Document verification

Turn every document into data your team can trust.

Lev reads documents, extracts data for your team to review, and keeps every record up to date automatically.

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Trusted by leading commercial real estate teams

Why this breaks at scale

The volume keeps growing. The review work does too.

Documents hold the answers

The facts your team needs are buried in term sheets, leases, statements, models, and emails.

Review history gets lost

Teams often cannot see who reviewed a document, what they checked, or what was approved.

Data does not stay connected

Even after a review, the final information may not make it back to the deal record.

One review process. Four connected workflows.

Read every document, check the details, and keep the finished work connected to the deal.

Read every document

Start with the files your team already receives. Index picks up new data pieces and extracts what matters.

Find the term in its source

Search the agreement and see the matching language in context.

Loan_Agreement.pdfp. 12
1 match
2.1
Loan terms

The original principal amount is $24,500,000, bearing interest at a fixed rate of 5.85% per annum. The maturity date is June 30, 2029.

Selby Lane Agreement · p. 12

Keep the extracted terms together

Review the principal and rate in the context of the same financing.

Selby Lane · Financing overview

Loan terms
Loan amountLoan_Agreement.pdf · p. 12
$24,500,000
Interest rateLoan_Agreement.pdf · p. 12
5.85% fixed

Compare the details

Make it easier to spot differences across the deal. Compare extracted information with the model, memo, or record already in Lev.

Surface the difference explicitly

The amendment changes the maturity date by one year.

Maturity date
AgreementJun 30, 2029
AmendmentJun 30, 2030
The difference needs review; it is not an automatic approval.

Choose the observation to use

Inspect the available sources and select the value for the Index field.

Selby Lane · Financing overview

Maturity date
Jun 30, 2029
Choose the source for this field. Review status stays separate.

Review the exceptions

Review only what matters. Give your team more time for judgment and less time on repetitive checking.

Keep the review tied to the passage

A reviewer’s note stays with the exact amendment language they checked.

Loan_Amendment.pdfp. 2
Maturity amendment
The maturity date is amended from June 30, 2029 to . All other terms remain unchanged.
Morgan Lee

Confirmed the signed extension on page 2.

Review maturity amendment · Oct 4

Make the review an owned task

Keep the requested document, assignee, and due date in the checklist.

Checklist · Loan documents

Review maturity amendment
Assignee
Morgan Lee
Due date
Oct 5, 2026
AttachmentLoan_Amendment.pdf

Keep the trail

Make the work easy to find. Give the full team access to the approved information and its source.

Retain the source versions

Keep the original agreement alongside the amendment for later inspection.

Selby Lane · Source history

Maturity date
Jun 30, 2029Loan_Agreement.pdf · p. 12
Jun 30, 2030Loan_Amendment.pdf · p. 2

Record who reviewed the change

The checklist carries the reviewer’s decision and the underlying attachment.

Review maturity amendment · Activity

Review history
Jordan Kim attached the amendmentOct 4 · 10:36 AM
Morgan Lee confirmed the signed extensionOct 4 · 10:41 AM
Morgan Lee changed status to ApprovedOct 4 · 10:42 AM

Start with your documents. Build the workflow around them.

Proven workflows and products out of the box.

Start with ready-to-run CRE workflows, then tailor them to your data, tools, approvals, and business logic.

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Lender follow-upLease abstractionIC memo draftInsurance reviewSponsor enrichment
Pipeline updateBorrower requestDeal room auditClosing checklistMarket comp search
Debt sizingAsset recordRent roll reviewPortfolio briefCovenant monitor
Lender follow-upSENDLease abstractionLEASEIC memo draftMEMOInsurance reviewREVIEWSponsor enrichmentCRM
Pipeline updatePIPEBorrower requestINBOXDeal room auditVAULTClosing checklistLISTMarket comp searchSEARCH
Debt sizingDEBTAsset recordINDEXRent roll reviewROLLPortfolio briefBRIEFCovenant monitorRULE

Lev does the whole thing.

Verify the documents. Resolve the exceptions.

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