Enterprise platform

AI for commercial real estate. Built around your firm.

Connect your firm’s data and expertise to AI agents, apps and automations—with your Deployed Success team of CRE and AI specialists to put them to work across your business.

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See what you can build

Shape every layer around your firm.

Your interfaces, processes, integrations and data stay yours to configure, without replacing the systems your teams already run.

Start on third base.

CRE knowledge and infrastructure are already built in. Shape them around your firm, with your Deployed Success team to help put them to work.

CRE knowledge and skills

Understand CRE documents, flag conflicts and ask for missing inputs.

Your firm's data and standards

Connect your systems and apply your templates, rules and preferences.

Shared enterprise controls

Manage agents, tools and permissions across your teams.

Build the apps your business needs.

Give each team the workspaces, agents and automations its work needs, on the same data and controls across the firm.

Deal screening and underwriting

Review incoming opportunities against your criteria and create models in the format your team uses.

The power of leading AI. Built to understand CRE and your business.

Your systems and data, put to work.

Connect the systems your business runs on. Bring information into Lev Index for reuse, or let Lev Agent query connected sources when a task needs it.

Connect the systems you use.

Connect platforms like RealPage, MRI, Yardi, AppFolio, HubSpot and Salesforce, along with your internal tools and custom systems. Your enterprise team builds and maintains the integrations your workflow needs. Data access and available actions depend on the connected system and your implementation.

Import for reuse

Structured, reviewed records. Use across reporting, apps and automations.

Synced to Lev IndexNightly
Rent rolls42 properties
Lease abstracts318 leases
Investor contacts1,204 records

Query when needed

Task-specific information. Retrieve from the source when needed.

Occupancy at Harbor Point Plaza
Asked RealPageCurrent unit status, this morning
94.0% occupied117 of 124 units
Not stored in IndexRealPage

Verify information once.

Use it across your firm. Lev Index turns documents and connected data into structured records. Review the supporting sources, resolve conflicts and correct values before putting the information to work.

Update the numbers.

Keep your work. Apply reviewed changes across linked outputs with a single click. Update the tagged data points while keeping the rest of your edits in place.

Stay in control of linked values.

When you edit a linked value in an output, choose whether to update its source or disconnect that value from the source.

Your firm’s work, in your firm’s format.

Create documents and models in your firm’s structure, branding and standards. Populate offering memoranda, underwriting models and reports using your own templates.

Offering memoranda in your template.

Start with deal documents or existing Lev Index data. Populate an offering memorandum in your firm’s structure and format.

Underwriting around your standards.

Use the model structure, tabs and criteria your team expects. When important information is missing, the agent asks how you want to proceed.

Templates your team can manage.

Create, update and organize multiple templates. Your Deployed Success team can help refine them and validate representative outputs against your standards.

Your judgment, at the right moment.

Skip a section, ask the agent to research it or supply the information yourself. Decide how the work moves forward.

Give AI work to do.

Agents use your information and tools to carry out a task, and ask for input when needed. Matthews uses Lev for lender outreach.

Custom agents and tools.

Give each agent the knowledge, skills and tools it needs for a specific responsibility. Define the information it can access and the actions it can take.

Apps and views.

Bring records, interfaces and decisions together around your team’s work. Build with an agent or alongside your Deployed Success team.

Automations and orchestration.

Connect requests, schedules and supported events to agent work, tools and review steps. Follow the run and intervene when the process needs your input.

Put relationships to work.

Find relevant lenders, prepare outreach and discover new relationships using the context of a deal.

Manage AI across your firm.

Give teams a shared foundation, with the access, review and visibility your organization needs.

Explore security and governance

Share what works.

Share skills, templates, agents and apps across teams, with access appropriate to each role.

Check work against your standards.

Evaluate representative cases against your requirements and review the results before putting a configuration to work.

Keep people in control.

Pause for missing information, sensitive actions and decisions that need human judgment.

See what happened.

Review runs, supporting sources, tool actions, errors and outcomes. Manage model access and see how AI is being used.

A dedicated team to put it into practice.

Every enterprise customer gets a dedicated CRE and AI lead, backed by a broader team, from the first workflow to everyday use.

Meet your Deployed Success team

Scope the workflow

Agree on the first use case, the data it needs and how success is measured.

Connect and implement

Connect your systems and configure the workflow around your rules.

Support adoption

Train your team and refine the solution from everyday use.

Find the next opportunity

Identify the next process or team the same foundation can serve.

Start with one workflow. Build from there.

Bring us a process you want to improve. We’ll help define the scope, connect the right data and deploy a solution built around how your team works. Each new use case can build on the platform, integrations and knowledge already in place.

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Meet your Deployed Success team