Past session45 minMonthly SpotlightVault
Monthly Spotlight: Vault & Checklist
Read the key takeaways without watching the full recording.
Recorded Thursday, July 30, 2026 · 45 min · Hosted by Jake Newman and Dave Bixler
About this session
A recording of our Vault & Checklist spotlight — Jake Newman and Dave Bixler walk through setting up secure data rooms, controlling lender access, and managing deal document requirements with checklists.
Session recap
Jake Newman and Dave Bixler led a live session on Vault and Checklists — showing how to set up secure data rooms, control lender access, and manage deal document requirements.
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.