More efficient lender outreach and professional deal presentation
New features across Lev help you organize your lender network, streamline communications, and create consistently branded deal materials faster than ever.
March 1, 2026 – March 15, 2026
Multiple Contacts per Lender
You can now add multiple contacts from the same lender to a single deal, allowing you to create multiple placements for different decision makers or departments within the organization. When adding a lender to your deal, simply select multiple contacts from the 'Add to Deal' dropdown to create separate placements for each contact. This ensures your deal gets in front of the right people and increases your chances of getting competitive terms.
Custom Fonts for Email
You can now set a default font family and size for all your outgoing emails! Choose from over 40 professional font families and standard point sizes to create a consistent, branded look across all your communications. Your preferences are automatically applied when composing a new email to see exactly how the message will be received.
Multiple Export Qualities
Choose from four quality levels when exporting memos as PDFs or PowerPoint files: Original for maximum quality, High for professional presentations, Medium for email sharing, and Low for smallest file sizes. Each quality level is automatically generated when you publish your memo, making exports instant and eliminating wait times.
Brand asset management
Company admins can now upload, view, and manage brand assets like logos and marketing materials through a dedicated settings page. Your team's brand assets are stored centrally and can be accessed when creating memos to ensure consistent branding across all deal materials.
Key benefits
Organized lender network
Custom labels let you tag and filter your 7,000+ lender database to find the perfect financing partners for each deal type.
Streamlined communication
Multiple contacts per lender, task-based outreach from Vault checklists, and customizable email fonts keep all your lender conversations organized and professional.
Consistent branding
Brand asset management and multiple export quality options ensure your offering memorandums always look polished and maintain your company's professional image.
These updates work together to reduce the time you spend managing lender relationships and creating deal materials, so you can focus on closing more transactions. Import your existing data with new CSV workflows to get started even faster.
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