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Work faster and more naturally with AI-powered deal creation and enhanced memo collaboration

Natural language deal creation

Start deals by describing what you know in a conversational way, like Create a new refi deal for 123 Main Street. The chatbot will ask follow-up questions for any missing information and confirm details before creating your deal. This lets you get deals into your pipeline in seconds rather than minutes.

Quick deal updates

Update existing deals by telling the chatbot what to change, such as Update the deal ABC Property: change requested loan to $5M and target close to March. No more clicking through multiple screens to make simple changes. The system understands your intent and makes the updates accurately.

Draft content generation

Generate first drafts of lender-facing content like deal summaries and sponsor overviews by asking the chatbot to write them for you. You can then refine the content in the regular interface, giving you a head start on your marketing materials instead of starting from a blank page.

Transparent image overlays

Add visual depth to your memos by applying transparent overlays to any image. The overlay option appears at the bottom of your image picker menu, giving your offering memorandums a more sophisticated, professional appearance that helps key property details stand out.

Version comparison view

Easily see what changed between memo versions with our new comparison feature in the version history menu. You can now quickly identify exactly what content has been updated from any previous version to your current draft, making it easier to track revisions and collaborate with your team.

Comment notifications and mentions

Stay in the loop with automatic email notifications when someone mentions you in a memo comment or responds to a comment thread you're part of. This ensures important feedback and questions don't get missed during the deal preparation process.

More control over your deals and documents with enhanced customization

Margin editor

Customize your memo headers, footers, and side margins with enhanced styling elements including images, text, page numbers, dividers, and spacers. You can now drag components directly onto your slide margins and adjust spacing to create a more polished, branded appearance that stands out to lenders.

Version history

Access complete version tracking for all your memos with automatic saves every 5 minutes and manual version creation when you publish. You can restore any previous version and give versions custom names to track major changes throughout your deal lifecycle.

Document recommendations

Get clear guidance on which documents are recommended for memo generation, including underwriting models, property photos, operating financials, and market analyses. The interface shows you exactly what files will help create the most comprehensive offering memorandum for lenders.

Image handling improvements

Experience smoother image resizing performance and reliable image exports in your final memos. We've fixed crashes that occurred when adding text next to images and improved responsiveness even with slower internet connections.

Custom pipeline creation

Create unlimited pipelines beyond the standard deal flow, whether you're tracking investment sales listings, potential sellers, equity placements, or business development opportunities. Each pipeline gets its own custom statuses that reflect your team's actual process. No more forcing your business into generic pipeline stages that don't match how you actually work.

Multi-pipeline deal tracking

Place the same deal in multiple pipelines simultaneously to track different aspects of your business. An acquisition can move through your financing pipeline while you simultaneously manage it in your seller relationship pipeline. This gives you complete visibility across all dimensions of your deals without duplicate data entry.

Flexible workflow design

Design pipelines for any part of your business that needs tracking, from active listings and equity sourcing to portfolio management and business development. Each pipeline operates independently with its own logic while sharing the same underlying deal data across your team.

Create professional memos for any deal type and manage documents more efficiently

Investment sales memos

Lev Memo now generates AI-powered investment sales offering memorandums with tailored content and financial analysis specific to property sales transactions. The interface shows three distinct memo types to choose from, making it clear which document type matches your deal. Investment sales memos include sales comparables, market analysis, and investor-focused narratives instead of debt-focused content.

Equity raise memos

Generate professional equity raise offering memorandums designed specifically for sponsor fundraising and investor outreach. These memos focus on partnership opportunities, projected returns, and sponsor track record rather than debt placement. The AI automatically adjusts financial presentations and narrative content to highlight equity investment opportunities.

Redesigned contact pages

Contact pages now display your team members with improved visual layouts that adapt based on team size. The system only includes deal team members instead of showing all company team members, eliminating empty placeholder spots and creating cleaner, more professional contact sections.

Automatic table of contents

Every memo now includes a professionally formatted table of contents page by default, with smart formatting based on available property images. The table of contents provides clear page navigation and gives your memos a more polished, institutional appearance that lenders and investors expect.

Enhanced table formatting

Tables throughout your memos now preserve more original data from your source documents while automatically adjusting font sizes to fit content properly on each page. The AI maintains data accuracy while ensuring tables remain readable and professionally formatted across different memo layouts.

Improved editor performance

The memo editor now responds faster with reduced lag when editing text, images, and layouts. Font size selections display the actual pixel size, and gallery resizing works smoothly across all memo types, making the editing process more efficient for time-sensitive deal preparation.

Company-level file organization

Organize documents at the company level rather than per deal, so files stay accessible across your entire pipeline. Lev's AI automatically classifies uploads, and enhanced search helps you find what you need without remembering which deal a file lived under.

Richer emails and faster quote management

Send richly formatted emails directly from Lev so your messages render consistently in any client. Improved quote workflow tools cut down on manual back-and-forth when collecting and comparing lender terms.