The leading CRE firms need
the leading CRE platform.

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Own your stack. We understand that most enterprises want to own these layers of their business.

Handle complex CRE workflows.

From a focused request to work your team can use.

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Create, update, and track a deal.

Carry a financing request into the shared deal record, where your team can see what changed.

Update the financing request

Start the workflow from your own application with the deal and inputs in context.

Update the financing request

PATCH /deals/1847
{
  "loan_amount": 18500000,
  "loan_type": "heavy_bridge"
}
Example request · Harbor Exchange

A change the whole team can follow

The request and activity feed resolve to the same deal.

Harbor Exchange · Activity

Financing request updated
Loan request
$18.5M
Loan type
Bridge
SponsorWest Harbor Capital
The result of the example update request.

Turn documents into usable context.

Bring structured property, financial, and sponsor data into Index, with each fact attached to its source.

Confirm documents for extraction

Start the workflow from your own application with the deal and inputs in context.

Confirm documents for extraction

confirm_document_fact_extraction
{
  "deal_id": 1847,
  "document_ids": [482, 483]
}
Example request · Harbor Exchange

A figure with its provenance intact

Inspect the document behind a normalized value before using it in your work.

Financing overview
Harbor Exchange · Net operating income: $4,620,000. Rentable area: 212,400 square feet.

Harbor_Exchange_OM.pdf

Net operating income$4,620,000Harbor_Exchange_OM.pdf

Generate an offering memorandum.

Prepare financing materials from the deal context, then review and refine the draft in Lev.

Selected build parameters

Start the workflow from your own application with the deal and inputs in context.

Selected build parameters

start_memo_build
{
  "params": {
    "deal_id": 1847,
    "memo_type":
      "debt_financing_om",
    "document_ids": [482, 483]
  }
}
Example request · Harbor Exchange

A draft ready for your judgment

Review the structure and financing details before publishing the memorandum.

Harbor Exchange · Offering memorandum

Draft contentsDraft
Financing overview$18.5M bridge request · 65% maximum LTV
Property detailsBoston, MA · 212,400 sf
SponsorWest Harbor Capital

Match lenders to the actual request.

Use the property, market, and financing context to prepare a ranked shortlist with a reason behind each fit.

Match the loan request

Start the workflow from your own application with the deal and inputs in context.

Match the loan request

start_lender_search
{
  "deal_id": 1847
}
Example request · Harbor Exchange

Understand the match

The recommendation explains the lender’s relevant history and lending profile.

Illustrative lender fit

Cobalt Ridge Bank
Office · BridgeClosed four office bridge loans at this size this year, including two with West Harbor Capital.
Loan request
$18.5M
Property market
Boston, MA
Confirm current appetite before outreach.

Leverage your existing systems. Import data, integrate, embed, you name it.

We've built Lev for builders. Designed around developer experience.

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Lev Index

AI compiles and updates deal data for your team and agents to use instantly.

Lev Cortex

Govern agent skills, versions, evaluations, logs, approvals, and operating controls.

Lev MCP

Connect Claude, ChatGPT, and other AI tools to your deals, documents, and pipeline.

Lev API

Build on your Lev data — deals, documents, facts, and lender data over a structured API.

Lev CLI

Coming soon — your deals, contacts, and term sheets from the command line. Tables for humans, JSON for scripts.

Integrations

Connect Lev to CRMs, data rooms, inboxes, documents, and internal systems.

Lev in Claude

Ask Claude about your deals, term sheets, and lenders — and get answers from your live Lev data.

Lev in ChatGPT

Ask ChatGPT about your deals and send updates back to Lev — connected in one click.

Forget build versus buy. Choose your starting point.

Choose the right foundation for your workflows, with room to evolve as technology changes.

01Custom stack

Build the data model, workflow logic, permissions, and product surface yourself.

Time to value
Months of platform work
Leverage
Lowest
Capability
Lowest ceiling

02AI primitives

Start with foundation models. Add CRE workflows, evaluations, guardrails, and UX.

Time to value
Weeks to useful prototypes
Leverage
Moderate
Capability
Higher ceiling

03CRE-native platform

Start with CRE data, workflow intelligence, agents, and product surfaces in place.

Time to value
Minutes to live workflows
Leverage
Highest
Capability
Highest ceiling

Go beyond the platform. We design the workflow, build the agent, and deploy it inside your business.

  1. 01

    Map the workflow

    FDEs document decisions, handoffs, data sources, and exceptions.

  2. 02

    Ship the agent

    Lev turns the workflow into a production agent on the same CRE data layer.

  3. 03

    Operate inside the business

    Teams launch with controls, feedback loops, and adoption support.

Three ways to use Lev. A single platform underneath.

Whether you want to embed a single feature or build a fully custom CRE OS, you're on the same data and infrastructure.

Use our apps

Add one Lev capability to the workflow your team already uses, without changing the system of record.

Start inside the existing stack

Use Lev lender matching inside your CRM, run memo generation from your own UI, or embed one focused workflow in an internal portal.

Launch one capability at a time

50+ plugins are available independently, so teams can solve one pain point without migrating the broader operating system.

Keep the shared foundation

The plugin still runs on Lev's data, permissions, and workflow layer, so the path can expand later without starting over.

Integrate into other systems

Give engineering teams programmatic access to Lev data, intelligence, and workflow automation.

Use Lev as infrastructure

REST API and MCP access expose Lev's CRE data, workflow tools, and automation primitives to your own products.

Connect agent clients

Claude, Cursor, Windsurf, and internal AI clients can work against the same platform capabilities.

Cover the operating layer

148 capabilities across 20 domains support deals, lender search, document AI, outreach, analytics, and more.

Build on our APIs

Bring Lev's forward-deployed engineers into the workflow and ship the first production agent fast.

Map the real workflow

FDEs identify decisions, handoffs, exceptions, and the highest-value automation opportunities with your operators.

Build on the platform

The delivered agent uses Lev's data, permissions, workflow intelligence, and production controls.

Move from scope to production

From scoping session to production agent in under seven days, without requiring dev resources on your end.

Like Fort Knox. We never own, lease, train with, export, or do jumping jacks with your data.

View security docsTalk to sales

Operating controls

SOC 2 Type II

Quarterly pentests & audits

Sub-processor list

Identity and access

SSO/SAML

RBAC

Audit logs

Data protection

AES-256 at rest / TLS 1.2+ in transit

No training on your data, ever

USA data residency