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

Turn your email history 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.

Open a deal, not a 60-page OM

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

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

Lev fills your template, preserving your committee’s tabs, line items, and formulas.

Every number, sourced

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

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

Prep, chase, forecast

Find stalls, quiet brokers, and market accept rates from your deals and threads.

Replies that know the deal

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

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.

Build it in plain English

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

“Deals get screened against our buy box straight from the inbox, attachments and all. The good ones go right to our pipeline.”

Questions, answered.

Lev does the whole thing.

Screen your next deal in Lev.

Book a demo

Get started