Is the screening a black box?

No. Your buy box sets the criteria. Every verdict includes evidence, and you make the final call. Adjust your rules and re-screen anytime.

Does it underwrite with my model?

Yes. Lev fills your template from the package, preserving your structure and assumptions.

What happens when a deal fits?

Add it to your pipeline in one click, with emails, screening, and underwriting attached. Continue through pitching, lender matching, and closing in Lev.

Screen

Screen every deal before you open the email.

Lev screens every email and file against your buy box. Deals reach your pipeline ready for underwriting.

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Inbox›Harbor Point Plaza — $15M acquisition financing

Harbor Point Plaza — $15M acquisition financing

Sending over the package for a 124-unit high-rise deal in San Diego.Sending over the package for a 124-unit high-rise multifamily acquisition in San Diego. Purchase price is $15M and we are looking for $9.75M of first mortgage debt, 65% of cost.

Screen result

Recommendation

Reading through the thread…

Buy box

Deal

Rationale

Trusted by leading commercial real estate teams

From unread to underwritten. Lev Agent screens deals from emails and attachments, keeping your CRM, pipeline, and files current.

Your inbox, powered by Lev. Deal threads, campaign replies, and next steps in one view, keeping your pipeline and CRM current.

A full CRM from day one

Connect your inbox to turn years of emails into contacts, companies, and deals. No imports or setup.

Your pipeline, kept current

Each message updates linked deals and contacts: statuses, notes, attachments, and tasks.

Screen deals against your buy box. Lev reads every email and attachment, checks your rules, and handles the next step.

A recommendation for every deal

Accept, Reject, or Needs Review, with a short buy-box rationale for your decision.

Screen results

Harbor Point PlazaAccept

Multifamily in a top-25 MSA at $15M and 65% of cost. Inside the box on every line.

Riverside CommonsNeeds Review

Fits on asset, market, and size. No comparable asset in the sponsor’s track record.

Gateway Industrial ParkReject

Industrial is outside the buy box. Size and market fit; the exclusion is explicit.

Screen results

Harbor Point PlazaAccept

Multifamily in a top-25 MSA at $15M and 65% of cost. Inside the box on every line.

Riverside CommonsNeeds Review

Fits on asset, market, and size. No comparable asset in the sponsor’s track record.

Gateway Industrial ParkReject

Industrial is outside the buy box. Size and market fit; the exclusion is explicit.

Open a deal, not a 60-page OM

Lev turns the email and attachments into a complete deal, ready to review.

Jared Morrison3 attachments · 9:42 AM

Harbor Point Plaza

124-unit high-rise multifamily

322 8th Avenue, San Diego, CA

$15M purchase · $9.75M loan

94% occupied · $912,000 NOI (T-12)

Westfield Capital · Jared Morrison

319:42 AM

Harbor Point Plaza

124-unit high-rise multifamily

322 8th Avenue, San Diego, CA

$15M purchase · $9.75M loan

94% occupied · $912,000 NOI (T-12)

Westfield Capital · Jared Morrison

319:42 AM

Jared Morrison3 attachments · 9:42 AM

From accepted to underwritten. Lev fills your model from the T-12, rent roll, and OM, preserving your tabs, assumptions, and format.

Your model, down to the tabs

Keep your committee’s tabs, line items, and formulas. Lev fills the template, ready to send.

Every number, sourced

Check any figure against its source document and page, without searching through the OM.

In-place NOI (T-12)$912,000

T12_Harbor_Point.xlsxSheet 1 · row 31

Trailing twelve months
Operating expenses(934,200)
Net operating income912,000
Replacement reserves(31,000)

ABC

4LTV65.0%60.0%

5In-place NOI (T-12)$912,000$866,400

6Debt service$716,400$661,300

7DSCR1.27×1.31×

T12_Harbor_Point.xlsxSheet 1 · row 31

Trailing twelve months
Operating expenses(934,200)
Net operating income912,000
Replacement reserves(31,000)

Ask anything, about any deal. Search every figure, term, and document across your pipeline, with sources cited.

Prep, chase, forecast

Spot stalled deals and quiet brokers. See accept rates by market, drawn from your deals and threads.

Replies that know the deal

Draft replies from the thread, attachments, deal, and property, ready to review and send.

Reply allAuto draft

FromMorgan Lee

ToAva Lin· ava.lin@cobaltridgebank.com

SubjectRE: Riverside Commons — permanent loan request

Hi Ava,

Thanks for the package. The T-12 clears 1.25× at 60% LTV. Please send the rent roll after sponsor sign-off.

Best, Morgan

Reply allAuto draft

FromMorgan Lee

ToAva Lin· ava.lin@cobaltridgebank.com

SubjectRE: Riverside Commons — permanent loan request

Hi Ava,

Thanks for the package. The T-12 clears 1.25× at 60% LTV. Please send the rent roll after sponsor sign-off.

Best, Morgan

Automate the work between deals. Set triggers once to handle enrollment, status updates, and follow-ups.

Keep conversations moving

Automate file requests, questions, scheduling, and follow-ups with drafts from each deal’s thread.

For review

Document requests

Marco ReyesGateway Industrial Park · T-122h ago

Ava LinRiverside Commons · Rent roll4h ago

Open questions

Sponsor sign-off timingRiverside CommonsYesterday

Follow-ups

Updated rent rollLakeview Apartments3d ago

For review

Document requests

Marco ReyesGateway Industrial Park · T-122h ago

Ava LinRiverside Commons · Rent roll4h ago

Open questions

Sponsor sign-off timingRiverside CommonsYesterday

Follow-ups

Updated rent rollLakeview Apartments3d ago

Build it in plain English

Describe the workflow. Lev builds the trigger and steps for you to approve.

When a screened deal is accepted, add it to Acquisitions as Prospect and draft an intro to the broker.Automation

TriggerDeal screened · Accept

Add to pipelineAcquisitions · Prospect

Draft a replyIntro to the broker

When a screened deal is accepted, add it to Acquisitions as Prospect and draft an intro to the broker.

Automation