Every guide for every Lev app, in one place. Use the sidebar to browse by feature, or pick a category below. New to Lev? Start with the onboarding syllabus — fifteen short video lessons that walk through the first deal end-to-end.
Browse by workflow
Launch deals, run pipeline, and reach lenders
Manage lender and borrower contacts and labels
Find comps, lender terms, and asset-class context
Upload, organize, search, and manage files on deals
Secure data rooms, checklists, and controlled sharing
Branded offering memorandums in minutes, not days
Profile, team, email integration, and workspace settings
Security, compliance, privacy, and AI data handling
Popular guides
Set up a deal, invite your team, move it to pipeline
Build targeted lender lists with AI-assisted matching
Export to PDF, PowerPoint, and shareable links
Collect files, track progress, share with lenders
Find anything across deals and vaults in seconds
Bring Gmail or Outlook into Lev so threads stay in-deal
Want the full API?
Lev's REST API, MCP server, and CLI live one tab over. Start with the Quickstart for REST, the MCP overview, or the CLI setup.