Lev isn't just for new relationships; you can also manage all your existing contacts and deals on the platform. Lev CRM is a separate feature that leverages the same technology as email integration to sync your lender contacts to Lev's platform. Lev CRM is optional but recommended so that you can view lender communications, deals and up to date insights on their programs and transactions all in one place.

You have full control over which lenders to add to your CRM. You can share your list of contacts with your team and see any conversations you’ve had with that lender contact. You can also share notes for that contact with your team. You can read more about how Lev CRM works here.