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How to Sync Email and Import Lender Contacts

Connecting your email is a key step in using Lev. It allows you to track lender replies and import your professional network.

🔒 Fully private and secure. Lev only pulls in professional lender contacts. You’re always in control of what’s added.

Steps to Sync and Import

  1. Go to Settings > Email Integration.
  2. Connect your work email account.
  3. Once connected, click Enable Contact Syncing.

Lev will scan recent deal-related emails to find lender contacts and add them to your Network tab. You’ll always have the option to review contacts before confirming them.

Customizing What Gets Synced

  • Set a custom lookback window (e.g., last 30 days)
  • Exclude personal folders or non-deal threads
  • Opt for manual review before contacts are added

FAQ

Q: Can our IT team limit access?
Yes. We support customized permissions and integrations.

Q: Will it pull in irrelevant messages?
No. Lev targets professional lender communication only.