Ready to get started on a deal? Simply click “+ New Deal” on the homepage and follow our guided process. You can launch with existing lenders relationships and/or with new lenders recommended through the platform.

If you choose to launch with existing relationships, the process takes just minutes. Click the area highlighted below, and you’ll be guided through the next steps.

When launching to new lenders, there are three steps:

Simply enter your recourse, rate, and leverage requirements to see expected terms across different lender types instantly. You can then refine your requirements to see the impact small changes will have on terms. Lev will also provide tailored suggestions to optimize your financing request and meet loan sizing constraints.

You can create your deal package using our AI tool or using your existing deal materials!

AI Deal Room

Our AI feature transforms the documents you upload into a comprehensive Deal Room in minutes. Once complete, you can review, make any necessary edits, and download your Deal Room as a PDF. You also have the option to build your Deal Room manually if you prefer! If you’re using Deal Room AI, you can regenerate your Deal Room entirely or in sections and add additional documents to keep it updated with the latest information.

Note: AI Deal Room is not currently supported for perm portfolio deals.

Use Your Own OM

If you already have a set of deal materials, you can opt to skip the Deal Room and launch using your own OM for an even faster launch process. To do this, upload the deal materials and they can be shared either as attachments on the launch email or as documents in the Deal Room. You won’t be required to fill out the Lev Deal Room, so you have full flexibility to choose what works best for you on a deal-by-deal basis!

Once you've completed the loan request and created your deal room, you are ready to get matched with new lenders. When you click on this tab, you'll see a page agreeing to the billing terms if you close with a new lender. We define a new lender as a lender you are connected with through the Lev platform. We define an existing relationship as a lender you’ve received terms from in the last 18 months. You can read more about payment and billing here.

Note that adding lenders to your deal does not launch the deal.

Once you’ve finished these three steps and you’re ready to launch, click on the icon shown below. You will then be taken to a page to customize your outreach message. You can customize messages for each individual lender or send the same message to all.

When you’re ready, click "Send All Now" to launch or click the drop-down arrow on the right to schedule your launch. Scheduling your launch ensures that your deals go live at the most effective times, avoiding low-response times like Friday, Saturday, Sunday, or outside of regular business hours.