
Lev is a multiplayer workspace — every deal, vault, and memo can be shared with teammates so your whole desk works out of a single source of truth.

<h2 id="invite-a-teammate">Invite a teammate</h2>

**Open workspace members.** Click your **workspace name** in the top-left corner and choose **Members** from the menu. This is the admin surface for everyone in your Lev workspace.

**Click Invite member and enter emails.** Click **Invite member** at the top of the Members page, then paste one or more teammate email addresses. You can invite as many people as you need in a single batch.

**Pick a role for each invitee.** Choose the access level that fits how this person will work with you:

### Role options

- **Admin** — full workspace access, can manage billing and members.
- **Member** — can create deals, vaults, and memos; cannot change billing or member roles.
- **Viewer** — read-only access to deals they've been added to.

**Send invites.** Click **Send invites**. As soon as they accept, they'll show up in the Members list and can be added to any deal.

<h2 id="add-someone-to-a-deal">Add someone to a specific deal</h2>

After your teammates join the workspace you can add them to individual deals.

1. **Open the deal's Deal team panel.** Open the deal and click **Deal team** in the right rail. This opens the roster of everyone who currently has access to this specific deal.
2. **Pick the teammate and their deal role.** Select the teammate from the dropdown and choose their role on the deal. See [Deal team](/learn/deals/other-outreach-tools) for a deeper dive on deal-level roles and permissions.


Invite your team


Connect your inbox to Lev so deal mail threads, launches, and contact sync stay in sync. Reauthorize anytime your provider drops the connection.

<h2 id="connect-your-email">Connect your email</h2>

Hand off OAuth to your provider and pick a sync level — Lev never stores your password.

<Image
  src="/learn/images/connect-your-email/step-01-dashboard-annotated.png"
  alt="Dashboard showing Connect your email"
/>

1. **Start from the prompt** - After you sign in, click **Connect your email** in the left sidebar (or the equivalent prompt on your home view) to begin.
2. **Pick a sync level** - Choose **Limited access** (Lev threads mail that stays on the **original launch thread** — replies to your launch, etc.) or **Full access** (Lev can relate **other** deal mail to the deal even when it's a **new** thread).
3. **Authorize your provider** - Click **Connect Your Email** and complete OAuth with **Google** (Gmail / Google Workspace), **Microsoft** (Outlook / Microsoft 365), or another provider when offered.

<Image
  src="/learn/images/connect-your-email/step-03-connect-button-annotated.png"
  alt="Email connection dialog with Connect Your Email"
/>

<Callout variant="tip">
**Full access** usually gives the best experience: cleaner deal timelines and stronger context for AI features.
</Callout>

<h2 id="sync-email-import-contacts">Sync email & import contacts</h2>

After mail is connected, pull **professional lender** contacts out of your inbox and into **Network**.

1. **Turn syncing on** - Go to **Settings** → **Email Integration** and click **Enable Contact Syncing**, or use the prompt shown right after you finish connecting email.
2. **Wait for analysis** - Lev scans roughly the last year of activity, matches domains to thousands of lender records, and skips obvious personal domains (Gmail, Yahoo, etc.) — expect on the order of **~15 minutes**, depending on volume.
3. **Review and import** - Open the review list, select the people you want, fix any missing fields inline, then click **Import** (top right).

<Image
  src="/learn/images/getting-started-syncing-lender-contacts/step-01-enable-contact-syncing.png"
  alt="Enable Contact Syncing in Email Integration settings"
/>

<Image
  src="/learn/images/getting-started-syncing-lender-contacts/step-03-review-contacts.png"
  alt="Review screen for identified lender contacts before import"
/>

<Callout variant="note">
Lev focuses on lender-related contacts — you stay in control of what gets imported. You can also tune sync behavior (lookback window, folders, manual review only) in **Email Integration** as your org configures them.
</Callout>

<h2 id="reconnect-reauthorize">Reconnect & reauthorize</h2>

If your mailbox disconnects, launches and inbound parsing stop until you reconnect.

1. **Open Connected Account** - Click your **profile** (bottom-left) → **Settings** → **Connected Account**.
2. **Reauthorize** - Next to your email, click **Reauthorize** and finish the provider flow.

<Image
  src="https://20956331.fs1.hubspotusercontent-na1.net/hubfs/20956331/Screenshot%202025-12-08%20at%204.13.06%20PM.png"
  alt="Connected Account settings with Reauthorize next to the email address"
  caption="Connected Account — use Reauthorize after a token expires or access is revoked."
/>


Connect your email


This guide walks through creating a deal from the first click through basic property details and loan configuration.

<h2 id="create-a-deal">Create the deal</h2>

Open the wizard, capture the property address, and land on Deal Overview — the hub for everything that follows.

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  src="https://customer-5kd9czpn1wb1y45p.cloudflarestream.com/787ef754da58c283c8159d9dc111f1d1/iframe?muted=true&loop=true&autoplay=true&poster=https%3A%2F%2Fcustomer-5kd9czpn1wb1y45p.cloudflarestream.com%2F787ef754da58c283c8159d9dc111f1d1%2Fthumbnails%2Fthumbnail.jpg%3Ftime%3D%26height%3D600&controls=false"
  title="Create a deal — address and wizard"
  paddingTop="67.27272727272727%"
/>

1. **Open the Create Deal modal** - Sign in to Lev and click **Create Deal** in the top navigation. The deal wizard opens on the first step.
2. **Enter a name** - Use any name that's meaningful to you — you can change it later.
3. **Enter the property address** - Type the street address and choose the correct match from the suggestions so Lev can pin the asset and pre-fill context.
4. **Create the deal** - With a valid address selected, click **Create Deal** in the modal to create the record.
5. **Land on Deal Overview** - Lev takes you to **Deal Overview** — the hub for this deal — where you'll complete property details, financials, and loan preferences.

You should now be on Deal Overview with **Suggested Next Steps** visible in the sidebar.

<Callout variant="info" title="Portfolio Deals">
  Click **+** next to the Address field in the modal to add additional properties.

  For a lender to be matched to a portfolio deal, every property in the portfolio must fit the guidelines of the lender's program.
</Callout>

<h2 id="complete-basic-deal-information">Basic deal information</h2>

Classify the asset so Lev can match the right lenders, comps, and memo templates.

<VideoEmbed
  src="https://customer-5kd9czpn1wb1y45p.cloudflarestream.com/fb76acab961c3f17c618382f417f9a74/iframe?muted=true&loop=true&autoplay=true&poster=https%3A%2F%2Fcustomer-5kd9czpn1wb1y45p.cloudflarestream.com%2Ffb76acab961c3f17c618382f417f9a74%2Fthumbnails%2Fthumbnail.jpg%3Ftime%3D%26height%3D600&controls=false"
  title="Complete Basic Deal Information"
  paddingTop="61.135371179039296%"
/>

1. **Review Deal Overview** - Confirm you're on the right deal and note **Suggested Next Steps** — they surface the next actions to take.
2. **Open Complete Basic Deal Information** - Start that step from Deal Overview. The **Basic Deal Information** dialog opens with fields for how the asset should be classified in Lev.
3. **Select asset type** - Choose the category that best matches the property — for example **Multifamily**, **Office**, **Retail**, **Industrial**, or **Land**.
4. **Select asset subtype** - After you pick a type, choose the subtype that fits. The list depends on the asset type you selected.
5. **Save and continue** - Click **Save & Next** to move on to **Deal Configuration** (loan preferences).

You should now see the deal classified with an asset type and subtype on Deal Overview.

<Callout variant="tip" title="Mixed-use properties">
There is no dedicated "mixed-use" asset type. Pick the type that reflects the **largest share of income** (for example **Retail** if retail drives more rent than multifamily). Explain the true mixed-use story in your lender outreach or memo so lenders aren't misled.
</Callout>

<h2 id="deal-configuration">Deal configuration</h2>

Capture the loan product, transaction type, and position — the three inputs that shape which lenders Lev surfaces.

<Image
  src="/learn/images/create-launch-deal/step-10-loan-type-annotated.png"
  alt="Loan type and transaction configuration in the deal wizard"
/>

1. **Choose the loan product you need** - Pick what you're raising — **Permanent** (long-term, often 5–30 years), **Bridge** (shorter-term, often ~1–3 years), or **Construction** (development or heavy value-add).
2. **Choose the transaction type** - Indicate whether this is an **Acquisition** (buying) or **Refinance** (replacing or restructuring existing debt).
3. **Choose the loan position** - Select **First Mortgage Loan / Senior** for primary debt, or **Subordinate / Mezzanine** if you're describing junior debt.

You should now see the loan product, transaction type, and position saved on Deal Overview.

<h2 id="financial-information">Financial information</h2>

Add the numbers lenders use to size and rank the opportunity — and that feed OM/Memo generation later.

1. **Open financial information** - From Deal Overview, click the next step (for example **Add Financial Information**) to open the financial details form.
2. **Enter the fields that apply** - Fill in **Purchase Price** or **Property Value**, **Project Costs** (construction or renovation), **PSA/LOI Expiration Date**, **In-Place Occupancy**, **Net Operating Income (NOI)**, and **Required Equity** commitment status.
3. **Save and continue** - Click **Save & Next** to proceed toward **Loan Request** and the rest of the launch workflow.

You should now see the deal ready to move into **Loan Request** with financials in place.

<Callout variant="tip">
These inputs usually don't change *which* lenders appear in suggestions, but they **do** affect how Lev **ranks** them internally. They also feed **OM/Memo** generation when you use Lev for marketing materials.
</Callout>

**Next:** [Adding lenders to a deal](/learn/deals/adding-lenders-to-a-deal).


Create your first deal


Learn how to track deal progress, manage statuses, use deal list views, organize your pipeline, compare quotes, and share deal progress.

<h2 id="deal-statuses">Deal statuses</h2>

Deal statuses help you track where each deal is in the financing process. You can see the current status in several places: deal cards on the dashboard, the Pipeline Status section, and the Kanban View where deals are organized by status columns.

<Image
  src="/learn/images/understanding-deal-statuses/step-01-dashboard-deal-status-annotated.png"
  alt="Dashboard showing deal with status badge"
/>

Your deal progresses through these statuses:

- **Preparing Materials** — Initial status while setting up your deal. Deal information is not yet shared with lenders.
- **Reaching Out To Lenders** — Deal has been launched and emailed to lenders. Auto follow-ups are enabled.
- **Negotiating & Selecting** — At least one lender has responded with terms. Review and compare offers.
- **Closing** — You've selected a lender and are working toward closing. Auto follow-ups are disabled.
- **Closed** — The financing process is complete.
- **Archived** — Deals that are no longer active. Can be restored to any prior status.

Most status changes happen automatically based on placement activity (e.g., launching moves status to "Reaching Out," receiving terms moves it to "Negotiating"). You can also manually change status from the Pipeline Status dropdown on the Deal Overview page.

<Image
  src="/learn/images/understanding-deal-statuses/step-04-status-dropdown-options-annotated.png"
  alt="Status dropdown showing available options"
/>

<h2 id="deal-list-views">Deal list views</h2>

Navigate to **Deals** in the left sidebar to access your deals. The submenu shows three default options: **Finance** (active deals), **Acquisition** (upcoming deals), and **Archived** (inactive deals).

<Image
  src="/learn/images/deal-list-views/step-02-deals-menu-annotated.png"
  alt="Deals submenu showing Finance, Acquire, and Archived options"
/>

Use the view toggle in the top-right corner to switch between three views:

**Kanban View** — Displays deals as cards organized by status columns. Great for visualizing your pipeline at a glance.

<Image
  src="/learn/images/deal-list-views/step-03-finance-kanban-annotated.png"
  alt="Kanban view showing deals organized by status"
/>

**List View** — Table format with sortable columns including Property, Asset, Loan Request, Status, Launch Date, Placements, Terms, Tasks, and Team Members. Click any column header to sort.

<Image
  src="/learn/images/deal-list-views/step-04-list-view-annotated.png"
  alt="List view showing deals in table format"
/>

**Map View** — Geographic visualization of your properties.

Use the **Search box** to quickly find deals by name, address, city, or state. You can also use the **AI Filter** for complex queries using natural language.

<Image
  src="/learn/images/deal-list-views/step-05-search-annotated.png"
  alt="Search box showing deal filtering functionality"
/>

<h2 id="archive-duplicate-restore">Archiving, duplicating, and restoring deals</h2>

Three quick actions for managing a deal's lifecycle — each runs from the **Deal actions** menu on the deal overview page.

**Archive a deal.** Open a deal and click the **Deal actions** button (three dots) in the top right corner. Select **Archive Deal**, optionally enter a reason, and confirm.

<Image
  src="/learn/images/archive-duplicate-restore-deal/step-02-deal-actions-menu-annotated.png"
  alt="Deal actions menu button"
/>

**Duplicate a deal.** From any deal's overview page, click **Deal actions** → **Duplicate Deal**.

<Image
  src="/learn/images/archive-duplicate-restore-deal/step-07-duplicated-deal-annotated.png"
  alt="Duplicated deal"
/>

**Restore an archived deal.** On an archived deal's overview page, click the chevron next to **Archived** and select **Restore**.

<h2 id="custom-pipelines">Custom pipelines</h2>

Custom pipelines let you track deals using terminology that matches your own workflow.

**Open pipeline settings.** In the sidebar, hover over **Deals** and click the **slider icon** to the right of the **Deals** label.

<Image
  src="/learn/images/creating-managing-custom-pipelines/step-01-deals-slider-icon-annotated.png"
  alt="Sidebar showing the slider icon next to Deals label"
/>

**Create a new pipeline.** Click **+ Add Pipeline**, name it (for example "Development" or "Bridge Loans"), and add stages. Name each stage, assign icons, reorder by dragging, and add descriptions. Click **Create** to save.

<Image
  src="/learn/images/creating-managing-custom-pipelines/step-06-new-pipeline-created-annotated.png"
  alt="Newly created custom pipeline with stages"
/>

<Callout variant="tip">
Each stage has a colored icon for quick visual identification. Choose icons that are intuitive for your team and add descriptions to clarify what each phase means.
</Callout>

<Image
  src="/learn/images/creating-managing-custom-pipelines/step-07-deals-dropdown-annotated.png"
  alt="Deals dropdown showing custom pipeline"
/>

<h2 id="update-lender-status">Update lender statuses</h2>

Track lender outreach progress in the placement table. While statuses update automatically based on email activity, you can also change them manually.

Navigate to the **Outreach** tab, click a lender to open their side panel, and click the status dropdown to select a new status:

<Image
  src="/learn/images/update-lender-status/step-03-status-dropdown-menu-annotated.png"
  alt="Status dropdown showing available status options"
/>

- **New** — Deal has not been sent to this lender
- **Deal Sent** — Email has been sent to this lender
- **Lender Reviewing** — Lender has replied but hasn't indicated whether to proceed or pass
- **Terms Received** — Lender has shared a rough outline of potential terms
- **Term Sheet Received** — Lender has shared a formalized term sheet
- **Closing** — You have begun the closing process with this lender
- **Closed** — The deal has been closed with this lender
- **Unresponsive** — Lender has not responded to any emails including auto follow-ups
- **Lender Passed** — Lender has indicated they are not interested
- **Willing to Negotiate** — Lender is somewhat interested but has an issue with a deal element

<Callout variant="tip">
If a status is changed to Unresponsive, the platform will prompt you to relaunch the deal to a new contact at that lender (if one is available in the database). {/* pragma: allowlist secret */}
</Callout>

<h2 id="market-status-reports">Market status reports (MSRs)</h2>

Market Status Reports (MSRs) are a great tool for sharing deal progress with your internal team or clients. The report contains high-level loan statistics, updates on individual lender conversations, and suggested next steps for moving the deal forward.

1. **Open MSR Reports from Outreach.** From your deal, click the **Outreach** tab to navigate to your placement table. Click **Actions** in the top right of your screen, followed by **MSR Reports**.
2. **Shape the outline.** Review the MSR outline and pick which groups of lenders you want to include updates for, based on each lender's status on the deal. You can also make in-line edits to the outline. Default sections are **General Deal Progress**, **Pass Analysis**, **Next Steps**, and **Lender-Specific Updates**.
3. **Generate and download.** Click **Generate**. A notification appears at the bottom of your screen prompting you to download the report.

<VideoEmbed
  src="https://customer-5kd9czpn1wb1y45p.cloudflarestream.com/1665761d78ace5e973f93a9a64ef3e55/iframe?muted=true&loop=true&autoplay=true&poster=https%3A%2F%2Fcustomer-5kd9czpn1wb1y45p.cloudflarestream.com%2F1665761d78ace5e973f93a9a64ef3e55%2Fthumbnails%2Fthumbnail.jpg%3Ftime%3D%26height%3D600&controls=false"
  title="Generating a Market Status Report"
/>

<h2 id="quote-matrix">Quote Matrix</h2>

When a lender sends a quote via email or attachment, Lev reads the message and pulls key data into the **Quote Matrix**: interest rate, loan proceeds, amortization period, and term length — displayed side by side for easy comparison.

To get accurate results, include key terms in the body of the email or a clearly labeled PDF, and use bullet points or simple formatting.

If Lev misses a quote — or if a lender gives you details over the phone — click the pencil icon in the Matrix to add or adjust entries manually.

Three common quote actions — each starts from the deal's **Outreach** tab.

**Submit a quote manually.** Click a lender to open their side panel, then navigate to the **Terms** tab. Click **Add New Quote** and select the quote type. Fill in fields including Loan Amount, Max LTV, Rate (Fixed or Floating), Term, and Amortization, then click **Save**.

<Image
  src="/learn/images/borrower-submit-quote/step-07-completed-form-annotated.png"
  alt="Completed quote form with Save button"
/>

**Update an existing quote.** In the lender's Terms tab, click the **three-dot menu** → **Edit Term**. Navigate between tabs (Quote Details, Funding, Terms, Structure & Fees, Notes) to update fields, then click **Update Terms**.

**Export quotes to CSV.** Open **Quick Actions** → **View Quote Matrix**, then click **Export Quotes**.


Organize your pipeline


Launching a deal is when your outreach goes live — it's the moment you send your deal to lenders and start the conversation. Everything you've done up to this point (deal setup, financials, loan request, lender list) feeds into the outreach emails that lenders receive. Once launched, the platform tracks every response, manages follow-ups, and keeps your placement table updated in real time.

<VideoEmbed
  src="https://customer-5kd9czpn1wb1y45p.cloudflarestream.com/2634337b2c5ec0cacd2f47ec7c7bb122/iframe?muted=true&loop=true&autoplay=true&poster=https%3A%2F%2Fcustomer-5kd9czpn1wb1y45p.cloudflarestream.com%2F2634337b2c5ec0cacd2f47ec7c7bb122%2Fthumbnails%2Fthumbnail.jpg%3Ftime%3D%26height%3D600&controls=false"
  title="Launching a deal and sending outreach walkthrough"
/>

<h2 id="before-you-launch">Before You Launch</h2>

Make sure the following are in order before you send:

- **Lender list is built.** You need at least one lender in your placement table. If you haven't added lenders yet, go to the Select Lenders step in Suggested Next Steps.
- **Vault is set up.** If you plan to include deal room links in your outreach, make sure your vault contains the documents you want lenders to access (deal book, executive summary, sponsor bio, property info). You don't have to share the vault on first touch, but having it ready saves time when lenders express interest.

<Callout variant="info">
Launching does not lock you in. You can add more lenders and send additional outreach after your initial launch. Think of it as a first batch, not a one-shot event.
</Callout>

<h2 id="sending-outreach">Sending Outreach</h2>

### Individual Emails

Click into any lender in your placement table and compose an email directly. This is useful when you want to personalize the message for a specific lender or send to a small number of contacts one at a time.

### Bulk Launch

Select the Actions dropdown to choose "Launch to all lenders", "Launch to X new lenders", or "Launch to X existing relationships". This will open the email composer. You can customize the email template before sending and save email templates as you wish.

Skip links and attachments in the first email to a new lender when you can. Many lenders filter unknown senders heavily, and attachments can hurt deliverability.

<Callout variant="tip">
Emails come from your email address with no Lev branding. They appear in your sent folder, and lender replies go directly to your inbox. From the lender's perspective, it looks like a regular email from you.
</Callout>

<h2 id="bulk-outreach-existing-placements">Bulk Outreach to Existing Placements</h2>

You can also send replies and follow-ups to existing conversations in bulk.

**Select the placements to email.** From your placement table, check the box to the left of each lender you want to email in bulk.

<Image
  src="/learn/images/launching-deals/bulk-outreach-selection.png"
  alt="Placement table with three lenders selected and bulk action bar showing Send, Settings, Delete, and Close options"
/>

**Choose Bulk Email or Follow-Up.** At the bottom of your screen, select either **Send a Bulk Email** or **Send a Follow-Up**.

<Callout variant="tip">
**Send a Bulk Email** uses your general outreach templates, and **Send a Follow-Up** uses your follow-up templates.
</Callout>

**Compose or load a template.** Craft a new message or pick one of your existing email templates.

**Preview and send.** Click **Preview & Send** to open the Email Reviewer where you can view your email exactly as recipients will, then click **Send All** to dispatch.

<h2 id="what-happens-after-you-launch">What Happens After You Launch</h2>

### AI Conversation Tracking

As long as lender responses stay on the original email thread, the AI reads them and updates your placement table automatically. If a lender says they're interested, the status updates. If they pass, that's captured too — along with the reason, when provided. The AI also extracts term details when lenders provide quotes or indicative pricing.

You can always override the AI's interpretation by manually updating a lender's status or adding notes.

### Automatic Follow-Ups

When enabled, the system sends follow-ups to lenders who haven't responded:

- **First follow-up** after 2 business days of no response
- **Second follow-up** after 4 business days total

You can customize the timing and message content. After both follow-ups, if there's still no response, the lender is marked "Unresponsive" and the system may suggest an alternative contact at the same institution.

To disable follow-ups for a specific lender, click into their conversation and toggle it off. To disable them for the entire deal, go to Settings. Changing a lender's status to "Passed" automatically stops follow-ups for that lender.

### The Placement Table

The placement table is your command center for tracking outreach. Each lender row shows their current status — sent, reviewing, interested, quoting, passed, unresponsive — along with the latest action or next step. Statuses update automatically from AI tracking or can be changed manually.

From the placement table you can:

- Click into any lender conversation to view the full thread and respond
- Add notes after phone calls or off-platform conversations
- Send vault links using the **Inputs** dropdown in a conversation
- Export the full table to Excel via Actions > Download placement table

<h2 id="handling-off-platform-conversations">Handling Off-Platform Conversations</h2>

If a lender responds by phone or through a separate email thread, the AI won't pick that up automatically. To keep your placement table accurate:

- **Phone calls:** Update the lender's status manually and add notes about what was discussed.
- **Off-chain emails:** Forward the email to **assistant@lev.com** with a note specifying which deal it belongs to. The AI will map it back to your placement table. You can also send a quick email through Lev to bring the conversation back on the tracked thread.

<h2 id="adding-more-lenders-after-launch">Adding More Lenders After Launch</h2>

You're not locked into your initial list. Click **Add Lenders** in the outreach section to browse additional suggestions. Lenders already on the deal will have checkmarks. New lenders can be added and launched independently of your first batch — they get their own outreach emails and follow-up schedules.

This is useful for staging your campaign: start with your top-priority lenders, see how the market responds, then expand to a second tier if needed.


Launch a deal


<Image
  src="https://20956331.fs1.hubspotusercontent-na1.net/hubfs/20956331/Upload.jpg"
  alt="Upload"
  caption="File upload interface"
/>

<h2 id="overview">Overview</h2>

Every file you upload to Lev appears in <strong>All Files</strong>, 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.

<h2 id="upload-to-all-files">Upload to All Files (shared or private)</h2>

Upload to All Files when you want to store a file in your library without immediately attaching it to a Deal. After uploading, you choose whether the file is visible to your company or private to you.

1. **Open Shared or Private Files.** In the sidebar, open the **Files** menu and choose either **Shared Files** (visible to your company) or **Private Files** (visible only to you). This is where the file will land after upload.
2. **Click Add Content → Upload File.** In the top-right of the files list, click **Add Content** and pick **Upload File** from the menu. The upload dialog opens.
3. **Pick a file.** Browse your computer for the file or drag and drop it into the upload area. Lev supports **PDF**, **Excel/CSV**, **Word**, and image formats.
4. **Click Save.** Hit **Save** to finalize the upload. Shared files are visible to everyone in your company; private files stay visible only to you.

<h2 id="upload-to-deal">Upload directly to a Deal</h2>

Upload to a Deal when the file should appear immediately in the Deal's <strong>Resources</strong> section and be accessible to the Deal Team.

1. **Open the Deal.** From your dashboard, click into the deal you want the file to live on.
2. **Go to Resources.** In the deal's left sidebar, click **Resources** — the internal home for every file the Deal Team has attached to this deal.
3. **Click Add Content → Upload File.** Click **Add Content** in the top-right, then **Upload File**. Select a file from your computer or drag and drop it into the dialog.
4. **Click Save.** Hit **Save**. The file stays internal to the Deal Team until you add it to a Vault.

<h2 id="upload-to-vault">Upload directly to a Vault</h2>

Uploading a file inside a Vault adds it to All Files, attaches it to the Deal, and gives access to anybody you've shared that Vault with immediately. This is the most direct way to make a file available externally.

For more details, see [Adding Files to a Vault](/learn/files/add-files-to-vaults).

<h2 id="recommended-files">Recommended files to upload</h2>

**Essential documents:**

- Rent roll
- Operating statements (T12, T3)
- Property photos
- Site plan / Floor plans

**Nice to have:**

- Appraisal
- Environmental reports
- Title documents
- Existing loan docs (for refinance)

**Supported formats:** PDF (recommended), Excel/CSV, Word documents, and images (JPG, PNG).

<Callout variant="tip">
PDF format is preferred — it preserves formatting across devices. Compress large files to speed up uploads. Keep file names clear and descriptive so lenders can quickly find what they need.
</Callout>


Upload your first files


Lev Memo turns deal data and underwriting into a branded offering memorandum in minutes instead of days. This guide walks the five phases end-to-end.

<h2 id="before-you-start">Before you start</h2>

Memo is always opened **from a deal** on the [Lev platform](https://app.lev.com/). Any of these three entry points opens the **Create Memo** flow — pick whichever matches where you are:

- **From the new-deal flow** - Create or open a deal, upload files, complete **basic** and **financial** information, then in **Prepare Deal Package** click **Create Memo**.
- **From Suggested Next Steps** - Open any deal and click **Create Memo** under **Suggested Next Steps**.
- **From the Resources tab** - Open the deal's **Resources** tab, click **Add content** (top right), then **Create Memo**.

<Image
  src="https://20956331.fs1.hubspotusercontent-na1.net/hubfs/20956331/Creating%20a%20new%20Memo%20Hubspot%20Gif%201.gif"
  alt="Create Memo in Prepare Deal Package during deal setup"
  caption="Create Memo from the deal package step"
/>

<Callout variant="tip" title="Upload early">
Uploading source files **as soon as you can** starts document processing earlier and usually shortens the first generation. You can still add files later.
</Callout>

<h2 id="choose-document-type">Choose a template</h2>

Pick the document shape Lev will fill in — the closest match means fewer edits later.

<Image
  src="https://20956331.fs1.hubspotusercontent-na1.net/hubfs/20956331/image-png-2.png"
  alt="Memo document type selection"
/>

1. **Pick a template** - Choose a pre-built template or **Blank** — for example **Debt Financing Offering Memorandum**, **Deal Summary / Teaser**, or **Blank**.
2. **Set asset class and loan type if prompted** - If Memo asks, fill in the deal's asset class and loan type so sections reference the right context.
3. **Confirm the template** - Click through to the upload step once the template is selected.

<Callout variant="tip" title="More templates">
Available types evolve over time. If you need another product type, tell your Lev team what you want to generate next.
</Callout>

<h2 id="upload-and-generate-outline">Upload files and generate the outline</h2>

Feed Memo the source material it needs to draft a structured outline.

<Image
  src="https://20956331.fs1.hubspotusercontent-na1.net/hubfs/20956331/image-png-3.png"
  alt="Upload documents and Generate Memo"
/>

1. **Review files pulled from the deal** - Files already on the deal are pulled in automatically — confirm the list looks complete.
2. **Add anything missing** - Upload sources & uses, underwriting model, T-12 / rent roll / budget, photos and plans, and market studies directly on this screen.
3. **Click Generate Memo** - Memo drafts the **outline** — expect a couple of minutes.

<Callout variant="tip" title="Stronger inputs">
Better uploads yield better Memos. Especially helpful: sources & uses, underwriting model, T-12 / rent roll / budget, photos and plans, and market studies.
</Callout>

<h2 id="edit-the-outline">Edit the outline</h2>

This is where your edits have the most leverage — bullets in the outline steer every slide Memo builds.

<Image
  src="https://20956331.fs1.hubspotusercontent-na1.net/hubfs/20956331/CleanShot%202025-11-14%20at%2012.06.07%20(1).gif"
  alt="Editing the memo outline before build"
  caption="Outline editor before Build Memo"
/>

1. **Review section titles and bullets** - Read through every section and rewrite anything that's off — narrative sections like investment highlights matter most.
2. **Add or remove sections** - Insert what's missing and drop sections that don't fit this deal.
3. **Click Build Memo** - Lev generates the full deck — expect **5–10 minutes**.

<Callout variant="tip" title="Outline drives the deck">
Bullets in the outline guide each slide. Time spent here saves rework in the editor.
</Callout>

<h2 id="review-in-the-editor">Review in the editor</h2>

Polish slides, branding, and layout before anyone sees the Memo.

<Image
  src="https://20956331.fs1.hubspotusercontent-na1.net/hubfs/20956331/CleanShot%202025-11-14%20at%2012.15.15.gif"
  alt="Reviewing and editing the generated memo"
  caption="Edit slides, theme, tables, and images"
/>

### Content

1. **Refine text and layout** - Edit copy, reorder slides, and adjust tables and images so each page reads well on its own.

### Branding

1. **Apply branding** - Open **Theme Settings** to update colors, fonts, and logos.

### Final check

1. **Preview the deck** - Use **Preview** to click through like a presentation — catch overflow, broken tables, and awkward pacing before publish.

<Callout variant="tip" title="Deep dives">
[Format text](/learn/memo/how-to-edit-and-format-text-in-lev-memo) · [Tables](/learn/memo/editing-tables-in-memo) · [Images](/learn/memo/editing-images-in-memo) · [Theme](/learn/memo/editing-theme-settings-in-memo).
</Callout>

<h2 id="publish-and-share">Publish and share</h2>

Push the Memo out of the editor and into lenders' hands.

<Image
  src="https://20956331.fs1.hubspotusercontent-na1.net/hubfs/20956331/CleanShot%202025-11-14%20at%2012.16.28.gif"
  alt="Publish memo and export options"
  caption="Publish for Deal Room and downloads"
/>

1. **Click Publish** - Use the **Publish** button in the top right to finalize the Memo.
2. **Push to the Deal Room** - Publishing puts the Memo in your **Deal Room** so invited lenders can see it.
3. **Export PDF or PowerPoint** - Download a static copy for email outreach or offline sharing.

<Callout variant="warning" title="Check for overflow">
Anything that **overflows** a slide in the editor may be **clipped** in the published PDF or export. Always check Preview before you publish — see [Handling overflow](/learn/memo/handling-overflow-in-memo).
</Callout>

**Next:** [Editing theme settings](/learn/memo/editing-theme-settings-in-memo).


Create a memo


<h2 id="introduction">Introduction</h2>

Lev Memo offers multiple ways to insert and edit content so that you can easily create and modify your Memos.

<h2 id="how-to-add-content">Add content</h2>

There are two ways to insert a block — a quick button and a keyboard-first shortcut. Both end up on the same content menu, so pick whichever fits the flow you're in.

### Option 1: the Insert button

1. **Open your Memo.** From your Memo library, click into the Memo you're editing and land on any slide.
2. **Double-click to add an empty line.** Double-click in the area where you want to add a new piece of content. A blank line appears and the insert button becomes available.
3. **Click the + button.** Click the **+** button in the margin to open the content menu — it lists every block type you can drop onto the slide.
4. **Search and add a content type.** Use the search field or scroll to find the content type you need, then click it to insert.

<Image
  src="https://20956331.fs1.hubspotusercontent-na1.net/hubfs/20956331/CleanShot%202025-11-17%20at%2011.45.20.gif"
  alt="CleanShot 2025-11-17 at 11.45.20"
  caption="Using the insert button to add content"
/>

### Option 2: the slash command

1. **Open your Memo.** From your Memo library, click into the Memo you're editing and land on any slide.
2. **Double-click to add an empty line.** Double-click where you want the block to go so an empty line opens up.
3. **Type / to open the content menu.** Press <kbd>/</kbd> on an empty line. The content menu opens inline right where your cursor is.
4. **Pick a content type.** Continue typing to filter, or scroll the menu and press **Enter** on the block you want.

<Image
  src="https://20956331.fs1.hubspotusercontent-na1.net/hubfs/20956331/CleanShot%202025-11-17%20at%2011.45.51.gif"
  alt="CleanShot 2025-11-17 at 11.45.51"
  caption="Using the slash command to add content"
/>

<h2 id="editing-content">Edit content</h2>

<Callout variant="tip" title="Tip">
See our editing articles like [Format Text](/learn/memo/how-to-edit-and-format-text-in-lev-memo) and [Edit Tables](/learn/memo/editing-tables-in-memo) to learn more about how to edit each component within your Memo.
</Callout>

### Editing text

1. Click into any text and type directly on the slide to add, edit, or delete text.
2. Choose from a variety of formatting options (font, color, alignment) for your text.

### Editing images

1. Click into any image and open its menu to replace the image.
2. Drag the borders of the image to resize it.

### Editing tables

1. Click into any table and type directly in any cell to add, edit, or delete text.
2. Use the row and column menus to format entire rows and columns at once.

<h2 id="faq">FAQ</h2>

<FAQ>
<FAQItem question="Can I customize any content that I add?" defaultOpen>
Yes, once you add any piece of content, you can edit it as much as you want. See our editing section for more help with editing specific components.
</FAQItem>
<FAQItem question="What if I don't see the insert button or slash command?">
The command might be still there but hidden on some backgrounds. If not, then try refreshing your Lev Memo or resizing your screen.
</FAQItem>
</FAQ>


Edit memo content


<Image
  src="https://20956331.fs1.hubspotusercontent-na1.net/hubfs/20956331/Vaults.jpg"
  alt="Vaults"
  caption="Vaults overview"
/>

<h2 id="overview">Overview</h2>

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](/learn/vault/vault-best-practices).

<h2 id="create-a-new-vault">Create a new Vault</h2>

Create a Vault when you need to share a different set of files with a specific lender or group.

1. **Open the Deal.** From your dashboard, click into the deal you want the new Vault to live on. Every Vault is scoped to a single deal — so the right context here matters.
2. **Go to Vaults.** In the deal's left sidebar, click **Vaults** to open the list of every Vault on this deal, including the default **Deal Room** Vault.
3. **Click Create New Vault.** At the end of the Vault list you'll see a **Create New Vault** card. Click it to open the new-Vault dialog.
4. **Name the Vault and save.** Give the Vault a short, descriptive name (for example **Large Banks** or **Credit Unions**) and click **Save**. You can rename it at any time.

Next up: [add and organize files in the Vault](/learn/files/add-files-to-vaults), then configure share settings before you send it out.

<h2 id="the-default-deal-room-vault">The default "Deal Room" Vault</h2>

Every Deal has a default Vault called "Deal Room" for you to add basic Files like a Memo to share with all Lenders when you launch your Deal. This way you can share files quickly and easily without ever having to create a Vault.

But it is totally up to you if you want to use the Deal Room or not. There is nothing unique about this Vault compared to any Vault you create on your own, and you can rename this Vault at any time. For a very low-touch and low-maintenance workflow, you can use the Deal Room as the single place to share Files with every Lender on your deal, without ever creating additional Vaults. You could also choose to create different Vaults for different types of Lenders (like Large Banks vs Credit Unions) to share unique documents with different groups — it is totally up to you! We've outlined some [Best Practices for Creating and Sharing Vaults](/learn/vault/vault-best-practices) to help you get started.


Create a vault


<Image
  src="https://20956331.fs1.hubspotusercontent-na1.net/hubfs/20956331/Vault%20Link%20Variable.jpg"
  alt="Vault Link Variable"
  caption="Vault Link Variable interface"
/>

<Callout variant="tip">
Every Company you add to a Vault is given their own specific Link to access the Vault. This allows you to manage Files in one place, while managing granular access and permissions on a company-to-company basis.
</Callout>

When you add a lender to a Vault, you're granting them access to every file in that Vault — both the files already there and any you add in the future. Lev generates a unique link for that company. Adding them does not notify the lender or send the link automatically; it's up to you to include the link in your communications.

Each Vault link has its own [access settings](/learn/vault/vault-link-settings), such as public access, email-required access, or invite-only. You can update or revoke a lender's link access at any time.

<h2 id="granting-lender-access">Grant lender access to a Vault</h2>

There are two moments you grant access: while launching a deal, or any time after.

### During deal launch

When launching a deal, the compose screen has a **Vaults** panel on the right where you pick which Vault each lender lands in. By default, the Deal Room Vault is selected — you can swap it, review the files inside, and adjust [access and permission settings](/learn/vault/vault-link-settings) before sending.

<Callout variant="tip">
If you launch a deal without interacting with the Vault section, lenders will be added to the "Deal Room" Vault with the Public Link setting. You can change this at any time. Currently Lev does not support adding different lenders to different Vaults during Bulk Outreach — to add lenders to different Vaults, launch them individually.
</Callout>

### After outreach

You can grant a lender access to a Vault any time (they must already be on the deal):

1. **Open the Vault and click Share.** Open the Vault you want to share and click the **Share** button in the top-right corner. This opens the Vault sharing panel.
2. **Click + next to Lenders and pick one.** Next to **Lenders**, click the **+** button. Choose a lender from the list — it shows every lender on the deal who isn't already on this Vault.
3. **Set access and send the link.** Edit their access and permission settings (public, email-required, or invite-only) and send them the link via email, bulk outreach, or manual copy.

These are the ways you can send Vault Links to Lenders in Lev:

1. Inserting a Vault Link when sending emails from Lev.
2. Inserting a Vault Link during Bulk Outreach when launching a deal.
3. Copying a Vault Link to send manually.
4. Including a Vault Link as a Dynamic Variable in your Automated Followups.

<h2 id="inserting-a-vault-link-when-writing-emails">Insert a Vault Link when writing emails</h2>

When sending emails to an individual Contact, or during Bulk Outreach, you can insert a Vault link from the <code>Inputs</code> dropdown. This variable accounts for the specific person(s) you are sending the email to, and which Vault(s) you've granted them access to, inserting the correct link automatically.

1. **Select where the link should go.** In the email composer, highlight the portion of the email where you'd like the Vault link to appear.
2. **Open the Inputs dropdown.** In the top-right of the composer, click the **Inputs** dropdown to see the full list of dynamic variables available.
3. **Select Vault Link.** From the list of Variables, select **Vault Link**. The correct link — based on which Vault(s) you shared with that Company on that specific Deal — resolves at send time.

<Callout variant="tip">
In the case that a Company has access to multiple Vaults on a single Deal, the dynamic Vault link will be a link to view all Vaults they have access to on the deal. [Lev's recommendation](/learn/vault/vault-best-practices) is to limit companies to 1 vault per Deal, as it makes it much easier to manage File Access and send Links.
</Callout>

<h2 id="copying-pasting-a-vault-link-manually">Copy a Vault Link manually</h2>

As noted above, each company is given a unique Link for a Vault in order to allow granular [access and permission settings](/learn/vault/vault-link-settings) on a company-to-company level while managing Files once. Using the features above, Lev automatically inserts the correct link based on who you are reaching out to when sending emails. But you can copy and paste somebody's Vault Link at any time to share manually.

<Image
  src="https://20956331.fs1.hubspotusercontent-na1.net/hubfs/20956331/Copy%20Link.jpg"
  alt="Copy Link"
  caption="How to copy a Vault link"
/>

1. **Open the Vault you want to share.** From the deal, navigate to the Vault you plan to share with the lender.
2. **Click Share in the top right.** In the top-right corner of the Vault view, click **Share** to open the sharing panel.
3. **Select the lender.** Pick the lender whose unique link you want to grab. Each one has a distinct URL scoped to their permissions.
4. **Click the link button to copy.** To the right of the lender's name, click the link icon. Lev copies that lender's specific Vault URL to your clipboard.

<h2 id="vault-links-in-automated-followups">Vault Links in automated followups</h2>

You can also include Vault Links in automated followups, and some automated followup templates include this link by default. If an automated followup has a Vault Link variable in the email body, it will insert the correct Vault Link for the person the email is being sent to.

Some important things to know:

- If the Template being used includes a Vault Link, and the message is being sent to a company without any Vaults, the message <strong>will not</strong> be sent.
- If the Template being used includes a Vault Link, and the message is being sent to a company with a Vault that has no files in it, the message <strong>will not</strong> be sent.
- If the Template being used includes a Vault Link, and the message is being sent to a company with access to multiple Vaults on the Deal, they'll be sent a link to view all of the Vaults.


Share a vault link


Adding lenders is how you build your placement list — the group of lenders you plan to reach out to on a deal. Lev Match surfaces recommended lenders based on your deal parameters, and you can supplement those suggestions with lenders from your own network.

<VideoEmbed
  src="https://customer-5kd9czpn1wb1y45p.cloudflarestream.com/54784de1fc6bf4ed09ac4a819e424371/iframe?muted=true&loop=true&autoplay=true&poster=https%3A%2F%2Fcustomer-5kd9czpn1wb1y45p.cloudflarestream.com%2F54784de1fc6bf4ed09ac4a819e424371%2Fthumbnails%2Fthumbnail.jpg%3Ftime%3D%26height%3D600&controls=false"
  title="Lender matching screen overview"
/>

<h2 id="before-you-add-lenders">Before you add lenders</h2>

The lender match is driven by four core inputs from your deal setup: **property location**, **asset type**, **loan type**, and **loan amount**. These fields need to be complete before you can access your suggested lender list. If the Lenders step in your Suggested Next Steps checklist is grayed out, go back and complete Basic Deal Information and Loan Request Information first.

<Callout variant="info">
Once you add the first lender to your placement table, these four fields lock and cannot be edited without removing all lenders first. Make sure your deal parameters are finalized before you start building your list.
</Callout>

<h2 id="finding-lenders">Finding lenders</h2>

Lev gives you two sources for your placement list, both available from the same matching screen.

### Suggested Lenders

Lev Match identifies lenders that fit your deal, ranked by relevance — lenders with active programs in your market, asset class, and loan type appear at the top. Each lender card shows key program details so you can evaluate fit before adding.

### My Network

Lenders you've previously saved or worked with on the platform. If you have active relationships that match the deal, pulling from **My Network** is the fastest way to add them.

<h2 id="adding-lenders-to-your-deal">Add lenders to your deal</h2>

<VideoEmbed
  src="https://customer-5kd9czpn1wb1y45p.cloudflarestream.com/8920b9fc37dfb8372591a89a66f8fc89/iframe?muted=true&loop=true&autoplay=true&poster=https%3A%2F%2Fcustomer-5kd9czpn1wb1y45p.cloudflarestream.com%2F8920b9fc37dfb8372591a89a66f8fc89%2Fthumbnails%2Fthumbnail.jpg%3Ftime%3D%26height%3D600&controls=false"
  title="Adding lenders to a deal walkthrough"
/>

1. **Click Add to Deal.** On any lender card, click the **Add to Deal** button. The lender moves from the search list into your placement table.
2. **Browse multiple sources.** You can add lenders from both the **Suggested** and **My Network** tabs — they all populate the same placement table, so mix and match as you build your list.
3. **Review your placement table.** Open the **Outreach** section of your deal to see everyone you've added. From here you can launch outreach, segment by lender type, or keep adding in batches.

<Callout variant="tip">
You don't need to finalize your full lender list before launching outreach. You can add lenders in batches and send outreach to each group separately, which lets you stage your campaign or prioritize certain lender types first.
</Callout>


Add lenders to a deal


Manage your lender contacts on Lev: add people from your network for outreach, or remove them when you no longer need them.

<h2 id="add-a-connected-lender">Add a connected lender</h2>

Add lenders from your personal network to the platform so you can include them in deal outreach.

**Open your network.** From the dashboard, click **Network** in the left sidebar, then **People** to open your contacts list.

<Image
  src="/learn/images/add-connected-lender/step-02-network-expanded-annotated.png"
  alt="Network menu expanded showing People option"
/>

**Start a new lender contact.** Click **Add Contact** (top right), then choose **Add Lender Contact** from the menu.

<Image
  src="/learn/images/add-connected-lender/step-04-add-contact-menu-annotated.png"
  alt="Add Contact dropdown showing Add Lender Contact option"
/>

**Enter their details.** Type the lender's email and click **Continue**. Lev fills in first name, last name, company, and website from the domain when it can — you can edit names manually.

<h2 id="import-multiple-contacts">Import multiple contacts</h2>

Importing contacts lets you add multiple contacts to your Lev network from a CSV file. This can be done at any time, even after initial contact syncing during email integration.

**Open the import dialog.** From the left side of your screen, click **Import**, then select **Contacts**.

<Image
  src="/learn/images/import-multiple-contacts/import-type-selection.png"
  alt="Import dialog showing Placements and Contacts options"
/>

**Provide the CSV.** You can add the contacts by either uploading a CSV file with the corresponding contact information, or by pasting the text directly from the CSV file. Click **Analyze** — the platform reviews the file's contents so it can properly organize the contact information.

**Confirm the column mapping.** Confirm the data formatting on the next page, then click **Start Import**.

<Image
  src="/learn/images/import-multiple-contacts/ready-for-import.png"
  alt="Ready for import screen showing detected columns and Start Import button"
/>

**Review and save.** Verify the contacts extracted from the file are the names you want added to your network. You can also assign any contact labels for further organization. Click **Save**, and the uploaded contacts will now be viewable in your network.

<h2 id="delete-a-connected-lender">Delete a connected lender</h2>

Remove a lender contact from your network when they're no longer needed.

**Find the contact.** Go to **Network** → **People** and use the search box to locate them by name, email, or company.

<Image
  src="/learn/images/delete-connected-lender/step-03-contacts-page-annotated.png"
  alt="Contacts page with search box highlighted"
/>

**Delete the contact.** Click **⋮** on the right side of the row and choose **Delete**. Confirm when prompted.

<Image
  src="/learn/images/delete-connected-lender/step-05-delete-menu-annotated.png"
  alt="Actions menu showing Delete option"
/>

**Next:** [Using Labels](/learn/network-management/using-labels) — organize contacts and companies with label groups, bulk apply, and filters when launching deals.


Manage your network


Use labels to group contacts and companies so you can find the right lenders faster — especially on the **My Network** tab when you add lenders to a deal.

<VideoEmbed
  src="https://customer-5kd9czpn1wb1y45p.cloudflarestream.com/495dede612ed80ff4d4732f9f3ac9d5d/iframe?muted=true&loop=true&autoplay=true&poster=https%3A%2F%2Fcustomer-5kd9czpn1wb1y45p.cloudflarestream.com%2F495dede612ed80ff4d4732f9f3ac9d5d%2Fthumbnails%2Fthumbnail.jpg%3Ftime%3D%26height%3D600&controls=false"
  title="Using labels in Lev"
  paddingTop="68.70229007633588%"
/>

<h2 id="using-custom-labels">Using custom labels</h2>

Labels help you organize your network the way you think about it — create categories like "Active Retail Lenders," "West Coast Sponsors," or "Do Not Contact," and use them to find the right people when launching deals.

Labels are organized into **Label Groups**. A group is essentially a field where you manage a set of labels. Four default groups are created automatically:

- **Geography** — State, city, or regional labels (e.g., `Florida`, `South East`)
- **Asset Type** — Property type labels (e.g., `Industrial`, `Retail`)
- **Loan Type** — Financing labels (e.g., `Bridge`, `Permanent`)
- **Custom** — Anything you want to track (e.g., `Blacklist`, `Favorite`)

You can add, rename, and customize labels and groups. Each group has a custom icon and each label can have a custom color.

You can also create **custom label groups** such as Relationship Status (`Lead`, `Favorite`, `Do Not Contact`), Loan Amount Range (`0–5MM`, `5–25MM`, `25MM+`), or Priority (`High`, `Medium`, `Low`). New groups become columns in your Companies and Contacts tables.

Labels can be applied from the Labels Dropdown on any record page or from the network table columns. You can assign, remove, or create new labels directly from the dropdown.

<Callout variant="info">
You can only apply labels to connected Contacts and Companies in your Network. To label a lender from the directory, add them to your Network first.
</Callout>

<h2 id="bulk-applying-labels">Bulk applying labels</h2>

Apply the same label to many contacts or companies at once using **Past Deal Filters** and the selection toolbar.

**Narrow the table with Past Deal Filters.** Use **Past Deal Filters** to narrow your table based on specific deals, deal types (asset type, location, loan type), or placement status (unresponsive, terms applied).

**Select the rows.** Check individual rows, or use **Select all** at the top of the table.

**Apply or remove the label.** Use the toolbar at the bottom to bulk apply or remove a label.

<Image
  src="/learn/images/bulk-applying-labels/bulk-apply-toolbar.png"
  alt="Bulk apply toolbar at the bottom of the table"
/>

<Callout variant="tip">
The more specific your filters, the more useful your labels will be when launching deals. Do not tag everyone — tag with intent.
</Callout>

<h2 id="filtering-with-labels">Filtering with labels</h2>

Once labels are in place, use them to quickly build the right lender list during deal launch.

1. **Open the My Network tab on a deal.** Launch a deal and open the **My Network** tab on the Outreach page.
2. **Filter by any label.** Choose one or more labels from your groups. Combine filters across groups for hyper-specific results (e.g., `Multifamily` + `South East` + `Bridge`).

**Next:** [Managing Your Network](/learn/network-management/managing-your-network) — add or remove lender contacts.


Use labels


The Recent Terms tab shows a list of anonymized deal terms based on recent transaction data captured by the Lev platform.

This is a great tool for understanding the types of term sheets being received across different markets. It can also be used to compare terms that you receive against broader market standards.

<h2 id="using-deal-term-filters" className="docs-heading-tight">Using Deal Term Filters</h2>

Terms in the table are broken down by a number of deal components, such as **Asset Type + Subtype**, **Loan Type**, **Loan Request Amount**, and **Market**.

1. **Apply deal-term filters.** Click the filter button on the top left of the screen to specify the types of deal terms you'd like to view. Options include **Transaction Type**, **Asset Type + Subtype**, **Lender Type**, **State**, and **Loan Type**.
2. **Compare against your own terms.** Click **Show My Terms** to only display term sets from your deals. This is helpful for seeing all the sets of terms you've received in a list view.

<VideoEmbed
  src="https://customer-5kd9czpn1wb1y45p.cloudflarestream.com/81c33b39cb9ab02488743573a74b2fe8/iframe?muted=true&loop=true&autoplay=true&poster=https%3A%2F%2Fcustomer-5kd9czpn1wb1y45p.cloudflarestream.com%2F81c33b39cb9ab02488743573a74b2fe8%2Fthumbnails%2Fthumbnail.jpg%3Ftime%3D%26height%3D600&controls=false"
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Recent terms


Learn how to use email templates, relaunch deals, update lender contacts on a deal, use in-app calling, deal assist, and leverage email relay.

<h2 id="email-templates">Email templates</h2>

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.

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  title="Auto Follow-Up Templates"
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**Auto Follow-Up Templates**

- **Auto Follow-Up Templates** are used for Automated Follow-Up emails that you can configure for each deal.

<Callout variant="warning" title="Warning" className="!border-red-500/25 !bg-red-500/5 [&_.docs-callout-icon]:!text-red-500">
**Auto Follow-Up Templates** can only be used on the deal you create them for, whereas **Outreach Templates** and **General Templates** can be used on any deal.
</Callout>

- 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.

<h2 id="relaunch-a-deal">Relaunch a deal</h2>

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.

1. **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.
2. **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**.

<h2 id="update-lender-contacts">Update lender contacts on a deal</h2>

When a lender refers you to a different contact, you can update the contact on your deal.

1. **Open Outreach.** Open the deal and go to the **Outreach** tab.
2. **Remove the original contact.** Remove the old contact from the placement.
3. **Add the new contact.** Add the new contact from your network — or enter their email manually.
4. **Relaunch.** 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.

<Callout variant="note" title="AI assist, human approval">
Lev may suggest contact updates based on replies, but you're always in control of accepting changes.
</Callout>

<h2 id="in-app-calling">In-app calling</h2>

Call lender contacts directly from the placement table without leaving the platform.

<Callout variant="tip">
You can only use this feature if Lev has the phone number for the lender contact you want to call.
</Callout>

1. **Start a call.** Open **Outreach** on your deal. Hover the placement you want and click the **phone icon** on the right.

<Callout variant="info">
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.
</Callout>

2. **Confirm and connect.** Your phone rings; press **1** to confirm. Lev then dials the lender. The transcript is saved to the deal's activity notes automatically.

<h2 id="deal-assist">Deal Assist</h2>

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.

<Callout variant="info" title="What to Expect">
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.
</Callout>

<Callout variant="tip">
Keep **Recommended Lender Contact** turned on so the team can proactively follow up with Lev's suggested lenders in addition to your own contacts.
</Callout>

<h2 id="email-relay">Email Relay</h2>

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. Use the following flow to bring the conversation back onto the tracked thread.

1. **Locate the email in your native inbox.** Find the email that is missing from the platform in your native inbox.
2. **Forward the email to assistant@lev.com.** In your note, indicate which deal the email is related to.
3. **The agent adds the missing email back to the platform.** Allow a few minutes for this to complete.

<Callout variant="note" title="Private by design">
Lev only tracks what's needed to help you manage deals. Nothing leaves your workspace.
</Callout>
