Lev Campaigns

Run lender, sponsor, borrower, and market outreach with agent-assisted follow-up, so one person can work like an entire capital markets desk.

Connect outreach to relationships and pipeline. Campaigns builds audiences, drafts messages, routes responses, and keeps follow-up attached.

Build the audience

Create lender, sponsor, borrower, or market segments from CRM, lender data, and deal context.

Filtered lists
Teams can start from fit, coverage, geography, asset type, or relationship history.
Review before send
Audiences are visible before outreach begins.

Personalize the message

Draft outreach from approved positioning, deal facts, and relationship context.

Contextual drafts
Messages can reflect the sponsor, collateral, loan request, and recipient history.
Approval control
Users review outbound communication before it leaves Lev.

Route the response

Move replies, passes, quotes, and follow-ups back into CRM and Pipeline workflows.

Response discipline
Follow-ups do not disappear after the campaign sends.
Pipeline handoff
Meaningful replies can become next actions on the deal.

Every reply has somewhere to go.

Outreach creates trackable relationship and pipeline work instead of another inbox chore.

Audiences use real context

Lists can start from relationships, lender fit, and deal criteria.

Messages stay reviewable

Outbound work is drafted with approval controls.

Responses route back

Replies can update pipeline, CRM, or follow-up queues.

Explore more products

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Lev CRM

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

Lev Pipeline

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

Lev Vault

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