What's new in Lev

Build your Memo as a PowerPoint file

Ask Lev Agent to create a Memo and it builds the deck as an editable PowerPoint file in the chat. You pick a Memo type, a template for the layout, and a theme for colors and fonts, and Lev Agent asks for any files it still needs. The finished deck is saved to your deal's Resources tab and to Studio.

Edit with AI in Studio

Open any Memo in Studio and describe your changes in plain English, and Lev Agent updates the deck and saves it to the same file. Turn on Annotation mode to select a slide, element, or text and add it to the chat, so the agent knows exactly what to change.

Edit in PowerPoint when you want full control

Download the deck from Studio, make your changes in PowerPoint, and upload the finished file to the deal's Resources tab. Your edited version is ready to add to a Vault and share with lenders.

Templates and themes from your own decks

Create a template from up to five of your own PDF or PowerPoint files, and build themes with your brand colors and fonts. Lev Agent offers your templates and themes alongside Lev's built-in options every time it builds a Memo.

Build interactive Maps on your deal

Create a Map from the Maps tab on any deal to build an interactive view on the asset. Add amenity pins by type and proximity, toggle transit routes and typical traffic on nearby roads, and adjust pin styling depending on the aspects of the surrounding area that you want to emphasize.

Publish Maps to your deal Resources

After you save a Map, click Publish to make it available across the deal. Published Maps appear in the deal's Resources tab and stay editable from the Maps tab whenever you need to update surrounding context.

Add Maps to any Memo

Insert a published Map into any Memo on the same deal. Edit the Map in the Memo with the same tools as the Maps tab, and your changes sync to all locations on the platform.

Campaigns for reusable outreach

Lev now supports Campaigns, customizable sets of email sequences you can save as templates and reuse across deals. Build a campaign manually, write it with AI based on your instructions, or start from one of the default Lev templates. Apply a campaign to any batch of contacts from the placement table and review it before sending.

Automatic follow-up sequences

Each campaign's sequence automatically sends follow-up emails to contacts who haven't responded, based on the delay you set between messages. You can toggle automated actions that fire based on how a recipient responds to any email in the sequence. If a contact stays silent through the full sequence, Lev marks them "Unresponsive" and may suggest an alternative contact at the same institution.

Generate a Deal Pitch with Lev Agent

Open a deal's Overview page and click Generate pitch to have Lev Agent draft a high-level summary that mixes quantitative details with qualitative context. Add your own instructions first, such as emphasizing market demand or highlighting the property's location, and the agent blends them with the deal's existing data. Review the draft, edit it directly, or ask the agent to revise it.

One pitch, reused across your deal

The pitch you write or generate feeds other automated workflows on the same deal, including auto-generated outreach emails and the deal facts pulled into a Memo. A more accurate pitch carries more accurate information into everything downstream.