Changelog
Product Updates

Changelog

Stay up to date with the latest features, improvements, and fixes across Lev products.

v2.1
Jan 1, 2026

File Management Overhaul, Quote Matrix Redesign, and Deal Email Templates

VaultFinance

File management overhaul with bulk delete and removal options. Plus a refreshed Quote Matrix and redesigned deal emails.

Custom Deal Pipelines

Create and customize your own deal tracking pipelines with custom statuses that match your unique workflow.

Enhanced Quote Matrix

The Quote Matrix now features improved formatting with center-aligned export cells for cleaner presentation.

Improved Lender Matching

Enhanced AI-powered lender suggestions now respect all filter criteria including lender types and capital sources.

Simplified Document Management

New bulk actions for file operations and improved drag-and-drop functionality with enhanced file preview capabilities.

v1.6
Nov 20, 2025

Share Vaults with Lenders and Central Storage Import

Vault

Share your Vaults with lenders and import files from Central Storage. Better collaboration across your deals.

Enhanced Lender Search & Matching

Find the perfect lenders faster with our redesigned search experience including advanced filtering options and lender match insights.

Improved Email Management

Email outreach is now more reliable with better thread tracking and response detection.

Enhanced Document Organization

Document management is now more intelligent with improved vault associations and automatic indexing.

Improved Mobile Experience

Vault navigation has been optimized for mobile devices with updated tabs and layouts.

v1.5
Nov 6, 2025

Page Settings Redesign, Image Gallery Improvements, and Component Spacing

MemoVaultFinance

Redesigned page settings, smoother image gallery drag-and-drop, and consistent spacing across all components.

Enhanced Deal Duplication

Deal duplication now preserves your custom property types and subtypes instead of reverting to default settings.

Improved Lender Relationship Management

The platform now automatically creates lender relationships when deals are set up through the AI assistant.

Enhanced Layout and Formatting Controls

Memo creation now includes improved drag-and-drop functionality, better component spacing controls, and more intuitive grid layouts.

Enhanced Document Sharing

Document vaults now support improved folder organization with breadcrumb navigation and better file filtering options.

v1.3
Oct 9, 2025

Document Permissions and Role-Based Access Controls

VaultFinance

Document permissions system with role-based access controls. Central Storage improvements for better file organization.

Enhanced Quote Generation Workflow

Completely redesigned quote form experience with improved navigation between sections and streamlined data entry.

Expanded Healthcare Property Categories

Added new property sub-types including hospitals and rehabilitation facilities under the healthcare category.

Redesigned Navigation

Experience a completely refreshed navigation system with improved breadcrumbs and better deal filtering.

Enhanced Document Management

Document organization is now more flexible with improved search capabilities and better file type categorization.

v1.1
Sep 11, 2025

Core Infrastructure for Lev Vault

Vault

The beginning of Lev Vault — core infrastructure for our new document management system.

Secure Document Storage

Enterprise-grade security for all your deal documents with automatic encryption and access controls.

Deal-Centric Organization

Documents are automatically organized by deal, making it easy to find what you need.

Team Collaboration

Share documents with your team and external partners with granular permission controls.