Lev generates a professional outreach email for your deal, but you can customize it to match your voice and highlight key points.
What You Can Customize
- Email subject line
- Opening and closing text
- Deal highlights to emphasize
- Attachments to include
Step-by-Step Instructions
1
Go to Outreach
From your deal, click the Outreach tab.
2
Click Compose/Edit Email
Click Compose Email or Edit if you've already started.
3
Customize Subject Line
Default: "[Asset Type] Financing Request - [Address]". Best practices: Keep it clear and specific, include loan amount for attention, mention if time-sensitive.
4
Edit Opening Text
Personalize your introduction: Reference any existing relationship, highlight why this deal fits them, keep it brief—2-3 sentences.
5
Review Deal Summary
Lev auto-inserts a formatted deal summary with property details, loan request, and key metrics. Review for accuracy.
6
Edit Closing Text
Customize your call-to-action: Ask for a call, invite them to review materials, mention your availability.
7
Add/Remove Attachments
Choose what to include: Deal summary PDF, Vault link, Memo link, or specific documents.
8
Preview Email
Click Preview to see exactly what recipients will receive.
9
Save Template (Optional)
Save your customizations as a template for future deals.
Tips
Personalization increases response rates. Keep emails concise—lenders are busy. Include clear next steps. Test send to yourself first.