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How to Keep Lender Contacts Up to Date

Over the course of a deal, it’s common for lenders to refer you to another colleague or ask you to connect with a different contact at the same institution. Lev makes it easy to keep your contact list current.

 

AI assist, human approval. Lev may suggest updates based on replies, but you’re always in control.

What to Do When You’re Referred to a New Contact

If a lender replies with something like, “Please reach out to Sarah instead,” you can:

  1. Open the deal and go to the Outreach tab.
  2. Remove the original contact.
  3. Add the new contact from your network—or enter their email manually.
  4. Relaunch to make sure the new conversation is tracked.

Managing Your Network

  • Head to the Network tab to search for contacts, update info, or add new lenders.
  • You can sort by institution, title, or past deal activity to find what you need.

FAQ

Q: Will Lev automatically replace contacts?
No. Lev may suggest a new contact, but you decide whether to accept it.

Q: Can I track notes or history for each contact?
Yes. Each contact has a notes section you can use for background, preferences, or past interactions.