JBA Equities expands lender coverage 2x with AI inside its deal pipeline

Challenge

Manual lender tracking pulled the team away from client work

JBA tracked every lender conversation manually in Excel — who passed, who was interested, who needed follow-up. That tracking work pulled the team's attention away from structuring and advising clients, and capped outreach to the 20–30 lenders the team knew best.

That's the exact problem Lev's platform is built to remove: instead of running AI in a side tool disconnected from the deal, JBA needed deal-matching and contact tracking built into the same workspace where the deal itself lives.

Solution

Lev Match and Lev CRM brought lender discovery and tracking into the same workflow

With Lev, JBA can surface lenders that fit a deal's profile beyond its closest relationships, launch outreach to a wider set in one motion, and keep every lender response — passed, interested, quoted — organized automatically instead of re-entered by hand.

Results

Client-ready quote matrices without manual assembly

The quote matrix gives JBA a printable, branded deliverable for clients and internal pipeline reviews, updated in real time as lender responses come in. Outreach, responses, and term comparisons stay connected in one workspace instead of living across separate files and inboxes.