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Creating and Launching a Deal

In this article, we’ll show you how to use Lev’s AI-driven platform to quickly create a deal, generate a polished debt package, select the most relevant lenders, and launch outreach — all in a few easy steps.

1. Create a Deal

From the left-hand menu, click "Create Deal." OR navigate to the Deals section

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Click the green “+” button to start a new deal.

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Enter a Deal Name (can be an address or internal reference).

3. Complete Basic Deal Information

Lev will prompt you under Suggested Next Steps to enter basic information like:
  • Loan Type (e.g. acquisition, refinance, construction)
  • Transaction Type and Loan Position
  • Property Address, asset type, and subtype
  • Sponsor Information (name and location)

4. Input Financial Information and Loan Request

Enter key financials like as-is value, NOI, existing debt, and your Loan Request Amount or LTV%.
(Some fields can be placeholders and won’t affect lender suggestions.)


Check the Loan Sizing Tool to quickly see how your request pencils out.

At this point you may choose to ignore or fix any flagged discrepancies.

5. Create the AI-Generated Debt Package

Under the Deal Overview, select “Upload or Create Documents.”


Click “Get Started with Lev” and upload files (Excel, PDF, Word, images).


Lev’s AI will generate a polished, multi-slide Debt Package you can easily edit — update text, colors, logos, or white-label the materials.


Share as a downloadable PDF or a private URL link.

6. Select Lenders 

Go to the Select Lenders tab to view best-fit lenders based on the deal.


Filter lenders by type (banks, debt funds, hard money), or click to view each lender’s profile and past transactions.


Add lenders to your Placement Table — this doesn’t send any emails yet.

7. Launch the Deal 

Navigate to the Outreach (Placement Table) section.


Click Quick Actions to draft emails for selected lenders.


Personalize the template or keep it short and simple for better deliverability. CC teammates as needed.

Review all emails and click “Save and Send” to officially send your deal to lenders.

Why This Matters

Creating, packaging, and launching a deal can be incredibly time-consuming, especially when juggling manual processes, outdated contact lists, and disconnected tools. With Lev’s AI-powered workflow, you can cut this process down to a matter of minutes. That means faster time to market, a more professional presentation, better lender engagement, and ultimately a higher likelihood of closing your transaction on better terms — all without extra administrative overhead.