Outreach & Communication product FAQ

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.

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.

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.

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.

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, 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.

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.

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.

The deal name and description fields are for internal use only. They're visible to you and anyone else on your team who has access to view the deal within your account, but this information is not shared externally with lenders or other parties unless you specifically include it in documents or communications you send to them. When entering the deal name, be careful not to accidentally select an address from the auto-populate dropdown - click off to the side to avoid this.

Yes, you can manage the entire deal process through Lev. The platform covers deal creation, lender selection and outreach, email integration, AI-powered offering memorandum creation, and document management through the vault feature. To get started, you'll want to set up your email integration first so that all lender communications appear to come directly from your email address. The system then guides you through each step of the process, from inputting deal information to managing lender responses.

Once you upload your deal files, our AI creates an 8-10 page offering memorandum with executive summary, market overview, and property details - getting you about 95% complete with minimal editing needed. The system also builds an interactive deal room (like a private Dropbox) containing the offering memo and all relevant files. Your deal parameters help narrow our 7,000+ lender database to the best matches (typically 20-100 lenders), and you can then outreach to multiple lenders simultaneously. Each lender receives a custom link to access your deal room with all the materials they need.

You can import deals from a spreadsheet exported from your CRM (such as HubSpot or Salesforce) or from an Excel or CSV file. Direct exports from your CRM usually come in cleanly. The import creates the companies and contacts on each deal, and if your sheet includes placements or terms, those come in too.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 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.

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.

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.

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.

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 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 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.

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 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, 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

No. Investment sales deals don't include lender search in outreach. Add recipients from your network in the buyer, seller, or sponsor categories.

Yes. Save separate outreach templates for finance, equity, and investment sales campaigns. Each template applies when you launch that deal type.

Automatic on-reply actions — like sending a deal room link when a contact shows interest or thanking contacts who pass — are available for finance outreach today. Equity and investment sales outreach don't include those automations yet.

An MSR (Marketing Status Report) is an AI-generated PDF summary that compiles all activity and progress on your deal into a professional 4-8 page document. The report includes an executive summary, deal description, conversation histories with lenders, response statuses (reviewing, passed, terms received), and a quote matrix comparing any terms you've received. This report is particularly useful for sharing with borrowers to demonstrate your marketing efforts and show deal traction. Many users leverage MSR reports to prove they've done thorough outreach when borrowers request extensive lender coverage.

Yes, you can use the platform to identify the right lender contacts without sending emails through the system. When you add lenders to your deal, the AI identifies the best contact at each lender based on their transaction history and responsiveness rates. Currently, the platform doesn't support sending to multiple primary contacts at the same lender in one bulk email, but you can work around this by CCing additional contacts when sending individual outreach emails from the outreach table.

Yes, you can expand your search using the filters. Click on the filter button to add or remove specific types of lenders from your results. You can also use "search by lender focus" to view a more curated list of lenders. If you find a specific lender through your research that doesn't appear in the automated results, you can request to have them manually added to your lender list. Keep in mind that filters in any direction might exclude otherwise suitable lenders, so expanding your search criteria can help when your initial outreach doesn't get traction.

Equity outreach and placement tracking are live. You add equity contacts from your network when launching equity deals. Broader equity investor search beyond your network is still expanding.

You can send bulk emails using the lightning bolt (actions) icon in the Quote Matrix. Click the lightning icon and select "Launch to all lenders" to send to your entire list at once. Alternatively, go to the Outreach section, select the lenders you want to contact by checking their boxes, then click "Send a bulk email" at the bottom of the screen. You can personalize these bulk emails using input fields like "lender name" which will automatically populate each recipient's name. When editing templates, you can save them for this deal only or for all future deals by checking the appropriate box.

We recommend starting with 10-15 lenders from your recommended list for your initial outreach batch. This number is manageable and allows you to move quickly while gathering valuable feedback. You can start from the top of the list, as all recommended lenders should be solid matches for your deal. Don't spend too much time researching each lender individually, as program details and appetite can change frequently - you might do extensive research only to find their current focus has shifted. Instead, use your initial outreach emails to gauge interest and gather real-time feedback. After your first batch, incorporate the responses and feedback you receive to refine your approach before expanding to the next 15 lenders. This iterative method is more effective than sending one large blast to all recommended lenders at once.

Yes, you can include deal room links in mass emails using the input dropdown in the email template. Each lender will automatically receive their own unique deal room link tied to their domain name. However, we recommend different approaches based on your relationship with the lender:

For existing relationships: It's fine to include the deal room link in your initial outreach.

For new lenders: Wait until your second touch to include the link. Including links in first-time outreach to new contacts can increase the chance of your email landing in their spam folder.

You can easily update lender contacts in the Outreach tab when you're redirected or need to replace unresponsive contacts:

For redirected contacts: When a lender refers you to a better contact, click on the conversation to open the drawer, then replace the primary contact. Going forward, all conversations will be tracked under the new contact while maintaining the lender's historical data.

For unresponsive contacts: When contacts are marked as unresponsive (either manually or after not responding to multiple emails), the AI will suggest alternative contacts at the same institution with better response rates. You can then replace the contact and relaunch your outreach.

Yes, you can copy and paste loan terms directly from emails into the 'enter terms received' section. You also have the option to input terms manually if needed - for example, if you received terms over the phone. When lenders send terms via email, the system can automatically populate the information for you.

The AI automatically tracks lender conversations as long as they remain on the same email thread. When lenders pass on deals, the AI recognizes the context and updates their status accordingly. If a lender provides detailed feedback (like specific reasons for passing), the AI captures this information and updates both the deal status and the lender's program data for future reference.

For conversations happening outside of Lev or if you need to connect an existing email thread to a deal, you can forward the email chain to assistant@lev.com with a note specifying which deal to add it to (either by deal name or the 5-digit deal ID from your URL). The AI assistant will process this within about 15 minutes and map the conversation to the correct placement table.

Your email signature should automatically populate when sending emails. To set or update your signature, click on your name in the bottom left corner, select "Settings," and scroll to the bottom of the page where you'll find the signature block field. Enter your signature information there. If your signature isn't appearing automatically, you can manually add it to email templates by clicking "Inputs" and selecting "Signature" at the bottom of your email content.

Limited access allows you to track email conversations only for threads that are started through the platform on a deal-by-deal and contact-by-contact basis. Full access includes everything from limited access, plus the ability to pull in historical email conversations with connected lenders from your past communications. The platform only pulls conversations that reference deal names and are with recognized lender domains in our database - not personal emails or sensitive correspondence. You can change between access levels at any time.

With limited access, Lev only tracks email conversations that stay on the original email thread started through the platform. When you send an email through Lev, it creates a thread ID that tracks all subsequent replies within that same email thread. The emails come directly from your email address and appear in your normal inbox. If you start a new conversation with the same lender outside of that original thread, Lev will lose tracking ability. To bring a conversation back into tracking, simply send another email through Lev to restart the thread.

You can customize emails for individual lenders in two ways. For bulk customization, click the Actions button (lightning icon) and select "Launch to all lenders" - this lets you edit the template that applies to all lenders at once. For individual customization, add your lenders first, then click "Customize by lender." This creates separate emails for each lender, allowing you to personalize the content for each recipient. Any changes you make will be specific to that lender's email. You can also save these customized templates for future use across all your deals or just for the current deal.

When lenders don't respond after receiving two auto follow-ups over approximately 5 business days, the system will automatically mark them as unresponsive. You'll then see a "relaunch deal" option in their conversation.

To relaunch to a new contact:

1. Click on the conversation with the unresponsive lender
2. Click "replace contact" to switch to a different contact at the same institution
3. The system will automatically update the email template with the new contact's name
4. Send out the deal with the same template to restart the conversation

You can also manually mark a lender as unresponsive by clicking their status and selecting "unresponsive" from the dropdown, which will trigger the relaunch option if alternative contacts are available.

Lev automatically personalizes emails by pulling the first name from each lender's primary contact information in your placement table. When you use the "lender first name" variable in your email template, it will automatically populate with the appropriate contact's name for each recipient.

Currently, you can only add contact first names to email templates - company/lender names are not available as variables, though this feature may be added in the future. The personalization works in the email body but not in the subject line. When sending bulk emails, each lender receives a personalized version with their specific contact's name automatically inserted.

Keep your outreach emails simple and focused on key qualifying information that lenders need to make a quick decision. Include: who you are and your background, where the property is located, what type of property it is, and how much financing you're requesting. Avoid including too much detail, links, or attachments in the initial email, as this can hurt deliverability and land in spam folders. The goal is to provide just enough information to get a phone call with interested lenders, where you can sell the opportunity in more depth. All outreach is sent through your own email address - Lev simply helps keep everything organized in one place.

The ability to tag lenders with custom labels (like "do not contact" or specific preferences) is currently in development. This feature will allow you to add your own tags based on conversations with lenders and filter your outreach accordingly. For now, you'll need to manually track which lenders to avoid by referring to your activity history. The upcoming improvements will also make lender matching parameters more flexible, allowing you to work with lenders even if they don't exactly match the automated criteria, as long as you have a contact at that institution.

You can save email templates for reuse in two ways. When creating or editing an email in the outreach launch screen, scroll down to find the save template option. You can choose to save the template for just the current deal or across all your deals. For deal-specific templates, the saved template will appear in the email template dropdown when adding more contacts to that deal. For templates you want to use across all deals, you can also access them through Settings > Email Templates. This feature helps you avoid copying and pasting the same content repeatedly while still allowing customization for each lender.

No, lenders cannot see who else you're contacting. When you send outreach emails, each lender receives their own individual email thread and has no visibility into your other outreach efforts. Each conversation remains completely separate and private. You can CC team members on the initial emails to ensure everyone on your team has visibility, and all responses will come back on individual threads with each lender while being tracked in both your regular email inbox and within Lev.

Email tracking only works for deals launched through the platform and emails sent via the outreach tool. If you were communicating with lenders before creating the deal in the system, or if you're emailing outside the platform, those conversations won't be automatically tracked. For future deals, use the platform's outreach feature to ensure automatic tracking of lender communications and status updates. To add existing email threads to your deal tracking, you can forward them to assistant@lev.com. When you send emails through the platform, responses are automatically tracked and lender statuses update accordingly.

You can reply to lenders either through your email or directly in the platform - both methods work seamlessly together. When you send emails through the platform, they come directly from your email address and will appear in your sent folder. If lenders reply and you respond from your personal email (like Gmail or Outlook), those responses will automatically sync back to the platform as long as you stay on the same email thread. For better organization and tracking, many users find it helpful to review conversations within the platform, but you have the flexibility to work entirely from your email if preferred.

All emails are sent directly from your connected email account, not from Lev. When you send emails to lenders through the platform, they receive individual emails from your personal email address - there's no Lev branding or intermediary. Each lender gets their own separate email thread (not a mass BCC), and the AI tracks responses to update deal status and notes automatically. The emails appear in your regular email folders (sent items, inbox) and you can work entirely from your email client if desired, as long as you stay on the original thread for proper tracking.

When you send emails through Lev, responses will appear in both your regular email inbox and within the Lev platform. The emails will show up in your sent folder, and responses will come directly to your inbox just like regular email correspondence. As long as you keep responding within the same email thread, all communication will remain tracked in Lev. You can choose to respond either from your email inbox or directly within Lev - both will sync as long as you stay in the original thread.

When communicating with lenders about multiple deals, you have several tracking options: 1) Keep each deal separate by adding the lender as a contact on each deal and sending separate emails for each property, or 2) Track everything under one primary deal and manually add notes about other deals discussed. If you choose the single-conversation approach, you can manually add the lender to other deals for tracking purposes and update status notes as needed. You can also attach any relevant documents to conversations regardless of which specific deal they're tracked under.

Yes. Investment sales and equity deals now support placement tracking and outreach campaigns. Investment sales outreach adds buyer, seller, and sponsor contacts from your network. Equity outreach adds equity-category contacts. Finance deals still support lender search plus network contacts.

Yes, you can track external deal communications in Lev. If you send deal emails from your regular email with a similar subject line to your Lev deal, the platform may automatically pick up and map those conversations. If not automatically detected, you can forward any external deal emails to assistant@lev.com and include a message like 'add this conversation to [deal name]' to manually map them to your deal. This allows you to maintain centralized tracking even for deals launched outside the platform.

You have several options for handling unresponsive lenders:

1. Mark as unresponsive: Click on the conversation, update the status to "unresponsive," then refresh your screen to see if alternative contacts at the same lender are available.

2. Replace contacts: If we have another contact at the lender, you can replace the unresponsive contact with a new one and restart outreach with fresh email templates.

3. Use phone outreach: Most contacts have phone numbers available for direct calling when email isn't working.

4. Report issues: If you receive bounce emails or discover someone isn't actually a commercial lender, report this so contacts can be updated or removed from the system. The platform tracks response rates internally to continuously improve contact quality.

You don't need all your documents ready for the initial lender outreach. The platform provides a standard email template for your first contact, though you should customize it to highlight key details about the borrower's experience, the property, and any unique aspects of the deal. The strategy is to "bait the hook" with an engaging initial email to generate lender interest, then share specific documents and files as they request them. This approach helps avoid spam filters and creates a more natural conversation flow.

When you send emails through Lev, they will appear in your regular email inbox and sent folder just like any other email you send. Lev can also set up automated follow-up email cadences to increase lender response rates. You can control these automated follow-ups in your settings, including when they send, what time they go out, and customizing the email templates. You can toggle this feature off if you prefer to handle follow-ups manually. Note that email tracking only works for emails sent directly through the Lev platform.

If you notice that email conversations or communications are being tracked under the incorrect deal, don't attempt to fix this manually. This can happen when you have multiple deals running simultaneously, causing conversation threads to get mixed up between deals. Contact support and they can manually move the conversations to the correct deal on the backend, which will save you time and ensure proper organization.

When emails show as sent in Lev but you receive delivery failure notifications, this typically occurs due to recipient domain firewalls. The email is successfully sent from our system, but when it reaches the recipient's domain, their firewall blocks it. This is especially common when emails contain rich text or extensive formatting. If you continue experiencing delivery issues, consider calling the lenders directly to confirm their preferred contact methods and email addresses.

Response rates typically range from 30% to 70%, depending on how targeted your outreach is and how well-matched the lenders are to your deal. You can improve response rates by keeping emails simple and focused on key details: property location, property type, and loan amount. Lenders prefer concise emails that quickly tell them whether they can work on the deal. Avoid lengthy descriptions or essays – save detailed explanations for follow-up conversations. Adding brief information about your experience and location can also help, but keep the overall message short and direct.

We generally recommend full access for email sync as it ensures you have everything in one place and provides better deal tracking. All conversations related to a deal address will be captured and organized properly. However, some users prefer limited access if they're particular about their data privacy or have a large number of contacts (like 500+) with many conversations they don't want included in their deal management. The choice is ultimately yours based on your comfort level with data sharing and the volume of contacts you're managing.

The most important step is implementing a DMARC record, which helps email providers recognize your domain as trustworthy on first contact without prior interaction. This prevents your emails from being flagged as spam or ending up in junk folders. Beyond technical setup, consider timing your outreach strategically - for example, avoid sending deals on Friday afternoons when recipients are leaving the office, and instead send on Monday mornings when they're more likely to be responsive and engaged.

Email chains are automatically tracked if they stay on the same thread and use similar subject lines related to your deal. If you have full email access set up, conversations should be pulled in automatically. For specific threads you want to ensure are tracked, you can forward them to your assistant with the lender name and deal information. Currently, multiple email chains for the same deal are associated together, though this can get complex. An improved workflow for handling closing process communications is being developed for future releases.

Font selection is currently limited - the system uses a standard Arial font by default. While you can change font color, bold, underline, and other formatting options, you cannot select different font types or sizes like Calibri 11. This is a known limitation that has been flagged for potential enhancement to the email composer functionality in future updates.

You can customize email subject lines by creating custom email templates for your deals. Go to Settings, then Email Templates, and select "Add New" to create a template where you can include the property address in the subject line. When launching a deal, you can also edit the subject line directly to include specific details like the property address. For consistency, consider creating templates that include placeholders for property-specific information you can easily update for each deal.

Yes, Lev is developing general marketing outreach capabilities that will allow you to reach out to any contact with an email address. You'll be able to import contact lists (such as CSV files from external sources) and create automated email sequences with decision trees. Similar to existing marketing automation tools, you can set conditions and triggers - for example, if a contact responds, the sequence can end or send a specific follow-up email, while non-responders continue through a different thread. This marketing functionality will have its own separate view where you can track the performance and efficacy of your email campaigns, independent of your deal pipeline.

Currently, yes - you need to manually edit subject lines each time you send outreach emails. However, Lev is introducing automatic subject line generation that will handle this for you. This feature is expected to be available in the coming weeks.

There are two ways to import external lender communications into Lev:

1. Using Lev AI: Copy and paste your email content or notes into Lev AI. Hit Shift+Enter twice to create line breaks, then add instructions like "create deal and add to acquisition pipeline." The AI will start creating a deal for you based on the information provided.

2. Using the assistant email: Forward your email conversation to assistant@lev.com with a message saying "add this conversation to [deal name]." Wait until the lender responds before mapping the conversation to ensure it gets assigned to the correct deal based on the subject line.

Lev's AI is specifically trained to recognize lender domain names (like @buildercapital.com) rather than generic email addresses, which helps it accurately identify and process relevant lender communications.

To customize your email signature, go to Settings in the bottom left corner of your screen and scroll down to find the signature section in your profile. Note that Lev doesn't support rich text formatting, colors, or images in signatures to ensure better email deliverability through strict firewall systems. This helps your initial outreach emails avoid being marked as spam by regional banks and other lenders. Once lenders respond and your domain gets whitelisted, you can use your regular Outlook signature with full formatting in subsequent back-and-forth communications.

When you launch an outreach campaign, the platform generates AI-powered email templates using your deal information. Automated follow-ups are triggered when lenders don't respond - the first follow-up is sent after 3 business days by default. You can customize the timing parameters for when these follow-up emails are sent. Getting a response from a lender helps you get whitelisted by their email systems, making future communications more reliable.

Yes, you can view activity history on your deals to see who sent deals to which contacts. This includes seeing when team members interact with different lenders and contacts. For contacts you add to your network, interaction history and email correspondence will build over time as you communicate with them through the platform. While new contacts won't have historical data initially, all future activity and communication will be tracked and visible in their profiles.

Yes, you can send custom emails without using templates. Simply treat the email body as a blank canvas and compose your message from scratch. The lender's email address will be automatically populated in the system when you're ready to send.

Variable inputs allow you to customize email templates with information that changes based on each lender or deal. For example, you can use inputs like the lender contact's first name, which will automatically populate for each recipient. Most inputs are simple text replacements, but two inputs create hyperlinks: the property address (which links to Google Maps) and the deal room link. Only these hyperlinked inputs may affect email deliverability, so it's best to keep initial outreach emails text-only and include attachments or deal room links in follow-up communications.

Yes, your email data is completely secure and private to your organization. All contacts, conversations, and deals remain within your private environment and are not shared with other users on the platform. Lev has undergone rigorous privacy policy testing and security certification through Microsoft and Google to ensure data protection. You have two options for email integration: full access to organize historical emails from lenders in your database, or limited access that only tracks new email threads created within Lev. With limited access, only emails with Lev's unique thread ID are tracked, and if conversations move off that thread, tracking stops automatically.

No, we recommend keeping your initial outreach emails free of attachments, links, rich text, or PDFs. This is important for two reasons: first, it helps ensure your emails don't get caught in spam filters, especially when reaching out to new lenders who may have strict email firewalls. Second, keeping the initial message straightforward and attachment-free makes it easier to get a response. If a lender is interested and wants more information, they'll ask for it, and you can then provide your executive summary or other materials in follow-up communications.

Emails come from your email address from the very beginning when you send outreach. However, lenders don't automatically see your deal just by being added to the placement table or having access to the vault. You must actively trigger their access by sending them the initial email through the outreach tab. Once you send that email, they receive permission to view the vault and memo. All email responses appear in both Lev and your regular email client (like Outlook). As long as responses stay within the same email thread, they'll be captured in both places.

You can check email delivery status by clicking into individual conversations and reviewing the email details. If an email bounced back, you'll see clear error messages like "Message couldn't be delivered" or "rejected your message to the following address." However, emails that go to spam folders don't always produce bounce-back notifications, making them harder to detect. The system will show a "last reply date" when something has been sent out successfully.

It's recommended to reach out to 10-15 lenders per deal to ensure you have enough conversations going to effectively evaluate your options. Not all lenders will provide terms immediately - some may pass on the first contact while others might take time to respond. There's no hard cap on the number of suggested lenders (the system isn't limited to 50), though you can only add up to 150 lenders to a placement table at one time. You can also filter lender types to focus on specific categories that best fit your deal.

Currently, automatic deal creation from internal team emails is not available and would need to be done manually. However, this feature is actively being developed and is expected to be released within the next few weeks to a month. In the meantime, you'll need to manually create deals in your pipeline when team members share new opportunities via email.

No, emails are sent one by one, not all at once. When you click 'Send' or 'Next', you'll be taken to a preview screen where you can review everything before final sending. The system will then take you to the follow-up settings where you can configure automated follow-up emails. By default, if lenders don't respond, an automated follow-up will be sent after two business days at 9 AM Eastern to bump your deal back to the top of their inbox.

When forwarding conversations to assistant@lev.com, include the deal ID in the email body. You can find the deal ID in your browser's URL when viewing a deal - it's the 5-digit number that appears between 'deals/' and '/overview'. Simply add a note like 'this is for deal [ID number]' in the forwarded email. While the AI can often figure out the context without the ID, including it ensures the conversation gets mapped to the correct deal.

Yes, you can communicate with borrowers and sponsors directly through the Lev platform, not just lenders. The platform is expanding to handle more of the equity side of deals and support communication with various deal participants including borrowers, sponsors, equity contacts, attorneys, and other transaction parties. You can add these contacts to your deal and send emails directly through the platform using the same email composition and outreach features available for lender communication. The platform's goal is to help you manage relationships across all aspects of your deals while also introducing you to new lending relationships.

Yes, you can schedule emails to send automatically. After clicking "Launch to all lenders" and reaching the send screen, look for the dropdown arrow next to "Save and send." Click the arrow to access scheduling options where you can choose to send the next day at 9 AM or 12 PM, or select a custom date and time that works best for your outreach strategy.

Lev typically avoids including document attachments on the initial outreach email to lenders. However, you can attach documents in follow-up emails or send them directly from your regular email client (like Gmail). Any documents you send outside of Lev will automatically appear in the email thread within the platform, where you can view and download them as needed.

Recipients will see your corporate email address as the sender when you send emails through Lev. However, when they access the deal room or files, those will show Lev branding - similar to how a Dropbox link would display Dropbox branding while the email itself comes from you.

When you click "Launch to Lenders," it opens the outreach template where you can customize your message. The system has multiple confirmation steps before emails are sent:

1. After editing your template, click "Preview and Send" to review the email format
2. Click "Next" to proceed to the final confirmation page
3. Only when you click "Save and Send" will emails actually be sent to lenders

Emails are sent in batches (every 10-30 seconds) to avoid triggering spam filters. You can also set up automatic follow-up emails for non-responses.

To send your deal to lenders, you'll need to complete these steps:

1. Connect your email to Lev (this is required for bulk outreach and tracking)
2. Review and customize your lender list, adding contacts as needed
3. Go to the Outreach tab and use the Actions dropdown to launch bulk emails
4. Customize your outreach template using variables for lender names and deal specifics

Once your email is connected, you can send to multiple lenders simultaneously and set up automatic follow-ups. You can also save email templates in Settings for future use. For emails to be tracked in Lev, make sure to send them through the platform rather than directly from your email client.

When you send outreach emails to multiple lenders on a deal, the system creates separate email threads for each lender rather than one long BCC chain. Each lender gets their own unique thread ID that's associated with their domain name. This means conversations with different lenders remain separate and organized - when one lender replies, it only appears in their specific thread, not mixed with communications from other lenders on the same deal.

Lev uses simple, focused email templates designed to maximize deliverability and response rates while avoiding spam filters. The templates focus on the four key pieces of information lenders want to see: your location and background, asset type, property location, loan type, and funding amount. This approach avoids "word soup" that busy lenders often ignore and prevents emails from being flagged by spam filters. The streamlined format has proven effective for getting responsive contacts rather than just reaching high volumes of unresponsive recipients.

When you're composing emails in Lev Memo, the currently selected lender will be visually highlighted with a shade that's lighter than the other lenders listed. This visual indicator helps you quickly identify which lender you're actively working with as you type your email.

Look for these visual cues in your email dashboard: emails marked "In Reply" with a next step indicate the lender was the last person to respond, meaning it's your turn to reply. The latest note will give you a quick summary of what's happening. When you click on any conversation, you can view the full email thread to see the complete back-and-forth exchange. You can choose between manual responses (where you handle each reply) or automated responses (where interested lenders automatically receive emails with deal room links).

Lev only tracks the initial email thread created when you launch a deal to lenders. This tracking is solely for organizing your inbox and automatically updating deal status (such as moving deals to "terms received" or "lender pass" categories). If you or the lender respond outside of the original Lev-created thread, those communications are completely private and not visible to Lev. All ongoing negotiations and discussions happen directly through your email without Lev involvement.

Lev regularly releases new features and improvements. Recent and upcoming updates include enhanced contact management that shows individual contact details, deal history, and email correspondence for each person in your network. You'll also be able to communicate directly with contacts through their contact page without launching a deal. Additional improvements include the ability to make phone calls through the software to lenders, updated deal viewing options, and various user interface enhancements.

You can manually update lender statuses by clicking on the status dropdown next to each lender in your outreach conversations. The available statuses include 'New', 'Term Sheet Received', 'Lender Pass', and others.

To change a status, simply click into the specific lender's outreach conversation and select the appropriate status from the dropdown menu. This is particularly useful when a lender responds outside the platform or provides feedback that wasn't automatically captured. You can also manually add terms to conversations if needed, and the system will recognize when you've received terms and update the status accordingly.

When you send an email to a lender, the link takes them to your published deal room view, where they can see your offering memorandum displayed in the center with supporting files listed below. The main technical goal of getting a response from lenders is to get your domain whitelisted by their email system, which allows you to communicate freely without your messages ending up in their spam folder.

Both features accomplish similar outreach goals but work slightly differently:

Send Follow-up: Provides you with pre-designed follow-up templates specifically for continuing conversations with lenders who haven't responded.

Bulk Email: Takes you to a blank outreach interface where you can create custom messages.

You can send manual follow-ups anytime by going to the outreach tab, selecting lenders using the checkboxes (or selecting all in a specific stage), and clicking the bulk email option at the bottom of the screen. This works in addition to any automatic follow-ups that are already scheduled.

There's a known issue with the automatic lender pass follow-up feature where responses are sometimes sent even after lenders have already provided detailed explanations for passing on a deal. This can create awkward situations where lenders feel their explanations weren't acknowledged. We recommend temporarily disabling the automatic follow-up feature and manually responding to lender passes until this issue is resolved. You can manage this setting in your account preferences.

Lenders receive emails from your email address once you actively trigger the outreach process from the outreach tab. Simply adding lenders to your placement table or having documents in your vault doesn't automatically send anything. You control when the conversation starts by sending the initial email, which then gives lenders permission to view the vault and any shared documents.

Yes, when you launch deals through Lev, emails are sent from your connected email account (such as Gmail). You'll see these emails in your regular inbox, and when lenders reply, their responses will appear in both your email account and automatically sync back to the Lev platform. This means you can reply to lenders directly from your Gmail, and those responses will still be tracked and displayed within the deal on Lev.

The platform supports most types of real estate lenders, including agency lenders and those offering SBA programs (though there's no specific SBA filter currently). You can communicate with lenders, sponsors, and borrowers directly through the platform. However, equity contacts like family offices are not currently supported, though this functionality is being developed. The platform is also expanding to include other deal participants such as attorneys and other closing process contacts.

Not necessarily. Hard money lenders are often the best option for extremely tight times. But keep in mind that many debt funds can also move quickly, often with better terms and higher loan sizes than hard money programs allow.

If you need a fast close, consider targeting lenders you already have an existing relationship with as using precedents docs will speed up the closing process significantly.

When reaching out, be explicit about your timeline in the outreach email so lenders can self-select based on their capacity to execute.

Low response rates are frustrating, but there are several things within your control that can meaningfully improve engagement:

Send a follow-up email. Response rates on deals often jump significantly after a well-timed follow-up. Don't wait more than 10–14 days before sending one.

Don't attach files to your initial outreach. Large attachments lower email deliverability and can trigger spam filters. Send your initial email without attachments and share documents after a lender expresses interest.

Check your domain health. If a significant number of your emails are bouncing or going unacknowledged, your domain may have a DMARC configuration issue.
Customize your outreach email. Generic emails that read like automation perform worse. Include key details about your deal (loan amount, asset type, market, high-level metrics) and consider highlighting some brief strengths. A short, direct email often outperforms a long one.

No. Lev does not support selecting multiple capital positions for matching in a single deal; only the primary loan request is used. You can describe additional requests in outreach. Adding other capital sources is informational only and not factored into search. For mezz/pref, use the mezz setup guidance (KB 09) as a workaround.

Set the deal up as Retail - Unanchored Center to match broadly with retail-serving banks/lenders, then identify tenant-friendly lenders through outreach. In outreach, highlight strengths (tenancy history, remaining term, historical occupancy, market demand). Aggressive cash-out/leverage may require reduced proceeds or more equity.

Common causes include loan size outside lender ranges, niche asset class, multi-state portfolio constraints, incorrect setup (asset/loan/transaction type), or restrictive filters hiding matches. Widen pool by verifying configuration, checking filters, considering restructuring (split portfolios/adjust request), and using outreach to convey nuances.

Because of federal restrictions, many national banks/institutional lenders can't participate. Focus outreach on local/community banks. Ensure deal details are accurate and clarify the cannabis relationship (facility vs. cannabis tenant), since this affects lender appetite.

You can, but there's no way to specify leasehold vs. fee simple in the setup, so you may match lenders that don't do leasehold. Set up normally, then clearly state leasehold in outreach so non-fits self-select out. Expect a smaller response pool and check Pulse items for recent insights.

Lev's AI automatically reads and processes lender communications within email threads to track deal progress and extract important information. When lenders send term sheets via email (whether in the body or as attachments), the AI extracts the terms and populates them into a quote matrix for easy comparison. If you receive terms outside of Lev that don't get automatically captured, you can manually upload term sheets and the AI will extract the relevant information. The system can also track external lender conversations - you can forward emails from lenders to Lev and they'll be automatically added to your placement table.

Lender quotes are automatically extracted from emails and PDFs when they contain sufficient detail beyond basic statements. For manual entry, go to your placement table, click on the specific lender conversation, select 'Terms,' then 'Add New Quote.' You have two options: 1) Enter information manually in the form fields, or 2) Use the 'Upload with AI' feature where you can either paste the terms into a text box or drag and drop a PDF file. The AI will automatically map all the quote details for you, eliminating the need for manual data entry.

When a lender provides updated terms (such as changing proceeds from $1.7M to $1.8M), the system creates a new quote entry rather than updating the existing one. This preserves the history of all quote revisions. For quotes that don't automatically populate, it's usually because there isn't enough required information for the AI to build a complete term sheet - certain essential details like loan amount are needed for processing.

Currently, when you change deal data like purchase price or total cost, the Quote Matrix does not automatically update. You have two options: regenerate the entire Quote Matrix with the new data, or manually update the data fields one by one. Automatic updating functionality is planned for release in 2026, which will also include better detection of data changes and visibility into data sources.

Currently, term sheets cannot be uploaded directly by users. If you have a term sheet that would update a lender's program information, you'll need to send it to your account contact so the capital markets team can manually verify and add the information to the system. The future goal is to allow users to upload their own term sheets directly and work off that data, but this self-service functionality is not yet available.

The quote matrix automatically organizes and compares terms from multiple lenders in one place. When lenders respond with terms via email, Lev's AI extracts the key information and adds it to the matrix automatically. You can also manually add quotes by clicking "Add new quote" or upload term sheets using the "Upload with AI" feature for automatic extraction. To view the matrix, go to the Terms section of your deal and click Actions > View quote matrix. The matrix displays all terms side-by-side for easy comparison and can be exported as an Excel or CSV file to share with your borrower.

Yes, you can compare multiple term sheets using the Quote Matrix feature. Once you start receiving terms from lenders, the AI automatically reads and extracts terms from emails, converting them into structured term sheets.

To access the comparison view:

1. Go to the Actions menu on your deal
2. Select 'View Quote Matrix'
3. You'll see all received terms displayed side by side in a table format, including loan amount, rate, recourse, and other key terms

You can also export this comparison table to Excel for further analysis or sharing with your team.

You can manually input terms received via phone calls by clicking on the specific lender and selecting the "Terms" section. You'll have options to enter different types of terms: indicative terms, soft quotes, or actual term sheets. Fill out the form with all the details you received, and this information will appear in your quote matrix. If lenders send detailed terms via email through the Lev platform, term sheets will be created automatically, but phone conversations require manual entry.