Origination agent

Find, qualify, and prioritize new CRE opportunities with relationship and market context, including timing, fit, and the next outreach move.

Find opportunities with a reason to act now. The agent watches market, maturity, sponsor, property, and relationship signals for qualified outreach.

Monitor signals

Track maturity windows, sponsor activity, property movement, and firm coverage priorities.

Timing signals

The agent looks for moments where outreach is more likely to matter.

Relationship context

Coverage and prior activity help explain why the target is relevant.

Rank fit

Prioritize opportunities by timing, asset fit, relationship path, and likely need.

Qualified targets

Teams get a ranked list instead of raw market noise.

Explainable reasons

Each opportunity carries a reason to reach out.

Create outreach or pipeline

Draft the first message and move qualified opportunities into CRM, Campaigns, or Pipeline.

Next action

The agent suggests the first useful move.

Workflow creation

Good targets can become trackable work instead of a loose note.

Every outreach starts with a reason worth acting on. Teams can see why a target matters before spending time on it.

Signals are monitored

Market, maturity, property, and relationship indicators are watched together.

Targets are ranked

Fit and timing shape what rises to the top.

Work is created

Qualified opportunities can move into outreach and pipeline workflows.

Explore more products

View all products
Lev AgentOutreach agent

Lender outreach agent

Draft, sequence, and manage lender outreach using source-backed deal context.

Lev AgentExtraction agent

Term sheet extractor agent

Normalize term sheets into comparable economics, sources, and review exceptions.

Lev AgentExtraction agent

Document extractor agent

Extract key CRE facts from uploaded documents and route exceptions to reviewers.