Automate workflows

Let Lev AI handle the busy work.

From document extraction to lender outreach to term sheet comparison, Lev AI works behind the scenes so you can focus on closing deals.

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Lev understands and acts on your deal instantly

Upload once, understand everything. Lev AI extracts deal details, financials, rent rolls, and key metrics from your documents instantly. No more re-entering data you already have.

WC
Deals/Harbor Point Plaza
Harbor Point Plaza exterior

Harbor Point Plaza

322 8th Avenue, San Diego, CAMultifamily
Add an internal description about the deal...

Suggested Next Steps

Upload Files
Complete Basic Deal Information
Add Financial Information
Make a Loan Request
Prepare Vault
Select Lenders
Launch Deal

Resources

Upload files (e.g. offering memorandum, sources and uses) to organize your deal information with Lev AI.

Operating Statement 2024
Rent Roll - December
Property Photos
Offering Memorandum
Title Report

Activity

No recent activity

Sponsor

WC
Westfield Capital
Based in San Diego, CA

Team

WC

Key Dates

Deal created
01/13/26
LOI expiration
-

Property Information

Address322 8th Avenue, San Diego, CA
Asset TypeMultifamily
Asset SubtypeGarden-style
Units124
Square Feet98,000
Asking Price$15M

Upload once, understand everything

Extract deal details, financials, and metrics instantly.

Intelligent reconciliation

Catch discrepancies before lenders do.

One-click populate

AI recommends values—accept with a single click.

AI that powers your entire workflow

Lev AI scores and ranks 7,000+ lenders, generates polished deal materials in minutes, and learns from every deal you run to improve your next transaction.

WC
Add Lenders
!
These lenders are suggested based on your loan request
Cobalt Ridge Bank
Cobalt Ridge BankTop Match
Regional Bank
Match Insights

Cobalt Ridge's bridge-to-perm program and speed for stabilized multifamily align well with your timeline.

Activity HistoryYou have sent this lender 4 deals previously.
Northshore Debt Partners
Northshore Debt PartnersMy Network
Debt Fund
Match Insights

Northshore offers flexible leverage and sponsor-friendly structures for transitional business plans.

Activity HistoryYou have sent this lender 2 deals previously.
Juniper Peak Capital
Juniper Peak CapitalTop Match
Private Lender
Match Insights

Juniper Peak specializes in short-duration bridge loans with streamlined diligence for repeat sponsors.

Lev Memo
Harbor Point Plaza, San Diego, CA/Untitled
jared@westfieldcap.com
WC

What kind of document would you like to make?

AI-ranked lender matching

Scores and ranks lenders based on actual lending behavior.

AI-generated materials

Polished memos and OMs in minutes, branded automatically.

AI that learns

Every deal improves recommendations for the next one.

Your repetitive tasks, on autopilot

Lev AI monitors lender responses, sends timed follow-ups, compares term sheets automatically, and logs every conversation so your CRM builds and updates itself.

WC
Deals/Riverside Commons

Agents

Configure AI agents to automate tasks and enhance your deal workflow

Follow-ups for Lenders in Your Network

Automatically follow up with lenders from your existing relationships

Send first follow-up to unresponsive lenders in my network
2 days • 9:00 AM ET
Send second follow-up to unresponsive lenders in my network
2 days • 9:00 AM ET
Thank lenders in my network who pass and request their preferences

Follow-ups for New Lenders

Automatically follow up with lenders you've met through Lev

Automatically send deal room link when new lenders show interest
Send first follow-up to unresponsive new lenders
2 days • 9:00 AM ET
Send second follow-up to unresponsive new lenders
2 days • 9:00 AM ET
Thank new lenders who pass and request their preferences

Outreach that runs itself

Timed follow-ups and escalations—you decide, AI executes.

Term sheets compared

Side-by-side matrix built automatically as quotes arrive.

CRM that builds itself

Every conversation and quote logged for the next deal.

Enterprise-grade security for your data

Your data stays yours. Lev AI processes documents securely without using proprietary deal information to train models. SOC 2 compliant with role-based permissions.

Your data stays yours

Never used to train models—your deals remain confidential.

SOC 2 compliant

Enterprise-grade controls and encrypted data at rest.

Permissioned access

Role-based controls ensure data reaches only who needs it.

Discover more Lev platform features

Ready to automate your workflow?

Follow-ups, responses, and task tracking happen automatically so you spend less time managing process and more time closing deals.

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Transactions processed in the past 30 days

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Uptime SLA for enterprise-grade reliability

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Integrations for seamless connectivity