Learn

CRM

Add and import contacts, then organize your network with labels.

Updated September 2026

Add lender contacts, import them from a spreadsheet, and use labels to organize Companies and Contacts.

More in this section
Account & Settings
Account setup, team permissions, and email connection.
Deals
Create deals, add lenders, launch outreach, and manage your pipeline.
Files
Upload, organize, search, and manage files on deals and in Vaults.
Lev Agent
Use Lev Agent to ask questions, complete deal tasks, and automate workflows across your portfolio.