StartLearnBuildGrow
Changelog
  • Overview
Deals
  • Create a Deal
  • Add Lenders to a Deal
  • Launch a Deal
  • Organize & View Deals
  • Outreach Tools
Network Management
  • Manage Your Network
  • Use Labels
Market Insights
  • Lender Directory
  • Recent Terms
  • Pulse Items
Files
  • Upload Files
  • Add Files to a Deal
  • Add or Remove Files in a Vault
  • Organize Files
  • Search & Filter Files
  • Rename, Delete & Remove
Vault
  • What are Vaults
  • Impact on Deals
  • Best Practices
  • Create a Vault
  • Link Settings
  • Share a Vault Link
  • Visitor Experience
  • Set a Featured File
  • What are Checklists
  • Create & Manage Checklists
  • Request Files
  • External Collaboration
Memo
  • Create a Memo
  • Upload Documents
  • Edit the Outline
  • Add & Edit Content
  • Add & Delete Slides
  • Format Text
  • Edit Images
  • Edit Tables
  • Handle Overflow
  • Column & Grid Layouts
  • Smart Layouts
  • Slide Styling
  • Theme Settings
  • Publish & Share
Account & Settings
  • Account Settings
  • Email Integration
Start

Lev Apps

Guides, tutorials, and answers for the Lev apps your team uses every day — Deals, Memo, Vault, Market Insights, and more.

Lev is how commercial real estate teams run deals end-to-end — from sourcing and network outreach through memos, vault-based file collection, and deep market intelligence. Pick a workflow below or use the sidebar to browse every article.

Browse by workflow

Deals

Launch deals, run pipeline, and reach lenders

Network Management

Manage lender and borrower contacts and labels

Market Insights

Find comps, lender terms, and asset-class context

Files

Upload, organize, search, and manage files on deals

Vault

Secure data rooms, checklists, and controlled sharing

Memo

Branded offering memorandums in minutes, not days

Popular guides

Create your first deal

Set up a deal, invite your team, move it to pipeline

Add lenders to a deal

Build targeted lender lists with AI-assisted matching

Publish & share a memo

Export to PDF, PowerPoint, and shareable links

Create a Vault

Collect files, track progress, share with lenders

Search & filter files

Find anything across deals and vaults in seconds

Connect your email

Bring Gmail or Outlook into Lev so threads stay in-deal

Want the full API?

Lev's REST API, MCP server, and CLI live one tab over. Start with the Quickstart for REST, the MCP overview, or the CLI setup.

On this page
  • Browse by workflow
  • Popular guides
  • Want the full API?
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