Lev episodeRecorded webinar
Using AI and Lev for Your CRE Business
Yaakov Zar·Lev
Deal setupDocument processingLender outreachAI adoption
About this episode
This recorded session from Yaakov Zar, CEO of Lev, walks through how brokers and operators apply AI inside Lev across a typical CRE transaction.
Yaakov covers deal setup, document intake, lender search, and capital markets outreach — the daily work that eats hours when spread across email, spreadsheets, and disconnected tools.
The session is aimed at financing brokers, analysts, and operators who want a concrete view of what AI-assisted deal management looks like in production — not a product tour, but a workflow walkthrough you can map to your own deals.
What you'll hear
- Setting up a new deal in Lev and configuring loan type, asset class, and transaction details.
- Uploading documents and letting Lev extract key fields for underwriting and lender packages.
- Searching Lev's lender network and building outreach lists for a live transaction.
- Applying AI across the full broker workflow — from first client call through quote comparison.
