Getting Started

When you send emails through Lev, they come directly from your email address (Outlook, Gmail, etc.), not from Lev. Each lender receives their own separate email thread from you - it's not a mass BCC. After you send, the emails will appear in your sent folder, and lender responses will show up in your inbox. Lev's AI tracks all conversations through unique thread IDs, so you can reply either through Lev or directly in your email client - everything stays synchronized as long as you stay on the original thread. This means you maintain direct relationships with lenders while benefiting from Lev's organization and tracking features.

Yes, as long as you reply within the same email thread that was originally sent through Lev. Each conversation has a unique thread ID that tracks all communications. If you respond in Outlook or Gmail and stay on that thread, Lev will automatically sync and track your responses. However, if the email thread gets broken or you start a completely new email chain outside of Lev, those conversations won't be tracked. The key is maintaining that original thread connection.

Lenders don't need to create accounts to access deal rooms. You can set access controls at the individual lender level: either public links (anyone with the link can access) or invite-only access that requires email verification. With invite-only access, when lenders click the vault link, they enter their email address and the system verifies them based on their domain name (like their bank's domain). They'll receive a two-factor authentication code to complete access. You can customize folder organization and choose different access levels for different lenders on the same deal.

The platform offers automated follow-up features to help you stay on top of lender communications. You can enable automatic follow-ups for unresponsive lenders, which send a follow-up email if they don't respond within two business days (this timing can be customized). There's also an automated response feature for declining lenders that thanks them and asks for more context about their lending preferences.

When lenders decline deals, the system learns from their responses and uses this information to improve future matching. For example, if a lender says they're not doing loans over $1 million, that lender will be moved to the bottom of the list for similar deals in the future. The system doesn't remove them entirely since they might still be a fit for other deal types, but prioritizes better matches at the top of your list.

The platform only accesses emails related to lender communications and offers two permission levels. With limited access, you can see conversations on a deal-by-deal and contact-by-contact basis for threads started through the platform. With full access, you also get historical conversation data with imported lender contacts.

Importantly, the system only looks at emails from recognized lender domains in the database. Personal emails (Gmail, Yahoo, AOL) and non-lender business contacts (attorneys, appraisers, contractors) are completely ignored. You can change your email access settings at any time, and all data remains private to your account.

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 can add lender contacts manually in several ways:

1. During deal creation: Click "Add Lenders" then "Add New Contact" and enter the lender's email address. The system will auto-populate their profile if they're in the database.

2. From your network: Go to Network > People and click "Add Contact" to add lenders directly to your network.

3. Adding more lenders to existing deals: Use the "Add Lenders" button to access your master list of suggested lenders. The system prevents double-sending to contacts you've already reached.

All lenders you add appear in the "My Network" tab and remain private to your account. If a lender isn't in the database, you can still create a custom profile for them.

The platform automatically builds a comprehensive activity history for each lender showing all deals sent, their responses, and interaction patterns. When lenders send tear sheets or program information via email, these documents are automatically added to their profile for easy reference.

You can add both deal-specific notes and general relationship notes to lender profiles. When selecting lenders for new deals, you'll see relevant notes and past activity to help inform your decisions. The system is developing more granular tracking features and custom tagging capabilities, allowing you to mark lenders with preferences like "no construction deals" or "currently paused" to avoid inappropriate outreach.

No, Lev does not interact with lenders directly on your behalf. However, you can connect your email account to the platform to streamline your own lender communications. When you add lenders to your network, any future deals that match with them won't trigger generic introduction emails since the system recognizes your existing relationship. Your imported lender contacts remain private to your team and won't be accessible to other Lev users.

There are two main ways to send vault links automatically:

1. Automatic setting: Go to Settings > Lev Agents and enable 'automatically send deal room link when new lenders show interest.' This will automatically send vault links when lenders respond with interest.

2. Bulk email: Go to Outreach, select multiple interested lenders, and use the bulk email feature. You can create email templates in Settings > Email Templates for consistent messaging that includes the vault link.

For individual sends, click on any contact in Outreach, compose your email, and use the vault link option from the inputs dropdown.

Lev doesn't directly integrate with CRMs like HubSpot, but you can import your contacts manually. Go to Settings > Connected Accounts and click 'resync contacts' - this process takes about 20 minutes and reviews lenders you've communicated with over the past year. You'll get a notification to review and approve which contacts to import. Alternatively, export your CRM contacts to a CSV file with first name, last name, and email address, and contact support for bulk upload assistance. A self-service bulk upload feature is coming soon.

To generate a lender list, you need four essential pieces of information: property address, asset type, sponsor location, and loan amount. Rather than entering company information for each deal, set up your profile once in Settings > Profile and Settings > My Company. This information will automatically populate in deal memos and when sharing information with lenders. You can also upload company documents to your files library and reuse them across multiple deals.

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.

Email integration is required to send outreach through Lev. The integration requires read and send permissions, but you control how much data is pulled in. When you launch an email through Lev, it creates a thread ID to track the conversation - any replies that stay on that thread will be organized in Lev.

Lev doesn't have access to your historical emails or other conversations. The send permission simply allows you to send emails directly from your own email address through Lev, without needing to CC Lev or use an intermediary. If you take a conversation off the original thread, it won't be tracked in Lev.

You can standardize your memo styles through your company settings:

1. Go to the Lev homepage
2. Click the dropdown in the bottom left corner and select "Settings"
3. Navigate to "My Company"
4. Here you can set your logo, brand colors, and standard text for memos

Once you configure these settings, they'll automatically apply to all future memos you create. You can also set styling preferences when creating individual memos, and those settings will become the standard for future packages. Lev is also developing smart template features that will allow you to create complete slide deck templates with automatic population.

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.

Email communication flows seamlessly between the platform and your regular email account:

• Outbound emails are sent directly from your email address through the platform
• Lender responses come directly to your inbox as normal emails
• All correspondence is automatically tracked and displayed within the platform using thread IDs

You can respond to lenders either through the platform or directly from your Gmail/Outlook. As long as you reply on the same email thread, your responses will automatically sync and appear in the platform. There's no intermediary - lenders communicate directly with your email address.

Yes, team members can access the platform without email integration, but with limitations:

• Platform access - Team members can view deals, lenders, and other platform features
• Email sending restrictions - Only the user with email integration can send initial emails through the platform
• Participation in conversations - Non-integrated team members can be CC'd on email threads and respond from their own email clients (Gmail, Outlook, etc.), and their responses will still be tracked on the thread
• Authentication - All team members must use single sign-on rather than email/password login to maintain email consistency

The platform can handle emails sent from your regular email account:

Automatic detection - If you have a deal already created in the platform and use a similar subject line, there's a good chance the system will automatically pick up your external email and add it to the appropriate deal.

Manual addition - If the email isn't automatically detected, you can forward it to assistant@lev.com (our email AI agent) with a note like "add this conversation to the [deal name] deal." The system will then map the conversation, update status information, and display the emails within the platform just like emails sent through the system.

Yes, you can create a dummy sponsor to use across multiple preliminary deals. The best approach is to create one generic sponsor (like "TBD Sponsor") and mark all 50 states during initial setup. This ensures you capture all potential lenders regardless of location. Once a sponsor is attached to deals, you can't edit their location, so setting up all states initially is important. You can then reuse this placeholder sponsor for investment sales deals where the actual borrower hasn't been selected yet. When sending outreach emails, you can edit the message templates to use generic language like "reaching out on behalf of a potential client" or "seeking soft quotes for an unidentified buyer."

Yes, when you send emails through Lev, they will appear in your Outlook sent folder (or outbox, depending on your settings). All email activity is tracked in both places - you'll see sent emails in Outlook and when lenders respond, those replies will appear in both your Outlook inbox and within Lev for complete visibility and tracking.

To set up email integration, go to the bottom left corner of the platform and click on Settings, then navigate to Connected Accounts. You'll see a banner or button to connect your email account. The process works the same way as connecting to any other app - just authenticate with your Microsoft or Gmail credentials. Once connected, Lev will search your sent emails for communications with lender domains in our database, going back about 1-2 years maximum. After the scan completes, you'll receive a list of contacts found that you can accept or reject before they're added to your network.

You can change your logo in two places: 1) In your company profile settings under "My Company" - this sets the default logo that automatically populates across materials, or 2) Within individual deals by clicking the settings wheel and going to General Settings, where you can upload a different logo, adjust the logo size, or choose to hide it entirely. You can upload new logo files or select from previously uploaded files. Changes made in deal settings will only affect that specific presentation.

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.

When you're switching email providers (such as from Microsoft to Google), you'll need to contact Lev support to ensure a smooth transition. The process typically involves reconnecting your email integration with the new provider and domain. Make sure to provide your new domain name when reaching out. The reconnection process itself is straightforward - you'll just need to reconnect your email and you'll be ready to go.

Email synchronization between Lev and your email system should be nearly instantaneous. Once your email integration is set up, new emails should appear in the platform right away without any noticeable delay.

Lev's AI analyzes your email interactions by looking at email domain names rather than individual contact information. When you communicate with someone at a lender's domain (for example, someone@lendercompany.com), the system matches that domain to known lenders in our database and suggests that contact. The AI focuses on institutional email domains and filters out personal email addresses like Gmail or Yahoo, since those typically aren't associated with lending institutions.

Currently, Lev's task system does not integrate with Outlook calendars to display tasks directly in your Outlook interface. While Lev can work with Outlook email integration, the task management features remain within the Lev platform.

There are no downsides to enabling full or unlimited email access. The choice comes down to personal preference. Some users prefer to have complete email integration for maximum efficiency, while others may have different comfort levels with email connectivity. You can easily adjust these settings at any time by clicking on your name at the bottom of the screen, selecting Settings, then Connected Accounts.

One key feature you may not have discovered is Deal Assist, which you can find in the Settings menu at the top right of any deal page. This feature acts like your personal executive assistant - a real Lev team member will call unresponsive lenders on your behalf to follow up and schedule meetings. When they call, they represent your company (not Lev) and simply ask lenders to review your submission and schedule time if needed. This is particularly valuable for smaller teams who are managing multiple deals simultaneously.

To add more details to a sponsor profile beyond just their name, go to the Network tab and locate the sponsor you want to update. Click the pencil icon to edit their profile. You can add information such as location, assets under management, company background, and other relevant details. If the sponsor has a website or LinkedIn profile, those are good sources for gathering comprehensive information to flesh out their profile.