When you upload a new document to a deal, Lev re-reads it and refreshes the relevant Index fields automatically. You no longer need to re-import or manually update values after adding a revised rent roll, updated operating statement, or any other file. The numbers you see in Index always reflect your most recently uploaded documents.
Update Memo from Index
When your Index data is current, you can push updated numbers directly into any Memo generated from that deal. Instead of hunting for the right figure across multiple files, you review the updated values in Index and apply them in one step. Changes in your source documents flow through to the documents you share.
Lev Agent reads your uploaded documents and deal data to generate a structured offering memorandum outline from within any active deal. Describe the type of Memo you need, and the Agent extracts relevant values and applies the correct structure for your asset class and loan type. No re-entering data or switching to a separate tool.
Review and adjust the outline before building
Before the Agent builds the full deck, you can review the AI-generated outline and edit any section title or content block. Changes made at the outline stage carry through to the final Memo, so adjusting structure here has the most impact on the output. The Agent rebuilds from your revised outline, not a fixed template.
Publish directly to your deal room
Once you're satisfied, publish the Memo to your Deal Room and export as a PDF or PowerPoint for lender outreach. Everything stays connected to the deal, so the Memo reflects the same data your team has already verified in Lev. No manual formatting or file transfers before sending.
Lev Index is a new tab on every deal that gives your team a single, structured view of all extracted deal information. When you import documents, Lev reads them and pulls out key metrics including property details, financials, sponsor info, market data, and comparables. Every value is labeled by source and accessible to everyone working the deal, so there's no more wondering which version of a number is the right one. Whatever lives in the Index is what powers every document you generate from that deal. This is the foundation for how Lev turns raw deal files into clean, accurate outputs at every stage of the workflow.
Extracted from your files, traced to one source
Import your rent rolls, financial statements, or any deal file and Lev automatically reads them. Each field shows exactly where its value came from, whether it was pulled from a document or entered manually. When multiple documents contain conflicting values for the same field, Lev surfaces the most reliable one automatically. You can review, override, or edit any value directly. Your correction becomes the authoritative value for the deal, so your team is correcting exceptions rather than doing data entry from scratch.
Every data point your deal needs, all organized
Index organizes all extracted information into dedicated sections. Physical details, unit mix, square footage, and zoning are pulled from your uploaded files automatically. Sponsor information like entity name, principals, and track record is extracted from uploaded sponsor packages. Market statistics and comparable transactions can be imported or entered manually. No more hunting across files for values.
Every document you generate gets it right
Any document you generate from a deal pulls directly from the values in the Index. Offering memorandums and any other Lev-generated document will reflect exactly what you see and verify here. Teams no longer need to cross-check a generated OM against a spreadsheet or re-enter values before sending materials. What you verify in Index is what goes out the door.
Stop chasing files. Checklist turns your Vault into a document collection engine. Create tasks for every file you need, assign them to the right people, and send a single request. Recipients reply with attachments, and Lev handles the rest: classifying files with AI, matching them to the right tasks, and updating statuses so you always know where things stand.
Track every file you need
Organize your document requirements into sections and tasks. Each task tracks the expected file type, who's responsible, due dates, and current status. Use it for borrower intake, lender due diligence, closing — any time you need files from anyone on a deal.
Request files in one click
Select who you need files from, and Lev generates an email listing all their outstanding items. They can reply with attachments or click the link to upload directly. Every file they send is automatically pulled in, classified by AI, matched to the correct task, and marked as ready for review. You don't have to touch a thing.
Automate follow-ups and status digests
Set up automatic follow-up reminders for unresponsive requests — they go out as replies in the same email thread, so they feel natural. Configure weekly or daily digest emails to keep your team updated on what's been received, what's overdue, and what's still outstanding.
Start with a template
Lev provides Master Templates by property type (Multifamily, Office, Retail, Industrial, and more) with the most commonly requested documents pre-loaded. Apply one in seconds, customize it for your deal, and save your own templates to reuse across your pipeline.
Let borrowers, attorneys, and partners collaborate
Vaults are no longer just for lenders. You can now share a Vault with any contact in your Network — borrowers, attorneys, equity partners, appraisers, title companies, anyone. With Full Access permissions, guests can upload files, attach them to tasks, and leave comments directly on the Checklist.
You can now add multiple contacts from the same lender to a single deal, allowing you to create multiple placements for different decision makers or departments within the organization. When adding a lender to your deal, select multiple contacts from the Add to Deal dropdown to create separate placements for each contact. This ensures your deal gets in front of the right people and increases your chances of getting competitive terms.
Custom Fonts for Email
You can now set a default font family and size for all your outgoing emails. Choose from over 40 professional font families and standard point sizes to create a consistent, branded look across all your communications. Your preferences are automatically applied when composing a new email to see exactly how the message will be received.
Multiple Export Qualities
Choose from four quality levels when exporting memos as PDFs or PowerPoint files: Original for maximum quality, High for professional presentations, Medium for email sharing, and Low for smallest file sizes. Each quality level is automatically generated when you publish your memo, making exports instant and eliminating wait times.
Brand asset management
Company admins can now upload, view, and manage brand assets like logos and marketing materials through a dedicated settings page. Your team's brand assets are stored centrally and can be accessed when creating memos to ensure consistent branding across all deal materials.