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Live walkthroughs with Lev product experts — weekly onboarding for new users and monthly deep-dives into specific features.

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Onboarding · Getting Started with the Platform

Tue, July 21 · 1:00 PM – 1:45 PM ET · Virtual · Zoom

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45 minMonthly SpotlightMemo

Monthly Spotlight: Memo Generation

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45 minMonthly SpotlightMCP

Monthly Spotlight: Lev MCP Overview

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1 hrForumAI

AI & Innovation Forum

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45 minMonthly SpotlightLev Agent

Monthly Spotlight: Lev Agent

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45 minBootcampAI

Free AI for CRE bootcamp

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45 minOnboarding

Lev Onboarding: Getting Started with the Platform

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Onboarding series

Getting started with Lev

Every Tuesday at 1:00 PM ET · 45 minutes. Best for brokers, borrowers, and capital markets teams who are new to Lev.

Next: Tue, July 21

Monthly Spotlight

Product deep-dives

One feature per month with the PM who built it — monthly spotlights run Thursdays at 1:00 PM ET. Best for power users who want to go deeper.

Full schedule

Browse all upcoming and past sessions, or filter by topic.

July 2026

21TueJul

Lev Onboarding: Getting Started with the Platform

Get oriented on Lev in a live walkthrough — create your first deal, navigate the platform, and learn the core workflows that power your CRE pipeline.

1:00 PM – 1:45 PM ET
Virtual · Zoom
Jake NewmanJake Newman
Onboarding
28TueJul

Lev Onboarding: Getting Started with the Platform

Get oriented on Lev in a live walkthrough — create your first deal, navigate the platform, and learn the core workflows that power your CRE pipeline.

1:00 PM – 1:45 PM ET
Virtual · Zoom
Jake NewmanJake Newman
Onboarding
30ThuJul

Monthly Spotlight: Vault & Checklist

Join Jake and Dave Bixler for a session on Vault and Checklists — learn how to set up secure data rooms, control lender access, and manage deal document requirements.

1:00 PM – 1:45 PM ET
Virtual · Zoom
Jake NewmanJake Newman
Dave BixlerDave Bixler
Monthly SpotlightVault

August 2026

4TueAug

Lev Onboarding: Getting Started with the Platform

Get oriented on Lev in a live walkthrough — create your first deal, navigate the platform, and learn the core workflows that power your CRE pipeline.

1:00 PM – 1:45 PM ET
Virtual · Zoom
Jake NewmanJake Newman
Onboarding
11TueAug

Lev Onboarding: Getting Started with the Platform

Get oriented on Lev in a live walkthrough — create your first deal, navigate the platform, and learn the core workflows that power your CRE pipeline.

1:00 PM – 1:45 PM ET
Virtual · Zoom
Jake NewmanJake Newman
Onboarding
13ThuAug

Monthly Spotlight: Lev Agent

Join Jake and Daniel Greenblum for a session on Lev Agent — see how AI assists with deal workflows, from document analysis to lender outreach.

1:00 PM – 1:45 PM ET
Virtual · Zoom
Jake NewmanJake Newman
Daniel GreenblumDaniel Greenblum
Monthly SpotlightLev Agent
18TueAug

Lev Onboarding: Getting Started with the Platform

Get oriented on Lev in a live walkthrough — create your first deal, navigate the platform, and learn the core workflows that power your CRE pipeline.

1:00 PM – 1:45 PM ET
Virtual · Zoom
Jake NewmanJake Newman
Onboarding
25TueAug

Lev Onboarding: Getting Started with the Platform

Get oriented on Lev in a live walkthrough — create your first deal, navigate the platform, and learn the core workflows that power your CRE pipeline.

1:00 PM – 1:45 PM ET
Virtual · Zoom
Jake NewmanJake Newman
Onboarding

September 2026

1TueSep

Lev Onboarding: Getting Started with the Platform

Get oriented on Lev in a live walkthrough — create your first deal, navigate the platform, and learn the core workflows that power your CRE pipeline.

1:00 PM – 1:45 PM ET
Virtual · Zoom
Jake NewmanJake Newman
Onboarding
3ThuSep

Monthly Spotlight: Lev MCP - The Basics

Join Jake and Dan Resnic for an introduction to the Lev MCP server — connect Claude, ChatGPT, Cursor, or any MCP client to Lev and explore the core tools for deals, CRM, and lenders.

1:00 PM – 1:45 PM ET
Virtual · Zoom
Jake NewmanJake Newman
Dan ResnicDan Resnic
Monthly SpotlightMCP
8TueSep

Lev Onboarding: Getting Started with the Platform

Get oriented on Lev in a live walkthrough — create your first deal, navigate the platform, and learn the core workflows that power your CRE pipeline.

1:00 PM – 1:45 PM ET
Virtual · Zoom
Jake NewmanJake Newman
Onboarding
15TueSep

Lev Onboarding: Getting Started with the Platform

Get oriented on Lev in a live walkthrough — create your first deal, navigate the platform, and learn the core workflows that power your CRE pipeline.

1:00 PM – 1:45 PM ET
Virtual · Zoom
Jake NewmanJake Newman
Onboarding
17ThuSep

Monthly Spotlight: Lev MCP - Advanced

Join Jake and Dan Resnic for an advanced Lev MCP session — go deeper on tools, prompts, and workflows that extend your CRE pipeline beyond the basics.

1:00 PM – 1:45 PM ET
Virtual · Zoom
Jake NewmanJake Newman
Dan ResnicDan Resnic
Monthly SpotlightMCP

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Onboarding syllabus

Fifteen short video lessons that walk you through your first deal.

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AI for CRE Collective

Join the practitioner community for AI workflows, prompts, and office hours.

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