Lev Inbox

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

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.

No reply, approval, or handoff goes missing. Teams can see the message, the deal it affects, and the next action in one place.

Messages are grouped by work

Communication is organized by urgency and deal context.

Replies become action

Teams can create tasks, drafts, and workflow updates directly from messages.

Handoffs stay visible

Waiting owners and approvals are easier to track.