Lender Match

It varies - some lenders are aware of Lev while others are not. Lenders don't sign up for or pay to be on our platform; we map their contact information and lending programs for your outreach. All lenders are vetted and mapped based on their focus areas and project types. If a lender asks how you found them, you can mention you used Lev (many lenders appreciate this since we provide quality deal matching) or simply say you researched and found them to be a good fit for your deal. Lev has built a strong reputation among lenders for sending relevant opportunities rather than random deals.

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 'Other' lender category includes contacts that don't fit into traditional lender types like banks, credit unions, or debt funds. This typically applies to family offices, private lenders, or other non-traditional financing sources that you've manually uploaded to your network. Lenders in the 'Other' category will only appear if they're in your My Network tab - they won't be suggested by the AI matching system since they fall outside standard lending institution categories.

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, we have phone numbers for a large portion of our lenders. When you're viewing lenders in the outreach tab, look for the phone icon - if it's highlighted, you can click on it to see the phone number (mobile, work, or both). You can also call lenders directly through Lev with automatic call transcription. To set this up, enter your phone number and receive a verification code to enable call forwarding. When you click the call button, your phone will ring, you answer and press 1, then it dials the lender directly from your number. The call transcription will be automatically added to your deal notes and activity.

Currently, you need to add lenders to your deal one at a time - there's no bulk "add all" button available. While this may seem tedious, it ensures you're being intentional about your lender selection. However, once you've added multiple lenders, you can use the "Actions" button to launch emails to several lenders simultaneously. For bulk importing your own lender lists, contact your Lev representative who can help add them on the backend while the self-service bulk import feature is being developed.

No, Lev doesn't function as a traditional filterable lender database. To get filtered lender results, you need to create a deal and input your specific parameters (location, loan amount, property type, etc.). The system then automatically matches you with appropriate lenders based on these criteria. For specialized loan types like SBA loans, filtering is available through the capital source selection during the lender selection process. While you can't save searches or export results without creating a deal, this approach ensures you get lenders that actually match your specific deal requirements.

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.

To customize your outreach templates, go to your deal and click Actions > Launch, then select the template dropdown to view and edit your templates. You can also create new templates by going to the templates section and clicking 'Add New'. For initial outreach emails, include a subject line since each lender gets their own email thread. Follow-up templates don't need subject lines as they continue the existing thread.

Keep your emails simple and focus on the key information lenders need: who you are, where you're based, property type and location, loan type, and loan amount. Avoid including links or attachments as these can trigger spam filters. The goal is to provide just enough qualifying information to get on a call with interested lenders.

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.

Entering deal information serves two main purposes: First, it filters our database of over 7,000 lenders to show you the best matches for your specific deal using five key criteria - loan type, property location, property type, sponsor location, and loan amount. Second, it organizes all your deal information in one place and automatically populates data into deal books or memos if you choose to use those features. The system uses hard filters to narrow down lenders based on your deal parameters, ensuring you only see lenders who actively work in your market, asset class, and loan size range.

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.

Lev is an AI-powered financing platform for commercial real estate brokers and borrowers. The platform automates lender matching, email outreach, and CRM functions. You'll input your deal parameters (loan type, property type, address, etc.), and the AI instantly generates a tailored lender list - a process that typically takes 1-10 hours manually. The platform also provides automated email templates for bulk outreach to 30-50 lenders and handles follow-up automations. However, you'll still customize outreach templates to your preferences and handle final negotiations with lenders directly. Even for large portfolio deals, you can input deal parameters just to see which lenders are suggested without launching the full outreach process.

Lender information comes from multiple sources to ensure accuracy and comprehensiveness. This includes completed transactions we've compiled, direct communication with lenders who provide their program details and tear sheets, and real-time feedback from deal responses on the platform. When you click on a lender's name, you'll see insights about their programs, coverage areas, and executed transactions (when publicly available). The depth of information varies by lender - larger institutions may have complete details including assets under management, while smaller community banks may have more limited data. Some rate information may be anonymized to protect confidentiality.

Lev includes most types of active real estate lenders in the network - banks, debt funds, and other institutions that are actively transacting on loans. The platform maintains quality by removing inactive lenders who aren't currently lending. While there's no specific SBA filter, most banks on the platform have SBA programs available. The main gap currently is equity contacts like family offices, though this functionality is being developed. All lenders are regularly vetted to ensure they're actively lending, and the platform protects both lender relationships and user reputation through controlled access to contact information.

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 create a deal, the platform generates a list of matching lenders based on your deal criteria. The system has a default limit of 25 top-ranked lenders to prevent mass distribution, but this doesn't mean other lenders aren't good fits - they're just ranked lower based on various factors. To see additional lenders beyond the top 25, scroll past the checked lenders to find unchecked options you can manually add. You can also use filters to refine your list by lender type, location, or other criteria and update your results accordingly.

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.

No, lenders cannot tell that emails are sent through Lev. All communications come directly from your email inbox with your name and email address. There is no Lev branding visible to lenders in the emails or deal materials you send. Replies from lenders also come directly back to your inbox. If a lender asks how you found them, you can mention that you found them through Lev or simply say you did your own research - either approach works well since Lev maintains a good reputation with lenders by only sending them deals that match their lending criteria.

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.

The actual loan amount typically has more impact on lender matching than the LTV percentage. Lenders are filtered out if your loan amount falls outside their lending range - for example, a $6 million request won't match with lenders who only do deals starting at $10 million. However, LTV percentages within reasonable ranges (like 50-70%) won't dramatically change your lender list, though they may slightly affect the ranking. It's generally better to start with a higher LTV percentage and negotiate down rather than trying to negotiate up, as lenders will ultimately do their own underwriting regardless of your initial parameters.

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.

You can create separate vaults for specific lenders in addition to your main vault that goes to all lenders. To create a lender-specific vault, create a new vault and click the plus sign in the top right corner to manage access. This will show you all the lenders from your lender list, and you can select which specific lenders should have access to that vault. Only the selected lenders will be able to view the documents in that vault, while your main vault remains accessible to all lenders you've shared it with.

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.

Currently, Lev focuses primarily on senior debt and subordinate debt financing, including preferred equity and mezzanine programs (approximately 500-600 programs available). We're actively working on expanding equity capabilities, including family office and equity investor matching. This expansion is part of a broader platform enhancement that includes AI-powered contact enrichment and improved lender program updates, expected to roll out within the coming weeks to months.

Yes, we have approximately 700-800 lenders available for preferred equity and mezzanine financing. However, our dataset for preferred and mezzanine equity is newer and still being expanded, so we may need to do additional research to find suitable matches for your specific deal requirements. We're also working on adding broader equity functionality (including family offices and other equity sources) within the next six months, but want to ensure data quality before launching this feature.

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.

Life insurance companies (lifecos) have very tight, conservative lending parameters and typically only consider deals that are "down the middle" - well-packaged, straightforward transactions that fit their strict criteria. This isn't due to lack of data depth, but because lifecos are highly selective and programmatic in their approach. When lifecos do appear in your lender search results, they've been pre-filtered to only show those that don't require correspondent relationships, so you can reach out to them directly.

The Programs section shows the types of lending each lender specializes in, along with their key lending parameters. You'll see details about their lending criteria, including specialty areas, geographic locations they serve, and loan amount ranges. This information is organized from both granular and high-level perspectives to help you quickly identify which lenders might be the best fit for your specific deal requirements.

When you're ready to send your deal to lenders, go to the 'Actions' tab and click 'Launch to All Lenders.' This won't immediately send anything - it opens the outreach template where you can fully customize the email content. If you want to customize messages for individual lenders, first add multiple lenders to your list, then use the 'Customize by Lender' option. We recommend saving a template for each deal so you can reuse it when reaching out to additional lenders in batches. Any files you've attached to your deal will automatically be available during outreach.

Use the filter icon at the top of the lender list to narrow down by lender type based on your timeline needs. For quick closings like bridge loans, remove banks and life insurance companies from your search since they typically have longer processing times. Instead, focus on debt funds and hard money lenders who can generally close faster. While there isn't a specific 'days to close' filter (since timing varies based on the property and how ready the borrower is), filtering by lender type will help you focus on those most likely to meet tight timelines.

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.

Yes, you can add terms from external sources to track them alongside your other options. First, you'll need to add the lender or broker to your contacts by clicking 'add lenders' and then 'add new contact.' Enter their email to create the contact. Once they're added to your network, go to the placement table and access their conversation while they're in 'new' status. You can then manually add their terms, which will automatically pull into the quote matrix for easy comparison and tracking purposes.

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.

Lev's AI analyzes each lender's specific programs and transaction history to determine fit. When you click on a recommended lender's profile and view their 'Programs' section, you'll see the data we use for matching - this includes direct transaction data and program details we've collected from lenders who've joined our platform. For example, if you're seeking preferred equity, the system will identify lenders who specifically offer preferred equity programs based on their actual lending history and stated preferences, not just general deal information.

When you use the 'add top matches' feature, the system automatically selects lenders ranked by probability of fit, starting with the highest-scoring matches. To remove unwanted lenders: 1) For individual removal, hover over their name in the placement table and click the trash can icon, 2) For bulk removal, check the boxes next to multiple lender names and use the 'remove from deal' option that appears at the bottom. Both methods help you customize your final lender list after the initial automatic selection.

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.

Yes, you can use the platform for SBA loans, though there isn't currently a specific SBA filter. Many banks in the system have SBA programs, so you can target banks and specify in your outreach emails that you're seeking SBA financing. The banks will route you to the appropriate SBA contact, who may even be the same contact already in the system. Many customers have successfully launched SBA deals this way by including SBA details in their initial outreach to banks.

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.

Lev uses a dynamic ranking system based on lender feedback and performance. When lenders decline deals that match their stated programs, they move lower in the ranking rather than being immediately removed. After multiple negative responses, they may eventually be removed from suggestions. The system uses AI to continuously collect transaction data and feedback to build more accurate lender programs and automatically update rankings, making the matching process more precise over time.

Lev automatically tracks lender interactions and preferences from your deal activity. When lenders send tear sheets via email, they're automatically added to their profile for your team to access. The platform shows detailed activity history of which deals were sent to each lender and their responses. Upcoming features will provide more granular tracking of terms and responses. You can also add custom tags and notes to lenders (like "paused on construction") which will be visible when selecting lenders for future deals, helping you avoid inappropriate outreach.

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.

When you send deals to lenders, the platform tracks their responses and builds an activity history. You can view past deals sent to each lender and how they responded by clicking on the lender's name. If a lender rejects a deal, they'll move to the bottom of your match list for future deals. After a second rejection, they may be filtered out entirely. The system learns from these interactions to improve future matching, though it takes multiple data points to ensure accuracy before automatically filtering out lenders.

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.

You need basic deal information to generate a lender list, including the property address (to determine market), loan amount, loan type, and asset type. These core details serve as hard filters that determine which lenders appear in your search results. While financial information isn't required for basic lender matching, it is necessary to access the full lender search functionality. The financial data helps with loan sizing calculations, affects lender rankings, and populates information in your deal room when you begin outreach to lenders.

You can add notes that are specific to individual deals as well as general relationship notes on a lender's profile. Deal-specific notes will appear when you're working on that particular transaction, while general notes can be added to the lender's overall profile for broader relationship management. Currently, notes must be tied to either deals or institutions rather than individual contacts.

You can track your lender outreach through several methods:

1. Network contacts: Go to your Network section to see contacts ready for review from your contact sync. Import the contacts you want to track by checking them off and hitting "import contacts."

2. Deal outreach tables: Within any active deal, you can access your outreach table to see which lenders you've contacted and change the specific contact person if needed.

3. Add lenders: When adding lenders to a deal, use the "My Network" tab to see anyone in your network and add them to any deal, even if the platform doesn't suggest them as a match.

This allows you to manage all your lender relationships in one place rather than tracking them separately.

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.

No, you don't need a complete deal package for initial lender outreach. You'll need the basic project information (loan amount, property location, asset type, etc.) to ensure proper lender matching, but a full deal book isn't required to start conversations with lenders.

For preliminary outreach and getting indicative terms, having enough information for a high-level overview is sufficient. A complete deal package becomes more helpful when you're ready to move toward formal term sheets and need to provide lenders with comprehensive project details.

Remember, Lev is not a broker or intermediary - you control the narrative and maintain direct relationships with lenders. The platform simply provides tools to make your outreach more efficient and effective.

Mixed-use properties aren't currently available as a separate property type due to the wide variability in mixed-use configurations. A lender that finances residential-over-retail may have different criteria than one that finances flex warehouse with self-storage, making it difficult to provide accurate lender matching.

For now, choose the asset type based on the primary income driver of your property (whichever component generates higher NOI). In your initial outreach email, delete the automatic inputs and customize the message to explain that it's a mixed-use property, detailing both uses and their functions.

New search capabilities are being developed that will provide more flexibility for complex property types like mixed-use. Even if some suggested lenders aren't a perfect fit, the outreach process helps you build relationships with new lenders for future opportunities.

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.

Yes, Lev can automatically scan and identify lenders from your contact lists. If you're having trouble finding certain lenders in the system after syncing your network, you can manually import missing contacts. Simply create an Excel spreadsheet with the contact's first name, last name, and email address. Our team can then input these contacts manually into Lev so they'll appear in your system for future deal placements.

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.

Yes, you can customize your lender outreach to include specific requirements upfront in your communications. You control the narrative by stating your requirements clearly in the initial outreach email. Additionally, Lev captures unstructured data called "pulse items" from lender conversations that may include information about their acceptance of programs like PACE lending. You can search these pulse items to get insights into lender preferences before reaching out. While Lev maintains strict matching criteria to ensure quality connections, our capital markets team can manually add lenders who might be a good fit but fall slightly outside the automated parameters.