Commercial real estate software
The CRE software stack for modern deal teams
Lev brings CRM, pipeline, data rooms, AI agents, lender search, memorandums, market data, APIs, and integrations into one system for commercial real estate teams.
A CRE system should know the work, not just the contacts
Most commercial real estate teams have a CRM, folders, email, spreadsheets, and point tools. The problem is that the work spans all of them. Lev connects the entities that matter: companies, contacts, deals, documents, lenders, tasks, conversations, and source-backed answers.
- CRE CRM
- Relationship and company context tied to deal history.
- Pipeline
- Stages, tasks, risks, lender activity, and next actions.
- Data rooms
- Permissioned files, requests, uploads, and checklists.
- AI agents
- Source-backed answers and approved workflow actions.
- Lending
- Lender fit, appetite, quotes, outreach, and loan pipeline.
- Platform
- APIs, MCP, integrations, and governed access.
Lev products mapped to the CRE software stack
Each product is useful on its own, but the system gets stronger when relationship, document, lender, market, and workflow context are available to agents and approved tools.
App / CRM
Lev CRM
The commercial real estate CRM built for how CRE actually works.
View productApp / Pipeline
Lev Pipeline
Track every opportunity, lender, task, stage, and risk across active CRE deals.
View productApp / Vault
Lev Vault
Deal-specific data rooms for controlled file sharing, requests, uploads, and external handoffs.
View productApp / Assistant
Lev Agent
Your commercial real estate AI agent that reads deal context, answers questions, and moves work forward.
View productApp / Memo
Lev Memo
Generate credit, debt, equity, investment, and deal materials from source data, files, and approvals.
View productData / Search data
Lender search
Find active lenders by appetite, asset type, geography, proceeds, and execution fit.
View productApp / Knowledge graph
Lev Index
Your deal data, always current. AI compiles everything automatically so your team and agents can reference it instantly.
View productPlatform / MCP
Lev MCP
Connect Claude, ChatGPT, and other AI tools to your deals, documents, and pipeline.
View productBuying criteria for CRE software
The strongest software choice is the one that raises operating leverage without fragmenting the data your team and agents need.
- 01
Models CRE-specific entities: sponsors, lenders, properties, deals, files, term sheets, requests, and companies.
- 02
Gives teams a shared operating layer for relationship, document, lender, and pipeline workflows.
- 03
Supports AI agents with permissions, source citations, approvals, and audit trails.
- 04
Connects to existing systems through APIs, MCP, and managed integrations.
- 05
Improves adoption by fitting into daily CRE workflows instead of forcing generic CRM behavior.
Questions about commercial real estate software
What is commercial real estate software?
Commercial real estate software helps teams manage relationships, pipeline, documents, diligence, lender outreach, reporting, and operational workflows across CRE transactions.
What should CRE teams look for in a CRM?
A CRE CRM should connect companies, contacts, properties, deals, lender history, conversations, tasks, and permissions so relationship data can be used in real workflows.
How is CRE software different from a generic CRM?
Generic CRMs store accounts and activities. CRE software needs deal-specific entities, lender and sponsor relationships, data rooms, offering memorandums, term sheets, and source-backed workflow context.
What is CRE lending software?
CRE lending software runs the debt side of commercial real estate: matching deals to lender appetite, managing lender outreach and quotes, tracking loan pipeline, and organizing diligence documents. In Lev, that spans Lender Search, Pipeline, and Vault data rooms.
Where does AI belong in commercial real estate software?
AI belongs inside the workflow: reading documents, answering questions from source data, drafting memorandums, matching lenders, enriching contacts, and identifying next actions in the pipeline.
Run your CRE deals on one operating system
Start free and give your team a shared CRE-native layer for relationships, documents, lenders, and pipeline — with AI agents and source-backed data built in. No sales call required.