What the person on the other end sees — from opening your link to working through a checklist.
Visitors never need a Lev account. What they hit when they click depends on one thing: the access setting on the Vault. Here's each one, start to finish.
Public
Best for anything you're happy to have forwarded around — a broad lender blast, an OM, a teaser package.
They click the link and the Vault opens. That's the whole experience. No email, no code, no sign-in. They land on the deal information, the featured file if you've set one, and every file and folder you've put in the Vault.
Viewing is wide open, but anything that writes to the Vault — uploading a file, commenting on a task — asks them to confirm their email first. So even on a public Vault, you know who did what.
Email verification: Anyone at company and Invite only
Best for the real diligence set, where you want a name against every download and you don't want the link working for whoever it got forwarded to.
Your lender clicks and the Vault page loads with Verify your access sitting over it. They can see enough to know what they've been sent — but nothing opens until they've confirmed who they are.
- They enter their email address and click Email me a code.
- A six-digit code arrives in their inbox.
- They enter it, and the Vault opens.
The two settings differ only in who gets through. Anyone at company lets in any address on that company's domain — useful when you don't know which analyst will actually open it. Invite only lets in the specific addresses you named, and nobody else.
Three things worth knowing, for when someone grumbles about the extra step:
- It isn't a sign-up. No Lev account gets created, and there's no password to set.
- It doesn't let anyone in on its own. Confirming an address only proves it's theirs. Invite only still requires an address you named, and Anyone at company still requires that company's domain.
- They only do it once. Not every visit.
Contact information required
Best for putting a deal in front of people you don't know yet — circulating a listing, working a wide list, following up on a conference.
Before the Vault opens, the visitor fills in their name, company and work email, then confirms the email with a code. After that it behaves like any other Vault.
Their details get saved against the Vault and added to your CRM. That's the whole point of it: you hand a package around widely, and instead of wondering where the link ended up, you end up with a list of who actually opened it and who they work for.
Checklists
Best for collecting documents rather than sending them — borrower intake, closing, anything where you're chasing a list.
When a Vault has a checklist, the visitor gets a Checklist tab alongside the files. They see the same sections, tasks, statuses and assignees your team sees, usually filtered to the tasks assigned to them, so they're looking at exactly what they owe you.
With Full Access they can:
- Attach a file to a task — open the task, upload straight to it.
- Use the upload page — a drag-and-drop area with their assigned tasks listed beside it. Lev classifies what comes in and matches it to the right task.
- Reply to a file request by email — attachments get pulled straight out of the reply and matched. They never have to open the Vault at all.
- Comment on a task — to ask a question or explain a delay. Comments land in Activity next to the emails, uploads and status changes, so each task keeps one thread.
With View Only they can see the checklist and open task details and Activity, but can't upload, comment or change anything.
This is how borrowers, counsel, appraisers and title companies work a deal without anyone emailing attachments back and forth. More on running one: What are checklists and Requesting files.
Inside the Vault
However they got in, what a visitor sees is close to what you see — branded to your company, with the property and deal context, minus anything that would let them change it.
They can preview files without downloading, download one at a time or take the whole Vault as a .zip, see the deal information and featured file, and — with Full Access — upload and comment.
They can't add files or folders outside a checklist task, change the featured file, or give anyone else access. They can forward the link, but they can't add a company. And they never see the deal itself, Vaults you haven't shared with them, or who else you've shared with.
Everything they do lands in Activity, so your team keeps full visibility.
One last thing worth mentioning to anyone working several of your deals: when they come back, they'll find every Vault you've shared with them in one place under Shared — no digging through old emails for the right link.
Next: Sharing a Vault.