What's new in Lev

Send deals to contacts beyond lenders

Lev now supports different deal types, so you can send and track deals to contacts beyond lenders. Each deal type maps to the kind of recipient it involves, so you can launch outreach to equity contacts, investment sales buyers, and other parties the same way you already launch to lenders.

A placement table built for each deal type

Every deal type comes with its own placement table, configured to track the recipient type it corresponds to instead of a generic contact list. An equity deal's placement table tracks responses from equity contacts, while an investment deal's placement table tracks responses from buyer contacts. Both tables give you the same real-time status tracking as the lender placement table, just aimed at the right audience.

Fill Index fields without file extraction

You can now enter values directly into Index without uploading a document or waiting for extraction to run. Open any field, type your data, and Lev marks it as manually entered so it stays available for Memos and other document generation on the deal.

Enter data yourself or with Lev Agent

Type values field by field when you already know the numbers, or ask Lev Agent to fill Index on your behalf. Either path lets you build a complete Index record even when you do not have files ready to upload.

Save any Memo as a Smart Template

Open any Memo you have already created in Lev and save it as a Smart Template from the editor. Your slide structure, layouts, and styling carry over into the saved template so you can standardize how your team builds decks without rebuilding from scratch each time.

Reuse Smart Templates when you generate Memos

When you start a new Memo, your saved Smart Templates appear alongside the default options. Pick one and Lev uses it as the starting layout for the new deck, so repeat deals follow the same structure your team already approved.

Build a subject property profile from deal files

Ask Lev Agent for sales comps on any active deal and it assembles a subject property profile from your uploaded files and deal records. It pulls asset type, location, and size from OMs, rent rolls, and deal data, then surfaces price, cap rate, and NOI in one reference strip. You start every comp analysis with a complete subject view instead of hunting through source documents.

Rank comparable sales by strength

Lev Agent returns a tiered comp table with anchor, strong, and reference sales labeled by similarity to your subject property. You compare price per SF, cap rate, and sale date side by side across the full comp set. That gives you a defensible pricing story for lender conversations without rebuilding spreadsheets.

Benchmark your subject against recent market activity

Lev Agent shows where your deal sits against recent sales ranges with visual price and cap rate bands. You get a concise, source-backed summary of where the subject trades relative to the comp set and what it means for your ask. The output cites the records behind each data point so you can reference it in outreach, memos, and lender packages.