Vault is Lev's secure document management system. Use it to organize deal documents and share them with lenders through secure, trackable links.
In This Section
You'll learn how to share documents securely:
- Share files and OMs with lenders
- Manage lender permissions
What Vault Does
Vault stores all your deal documents in one place, creates shareable data rooms, tracks who views and downloads documents, and controls access with granular permissions.
Step 1: Sharing Files with Lenders
Create vault links and share documents securely with lenders during the deal process.
- Select files to include in a vault
- Create a shareable link
- Set access levels and expiration
- Track who views your documents
When to Use Vault
Share OMs and marketing materials with interested lenders. Provide due diligence documents to lenders in process. Create deal rooms for lenders to access all materials.
Step 2: Managing Lender Permissions
Control what lenders can see and do—view only, download, or full access.
- Set default permissions for vault links
- Customize access for specific lenders
- Require email to view documents
- Revoke access when deals close
Want to Learn More?
Explore the Full Vault Documentation
This guide covers the basics. For advanced features like vault link settings, lender access controls, and file organization best practices, check out the complete Vault section.