Enterprise-grade security for deal documents and data, with built-in collaboration that keeps diligence and closing moving forward.
Upload, sync, or forward files from anywhere. Lev automatically tags, organizes, and links them to the right deal, property, or sponsor.
Use a single file across multiple deals, shared with lenders in multiple Vaults, tracked on the contact who provided them.
A drive-like view of every document across your entire network and pipeline, easily accessible through powerful searching and filtering.
Full control over who can access every file. Keep something fully private for your eyes only, collaborate with your team, or share with external parties.
Share files externally with Vaults — customizable rooms to share files and collaborate with any stakeholder on a deal. Vaults are modern, deal-specific data rooms you can spin up as needed.
Share via public link, email-verified access, or invite-only permissions with watermarking and NDA options.
Create separate data rooms for lenders, borrowers, attorneys, or closing.
See who viewed what and when, down to the page level. Know if your deal package is being reviewed and who needs a follow-up.
Turn file collection and due diligence into a clear, trackable workflow instead of spreadsheets and back-and-forth emails. Request documents directly from borrowers or counterparties and track what's been requested, received, reviewed, shared, and approved.
Attachments sent or forwarded by email are captured instantly and attached to tasks in your checklist.
See when files are requested, received, under review, approved, or shared onward.
Comment, assign, approve, or request updates directly on each file task.
Vaults turn a shared folder into an action-oriented checklist. Instead of just storing files, Vaults track what's been requested, received, reviewed, and approved so you always know what's outstanding and what still needs attention to close.
Spin up standardized, re-useable checklists for underwriting, due diligence, and closing.
Keep everybody up to date with weekly status reports and reminders on outstanding items.
Lev helps identify which requested items you already have, what's missing, and where new files belong.
Lev works alongside your existing workflow to automatically rename and organize files, update checklists, upload and forward attachments, track open questions via email, and keep everything in sync across every deal and relationship.
Email attachments are pulled in and organized automatically, and served at the right time when you write replies.
Questions and conditions in emails are identified and turned into trackable tasks so nothing gets missed.
Lev detects document type, suggests folder placement, and keeps versions organized.
Securely store, organize, and share diligence materials with lenders and clients. Enterprise-grade security meets intuitive document management.
Transactions processed in the past 30 days
Uptime SLA for enterprise-grade reliability
Integrations for seamless connectivity