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How to Change a Lender Name 

If a lender rebrands or merges with another group, Lev helps keep your records clean and up to date without losing deal history.

 

No lost data. Quote history and notes stay intact, even if the lender name changes.

What to Do

  1. Go to your Network tab.
  2. Search by either the old or new name.
  3. Select the correct profile and confirm contact info.

How Lev Handles It

Lev automatically links legacy and updated names so you won’t lose track of prior engagement or quotes.

FAQ

Q: Will I lose past quotes?
Not at all. Everything stays visible.

Q: Can I see the old name?
Yes. It’ll be listed in the institution’s profile for easy reference.