Loan originations

Originate more loans, with less work.

Bring in the right opportunities, make faster decisions, and move every loan from first look to close in one place.

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Trusted by leading commercial real estate teams

One loan. Four connected workflows.

Source qualified loan opportunities

Find the right opportunities and reach out to them at the right time.

How it works
Build a stronger pipeline
Find new opportunities from brokers, sponsors, owners, and your existing network.
Keep relationships moving
See the history behind every relationship and reach out with the right message at the right time.
Explore Source

Screen deals against your criteria

Focus on the opportunities worth your team’s time.

How it works
Make your inbox useful
AI Deal screening surfaces the best opportunities and important details from the emails coming in.
Underwrite the deal automatically
Lev Agent reviews the opportunity against your process and shows you what matters.
Explore Screen

Execute the loan process

Every deal tracked in your pipeline, with all of the important files in one place.

How it works
Deals move with your process
Automatically track progress from first contact to credit committee.
Deeper due diligence, automatically
Automate your underwriting as deals progress
Explore Execute

Close quickly and securely

Track every loan until the term sheet is signed.

How it works
All of your vaults organized
One Vault for each deal that your team is working
Keep the close on track
Closing checklists and automatic follow ups show what is done, what is missing, and who needs to act.
Explore Close
“Lev helps us run a more efficient financing process by keeping all outreach in a centralized place. Once initial feedback is received, I have more time to work closely with interested parties to obtain the most attractive financing terms possible.”
Time Equities

Your loan originations toolkit.

A few details.

How does Lev help with originate new loans?

Lev helps your team find opportunities, manage relationships, and follow up with the people who bring you business

What does Lev Agent do?

Lev reads incoming emails and documents, pulls out key facts, and checks the deal against your process. Your team makes the decision.

How do I set my buy box?

You can create a new buy box from manually or ask Lev Agent to build it for you using a plain language prompt.

Originate your next loan in Lev.

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Keep the full story in Lev

No re-entering the deal at every step. No losing important context. Just one connected workflow from Source to Close.