Execute

Execute your financing seamlessly.

Build the package. Find the right lenders. Reach out. Keep the deal moving.

Trusted by leading commercial real estate teams

Execute the financing. A branded package, the right lenders, and automated outreach when you say go.

Branded materials in minutes. Data is pulled from the files you have. Get a professional, lender-ready BOV, offering memorandum, or credit memo with the right numbers in the right places.

From data to a finished OM

Upload what you have. The important details pull into the deal automatically.

Your brand, every time

Your logos, colors, fonts, and templates for every package.

Your pipeline, your way. A view of every deal, contact, and conversation, in the stages you define, updated for you in real time.

Stages that match how you work

Every step of the process built to match your workflow.

Status updates automatically

Status moves when the email lands, the call ends, or the term sheet arrives.

Match with lenders who fit the deal. Based on real market activity. See who is a fit now, not who was a fit yesterday.

Active lenders, active contacts

See the companies actively lending, and get the right contact at each one.

Know why they fit

Match insights for every lender and contact.

Outreach that runs itself. Custom, personalized campaigns with context.

Every lender gets their own personal email

Match insights and deal data shape each touchpoint.

Know what to do next

Auto-drafted follow-ups based on the previous response and deal data.

All of your context, tracked for you. Emails, lender notes, and terms in one timeline. Market status ready when your client asks.

Keep the whole deal in one place

Lender replies, extracted terms, and deal updates in one timeline.

External updates with one click

Turn your work into a branded market update.

Your data, for you. Terms are extracted as soon as they are received. Quote matrices build themselves. Every number stays current.

Never miss a term sheet

Rate, proceeds, and structure are pulled into the deal the moment they arrive.

Compare every quote

Every quote side by side, and ranked.

“When lenders see a deal through Lev with Essex Capital Markets on it, they know the book is thorough and the sponsor has already been vetted.”
Essex Capital Markets

Run your next financing in Lev.