Learn how to use email templates, relaunch deals, update lender contacts on a deal, use in-app calling, deal assist, and leverage email relay.
Email Templates
Email templates help you send consistent, reusable messages without rewriting the same email each time.
There are 3 different types of Email Templates: Outreach Templates, General Templates, and Auto Follow-Up Templates.
Outreach Templates
- Outreach Templates are used for the initial email you send lenders when launching a deal. They can be found on the Settings tab within a deal, under Email Templates.
- You can create an Outreach Template from this page by clicking + Add New, or from the bulk outreach composer by clicking the Save icon.
- To insert an Outreach Template, click into the templates field and select the template you'd like to use.
General Templates
- General Templates can be used for replies to existing conversations. They can also be found on the Settings tab under Email Templates.
- You can create a General Template by clicking + Add New from the same page.
- To apply a General Template, click into any conversation from the placement table and select your desired template.
Auto Follow-Up Templates
- Auto Follow-Up Templates are used for Automated Follow-Up emails that you can configure for each deal.
- There are two different sets of Auto Follow-Up Templates you can configure: one for conversations with new lender contacts, and another for conversations with lender contacts already in your network.
Relaunch a Deal
If a lender contact doesn't respond after follow-ups, or your initial email bounces, you can relaunch the deal to a different contact at the same lender.
Mark the placement unresponsive. On the Outreach tab, click the placement’s status and choose Unresponsive. After two unanswered follow-ups, Lev often sets this automatically; for bounced emails, set it manually.
Relaunch to a new contact. When the status is Unresponsive, Lev may offer Relaunch deal if another contact exists at that lender. Open the placement, use Replace contact, paste your email or apply a saved template, then click Relaunch.
Update Lender Contacts on a Deal
When a lender refers you to a different contact, you can update the contact on your deal:
- Open the deal and go to the Outreach tab
- Remove the original contact
- Add the new contact from your network — or enter their email manually
- Relaunch to make sure the new conversation is tracked
Head to the Network tab to search for contacts, update info, or add new lenders. You can sort by institution, title, or past deal activity.
Lev may suggest contact updates based on replies, but you're always in control of accepting changes.
In-App Calling
Call lender contacts directly from the placement table without leaving the platform.
You can only use this feature if Lev has the phone number for the lender contact you want to call.
Start a call. Open Outreach on your deal. Hover the placement you want and click the phone icon on the right.
The first time you use In-App calling, you'll be prompted to verify your cell phone number and enter a verification code to enable call forwarding.
Confirm and connect. Your phone rings; press 1 to confirm. Lev then dials the lender. The call shows as coming from your linked number.
All calls are automatically transcribed and saved to the deal's activity notes for easy tracking.
Deal Assist
Deal Assist assigns a dedicated team member to follow up with unresponsive lenders on your behalf. This is a real person — not AI or a bot — who calls lenders directly to confirm they received your deal, gauge their interest, and schedule meetings if appropriate. They represent your company (not Lev), so lenders experience it as a natural extension of your outreach. This feature is included at no additional cost.
Turn Deal Assist on. Open the deal → Settings → Deal Assist in the left sidebar, then enable the toggle.
Once enabled, a customer success team member will contact lenders who haven't responded within 1–3 business days. They maintain detailed notes of all interactions that you can review in your placement table.
Keep Recommended Lender Contact turned on so the team can proactively follow up with Lev's suggested lenders in addition to your own contacts.
Email Relay
Emails sent from Lev are linked to your deal. When lenders reply to those emails, their messages show up in the Outreach tab automatically.
If a lender creates a brand-new email thread instead of replying to your original message, Lev can't automatically detect it. To ensure their response is tracked:
- Remove the original lender from the deal
- Add the new contact (or updated email thread)
- Relaunch the deal from Lev
Lev only tracks what's needed to help you manage deals. Nothing leaves your workspace.