Flexible, deal-aware pipelines that adapt across acquisitions, financing, and closing — so every transaction moves forward in one place, without manual data entry.
Run custom outreach, summarize inbound lender replies, keep follow-up timing under team control, and convert files or term sheets into structured next steps.
Run lender, sponsor, borrower, and market outreach with agent-assisted follow-up.
Draft, sequence, and manage lender outreach using source-backed deal context.
Normalize term sheets into comparable economics, sources, and review exceptions.
Prioritize requests, replies, approvals, and deal communication in one command center.
Borrower and internal checklists with requirements, owners, due dates, and file status.
Track every financing from first lead to close with the owner, stage, lender motion, and next action visible in the same operating view.
See which deals are waiting on materials, lender outreach, term sheets, or closing decisions.
Originators, analysts, and agents work from the same live pipeline instead of reconciling spreadsheets.
Keep lender conversations, quotes, term sheets, and source documents attached to the deal they belong to.
Review placements, responses, quotes, and follow-ups without digging through email threads.
Documents, assumptions, and activity stay connected to the opportunity they support.
Surface stalled financings, missing borrower actions, and timeline risk before the team loses momentum.
Flag aging stages, missing materials, lender silence, and closing dates that need attention.
Make the next owner and recommended move obvious before work slips into another status meeting.
Lead, materials, outreach, term sheet, closing, and closed stay visible without another spreadsheet.
Quotes, responses, term sheets, and follow-ups remain tied to the deal they move.
Teams can see what needs to be actioned on before the deal stalls.
“Lev's powerful platform has helped me to better manage my lender relationships, while enabling me to meet many new lenders and run a more holistic financing process.”
Zach Alerhand
Director of Portfolio Strategy, Time Equities
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Lev surfaces deals, contacts, companies, and properties from your inbox so you can approve what belongs in your workspace.
Scale from your first workflow into origination, deal prep, financing, reporting, and more.
Free
Unlimited seats$0.05
2,000 free credits to start · Paid plans from $80/mo with bundled credits and rollover
