# Lev Docs

Guides, security & compliance, developer APIs, and community for the Lev commercial real estate financing platform. Everything you need to build with Lev, in one place.

Canonical URL: https://www.lev.com/docs

## Start

- [Account & Settings](https://www.lev.com/docs/start/account-settings-email): Account setup, team permissions, and email connection.
- [Deals](https://www.lev.com/docs/start/deals): Create deals, add lenders, launch outreach, and manage your pipeline.
- [Files](https://www.lev.com/docs/start/files): Upload, organize, search, and manage files on deals and in Vaults.
- [Lev Memo](https://www.lev.com/docs/start/lev-memo): Polished deal memos and materials with Lev AI—in minutes.
- [Market Insights](https://www.lev.com/docs/start/market-insights): Access lender data, recent terms, and market intelligence.
- [Network Management](https://www.lev.com/docs/start/network-management): Add and remove lender contacts, then organize your network with labels and filters.
- [Vault](https://www.lev.com/docs/start/vault): Secure sharing, access control, and checklist-driven file collection.
- [Account Settings](https://www.lev.com/docs/start/account-settings-email/account-settings): Set up your Lev account, manage your profile and company details, add team members, and understand user permissions.
- [Email Integration](https://www.lev.com/docs/start/account-settings-email/email-integration): Connect your email to Lev, sync and import lender contacts, and learn how to reconnect if your email becomes disconnected.
- [Help MDX styleguide (internal)](https://www.lev.com/docs/start/authoring/styleguide): Internal reference for authors: every supported MDX element, when to use it, and naming.
- [Adding Lenders to a Deal](https://www.lev.com/docs/start/deals/adding-lenders-to-a-deal): Learn how to build your placement list by adding lenders from Lev's suggested matches and your own network.
- [Creating a New Deal](https://www.lev.com/docs/start/deals/creating-a-new-deal): Learn how to create and configure a new deal on the Lev platform, including standard, land, and portfolio deals.
- [Launching a Deal](https://www.lev.com/docs/start/deals/launching-deals): Learn how to launch outreach to lenders, track AI-powered responses, manage automatic follow-ups, and keep your placement table accurate.
- [Organizing & Viewing Your Deals](https://www.lev.com/docs/start/deals/organizing-viewing-your-deals): Learn how to track deal progress, manage statuses, use deal list views, organize your pipeline, compare quotes, and share deal progress.
- [Other Outreach Tools](https://www.lev.com/docs/start/deals/other-outreach-tools): Learn how to use email templates, relaunch deals, update lender contacts on a deal, use in-app calling, deal assist, and leverage email relay.
- [Add Files to a Deal](https://www.lev.com/docs/start/files/add-files-to-deal): Files can be added to a Deal by uploading them directly to the Deal, adding existing files from All Files, or adding the same file to multiple Deals. Files added to a Deal remain internal to your team until you share them through a Vault.
- [Add or Remove Files in a Vault](https://www.lev.com/docs/start/files/add-files-to-vaults): Files added to a Vault become visible to external recipients who have access to that Vault. You can add files that are already on the Deal or upload new files directly into the Vault.
- [Rename, Delete & Remove Files](https://www.lev.com/docs/start/files/manage-files): Update file names, replace outdated versions, or manage where files appear across Deals and Vaults. In Lev, Files are managed globally. Editing or deleting a file will make those updates in every Deal and Vault it is used in. You can remove Files from a Deal or from a Vault rather than deleting it from your central File Storage.
- [Organize Files](https://www.lev.com/docs/start/files/organize-files): Lev supports folders on Deals and Vaults so you can organize your files for internal use or lender-facing presentation. The Files page does not support folders, since files can belong to multiple Deals.
- [Search & Filter Files](https://www.lev.com/docs/start/files/searching-files): The Files page allows you to quickly locate files across your entire company and understand where they are used.
- [Upload Files](https://www.lev.com/docs/start/files/uploading-files): Every file you upload to Lev appears in All Files , your personal view of your company's shared file library. From there, you choose how the file should be used: keep it private to yourself, make it visible to your company, attach it to one or more Deals, or add it to a Vault for external sharing. Files uploaded anywhere—All Files, a Deal, or a Vault—always remain accessible through All Files so you can move or reuse them later.
- [Lev Apps](https://www.lev.com/docs/start): Guides, tutorials, and answers for the Lev apps your team uses every day — Deals, Memo, Vault, Market Insights, and more.
- [Add or Edit Column Grid Layouts](https://www.lev.com/docs/start/lev-memo/adding-editing-column-grid-layouts-within-memo): It is essential to structure content side-by-side to create visually engaging Memos and effectively utilize whitespace. In Lev Memo, we make it easy for you to do so via column grids.
- [Add or Edit Content](https://www.lev.com/docs/start/lev-memo/adding-editing-content-in-memo1): Lev Memo offers multiple ways to insert and edit content so that you can easily create and modify your Memos.
- [Add or Delete Slides](https://www.lev.com/docs/start/lev-memo/adding-or-deleting-a-slide-in-memo): Lev Memo allows you to easily modify your content structure by allowing you to easily add / delete slides, move the slides around, or even copy a templated slide from another Memo.
- [Create a Memo](https://www.lev.com/docs/start/lev-memo/creating-a-new-memo): Lev Memo simplifies the process of creating complex CRE offering memorandums. The tool transforms your CRE data and underwriting models into branded deliverables within minutes.
- [Upload Documents](https://www.lev.com/docs/start/lev-memo/document-upload-for-memo): Lev Memo makes it very easy for you to upload documents, data, and photos to power your Memo. We extract all of the facts from your document and use them as the primary source for your document. The better the inputs, the better the outputs!
- [Edit Images](https://www.lev.com/docs/start/lev-memo/editing-images-in-memo): Images are a critical part of any CRE document. Providing property photos, floor plans, and other support visual imagery enhances the appeal of the document and deal. In Lev Memo, we make it easy to add / replace / edit images.
- [Edit Tables](https://www.lev.com/docs/start/lev-memo/editing-tables-in-memo): Tables are a critical part of any CRE document. They are structured ways to present data like the property's operational finances, sales comparables, market analyses, and so on. In Lev Memo, we make it easy for you to add, edit, and remove tables so that data is presented cleanly to your audience.
- [Edit Theme Settings](https://www.lev.com/docs/start/lev-memo/editing-theme-settings-in-memo): Lev Memo makes it easy for you to update the Memo's theme styles, allowing you to easily create Memos that are brand adherent and visually engaging.
- [Edit Your Outline](https://www.lev.com/docs/start/lev-memo/editing-your-outline-in-memo): The intermediary step before you get your final Memo presentation is to review your Memo outline.
- [Handle Overflow](https://www.lev.com/docs/start/lev-memo/handling-overflow-in-memo): Given the amount of data used in any CRE document, it's not uncommon to encounter cases of content overflow where the amount of content exceeds to the slide size in Lev Memo. Luckily, we make it easy in Lev Memo to fix an content overflow.
- [Format Text](https://www.lev.com/docs/start/lev-memo/how-to-edit-and-format-text-in-lev-memo): It is easy to add, edit, delete, and format your text in Lev Memo. You can easily adjust the font size, color, alignment, and even add links to your text.
- [Publish a Memo](https://www.lev.com/docs/start/lev-memo/how-to-publish-a-memo-export-it-to-pdf-powerpoint-and-share-it-with-lenders): You can publish and share your entire Memo with lenders in the Lev Platform and/or download the Memo to share in your preferred format.
- [Style Slides](https://www.lev.com/docs/start/lev-memo/slide-styling-in-memo): By styling your slide, you can create a Memo that's visually stunning and engaging. We make it easy for you to adjust the background, accent position, as well as alignment of the content.
- [Smart Layouts](https://www.lev.com/docs/start/lev-memo/smart-layouts-in-memo): Lev Memo provides a set of smart layout templates to help you easily structure content. This component allows you to create visually organized Memos without having to worry about the nitty gritty details of formatting and alignment.
- [Lender Directory](https://www.lev.com/docs/start/market-insights/lender-directory): Use the Lender Directory to gather high-level information on lenders and their programs across Lev's network of 7,000+ lenders.
- [Pulse Items](https://www.lev.com/docs/start/market-insights/pulse-items): See qualitative and quantitative feedback that lenders share on the Lev platform, attributed to the lender who provided it.
- [Recent Terms](https://www.lev.com/docs/start/market-insights/recent-terms): See anonymized deal terms from recent transactions captured by the Lev platform, and compare them against the terms you're receiving.
- [Managing Your Network](https://www.lev.com/docs/start/network-management/managing-your-network): Add lender contacts to your network on Lev, import multiple contacts from a CSV, and remove them when they are no longer needed.
- [Using Labels](https://www.lev.com/docs/start/network-management/using-labels): Organize your network with label groups, bulk apply labels with filters, and filter by labels when launching deals.
- [Collaborating on Checklists with External Parties](https://www.lev.com/docs/start/vault/checklist-external-collaboration): Share a Vault with borrowers, lenders, counsel, and other parties so they can see the Checklist, upload files, and comment—based on View only or Full access.
- [Requesting Files](https://www.lev.com/docs/start/vault/checklist-file-requests-reminders): Send file requests from a Vault Checklist, track replies and uploads, and use automated follow-ups and the task activity log.
- [Create a Vault](https://www.lev.com/docs/start/vault/creating-vaults): A Vault is a shared space on a Deal that contains the files you choose to share externally. Lev automatically creates a Vault named "Deal Room" on every Deal by default, and you can create additional Vaults to control which files each recipient can access. You can learn more about when we recommend creating new Vaults in our article on Best Practices for Creating and Sharing Vaults .
- [Vault Impact on Deals](https://www.lev.com/docs/start/vault/how-does-vault-affect-my-deals): When we introduced Vaults, we migrated your existing Deal Rooms to Vaults.
- [Share a Vault Link](https://www.lev.com/docs/start/vault/sharing-a-vault-link): Adding a Lender to a Vault is what grants them access to view Files you've added to the Vault, but they won't actually have access until you have sent them their link. The only way that a link to a Vault may be included in an email without your knowledge is if you have Automated Followups setup to include a Vault Link.
- [Vault Best Practices](https://www.lev.com/docs/start/vault/vault-best-practices): Vaults give you flexibility in how you share deal files with lenders. You can create as many Vaults as you need on a Deal, organize each one differently, and decide exactly who gets access to each Vault. This guide outlines recommended ways to use Vaults throughout a deal lifecycle.
- [Creating and Managing Checklists](https://www.lev.com/docs/start/vault/vault-checklists): Build and organize tasks inside any Vault: sections, assignees, file types, templates, bulk edits, digests, and follow-up reminders.
- [Set a Featured File](https://www.lev.com/docs/start/vault/vault-featured-file): You can set a Featured File to pin to the top of a Vault as a presentation-ready file for lenders to see when they open a Vault. You can set any file in the Vault as featured, including any uploaded file or Lev-Generated Memo.
- [Vault Link Settings](https://www.lev.com/docs/start/vault/vault-link-settings): Vaults allow you to manage and organize files in one place while applying granular Access and Permission settings on a company-to-company basis. Each company you add to a Vault gets a specific link, where you can configure the Access ( who from the company can access it) and Permissions ( what they can do inside the Vault).
- [Vault Visitor Experience](https://www.lev.com/docs/start/vault/vault-visitor-experience): The external view of a vault is nearly identical to what you see: They have access to the Files and Folders you've added to the Vault, the Deal Information, and the Featured File (If you set one).
- [What Are Vault Checklists](https://www.lev.com/docs/start/vault/what-are-vault-checklists): Vault Checklists turn a shared folder into a collaborative workspace: tasks, assignments, file requests, AI matching, and a full activity history on every document.
- [What Are Vaults (Data Rooms)](https://www.lev.com/docs/start/vault/what-are-vaults): A Vault is a secure, deal-specific data room — a place where you share the right files with the right people outside your organization. Vaults give you full control over what you share and how it's organized. You can create unlimited Vaults on a deal, each with its own files, folder structure, granular access settings, and invite list.

## Learn

- [Privacy Policy](https://www.lev.com/docs/learn/privacy-policy): Lev privacy policy.
- [Terms and Conditions](https://www.lev.com/docs/learn/terms): Terms and conditions for using the Lev platform.
- [AI & Data Handling](https://www.lev.com/docs/learn/ai-data-handling): How Lev uses AI, data sent to LLMs, and customer controls.
- [Compliance](https://www.lev.com/docs/learn/compliance): SOC 2 Type II, penetration testing, and privacy regulations.
- [Data Retention](https://www.lev.com/docs/learn/data-retention): This page explains how long we keep different types of data and what happens when data is deleted. We believe in transparency about retention practices so you can make informed decisions about using our platform.
- [Email Integration](https://www.lev.com/docs/learn/email-integration): How Lev integrates with email providers and handles data.
- [FAQ](https://www.lev.com/docs/learn/faq): Quick answers to common security and privacy questions. For detailed information, see the relevant Trust Center sections.
- [Trust Center](https://www.lev.com/docs/learn): Security, privacy, and compliance transparency from Lev.
- [Data Privacy](https://www.lev.com/docs/learn/privacy): At Lev, we believe privacy is a fundamental right—and that your data belongs to you, period. We're custodians, not owners. Every decision we make about data handling starts from this principle: you should always remain in control of your information.
- [Resources](https://www.lev.com/docs/learn/resources): Download policies, certificates, compliance reports, and legal documentation for your security review.
- [Security](https://www.lev.com/docs/learn/security): Infrastructure, encryption, access control, and AI usage.
- [Subprocessors](https://www.lev.com/docs/learn/subprocessors): We use third-party services (subprocessors) to provide, maintain, and improve Lev. This page lists every subprocessor that may process customer data, what they do, what data they access, and where it lives.

## Build

- [Account & Team](https://www.lev.com/docs/build/account): Access account details, team members, and user profile in the Lev External API v2.
- [Agent Workflows](https://www.lev.com/docs/build/agent-workflows): Use these patterns to structure agent prompts, tool sequencing, and human review loops for Lev-backed workflows.
- [API Keys](https://www.lev.com/docs/build/api-keys): Manage API keys for authenticating with the Lev External API v2.
- [Lev API Documentation](https://www.lev.com/docs/build/api-overview): Build integrations with the Lev commercial real estate platform using REST APIs, machine-readable docs, and AI-friendly reference surfaces.
- [Authentication](https://www.lev.com/docs/build/authentication): Learn how to authenticate with the Lev External API v2 using API keys or JWT tokens.
- [Build a Broker Copilot](https://www.lev.com/docs/build/broker-copilot): Use this recipe to scope the architecture, tool flow, and review checkpoints for an AI workflow that helps brokers move deals forward.
- [Build on Lev's Platform](https://www.lev.com/docs/build/build-on-lev): Use Lev's CRE-native platform through REST APIs, MCP, and implementation recipes that help teams ship faster with less glue code.
- [CLI Commands](https://www.lev.com/docs/build/cli-commands): Per-command reference for the Lev CLI covering deals, contacts, companies, placements, pipelines, lenders, term sheets, market data, and API key management.
- [CLI Reference](https://www.lev.com/docs/build/cli-reference): Lookup reference for global options, environment variables, configuration resolution, profiles, exit codes, and common error troubleshooting.
- [CLI Setup](https://www.lev.com/docs/build/cli-setup): Install lev-cli, authenticate with an API key, validate the connection, and run your first deal query from the terminal.
- [CLI Workflows](https://www.lev.com/docs/build/cli-workflows): Production patterns for scripting with the Lev CLI — CI/CD integration, bulk exports, error handling, and composing commands with jq and shell pipelines.
- [Companies](https://www.lev.com/docs/build/companies): Manage private companies (lenders and sponsors) in the Lev External API v2.
- [Contacts](https://www.lev.com/docs/build/contacts): Manage lender and sponsor contacts in the Lev External API v2.
- [Data Sync Patterns](https://www.lev.com/docs/build/data-sync-patterns): Use these patterns to move deals, CRM records, and related objects into your own warehouse or application safely.
- [Deal Financials](https://www.lev.com/docs/build/deal-financials): Access deal financial metrics in the Lev External API v2.
- [Deal Properties](https://www.lev.com/docs/build/deal-properties): Access properties associated with deals in the Lev External API v2.
- [Deal Team](https://www.lev.com/docs/build/deal-team): List team members on deals in the Lev External API v2.
- [Deals](https://www.lev.com/docs/build/deals): Full CRUD operations for deals in the Lev External API v2.
- [Error Handling](https://www.lev.com/docs/build/errors): Understand error responses, HTTP status codes, and how to handle errors in the Lev API.
- [Filtering & Sorting](https://www.lev.com/docs/build/filtering-sorting): Learn how to filter and sort data returned by Lev API list endpoints.
- [Quickstart](https://www.lev.com/docs/build/getting-started): Start with a REST API request in under 5 minutes, connect Lev to an MCP client in about 10, or install the CLI and query deals from the terminal in under 5.
- [Build on Lev](https://www.lev.com/docs/build): Everything you need to build on top of Lev — REST API, MCP server for AI agents, first-party CLI, and production workflows.
- [Lender Directory](https://www.lev.com/docs/build/lender-directory): Access the Lev lender directory and lending programs in the Lev External API v2.
- [Lender Search](https://www.lev.com/docs/build/lender-search): Use Lev's lender search workflow to rank the most relevant lenders for a deal and turn those results into actionable next steps.
- [Market Data](https://www.lev.com/docs/build/market-data): Access market data including base rates and asset types in the Lev External API v2.
- [MCP Authentication](https://www.lev.com/docs/build/mcp/auth): Details on the OAuth flow the Lev MCP server uses, which scopes are granted, how tokens are refreshed, and how to switch between accounts during a session.
- [MCP Errors & Limits](https://www.lev.com/docs/build/mcp/errors-limits): Reference for error conventions, rate limits, circuit-breaker behavior, request tracing, and known gaps in the Lev MCP server.
- [Model Context Protocol](https://www.lev.com/docs/build/mcp): Connect Lev to any MCP-enabled client — Cursor, Claude, Claude Code, and more — so AI agents can read and act on your deals, lenders, and market data.
- [MCP Overview](https://www.lev.com/docs/build/mcp/overview): Understand the Lev MCP server — its purpose, architecture, supported tools, and where it fits relative to the Lev External API v2.
- [MCP Setup](https://www.lev.com/docs/build/mcp/setup): Install the Lev MCP server in your AI client, sign in through Auth0, and verify the connection with a read-only call before you build workflows.
- [MCP Tools](https://www.lev.com/docs/build/mcp/tools): Complete catalog of the tools exposed by the Lev MCP server, including read/write classification, parameters, response shape, and links to the matching REST reference. Covers the 27 tools live at launch plus 3 lender-discovery tools coming soon.
- [Pagination](https://www.lev.com/docs/build/pagination): Learn how pagination works in the Lev API, including cursor-based and offset-based strategies.
- [Pipelines](https://www.lev.com/docs/build/pipelines): List pipelines, view pipeline details, and manage deal pipeline progression in the Lev External API v2.
- [Placements](https://www.lev.com/docs/build/placements): List and view lender placements in the Lev External API v2.
- [Rate Limits](https://www.lev.com/docs/build/rate-limits): Understand rate limiting in the Lev API, including per-endpoint limits and how to handle 429 responses.
- [Term Sheets](https://www.lev.com/docs/build/term-sheets): Access term sheet data for deals in the Lev External API v2.

## Grow

- [Builder Stack](https://www.lev.com/docs/grow/builder-stack): Claude Code, Cursor, MCP, and the tools the AI-engineering crowd ships with.
- [Builders](https://www.lev.com/docs/grow/cre-builders): People and posts to follow as CRE teams adopt AI workflows.
- [Communities](https://www.lev.com/docs/grow/cre-communities): CRE-first communities, newsletters, and meetups that shape daily practice.
- [Open Source](https://www.lev.com/docs/grow/cre-open-source): Open-source agents, references, and tooling you can fork and build on.
- [Workflows](https://www.lev.com/docs/grow/cre-workflows): Hands-on tutorials, workshops, and case studies for running CRE deals with AI.
- [Community](https://www.lev.com/docs/grow): Topics, threads, and featured resources from the Lev community — CRE practitioners, builders, and the broader AI-engineering crowd.
- [Research](https://www.lev.com/docs/grow/research): Reports, surveys, and long-form analysis of AI adoption across real estate.