Trust & partnership

An embedded AI team for your firm. Billed by the hour. No retainers.

We help you decide what to automate first, set the roadmap, and build the first workflows with you — from the people who built the platform.

Schedule a conversation
Commercial real estate team mapping enterprise AI strategy on a whiteboard

Trusted by leading commercial real estate teams

Top CRE teams use Lev for

  • Deal management
  • Due diligence
  • Contract analysis
  • Complex workflows
  • Document storage
  • Lender outreach
  • Portfolio research
Talk to sales

You pay for the hours we work.
You keep what we build.

No retainer or platform fee for the engagement. Every hour goes toward a clear deliverable.

Talk to enterprise sales

A written roadmap

What to automate first, what to leave alone, and why — written for your team and committee.

A scoped first workflow

One real process, built with your data and approvals, live in the first weeks.

A mutual success plan

Owners, milestones, and the measures we will both be accountable for.

Forward deployed success.
Built together, over time.

  1. Days 0–1

    Align

    Map the workflow. Agree on scope, data, approvals, and success.

  2. Days 2–5

    Build

    Review a prototype, connect your systems, and test real cases together.

  3. Week 1 onward

    Evolve

    Launch with clear owners. Keep refining as your priorities evolve.

You keep what we build.

Scope the first workflow

Less prep. More time to move deals.

Materials, lenders and outreach in one workflow—with knowledge your team and AI can reuse.

Launches per month

10 launches
Current workflow6 hours / launch · assumed benchmark
60h
With Lev48 minutes / launch · pilot average
8h
0h150h300h

~87% less preparation time

~7.5× launch prep capacity

Est. time saved per month

52h

Equivalent to 6.5 workdays

More time to:

  • Source opportunities
  • Go deeper on analysis
  • Build lender relationships
  • Move active deals forward

Pilot reference: 16 launches across 8 users, averaging about 48 minutes of active preparation. The 6-hour baseline is assumed, not a paired before-and-after measurement. Workdays assume 8 hours. Capacity compares preparation in the same time, not closed deals. Your results may differ.

Build and run agents that execute.

Start with proven capabilities, then shape them around your data, decisions, and approvals.

Start with the decisions your team needs to make.

Bring the live deal context into a focused answer, then use it to decide what deserves attention.

Bring the priorities into focus

A useful pipeline answer tells the team where to spend its next hour.

Pipeline status report

Priority actions
Harbor Point PlazaConfirm closing or update the timeline
Extra Space StorageReview lender feedback on the stalled deal
Nolan ApartmentsMove lender selection forward

Keep the next step specific

The recommendation points to the record and the action that follows.

City Cellars · Pipeline review

Broaden lender coverage
Current placements
1
Time to closing
15 days
Recommended actionAdd lender placements before the closing window narrows.

Move the work across your existing systems.

Prepare the follow-up, stage the deal update, and keep external actions behind the agreed approval.

Prepare each part of the run

The workflow makes its changes visible in the systems your team uses.

Run the lender follow-up and pause before anything goes external.
Prepared for review
Drafted the Outlook follow-up
Staged the pipeline update
Attached the policy package from Vault

The external send is paused for the deal owner’s approval.

Pause at the external boundary

The deal owner reviews the action run before the note is sent.

External send

Approval requiredWaiting
Prepared actionSend the lender follow-up
Reviewer
Deal owner
Current stateDraft staged · Nothing sent

Ask for direction where it matters.

Prepare the memorandum with the team’s context, and stop for the decisions that require a person.

Give the agent a concrete assignment

The request identifies both the deal and the material to prepare.

Harbor Point Plaza

Prepare an offering memorandum
Deal contextUploaded deal package
Requested outputLender offering memorandum
Next stepReview the prepared draft

Let the team shape the brief

The agent asks for the memo length before continuing, so the output follows the team’s direction.

How long should the memo be?

Selected brief: Standard (~18 slides)

Define what can proceed and what needs review.

Check the package, evidence, and approval state before routing work to the next person or system.

Make the readiness checks explicit

Each input has a result and a next step the team can inspect.

Deal package routing

Readiness checks
Deal package intakeComplete · Use for lender outreach
Evidence checkSource-backed · Prepare the quote tracker
Exception reviewMissing borrower documents · Needs review

Route the unresolved item to a person

The missing-document request remains a human review step before external send.

Exception review

Request missing borrower documentsNeeds review
ReasonThe package still has an unresolved borrower item.
Required next stepAssign the document request before external send.