Lev Inbox

A command center for requests, replies, approvals, and deal communication triage, so one person can work like an entire capital markets desk.

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8 conversations · 3 unread

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Harbor Point Plaza3 messages

Daniel Greenblum

Pacific National Bank

Sent terms—We can move ahead at the revised proceeds if borrower timing is firm.

9:42 AM

Maya Whitman

Crestline Lending

Term sheet attached—Flagging the DSCR covenant before you forward to the sponsor.

8:15 AM

Dave Baxter

Sponsor

Replied—Rent roll updated through May — two leases renewed at higher rates.

Yesterday

23 Lexington Avenue2 messages

Tim Kerr

Pacific National Bank

Replied—Yes, I would be interested. Send it over — happy to review the updated NOI.

Yesterday

Lisa Romero

First Meridian Bank

Committee update—Approved at the revised sizing. Closing checklist is clear on our side.

Mon

PF Heights2 messages

Philip Gonzales

Meridian Capital

File request—Can you resend the title insurance and ALTA survey? We need the updated versions.

Mon

Steve Ronan

Apex Insurance

Certificate issued—Binder attached for the closing file — effective date matched to close.

May 27

111 East 210th Street1 message

Kyle Graves

Lev Test Lender 29

New request—Hope all is well — sending over the details of a new financing request.

May 26

InboxAll messages

Help

Inbox

8 conversations · 3 unread

Compose

Search inbox

View

GroupbyDealHas termsisAnyAttachmentsisAny

Clear all

Harbor Point Plaza3 messages

Daniel Greenblum

Pacific National Bank

Sent terms—We can move ahead at the revised proceeds if borrower timing is firm.

9:42 AM

Maya Whitman

Crestline Lending

Term sheet attached—Flagging the DSCR covenant before you forward to the sponsor.

8:15 AM

Dave Baxter

Sponsor

Replied—Rent roll updated through May — two leases renewed at higher rates.

Yesterday

23 Lexington Avenue2 messages

Tim Kerr

Pacific National Bank

Replied—Yes, I would be interested. Send it over — happy to review the updated NOI.

Yesterday

Lisa Romero

First Meridian Bank

Committee update—Approved at the revised sizing. Closing checklist is clear on our side.

Mon

PF Heights2 messages

Philip Gonzales

Meridian Capital

File request—Can you resend the title insurance and ALTA survey? We need the updated versions.

Mon

Steve Ronan

Apex Insurance

Certificate issued—Binder attached for the closing file — effective date matched to close.

May 27

111 East 210th Street1 message

Kyle Graves

Lev Test Lender 29

New request—Hope all is well — sending over the details of a new financing request.

May 26

Triage communication by deal urgency. Inbox groups replies, approvals, file requests, and handoffs around the work they affect.

Group by deal

Bring borrower replies, lender responses, approvals, and requests into queues with deal context.

Priority view: Urgent items rise above routine messages.
Context attached: Each message stays connected to the deal, owner, and workflow it affects.

Convert replies to work

Turn a message into a task, checklist item, agent draft, or pipeline next step.

No manual relay: Teams can act without copying details between inbox and workspace.
Source thread: The original communication remains visible for review.

Prevent missed handoffs

Expose approvals, stalled replies, and waiting-on-owner moments before they block progress.

Owner clarity: Everyone can see who needs to respond or approve.
Deal continuity: Communication history stays with the record after the message is handled.