Lev analyzes your deal and suggests lenders most likely to be interested. Here's how to review and understand those matches.
How Matching Works
Lev considers multiple factors when matching lenders to your deal:
- Lender's property type focus
- Geographic lending areas
- Typical loan sizes
- Recent lending activity
- Your existing relationships
Step-by-Step Instructions
1
Go to Lender Matches
From your deal, click Add Lenders or go to the Outreach tab.
2
View Suggested Lenders
The default view shows Lev's recommended lenders for this deal.
3
Understand Match Scores
Each lender shows a match score: 90-100% (excellent fit), 70-89% (good fit), 50-69% (moderate fit), Below 50% (may not be ideal).
4
Review Lender Cards
Each card shows: lender name and type, property type focus, typical loan range, geographic coverage, match score, and your contacts (if any).
5
Click for Details
Click a lender to see their full profile, recent deals, contact list, and notes from your team.
6
Filter Results
Narrow results by lender type (Bank, Debt Fund, etc.), loan size range, or match score threshold.
7
Sort Options
Sort by match score (default), loan size, recent activity, or alphabetically.
Tips
Start with high-match lenders. Don't ignore moderate matches—they may surprise you. Look for lenders you've worked with before.