The Lev product system

Relationship history, lender activity, and follow-up context in one CRE-native workspace.

Track opportunities, lender stages, task ownership, and closing risk across active CRE deals.

A secure deal room for borrower files, diligence requests, versions, and handoffs.

A CRE assistant that reads deal context, answers questions, and moves work forward.

Borrower and internal checklists with requirements, owners, due dates, and file status.

OMs, financing packages, and IC memos from confirmed facts — in your template.

Prioritize requests, replies, approvals, and deal communication in one command center.

Run lender, sponsor, borrower, and market outreach with agent-assisted follow-up.

Track commissions, split referral and team payouts, and invoice straight from the deal.

Rank the right lenders for each deal based on search intent and financing criteria.

Draft, sequence, and manage lender outreach using source-backed deal context.

Normalize term sheets into comparable economics, sources, and review exceptions.

Extract key CRE facts from uploaded documents and route exceptions to reviewers.

Generate deal-specific checklists from lender requirements, closing needs, and files.

Turn rent rolls, statements, comps, and assumptions into review-ready underwriting.

Find, qualify, and prioritize new CRE opportunities with market and relationship context.

Answer market questions, pull comps, and summarize CRE trends for a deal or strategy.

Build a sales comp set from a property type and address, with full detail and a clear read.

Draft investment sales OMs, debt financing packages, and credit memos from source-backed deal context.

Find active lenders by appetite, asset type, geography, proceeds, and execution fit.

Route each deal to the right lender contact using coverage, activity, and history.

Structured lender profiles with appetite, coverage, contacts, activity, and context.

Find CRE leads from maturity, ownership, property, market, and relationship signals.

Monitor lender activity, pricing movement, appetite shifts, and capital market signals.

See recent CRE financing terms, lender behavior, pricing, and structure patterns.

Your deal data, always current. AI compiles everything automatically so your team and agents can reference it instantly.

Govern agent skills, versions, evaluations, logs, approvals, and operating controls.

Connect Claude, ChatGPT, and other AI tools to your deals, documents, and pipeline.

Build on your Lev data — deals, documents, facts, and lender data over a structured API.

Coming soon — your deals, contacts, and term sheets from the command line. Tables for humans, JSON for scripts.

Connect Lev to CRMs, data rooms, inboxes, documents, and internal systems.

Ask Claude about your deals, term sheets, and lenders — and get answers from your live Lev data.

Ask ChatGPT about your deals and send updates back to Lev — connected in one click.