Lev CRM (Capital Relationship Management) is highly recommended (but not required) for managing your processes, even outside of an active deal. The platform securely scans your business email inbox, matching lenders by their domain with those in our lender database and consolidating your communications and past deals.
Once synced, you can choose the matched lenders you want to add to your CRM, giving you full control. This will add lenders on the account level, meaning your entire team can see the contact, but the message history with these contacts be private to you. This provides full visibility of contacts, past deals, and any of our profile information for the lender in our database for your entire team. Each team member can opt in or out of adding contacts to Lev CRM.
As with deal-related email integration, Lev CRM will never access personal emails or regular business threads.
Why should I sync my existing lender relationships?
Create a single source of truth for lender communication and deal with history
Organize all of your contacts for easy sorting and outreach
Improve visibility for you and your team by consolidating all interactions into one place
TL: DR
Your contacts remain private—we will never share them with other Lev users
Your emails are private to you and will not be seen by your team
You only import the contacts you want to
The syncing process is fully secure and automated