Levelset Avis 3 839

Damon really helped out and provided excellent service!

I appreciated the kind responsive communication. Everything I asked was answered....Thank you

Rachel was very clear in her direction, and it was very easy to follow her.

Lillie was quick to chat with me online. Answered my questions that I could have tried to look up but she was much faster at finding the information I needed. I appreciated the time it saved me trying to figure it out.

the man that i spoke to took his time and provided accurate and helpful information.,

Ashley Falcon has been amazing in assisting Myself and our Corporate office manager in getting issues resolved and being available when we need her! She is a ROCKSTAR! Thank you Ashley!

Ashley is always very responsive and helpful!

I have been using Levelset for 5 years. I highly recommend them. They are what help our company be so successful at protecting our jobs and collecting our funds. The website is easy to navigate and has all my next steps and alerts readily available. I can’t thank them enough for their great research teams and helpful service. I couldn’t do it without them. Thank you Levelset team!

It was nice not having to worry about state/county rules and regulations. Just provide the basic information and Levelset did the rest.

Brandon was extremely helpful and was able to assist us with our request.

DIRECT SUPPORT FROM A PERSON THAT WOULDN'T END UNTIL MY ISSUE WAS RESOLVED FAST EMAIL RESPONSES

If Sarah hadn't searched our request, the important documents we needed sent probably wouldn't have been sent correctly. Thank you for all your support!

Meghan was so helpful. At some point, I didn't know what I needed exactly, and she walked me through. She explained until I got the process. She was very patient. Because I was not sure of some questions, I set up a new appointment with her so we could go over it.

Levelset makes the process very simple. Very knowledgeable personnel to help walk through every step. They actually helped our company file 2 (two) liens and they were willing to help. What a great job to have a company like Levelset on your side.

Levelset's tool is very easy to use. The information they provide is amazing and very comprehensive. And most of all, their service is outstanding.

We had a GC telling us we were not going to be paid the $100K they owed. We waited too long to engage Levelset, but they scrambled, and, within a couple of days (also the last day we were allowed to record the lien), they got it filed. We were paid less than one week later!

Fantastic job by the entire Levelset team!

Levelset has proven to be a major value-add for our company over the last 3+ years since our partnership began, but their employees are what really takes them to a higher level. Levelset representatives like our customer liaison (1) Paula Rodriguez - SBM Customer Success Mgr; (2) Robert Fernandes - Install Base Account Executive; and (3) Matt Manco, Manager, Implementation Services - Specialty Contractors & Suppliers, have resolved numerous issues for us over the last couple of years, which naturally come up over the course of a business year. Paula is well-known for connecting me with the right person to fix any issue that may come up & always checking-in with me to ensure everything is running smoothly, even if we haven't spoken in a while. Robert handled our recent renewal contract and was instrumental in working with our owner to add risk reports to our contract plan near the end of our prior year's contract. Matt has proven invaluable to us in resolving technical issues that surfaced in the synchronization between Intuit QuickBooks & Levelset. On several occasions over the last couple of years, he's taken the time to train and provide best practice tips for entering data into QuickBooks to make the transfer of information from QB to Levelset seamless and less likely for error, which had occurred because of incorrect procedures our accounting team was using to enter data into QB. When we started with Levelset, the fact that Intuit inspects Levelset once a year to ensure synchronization between QB & Levelset was a big selling point for our owners since these two systems needed to seamlessly operate in tandem. Matt was the expert who resolved all our technical issues and has become a person our team now knows and trusts. Great company with great people.

Answered all of my questions and made me feel at ease.

Michael Greenberg is always helpful. Also lets me know when I am actually able to do things myself and provides me with the information in how to do them

Levelset saves us a substantial amount of time, energy, and most importantly, headaches, by automating our preliminary notice process and being a premier lien & bond service provider! They offer excellent training and education which is invaluable to a company like ours that operates in dozens of different states. Their research team is second-to-none, saving us the trouble of verifying legal property descriptions & owner information. Our Customer Success Manager has been amazing to work with. She completely understands our business model & our plans to grow in the future. It's rare to find a business partner that has a strategic vision so in line with what your organization is trying to accomplish. I highly recommend Levelset to anyone in construction credit!