Past session45 minOnboarding
Lev Onboarding: Getting Started with the Platform
Read the key takeaways without watching the full recording.
Recorded Tuesday, June 9, 2026 · 45 min · Hosted by Jake Newman
About this session
A recap of our live onboarding walkthrough — we went over creating your first deal, navigating the platform, and the core workflows that power your CRE pipeline.
Session recap
This session is for brokers, borrowers, and capital markets teams who are new to Lev or want a guided walkthrough of the platform. Jake Newman, Lev's Implementation Manager, led a live demo from sign-in through your first deal — showing where to click, what each screen is for, and how the pieces connect into a CRE pipeline.
What we covered
- Settings page — How to connect your email and update your personal and company profile.
- Creating your first deal — Using the Lev Agent to create a deal and go through the full deal workflow.
- Lender search — How lender matching works and how to get contacts for each lender.
- Deal prep — Generating a memo and creating a vault in order to share documents internally and externally.
- CRM tab — How Lev is also used as a relationship management hub and not just a deal tool.
- Market section — Lev as a source of real-time market intelligence.
- Lev Agent — How everything on the platform can be done through the Lev Agent, an AI assistant built directly on the platform.
Put it into action
Ready to apply what you learned? The Lev Help Center has step-by-step guides for every workflow covered in this session.
Lev Help Center
Browse guides and walkthroughs for every Lev app.
Creating a new deal
Step-by-step guide from Create Deal through Deal Overview.
Adding lenders to a deal
Build targeted lender lists with AI-assisted matching.
Organizing and viewing your deals
Manage pipeline views, filters, and deal status.
Onboarding syllabus
Fifteen short video lessons through your first deal.