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How to Use the Quote Matrix 

The Quote Matrix in Lev helps you compare lender quotes quickly and clearly—so you can see where each offer stands and share that insight with your team or borrower.

 What the Matrix Shows

When a lender sends a quote via email or attachment, Lev reads the message and pulls in key data like:

  • Interest rate
  • Loan proceeds
  • Amortization period
  • Term length

All of this appears side by side in the Deal Matrix, making it easier to compare apples to apples.

How to Get Accurate Results

To make sure Lev can read quotes:

  • Include key terms in the body of the email or a clearly labeled PDF.
  • Use bullet points or simple formatting to help Lev extract data.

Editing or Adding Manually

If Lev misses a quote—or if a lender gives you details over the phone—you can still add it manually:

  1. Click the pencil icon in the Matrix.
  2. Enter the missing fields or adjust the existing ones.

 

FAQ

Q: What if I have multiple quotes from the same lender?
You can add each one separately or replace an old one with a new version.

Q: Can I export the matrix?
Yes! It can be included in the MSR report or exported on its own.