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Customer stories

See how CRE teams use Lev to launch deals faster, expand lender relationships, and run capital markets with more confidence.

Time Equities customer story

Time Equities

Case studySponsor

August 2026

Time Equities uses Lev to keep lender outreach, follow-ups, and incoming terms organized in one workspace — so every conversation and every quote is current, automatically.

Talonvest Capital customer story

Talonvest Capital

Case studyCapital markets

July 2026

Talonvest's capital markets team uses Lev to match deals against 7,000+ lenders, launch personalized outreach in a couple of clicks, and keep follow-ups from falling through the cracks.

Essex Capital Markets customer storyVideo

Essex Capital Markets

Video storyCapital markets

May 2026

Essex replaced hundreds of manual lender emails with structured Lev launches, sending institutional-quality deal books to 10–15 targeted lenders per deal.

JBA Equities customer storyVideo

JBA Equities

Video storyCapital markets

May 2026

JBA replaced manual spreadsheet tracking with Lev deal-matching and CRM agents, expanding from 20–30 trusted lenders to 50–60 targeted lenders per deal.

Legacy25 Capital customer storyVideo

Legacy25 Capital

Video storyCapital markets

May 2026

Legacy25 launched in 2025 with Lev as its operating platform, accessing thousands of capital sources while targeting $600–700M in volume in its first six months.

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Guides

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Workflows

  • Source
  • Screen
  • Execute
  • Close

Products

  • All products
  • Lev Agent
  • Lender Search
  • Lev Match
  • Lev Memo
  • Lev API
  • Lev for iOSNew

Enterprise

  • Platform
  • Advisory
  • Security & governance
  • Knowledge base
  • Loan servicing
  • Document verification
  • Portfolio surveillance
  • Trust resources

Platform

  • Apps
  • AI agents
  • Data
  • Platform tools
  • Commercial real estate software
  • Commercial real estate AI
  • CRE financial spreading

Resources

  • Blog
  • Getting started
  • Learn
  • Build
  • Grow
  • Developer resources
  • Changelog
  • Contact

Guides

  • Find CRE lenders
  • Best CRE lenders 2026
  • Commercial loan package template
  • Offering memorandum template
  • AI agents guide
  • CRE workflows to automate

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