Loan servicing

Make the whole loan book searchable.

Keep loan facts, files, and follow-ups in one shared view, with records updated automatically as new files arrive.

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Selby LaneIndex

Asset summaryMultifamily · 164 units · Wichita, KS

Loan terms
Loan amount$24,500,000Loan_Agreement.pdf
Interest rate5.85% fixedLoan_Agreement.pdf
Maturity dateJun 30, 2029Loan_Agreement.pdf
Minimum DSCR1.20×Loan_Agreement.pdf
Property
PropertySelby LaneLoan_Agreement.pdf
LocationWichita, KSLoan_Agreement.pdf
Property typeMultifamily · 164 unitsLoan_Agreement.pdf
Borrower
CompanyNorthstar DevelopmentLoan_Agreement.pdf

Trusted by leading commercial real estate teams

Why this breaks at scale

The information is there. It is just not ready to use.

The facts are hard to find

The details your team needs are buried in PDFs, emails, and spreadsheets.

Records fall out of date

New information arrives constantly, but updating every related record by hand is slow and inconsistent.

Teams work from different versions

When the record is incomplete, every team has to search, ask, and check before they can move forward.

One loan book. Four connected workflows.

Start with the files you already have. Lev turns them into organized records, keeps them current, and automates the work that repeats.

Normalize your data

Start with loan documents, borrower files, financials, insurance, and correspondence. Index reads the files and extracts what matters.

Start with the loan package

Keep the signed agreement and supporting documents attached to the loan.

Selby Lane · Loan documents

Source package
Loan_Agreement.pdfLoan terms and reporting covenants
Insurance_Certificate.pdfProperty coverage and renewal date
Q1_Compliance_Certificate.pdfQuarterly operating performance

Inspect the term behind the field

Open the agreement directly from the field to inspect its supporting language.

Selby LaneFinancing overview
Source language§ 2.1 · p. 12
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.

Connect every record

Keep the loan, borrower, guarantor, property, and company connected. The full relationship is easy to find and easy to use.

A loan with its relationships intact

The borrower, guarantor, and collateral stay connected to the same record.

Selby Lane

Parties and collateral
BorrowerNorthstar Development
GuarantorNorthstar Holdings LLC
Collateral164 units · Wichita, KS

Keep the relationship evidence

The borrower’s company record connects the loan to the agreement that names them.

Selby Lane$24.5M · Wichita, KS
Borrower
Northstar Development
Guarantor
Northstar Holdings LLC
Parties and collateral

Keep the book current

When new files arrive, the records are updated automatically and keep the source attached to the data.

Read the arriving certificate

The new reporting period stays attached to the statement that supports it.

Read the Q2 certificate for Selby Lane.

The Q2 certificate reports:

Annualized NOI
$1,929,600
Annual debt service
$1,440,000
DSCR
1.34×
Q2_Compliance_Certificate.pdfp. 3 · Quarter ended Jun 30, 2026

See what changed between periods

Compare the same metric across certificates, with the covenant in view.

Selby Lane · DSCR
Q1 20261.28×
Q2 20261.34×
Minimum covenant · 1.20×. Each period retains its own source.

Turn data into action

Create reminders, requests, checklists, and alerts so the team knows what is due, what changed, and what needs review.

Put the next obligation in view

Owners and due dates make the reporting requirement actionable.

Selby Lane · Checklist

Quarterly reporting
  • Q2 rent rollRequested

    Morgan Lee · Due Jul 15

  • Q2 compliance certificateReviewing

    Jared Morrison · Due Jul 15

    Q2_Compliance_Certificate.pdf
  • Review quarterly covenantsTo do

    Jared Morrison · Due Jul 16

Follow up on a defined cadence

A bounded reminder schedule keeps the outstanding request moving.

Every 24 hours · Up to 2 reminders
Q2 rent roll
Requested from borrowerNorthstar Development
Due date
Jul 15
Request owner
Morgan Lee

Start with your data. Build the workflow around it.

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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Lev does the whole thing.

Put the whole book on one record.

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