Getting Started with Lev
Follow this guided path to set up your account, create your first deal, reach the right lenders, and share materials with confidence.
Getting Started Guide
Follow this guided path to set up your account, create your first deal, reach the right lenders, and share materials professionally.
Setting Up Your Account
Connect your email, import contacts, and complete your profile.
Creating Your First Deal
Create a deal, add documents, and enter financials and loan details.
Select Lenders
Review lender matches and build your outreach list.
Email Lenders
Customize outreach and automate follow-ups for responses.
Use Vault
Share documents securely and manage lender access.
Use Memo
Build and share professional memos with lenders.