Set up a shared deal inbox or drive, or forward deals as you receive them
Connect DealCloud, shared drives, market feeds, and the files that feed your deal workflow.




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Connect every deal system once, build a firm-wide deal graph, and deliver finished analyst work from the same context layer.
Connect DealCloud, shared drives, market feeds, and the files that feed your deal workflow.
Run the review playbook your team configured whenever a new deal lands in the inbox.
Spreadsheets, slide decks, and structured outputs ready for your team.
Last login: Fri Jul 17 08:02:11 on ttys004westfield@lev deals-api % export LEV_API_BASE=https://api.lev.com/api/external/v2westfield@lev deals-api % export LEV_API_KEY=$LEV_API_KEY westfield@lev deals-api % curl -sS "$LEV_API_BASE/deals?stage=lender_outreach&limit=3" \> -H "Authorization: Bearer $LEV_API_KEY" \> | jq -r '.data[] | [.name, .loan_amount, .days_in_stage] | @tsv'Harbor Point Plaza 31700000 9Extra Space Storage 7160000 14Nolan Apartments 5750000 6 westfield@lev deals-api % curl -sS -X POST "$LEV_API_BASE/deals/deal_nevada/index/search" \> -H "Authorization: Bearer $LEV_API_KEY" \> -H "Content-Type: application/json" \> -d '{"context":"Top 3 strengths to lead with in lender outreach"}' \> | jq ".answers"[ { "strength": "In-place rents 12% below market; 5% trade-outs captured on last 18 renewals", "source": "rent_roll.pdf", "confidence": 0.92 }, { "strength": "Sponsor track record: 47 prior CRE closings, $2.1B AUM, zero defaults", "source": "sponsor_bio.pdf", "confidence": 0.88 }, { "strength": "DSCR 1.42x at requested terms, 58% LTV — meaningful cushion in stress case", "source": "underwriting_model.xlsx", "confidence": 0.85 }] westfield@lev deals-api % curl -sS -X PATCH "$LEV_API_BASE/deals/deal_nevada" \> -H "Authorization: Bearer $LEV_API_KEY" \> -H "Content-Type: application/json" \> -d '{"stage":"funded", "lender":"madison_realty_capital"}' \> | jq '{id, name, stage, lender, loan_amount, funded_at}'{ "id": "deal_nevada", "name": "Harbor Point Plaza", "stage": "funded", "lender": "Madison Realty Capital", "loan_amount": 31700000, "funded_at": "2026-05-18T14:23:01Z"}Enterprise teams can keep model access flexible while every agent action stays permissioned, reviewable, source-linked, and ready for audit.
Add review gates and firm-specific rules wherever judgment is required.
Control who can view, edit, approve, export, and run workflow actions.
Trace every source, decision, tool call, approval, and background run.
Use the right model for speed, reasoning, extraction, or governed execution.
Start with proven CRE workflows, then extend them with your data, tools, approvals, and business logic.
SOC 2 Type II
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