The Underwriting Tool lets the Lev Agent build a professional Excel underwriting model directly from your deal's source documents. Instead of spending hours reviewing documents and updating templates by hand, you get a lender-ready model in minutes. Ask the agent to build a model, confirm the deal and documents you want to incorporate, and let it do all the heavy lifting for you.
Building the model
After you've given the agent a deal and relevant documents to use, the agent will start building the model. Once it's completed, you'll receive the output in the form of an Excel file.
The tool supports models for multifamily, office, retail, and industrial assets across permanent, bridge, and construction loans.
- Prep your deal — Set up the deal in the Lev platform
- Upload source documents — Add your rent roll, T-12, operating statements, OM, and other relevant documents
- Review extracted data — Confirm the system accurately extracted property details, financials, and loan terms
- Request the model — Ask for an underwriting model in chat (e.g., "Build me a model for Willow Creek Apartments")
- Model building — The system selects the appropriate Lev template based on deal type and populates it with the extracted data
- Delivery — Receive a downloadable Excel file along with guidance on what to review
If you've configured brand guidelines on the platform, the model will automatically match your colors and styling.