Learn how to add lenders from your personal network to a deal for outreach on the Lev platform.
Create a Lender Contact
1
Access Network
From the dashboard, click on Network in the left sidebar to expand the network menu.
Location: Dashboard → Network
2
Go to People
After expanding the Network menu, click on People to access your contacts list.
Location: Network → People
3
Open Add Contact Menu
On the Contacts page, click the Add Contact button in the top right corner to open the dropdown menu.
4
Select Lender Contact
From the dropdown menu, select Add Lender Contact to create a new lender in your network.
5
Enter Contact Details
In the Add Contact modal, enter the lender's information:
Click Continue to save the contact to your network.
- Email: The lender's email address
- First Name: The lender's first name
- Last Name: The lender's last name
- Company: The lending institution they work for
Add Lender to Deal
6
Navigate to Your Deal
Go to Deals in the sidebar and click on the deal you want to add lenders to.
Location: Deals → Finance → Select your deal
7
Open the Outreach Tab
On the deal overview page, click the Outreach tab to access lender management.
Location: Deal Overview → Outreach
8
Click Add Lenders
On the Outreach page, click the Add Lenders button to open the lender selection screen.
9
Select from My Network
On the Add Lenders page, click the My Network tab to see your connected lenders. From here you can:
Once you've selected your lenders, click Finish to complete the process.
- Search for specific contacts
- Browse your network connections
- Click Add to Deal next to any lender to include them
You're All Set!
- Your lender contact has been added to your network
- The lender is now included in your deal's outreach list
- You can now send deal information and communicate with your connected lender