Deal teams can lose time chasing updates across sponsors, brokers and lenders. A new placement may need an immediate notice, while a term sheet or deal update can sit unseen until someone checks Lev. That manual chase is particularly risky when several commercial property opportunities are moving at once. Lev’s deal events can start a Zapier workflow that puts a concise update in front of the right person through Mobile Message.

You can text a lender when a placement is launched, notify a broker when a new deal is created, or send an internal alert when a term sheet is uploaded or updated. The New Deal Note trigger can also prompt a message when fresh context has been added to a deal. Mobile Message Send SMS handles the visible notification, while Create Contact can retain a new recipient for future communication.

This is useful for teams that want their existing Lev activity to prompt timely SMS follow-up without asking staff to duplicate every event manually. The Zapier connection is one-directional, so Lev triggers the chosen Mobile Message action. It does not create a native two-way record synchronisation, and each workflow can be limited to the deals or recipients that matter.