Who can see what in the data room?

You control access per party — you choose the permissions for each company and contact. No one sees what you don’t want to share with them.

What does the agent actually do in diligence?

Extracts facts from incoming documents, cites the source, and flags mismatches for a human reviewer. You make every call.

How are checklists generated?

You can use one of our templates, generate a checklist with AI, or build it yourself. Only ask for the files that you need.

Close the deal without the chase.

Keep files, questions, checklists, and follow-ups in one place. Lev handles the busywork and keeps the deal moving to the finish line.

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Harbor ExchangeVault

FilesChecklistAll tasks Add task

TaskStatusAssigneeDue dateAttachments

Property insuranceRequestedMorgan LeeSep 16—

Title commitmentRequestedJordan KimSep 17—

Entity documentsRequestedAdam HayesSep 17—

Current rent rollApprovedMorgan LeeSep 151 file

Operating statementApprovedMorgan LeeSep 151 file

Environmental reportReviewingJordan KimSep 181 file

ALTA surveyRequestedJordan KimSep 12—

Appraisal reportReviewingAdam HayesSep 18—

Executed loan documentsTo doJared MorrisonSep 21—

Trusted by leading commercial real estate teams

From the first file to the final signature. Share the files. Answer the questions. Finish the work. Keep the deal moving.

Collaborate on deals. Keep your team, lenders, and partners moving together. Everyone sees the latest files, questions, and next steps in one place.

Work gets done across the team

Give your team access to your deal and watch them work alongside you.

One place for the whole deal

Keep the team, files, and next steps together.

Share files securely. Create a deal room and give each stakeholder access to the files that they need. You choose who sees the Vault and can change permissions accordingly.

Share only what stakeholders need

Give specific lenders, borrowers, counsel, and partners access to only the right files.

Easy to share, securely

Send the right files to the right people without the back and forth.

Answer questions quickly. Every question and answer lives on the deal. No searching through old emails.

AI generated FAQs

FAQs are stored on the deal automatically. Lev’s AI suggests answers in real time on follow ups.

Keep everyone in sync

Answer once and share it with the whole team.

Execute & order due diligence. Turn closing requirements into a simple checklist. Request the files, auto-match them to the right item, and auto-follow up on what is still open.

Checklists that check themselves

Requirements, owners, due dates — status updates automatically when documents arrive.

Match files as they arrive

When a file comes in, Lev connects it to the right item.

Follow-up, worry-free. Follow up without the chasing. The right person gets a reminder at the right time. When the item is done, the reminders stop.

Reminders that know when to stop

No more follow-ups after the file arrives.

Know what needs attention

See overdue items and get in front of them before they interfere with the closing.