Lev Checklist

Borrower and internal checklist workflows for requirements, owners, due dates, and status, so one person can work like an entire capital markets desk.

Turn requirements into tracked closing work. Checklist keeps owners, due dates, file requests, and status in one operating view.

Generate requirements

Start from lender, closing, or internal needs and turn them into clear checklist items.

Structured rows
Each requirement carries owner, due date, file need, and completion status.
Reusable patterns
Teams can standardize common diligence and closing workflows.

Request and match files

Send external-ready requests, then connect uploaded files to the items they satisfy.

Clear language
Requests are clear enough to reduce back-and-forth.
File matching
Uploads can be reviewed against the requirement they close.

Escalate blockers

Surface missing materials and aging requests before they slow down closing.

Progress visibility
Teams can see what is complete, late, or waiting on someone else.
Agent handoff
Follow-ups and summaries can move through agent-assisted workflows.

Every requirement can be requested, satisfied, and reviewed.

The team knows what is missing and who needs to move it forward.

Owners are clear

Each item shows who is responsible for the next step.

Files satisfy work

Documents attach to the requirements they complete.

Blockers surface early

Aging or missing items become visible before closing risk builds.

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