Choose the right starting point.
Decide which workflows to prioritize, which systems to use and how AI fits into the way your organization operates. Build the wider roadmap as you learn from the first deployment.
Deployed Success
Deployed Success for your firm.
Work with a dedicated team of CRE and AI specialists to map your business processes, connect your systems and deploy a solution around your business. Build on that foundation as your needs grow.
A dedicated lead. A team behind them.
Your lead has helped other firms put AI into practice, learns how your business works and stays involved through rollout.
CRE and AI expertise together.
Work with people who understand real estate operations and the systems, data and decisions that shape them.
The right expertise for the job.
Your lead brings in Lev’s implementation specialists and works with Product and Engineering when the solution calls for new platform capabilities.
Start with a real business problem.
An example starting point
“Screen incoming deals against our criteria and prepare a model in our Excel template.”
Expertise in the details that determine whether AI works.
Your workflows, sources and standards shape the implementation. We help make those decisions explicit and put them into practice.
Design how your data works together.
Decide what to bring into Lev Index, what agents should query from connected systems and which source governs when information conflicts. Define how to handle missing or outdated inputs.
Make the output yours.
Configure your document types, templates, business rules and exceptions. We review templates and test representative outputs for consistency, while your team retains the ability to create and update its own templates.
Connect systems and keep them working.
Set up and validate the integrations your workflow needs. For enterprise customers, Lev manages and maintains those integrations as issues arise and connected systems change.
Set the right controls.
Work with IT and security stakeholders to define access, review requirements and the actions agents can take. Put those decisions into the implementation.
Turn your requirements into an app your team can use.
Your Deployed Success team configures Lev around the data, rules and review steps that make your work different, then reuses that foundation as you expand.
Deal screening and underwriting.
Configure screening criteria, model structure and the points where your team needs to review or supply information.
Portfolio oversight.
Bring the right records together and configure views, monitoring and follow-up around your team's responsibilities.
Reporting and document generation.
Review your firm's templates, map the required data and test outputs against your team's standards.
Lender outreach.
Configure lender information, outreach materials and review steps around your firm's process.
Stay involved as your team puts AI to work.
Your dedicated lead stays close to the people using the solution, helping the team get value from the first deployment and plan what comes next.
Help people use it well.
Train users, work with team leaders and refine the experience around the questions and exceptions that surface in everyday work.
Measure what improves.
Establish a baseline and review adoption, time saved and the business outcomes that matter to the workflow.
Find the next useful opportunity.
Your dedicated lead helps identify other processes and teams that can benefit, then shapes the next deployment with you. Further work is scoped around your engagement.
Start with one workflow. Build from there.
Bring us a process you want to improve. We’ll help define the scope, connect the right data and deploy a solution built around how your team works. Each new use case can build on the platform, integrations and knowledge already in place.