Release Notes
·v2.1
File Management Overhaul, Quote Matrix Redesign, and Deal Email Templates
Lev VaultLev Finance
Changelog (v2.1)
Overview
This release introduces powerful new pipeline management capabilities that give you complete control over how you track and organize your deals. We've enhanced the Quote Matrix with improved formatting and made significant improvements to lender matching and contact management.
Highlights
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.