Lender Outreach

Vaults function like secure Dropbox folders for sharing deal documents with lenders. When you create a deal, a default "deal room" vault is automatically created containing basic documents like your offering memorandum and financial model.

Lenders don't automatically receive vault access when you send them deals - you must explicitly include vault links in your outreach emails. You can choose from three permission levels: public (no verification needed), domain-restricted (anyone at the lender's organization), or invite-only (specific contacts only).

For sensitive documents or specific lender requests, you can create private vaults with custom document sets. This allows you to track exactly what information each lender has received, which is helpful for negotiations and maintaining security throughout the process.

No, lenders receive emails directly from your email address with no platform branding. When you send outreach emails, they come from your Outlook or Gmail account and appear in your sent folder. Lenders respond directly to you, and these responses show up in your regular inbox.

The only place lenders might see any platform reference is if they click on vault links, where they may notice the URL domain. However, this is minimal and similar to other file-sharing services like Dropbox. You can communicate with lenders entirely through your regular email client if preferred - the AI will still track conversations as long as they remain on the original email thread.

You can disable automatic follow-ups in several ways:

Before launching: Turn off the follow-up toggles in your deal settings to prevent any automated emails from being scheduled.

For specific lenders: Click on individual conversations in your placement table and cancel or reschedule the automated follow-up at the top of the conversation view.

For entire deals: Go to Settings and disable the automatic follow-up features, which will turn them off for all lenders on that deal.

By changing lender status: Update a lender's status to "Lender Passed" or "Unresponsive" to prevent future follow-ups for that specific contact.

You can make these changes even after launching a deal, giving you flexibility to adjust your follow-up strategy as conversations develop.

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.

Use a tiered approach with your deal vault. Start with a general "deal room" vault containing only essential documents that help lenders move from initial interest to term sheet - such as your deal book, executive summary, sponsor bio, and basic property information. Don't include every document upfront. Once lenders express serious interest or request specific information, create private vaults tailored to individual lenders with additional detailed documents. This approach keeps initial outreach focused while allowing for deeper document sharing as conversations progress.

When you send emails through Lev, they sync seamlessly with your Outlook account. Each lender gets their own email thread with a unique thread ID that tracks all communications. After you send emails through Lev, they'll appear in your Outlook sent folder within 10-20 minutes (we stagger sending to avoid spam filters). All replies from lenders will appear in both your Outlook inbox and in Lev. You can respond from either platform - as long as you stay within the same email thread, all conversations will sync back to Lev and be organized by deal status. The main benefit is that Lev organizes all your communications by deal, so you don't have to sift through your inbox to track conversations across multiple deals.

To create email templates, go to the outreach section and click "Add New." There are two types of templates: outreach templates (for initial emails) include subject lines, while follow-up templates don't need subjects since they reply to existing threads. When launching emails to multiple lenders, use the Actions button and select "Launch to new lenders" - any edits you make to the template will apply to all lenders in that launch. You can save templates for the current deal only or check "Save for all deals" to use the template across all your deals. Focus your initial outreach on key information lenders need: who you are, property type, loan type and amount, and location.

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.

Lenders don't automatically receive vault access emails when you launch a deal - this prevents confusion if lenders aren't interested. When you send initial outreach emails, lenders gain permission to view the vault, but you must manually share the vault link. Use the "Share deal book" email template to send vault access. You can set up automation in the Settings tab to automatically send vault links when lenders respond with interest. In the vault sharing section, you'll see which lenders have been granted access versus those who haven't received the vault link yet. To test what lenders see, use the "Send test email to me" feature.

Lev only tracks email conversations that remain on the original thread created when you launch outreach through the platform. When you send emails through Lev, they come directly from your email address and appear in your Gmail sent folder. All responses from lenders also go to your Gmail inbox.

Lev tracks these conversations solely to organize your inbox and automatically update lender status (such as "Terms Received" or "Lender Pass"). If you or a lender starts a new email thread outside of the original conversation, Lev will no longer track those exchanges. You can bring conversations back into tracking by sending another email through Lev, or you can manually update lender status at any time.

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.

When you receive bounce back emails, you have several options to handle them:

1. Replace the contact: If the bounce back suggests an alternative contact (like an assistant or partner), you can replace the original contact with the suggested one in your outreach list.

2. Forward to support: You can forward bounce back emails to your account team, who can update the contact information on the backend for you.

3. Use CC for follow-ups: If you have an alternative contact, you can CC them on follow-up emails or mark the original contact as unresponsive and replace them entirely.

The platform's AI also reads bounce back responses to continuously refine and update lender program data, helping improve future outreach accuracy.

Currently, the platform supports only one primary contact per lender in bulk outreach. However, you can include multiple contacts from the same lender using these methods:

1. Use CC functionality: After setting up your bulk outreach, go to the individual lender conversation and CC additional contacts on the initial email.

2. Send individual follow-ups: You can send separate one-off emails to additional contacts at the same lender through the outreach table.

A feature to support multiple primary contacts per lender is planned for release soon, which will allow you to launch deals to multiple contacts at the same institution simultaneously.

You don't need to send outreach emails immediately - you can save them and send them later at your convenience.

When you are ready to send, you can choose to send to all selected lenders at once or break them into smaller groups. If sending to a large number of lenders (like 80+), the platform will automatically stagger the emails over about an hour to prevent triggering spam filters. You can also manually split large lists into groups of 20-30 lenders if you prefer to pace the outreach yourself.

When you add lenders or other contacts to a deal, they don't see any information until you actually send the outreach. Once you send the deal:

Lenders receive: A professional email presentation showing key deal information designed to be familiar and straightforward for lenders to navigate. This includes deal terms, property details, and other relevant information formatted specifically for lender review.

Team collaboration: Your team members can see shared notes, lender interaction history, email threads, and details about past deals through lender cards. The platform supports communication with various deal participants including borrowers, sponsors, equity contacts, and other professionals like attorneys.

All information is presented at an appropriate level for each recipient type, with lender-specific terminology and formatting.

You can track your outreach activity in several places:

1. Outreach tab: Click on your deal and go to the outreach tab to see status updates, reply dates, and overall outreach progress. Deal statuses will update from "pending" to "deal sent" once emails are delivered.

2. Individual conversations: Click on specific lender conversations to view the full email thread and see the contents of all emails exchanged.

3. Your email inbox: All outreach emails will appear in your regular sent folder, and lender replies will come directly to your inbox while staying organized within the platform.

The system maintains a complete history of all interactions, making it easy to track engagement and follow up appropriately.

Email conversations are automatically tracked only when you launch outreach through Lev. If you communicated with lenders before creating the deal in Lev or sent emails outside the platform, those conversations won't be automatically captured. When you do launch through Lev, all future email responses from lenders will be automatically tracked, status updates will be recorded (like when a lender passes or shows interest), and you'll have a complete history of interactions. For external conversations, you can manually add them by forwarding the email thread to assistant@lev.com.

Yes, Lev can track vault activity and see whether lenders have viewed your deal materials on the backend. However, lenders only see the information you explicitly share with them - they don't automatically receive the detailed financial information you enter during deal creation unless you send them the vault link or deal book. The initial outreach email contains only the basic deal summary, and lenders must access the shared vault to view comprehensive deal materials and documentation.

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.

The platform offers a beta AI tool accessible from the home screen that can help with two main functions: 1) Creating deal skeletons - you can upload a loan request or quick write-up, and the AI will generate a basic deal structure that you can then complete with additional details, and 2) Generating reports on your existing deals, including lender response rates, deal status updates, and performance across all your deals. This feature is in beta, so additional use cases are being added based on user feedback.

There are two ways to create email templates: 1) When composing an outreach email, scroll down and click 'Save as template.' You'll have the option to save it just for the current deal or across all deals. 2) Go to Outreach > Settings > Email Templates to create templates from scratch. You can create both launch email templates and general email templates for follow-ups. When saving templates, consider whether the content is deal-specific or can be reused - avoid saving templates with date-specific or highly customized content.

No, lenders do not automatically receive the full deal package when you send initial outreach emails. The initial outreach only sends them an email introduction. You maintain control over who gets the deal package and when they receive it. After lenders respond to your initial email and express interest, you can then send them the complete deal package during your follow-up communications.

The platform automatically manages this through lender statuses. When you add new lenders to an existing deal, they will have a status of 'New' while previously contacted lenders will show statuses like 'Deal Sent,' 'Lender Passed,' or 'Terms Received.' In the Actions dropdown, you'll see options to launch only to new lenders. The system will only send emails to lenders with 'New' status, avoiding duplicate emails to lenders you've already contacted.

You can edit any part of an email template, including the subject line and body content. We recommend customizing the general template language to be more specific to your deal - provide enough detail to grab a lender's interest without giving away too much information. When you're ready to save, click 'Save Template' at the bottom. You have two options: save the template for this specific deal only, or save it for use across all deals. The signature will automatically populate based on whoever is logged in and sending the email.

Email integration is required for sending outreach through the platform. You have two access levels: Limited Access tracks only conversations launched through the platform on specific thread IDs, while Full Access also tracks your historical conversations with lenders in your network. The integration uses read and send permissions - when you launch emails through the platform, each lender gets their own thread ID associated with your domain. Emails come directly from your address with no intermediary. Only conversations kept on the original thread will be tracked in the platform.

The email sending process has two steps for safety. First, click 'Preview and Send' to see exactly how your email will appear to lenders. This initial email contains your deal information but doesn't include attachments from your deal room. After reviewing the preview, you'll see a 'Send All Now' button - this is what actually sends the emails out. Each lender receives their own individual email thread, not a BCC chain. You can add additional documents to future emails using the plus sign next to attachments.

You can call lenders directly through the platform using the phone button next to each contact. The first time you use it, you'll need to verify your cell phone number and enter a verification code to enable call forwarding. After setup, clicking the call button will ring your phone first - answer and press 1 to confirm you're a live person, then it automatically dials the lender from your cell phone number. The call appears to come directly from you with no intermediary. All calls are automatically transcribed and saved to the deal's activity notes for easy tracking.

You can view all lender email responses by navigating to any deal and clicking on the "Outreach" tab. This is where you'll see all emails as they come in and get responded to. When you send out your campaign, each lender receives their own email thread, and as they respond, the emails are automatically tracked and organized by AI. The responses will appear both in your regular email and within the Lev platform for easy tracking and management.

Yes, automated follow-up templates are fully customizable. You can change the timing (number of days and specific time), edit the template content and wording, and toggle the automated responses on or off. To customize these settings, look for the template options during the deal launch process, or click "View Template" to see and edit the content. The lender pass template stays the same for best response rates, but other follow-up templates can be modified to suit your needs.

Yes, you can modify your automated follow-up settings even after launching your campaign. While you won't be able to access the exact same view as during launch, you can go to the Settings tab on your deal to update the language and frequency of what we call "AI email agents." You can turn automated follow-ups on or off at any time, and adjust parameters like how many days pass before follow-up emails are sent out.

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.

You don't need to include any documents or files in your initial outreach to lenders. The recommended approach is to start with a simple email using Lev's standard template, customized with key details about the borrower, property, and loan request. This strategy helps avoid spam filters and gets lenders to respond with interest first. Once lenders express interest, you can then share the specific documents they request or provide access to your deal room.

Yes, you will be CC'd on each individual email sent to lenders, but only when you are specifically CC'd on the deal. Lev sends emails to lenders one at a time rather than using bulk CC or BCC to maintain confidentiality - this ensures lenders don't see that the deal is being shopped to multiple parties. Being CC'd on each thread also helps with tracking responses and managing follow-ups.

You cannot permanently modify the default outreach template, but you can create and save custom email templates. To manage your templates, go to Settings > Email Templates where you can view, delete, or modify your custom templates. You can also set templates as defaults for specific deals or share them across all deals. When creating a custom template, save it with a strong subject line and message that you can reuse for future outreach.

There are three vault access levels you can set for each lender: 1) Public - Anyone at the lender's organization can access the vault without verification once they have the link. 2) Organization - Anyone at the lender's organization can access the vault, but they must verify their identity with email and two-factor authentication. 3) Invite Only - Only specific individuals you directly invite can access the vault. You can customize these permissions for each lender individually, allowing you to be more restrictive with new lenders and more open with trusted partners.

Currently, there isn't a dedicated 'terms not competitive' status option, but this feature is in development. For now, you can use the 'Lender Pass' status and specify 'non-competitive terms' in the reason field. When you receive terms from a lender but they're not competitive, it's still helpful to input those terms so you can compare them side-by-side with other offers, even if you ultimately pass on them.

When you click 'Save as Template,' you have two options: save for this deal only (the default) or save for all deals. Templates saved for this deal only will automatically populate deal-specific information like property type, location, and loan amount. Templates saved for all deals won't automatically update these dynamic fields, so you'll need to manually input deal-specific information each time you use the template.

Lev matches deals to the most appropriate contact at each lender based on several factors: geographic territory coverage, property type specialization, transaction history, and loan size experience. For example, if you're placing a hospitality deal in Illinois, the system will route to a contact who covers the Midwest region and has experience with hospitality properties. Regional banks typically have territory-specific contacts, while larger institutions and debt funds may have specialized contacts for specific property types nationwide.

The post-LOI tracking feature is currently in development. Once it launches, you'll be able to use the vault feature as a checklist to manage tasks after signing an LOI with a lender. This will allow you to create a dedicated vault specifically for deals you're working on with lenders and track the checklist of items you need to complete during the due diligence and closing process.

Lev actively monitors lender response rates and maintains an internal scoring system to ensure you're connected with responsive contacts. If you have existing email conversations with lenders, you can forward them to assistant@lev.com with the deal name to track all communications in one place. When contacts consistently don't respond, Lev's capital markets team uses multiple data sources to identify better contacts at those lenders and will suggest alternative contacts with higher response rates.

The variable fields in email templates are called "inputs." These include dynamic elements like the placement contact's first name, which automatically changes based on who the primary contact is at each lender. You can customize these inputs in your email templates to personalize messages for different deals and contacts, making your outreach more effective and efficient.

You can send test emails to preview how recipients will see your outreach. Navigate to your deals, select the deal you're working on, and go to the outreach table. Click on any conversation or lender, and you'll see an option to "send test email to me." This will send a copy directly to your inbox so you can review the formatting and content before sending to your actual lender list.

When composing your outreach email, you'll see existing platform templates available. After customizing your email content, click the save icon in the bottom right corner to save your own template. Give it a descriptive name for easy reference later. To access saved templates, use the email template dropdown menu when creating new outreach campaigns. You can edit and update your saved templates anytime.

Yes, brokers actively use the platform, and Lev has shifted focus toward serving brokers who handle multiple deals per year. The platform maintains strong lender relationships because users cannot simply download contact lists - you must match to lenders within specific deals or use your own contacts. This protects the platform's reputation with lenders. When lenders receive outreach through Lev, they're generally more receptive because deals typically align with their program parameters, and they often prefer working directly with users rather than through traditional broker channels.

Yes, you can modify any email template and save it as a custom template. We encourage customizing the default templates since they're fairly basic and include only the overview of who you are, the property, and the amount you're requesting. To customize a template, make your changes and select 'save as template' instead of sending immediately. Your saved templates will be available in the template dropdown for future outreach campaigns.

It's not recommended to include links in your first email to new lender contacts. From a deliverability standpoint, the platform automatically removes hyperlinks from initial outreach emails to avoid spam filters. The goal of your first email is to get a response, which whitelists your domain with the lender's email system. Once they reply, you'll be recognized as a friendly contact and can freely exchange links, attachments, and other materials in follow-up conversations without risking the spam folder.

Yes, attachments and links in initial emails to new contacts have a high risk of triggering spam filters, especially with tightened security measures due to phishing concerns. When file size limits require attachments to be sent as download links, the system compresses them into secure links similar to file-sharing services. While this can still trigger spam filters for first-time contacts, it should work fine for ongoing conversations with lenders who have already responded to your initial outreach.

There's no hard cap on the number of lenders shown in your search results - the system will suggest as many relevant lenders as match your criteria. The only limitation is that you can add a maximum of 150 lenders to a placement table at one time. If you're seeing what appears to be a consistent number like 50 lenders, try adjusting your filter settings (such as toggling different lender types on or off) to see additional options that match your deal requirements.

The email editor supports basic formatting options including bold, italics, and underline text. Font selection is not currently available. For paragraph spacing, each line break in the editor represents a full paragraph space in the actual email, so be mindful of extra spaces that may create unwanted gaps. You can test how your email will look by using the 'send test email' feature, which will show you exactly how the formatting and spacing will appear to recipients.

To relaunch to a different person at the same institution, click on any of the lender names that show "relaunch deal" next to them. You'll see an option to replace the contact with a new contact at that institution. When you relaunch, the system will archive the previous conversation thread and start a new conversation with your new contact, who will become the primary contact for that lender. You can also edit the email template before sending to the new contact.

Your signature will automatically populate when you send emails. If you want to manually add or edit your signature, go to the Outreach tab, then Settings, and click "View Template." Click "Edit" on your template, add a line break at the bottom of the email, then click the "Input" tab and select "Signature." You can also directly edit the signature text by using backspace to remove existing content and typing your preferred signature.

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.

Currently, you need to open each individual deal to see its auto follow-up status. There isn't a dashboard view that shows all auto follow-ups across deals at once. The platform does provide auto follow-up functionality to help with deal tracking, but you'll need to check each deal separately to see the specific follow-up schedule.

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.

Yes, the platform automatically personalizes emails with each recipient's information. You can use dynamic fields like contact first name and lender name that will populate automatically for each person on your outreach list. When you preview your emails, you'll see how the personalization changes for different contacts. You can access these personalization options through the 'inputs' feature when composing your email templates.

No, clicking the launch button opens the outreach template where you can customize your message. The email won't send until you complete the full process: first click 'Preview and Send' to review how your email will look, then click 'Next', and finally click 'Save and Send'. Only after clicking that final 'Save and Send' button will your emails actually be sent to lenders. The emails are sent in batches (approximately every 10-30 seconds to 15 minutes) to avoid triggering spam filters.

When you archive a deal, it moves to your archive pipeline but all data is preserved. You can always access archived deals from the left sidebar under your archive pipeline. All placement information, lender communications, and deal details remain intact. If needed, you can unarchive the deal to restore it to your active pipeline with all information preserved. We use archiving instead of deletion to prevent accidental loss of valuable deal history and lender relationships.

You can reply to lender emails either directly within Lev or from your regular email inbox. If you reply through Lev, the conversation stays on the tracked thread. If you reply from your email inbox, the response will sync back to Lev as long as you keep it on the same email thread. Both methods will maintain the conversation history within your Lev deal tracking.

Lender email responses appear in multiple places within Lev. When you click into a specific lender placement, you can scroll down to see the entire email conversation thread. You can also view email exchanges by clicking on the individual lender's profile, then going to the 'Overview' tab where you'll see notes, email exchanges, and deal history. All email conversations are organized by deal and lender for easy tracking.

The borrower data room has configurable permission controls that you can customize based on your security needs. You can set it up as a public link, make it private for only invited people, or create completely private access where users must verify their email address before gaining entry. The system uses similar security measures that are currently available for deal rooms, giving you full control over who can view and access the uploaded documents.

Yes, you can fully customize email templates for each deal. When you click "Launch" in the actions menu, you'll be taken to the outreach template editor where you can modify the email content as much as needed. The system provides different templates for existing relationships versus new lenders - existing relationship emails can include links, while new lender emails avoid links and excessive formatting to prevent spam filtering. You can save custom templates for each deal, which is helpful when reaching out to lenders in batches and maintaining consistency in your messaging.

You can manually tag external email threads to existing deals by forwarding the email chain to assistant@lev.com. As long as the deal already exists in the system, the AI assistant will automatically map the thread to the proper deal and contact. The AI is designed to understand context and identify which deal the email relates to. If there isn't enough context for the system to determine the correct deal, it will provide you with options to ensure the email gets mapped to the right deal. This feature works even if you haven't previously had an email thread with that contact.

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.

Yes, you can include attachments in outreach emails. You can upload files directly to your deal during deal creation or launch, or attach documents using the paperclip icon when replying to emails. However, it's strongly recommended to avoid attachments and links in your initial outreach emails, especially with regional banks that have strict firewalls. Including attachments or detailed information in first emails often results in your message being filtered to spam folders. Instead, keep initial outreach simple with basic deal facts to get lenders to respond with interest, then share detailed materials and attachments in follow-up communications.

Yes, you can easily add lenders in multiple waves. From your placement table, simply click "add lenders" to go back to the lender list and select additional contacts. Many users take a "rifle shot" approach by starting with 5-10 lenders, analyzing the responses, and then using those insights to refine their outreach strategy before contacting additional groups. You can use the quick actions feature to launch outreach to newly added lenders, which will be labeled as "new" at the top of your list.

The platform offers two options for creating deal packages: 1) Upload your existing materials to create a deal room that works like a shared drive where lenders get custom links to view your documents, or 2) Use the AI to automatically build an 8-10 slide presentation from your uploaded files. The AI-generated option creates a professional slide deck with an executive summary, market overview, property overview, and sponsor information, transforming your basic materials into a comprehensive deal package.

For optimal deliverability, keep your first outreach email as plain text without hyperlinks. Only two input types create hyperlinks that can impact deliverability: the property address (which links to Google Maps) and the deal room link. All other input fields like lender names and deal details are just interchangeable text and don't affect deliverability. It's best practice to save hyperlinked content for follow-up emails after initial contact.

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.

You have two options for handling lender responses. You can set up manual responses, where you'll receive a next step notification when lenders reply, allowing you to respond based on their specific feedback (interested, reviewing, or passing). Alternatively, you can enable automated responses that immediately send interested lenders an email containing the deal package and a custom deal room link. You can edit the automated email template to include additional information as needed.

Lev automatically staggers email sends to prevent spam filter issues. When you send emails to multiple lenders, they're distributed over 5-10 minutes with emails going out approximately every minute, rather than all at once. For batch strategies, sending 30 or fewer lenders at a time is recommended for easier response management. You can send multiple batches back-to-back without significant impact, though staggered timing becomes more important with 50+ recipients.

To view your quote matrix, navigate to your deal and click on the Outreach tab. Once there, click the Quick Actions button and select View. The quote matrix displays all the terms you've received from different lenders in an organized format, allowing you to compare quotes side by side. You can also manually add terms from lenders outside the Lev platform by adding them to your network first, then pulling them into the deal from the My Network tab.

Lenders may not appear in the system simply because they haven't been added yet. The platform maintains strict verification standards to ensure lenders can actually deliver on what they advertise, rather than including every lender who claims certain capabilities. Currently, new lenders are added gradually as they come to attention or through direct contact. However, Lev is developing an AI system called Lead Cortex that will automatically identify and add new lenders by analyzing their websites, advertising, and public transaction data. This feature is expected to launch in the coming weeks and will significantly expand the lender database.

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.

Yes, you can send individual files directly to lenders instead of deal room links. Upload your documents to the deal's Resources section, then when sending outreach emails, you can attach specific files directly to the email rather than sharing the entire deal room. This is helpful when working with lenders who have firewalls or security restrictions that prevent them from accessing external links. However, note that creating a deal room still requires uploading some type of offering memorandum to activate the deal room functionality.

You can access email templates in two ways: 1) From the outreach section, click the template section for general scenario templates, or 2) Click the settings icon in the top right corner and select "Email Templates." From there, you can edit existing templates, add new ones, or modify follow-up templates. Any changes you make to templates will apply to all future outreach emails for your team.

Yes, you can launch your deal to all suggested lenders at once. When you're ready to launch, you'll see the complete list of recommended lenders for your deal, and you have the option to select all of them for outreach. You can also access your lender list from the network section to review all available lenders before making your selection.

The automatic response feature is designed to follow up when lenders provide unclear responses about passing on a deal. However, there's currently a known issue where auto-replies may be sent even after lenders have already provided detailed explanations for passing. If you're experiencing this issue where lenders receive redundant follow-up messages, we recommend temporarily turning off the automatic response feature and handling lender communications manually until this is resolved.

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.

Lev is designed to work behind the scenes, allowing you to appear as though you've done comprehensive independent research. When lenders ask how you found them, you can simply say you did your research rather than mentioning the platform - this often impresses lenders and makes you appear more serious and thorough. However, you can highlight the value you provide: the ability to create detailed offering memorandums quickly and access to a network of over 7,000 verified lenders with responsive communication, all delivered in a professional, efficient manner.

You can see when lenders have opened your emails by clicking into your placement and viewing the conversation thread. Below each email you've sent, you'll see tracking information that shows when the lender opened it. This tracking is available for all emails sent through the Lev platform.

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 can only read emails that are sent through the Lev platform to connected lenders. We do not have access to emails in your personal outbox or any communications you send outside of the platform. This email tracking helps make your outreach more efficient and allows us to automatically stop follow-up emails once lenders respond.

If your initial suggested lenders pass on the deal, you can expand your search by using the lender type filters. For example, if banks and credit unions all passed, you can filter to see debt funds or other non-bank lenders in the system. Click 'Add Lenders' and use the filters to select specific lender types, then hit 'Update Results' to see a different pool of potential matches. This helps you adjust your strategy based on initial market feedback.

Deal Assist is a feature that helps you follow up with unresponsive lenders using a real person, not AI or a bot. When lenders aren't responding to your outreach, a dedicated assistant can call them on your behalf to encourage a response. The assistant identifies themselves as calling on behalf of your company and mentions your specific deal, asking the lender to review it and respond. This service is particularly valuable for smaller teams who are managing multiple deals and need help staying on top of lender follow-ups.

After your initial outreach, Lev can automatically send follow-up emails to lenders who express interest. These automated emails include a custom deal room link that contains all your deal documents - the offering memorandum, rent rolls, property photos, renderings, and other relevant files. The system uses email scraping to maintain proper context from your previous conversations with lenders. Once lenders start engaging, you can take over the conversation while Lev continues to track deal status, conversation progress, and follow-up requirements.