Lev episodePodcast interview
How CRE Loan Brokers Automate Capital Markets
Dr. Adam GowerwithYaakov Zar·GowerCrowd
Capital marketsDeal managementLender searchAI workflows
About this episode
In this GowerCrowd episode, Dr. Adam Gower sits down with Yaakov Zar, CEO of Lev, to walk through how CRE loan brokers are automating capital markets work end to end.
The conversation focuses on practical workflows — not abstract AI hype. Yaakov demos how Lev embeds into a broker's existing process: documents arrive, deal fields populate, lenders surface from Lev's network, and quote matrices update as responses come in.
If you run financing for multifamily, office, retail, or mixed-use deals, this episode shows what changes when your deal platform keeps pace with the volume of documents, lenders, and term sheets on a live transaction.
What you'll hear
- Why financing brokers need deal software that updates the CRM as work happens — not after the fact.
- How Lev processes offering memos, rent rolls, and financials to populate deal fields automatically.
- Running lender search and quote matrices inside one workspace instead of spreadsheets and email threads.
- What an AI-native capital markets workflow looks like from first document upload through term sheet comparison.
