Past session45 minMonthly SpotlightLev Agent
Monthly Spotlight: Lev Agent
Read the key takeaways without watching the full recording.
Recorded Thursday, August 13, 2026 · 45 min · Hosted by Daniel Greenblum
About this session
A recording of our Lev Agent spotlight — Daniel Greenblum walks through how AI assists with deal workflows, from document analysis to lender outreach.
Session recap
Daniel Greenblum, Product Manager at Lev, led a live walkthrough of Lev Agent — showing how AI assists across the pre-close deal workflow, from document analysis through lender outreach.
What we covered
- Live walkthrough of Lev Agent.
- AI across the pre-close deal workflow.
- Document analysis to lender outreach.
Put it into action
Ready to apply what you learned? The Lev Help Center has step-by-step guides for every workflow covered in this session.