagged for the capital markets team to create the lender profile.

Currently, the system doesn't automatically scrape your previous email history with uploaded contacts. However, when making lender recommendations, the platform prioritizes your contacts over its own suggestions. If both your contact and a platform contact exist at the same institution, your contact will be recommended first, though you'll have the option to choose either one based on program fit and your relationship preferences.

More automated contact enrichment features, including AI-powered data gathering from websites and LinkedIn, are being developed and will be available soon.

Yes, you can add any lender contact to the platform, whether they're in the Lev network or not. When you input an email address, the system will check if they're already a connected lender - if so, their information will automatically populate. If the lender exists in the database but the specific contact doesn't, you can add them as a contact at that lender. If neither the lender nor contact exists in the system, you can create them as a private contact that only you can access - they'll appear under "Other" as the lender type until they become a vetted lender in the network. You can add any lender from your network to any deal, regardless of whether they match the program criteria.

You can view detailed lender program information by going to the "Add Lenders" section and searching for the specific lender in your "My Network" tab. Click on the lender's name, then navigate to the "Programs" tab to see all their verified program data. This will show you specific loan types they offer (such as CMBS, bridge, debt fund), loan size ranges, and other program details. The interface also displays whether loans are bridge or permanent, and may show additional details like "heavy bridge" for larger deals.

In the outreach tab, you can manage lender contacts in several ways:

1. Update redirected contacts: When a lender responds and redirects you to a better contact, click on the conversation to open the drawer, then replace the primary contact. All future correspondence will be tracked under the new contact.

2. Replace unresponsive contacts: For contacts marked as unresponsive (either manually or after not responding to multiple emails), the AI will suggest alternative contacts at the same institution that you can use instead.

3. Return to lender selection: Click the "Add Lenders" button to go back to the suggested lender list where you can select additional lenders for outreach.

C-PACE financing isn't currently available as a specific filter or tag in the system. However, you can search for C-PACE lenders using the Market tab's pulse items section, which aggregates data from website scrapes and LinkedIn to show what lenders are currently doing. Simply search for "C-PACE" or "PACE" to find relevant lender activity.

The platform is working to build deeper C-PACE filtering capabilities. For specific C-PACE financing needs, you may want to contact the capital markets team for personalized lender recommendations based on current market knowledge.

Yes, Lev provides email tracking for communications sent through the platform. You can see if lenders have opened your deal by clicking into their name, which will show you their engagement status. However, this tracking only applies to emails sent through Lev's platform to connected lenders - Lev cannot track external emails you send outside of the platform. For best tracking results, it's recommended to keep all lender communications within the Lev thread.

Yes, CRM functionality is supported through Lev. Custom CRM integrations typically take 3-4 weeks from initial scoping to full launch. The platform already supports deal tracking and contact management, and you can work with your team to scope out the specific CRM features you need for your workflow.

If some of your lenders are missing after syncing your network, you can manually import them. Create an Excel sheet with the missing contacts including their first name, last name, and email address. Your support contact can then manually input these contacts into Lev so they'll be available in your system for deal distribution.

Yes, Lev is actively working on expanding lender tags to be more granular and include specialized categories like C-PACE providers. Currently, these lenders may be categorized as middle market debt funds or listed under 'other,' but more detailed categorization is in development. You can also use pulse items in lender profiles to search for historical indicators about whether lenders accept specific financing types like PACE.

Yes, Lev can integrate with CRM systems like Zoho using Zapier. The integration allows for syncing deal data including deal names, status updates, and other key information between your CRM and Lev platform. The typical timeline for setting up a CRM integration is 2-4 weeks, as the process requires careful mapping to ensure all data inputs are properly configured between both systems.

Yes, Lev is expanding beyond its core AI-powered deal matching and lender outreach platform to include comprehensive CRM capabilities. While Lev already functions as a relationship management system for lender and sponsor interactions, the platform is actively developing more robust contact management features. This includes the ability to manage all types of contacts and companies, assign tasks to different team members, and enhanced communication tools. The goal is to create an end-to-end commercial real estate platform that handles financing, relationship management, file sharing, and deal tracking all in one place.

Lev distinguishes entitled vs. unentitled land as separate sub-asset types, but lender matching for unentitled land is inherently limited; very few lenders are open to unentitled land. A short lender list is normal—use outreach to confirm appetite.

These fall outside standard lender matching. If submitted, matching will be based on the underlying asset and loan parameters, but suggested lenders won't necessarily reflect lenders active in these structures. You can still reach out to matched lenders and describe the specific need, but Lev can't guarantee a match.

Agriculture lending is outside CRE scope and is typically handled by dedicated ag lending divisions with separate criteria/programs. You can reach out to matched lenders and describe the need (some may help) and search Pulse items for recent lender feedback on this deal type.

Infrastructure financing (energy/utilities/toll roads/pipelines/renewables/cell towers, etc.) may be outside general CRE scope and is underwritten on contracts/PPAs/utility revenue vs. property value/NOI. You can contact matched lenders and describe the need, but Lev can't guarantee a match.

Usually classify as Industrial - Manufacturing rather than Specialty - Other Specialty. Use a more specific Industrial sub-asset type if it fits; otherwise use Other Specialty. Highlight the property use in lender outreach due to potential environmental diligence; lender matching may still not reflect true infrastructure/specialty appetite.

Use sub-asset type Residential Condo. Enter sellout value as stabilized value. NOI fields don't apply—enter a placeholder; it won't affect matches. Transaction type depends on deal (construction vs. conversion). This is a known UX gap but the workaround matches to the right lenders.

Lev only matches lenders that cover all states listed; more states = fewer matches. Best strategy is splitting the portfolio into geographic clusters and creating separate deals, or keep one deal and specify in outreach that lenders can bid on a subset.

Most commonly, filters are hiding them. Check lender type filters (Banks, LifeCos, Agency, Debt Funds, CMBS, Credit Unions). Other hard filters include loan size min/max, asset location footprint, sponsor location footprint (common for regional banks), and loan type selection. If filters are correct, it may be due to lender-set hard filters.

Many community/regional banks require the borrower to be within their footprint; out-of-state sponsors narrow the pool. Focus outreach on national lenders and debt funds, which are less sensitive to sponsor geography.