About Lev
Lev is the leading technology platform for commercial real estate deal and transaction management. We help financing brokers, lenders, and investment sales brokers streamline their deal workflows, manage relationships, and close transactions faster.
Our platform processes sensitive financial data, property information, and lender communications on behalf of clients handling nearly $5 billion in commercial real estate transactions per month. That's why security isn't just a feature at Lev—it's the foundation everything else is built on.
Lev Overview
PlatformEnd-to-end CRE deal management. Deal pipeline, CRM and relationship management, document generation, and lender matching.
ClientsFinancing brokers, lenders, and investment sales brokers
MissionTransparency and efficiency in commercial real estate transactions
Our Commitment
When you hand over your deal data, your lender contacts, your financial projections... you're trusting us with the lifeblood of your business. I get it. That's not something I take for granted.
We built Lev's security the same way we build everything else: obsessively. Every architecture decision, every code review, every vendor we bring on. It's not a checkbox exercise for us. It's how we operate.
Look, I know a Trust Center can only tell you so much. If you've got questions about our infrastructure, our controls, how we handle edge cases, just ask. I mean that. I make time for these conversations because they matter. Shoot me an email, get on a call with our team, whatever works.
This page is our attempt at radical transparency. But if you need more, we're here.
Alberto Sheinfeld
Chief Technology OfficerEmail me
Ask Lev AI
Have questions about our security practices? Lev AI—powered by Claude—is trained on our complete Trust Center documentation. Ask questions in natural language and get accurate, sourced answers pulled directly from our security policies, compliance reports, and technical documentation.
Perfect for due diligence—get quick answers to common vendor assessment questions without digging through documents. Available on every page via the Lev AI button in the header.
Documentation
At Lev, safeguarding your data is our highest priority. Our platform is built with multi-layered security measures and strict privacy controls to protect your sensitive information throughout your commercial real estate transactions.
This Trust Center is organized into several sections: Security covers our infrastructure, encryption, and monitoring practices. Compliance details our certifications and audit programs. Resources provides access to our security policies and legal agreements.
A note on this documentation: The information in this Trust Center reflects our current security practices and compliance status as of the date of last update. While we strive to keep this documentation accurate and up-to-date, your agreements with Lev—including our Terms and Conditions and any executed contracts—are the definitive source of truth regarding our obligations and your rights. If you have questions about specific commitments, please reach out to trust@lev.com.
At a Glance
A quick overview of our security posture, certifications, and privacy principles.
Certifications
Our security program is validated through independent third-party audits and assessments. These certifications demonstrate our commitment to maintaining enterprise-grade security standards.
Current Certifications
SOC 2 Type IICertified annually. Third-party audit covering Security, Availability, and Confidentiality. Type II evaluates operating effectiveness over time. Learn more →
PentestQuarterly cadence. External network, web apps, APIs, and auth systems. All findings remediated per vulnerability management policy. View scope →
For detailed compliance documentation, see the Compliance section.
Security
Our security architecture implements defense in depth—multiple layers of protection from physical data center security to application-level controls.
Security Layers
InfrastructureHosted on AWS with SOC 2, ISO 27001 certifications. 24/7 physical security, redundant utilities, and biometric access controls.
EncryptionAES-256 at rest, TLS 1.2+ in transit. Strict key management with regular rotation through AWS KMS.
Monitoring24/7 monitoring with Datadog (APM, tracing, metrics) and Sentry (error tracking). Automated alerting and health checks.
Access ControlPrinciple of least privilege. MFA available for all users. SAML/SSO integration available for enterprise.
For complete security documentation, see the Security section.
Privacy
At Lev, we believe privacy is a fundamental right—and that your data belongs to you, period. We're custodians, not owners. Every decision we make about data handling starts from this principle: you should always remain in control of your information.
Our approach to data protection is built on four core principles. For details on how we handle email data specifically, see our email integration documentation.
Core Principles
OwnershipYou maintain ownership of your data at all times. We're processors, and you remain in control throughout your relationship with Lev.
MinimizationWe only collect data necessary to provide our services, automatically filtering to exclude non-deal-related communications.
PurposeYour data is only used for authorized purposes—powering your deal workflows and the features you choose to use.
TransparencyWe're open about our data practices with clear explanations of what data is collected, how it's used, and who can access it.