The software platform CRE professionals use to become superhuman

From lender matching to workflow automation, Lev combines powerful tools with purpose-built AI to help you close more deals, faster.

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Actions
WC
Westfield Capital
jared@westfieldcap.com
Deals/Finance0
Lead0
Reaching out to lenders0
Negotiating and selecting0
Closing0

Leading commercial real estate brands run on Lev

Matthews
Time Equities
Alturas Capital
MAG Capital Partners
AANDAR
B6 Real Estate Advisors
Blackbear Capital Partners
Greystone

Know what's happening on every deal

Track your deals from first conversation to close with a pipeline management tool that updates itself.

View pipeline features
WC
Deals/Finance7
Lead0
Reaching out to lenders0
Negotiating and selecting0
Closing0

Never lose track of a relationship

Your contacts, interactions, and history, all in one place. Lev automatically enriches and updates records so you never miss a beat.

Explore CRM
WC
Network/People5
ContactLast interactionDealsActions
Ava Lin
Ava Lin
Senior Vice President • Cobalt Ridge Bank
Email sent
2 days ago
4
Marco Reyes
Marco Reyes
Managing Director • Northshore Debt Partners
Meeting
1 week ago
2
Priya Nair
Priya Nair
Originations Director • Juniper Peak Capital
Call
3 days ago
0
Elena Park
Elena Park
Vice President • Harborview Agency Finance
Email received
5 days ago
6
Grant Wilson
Grant Wilson
Principal • Ironwood Mortgage Capital
Email sent
Today
2

Meet new lenders and close with the best terms

Access real-time data on 7,000+ lenders and 50,000+ contacts across every capital source.

Find lenders
WC
Add Lenders
!
These lenders are suggested based on your loan request
Cobalt Ridge Bank
Cobalt Ridge BankTop Match
Regional Bank
Match Insights

Cobalt Ridge's bridge-to-perm program and speed for stabilized multifamily align well with your timeline.

Activity HistoryYou have sent this lender 4 deals previously.
Northshore Debt Partners
Northshore Debt PartnersMy Network
Debt Fund
Match Insights

Northshore offers flexible leverage and sponsor-friendly structures for transitional business plans.

Activity HistoryYou have sent this lender 2 deals previously.
Juniper Peak Capital
Juniper Peak CapitalTop Match
Private Lender
Match Insights

Juniper Peak specializes in short-duration bridge loans with streamlined diligence for repeat sponsors.

Create branded deal materials in minutes

Deal books, OMs, credit memos, and more—Lev's AI researches your deal and designs professional, customizable documents.

Start building
Lev Memo
Harbor Point Plaza, San Diego, CA/Untitled
jared@westfieldcap.com
WC

What kind of document would you like to make?

Centralize, share and analyze all your documents

Store, organize, share and collaborate on documents in one centralized workspace.

Secure your docs
WC
Deals/Harbor Point Plaza
Harbor Point Plaza exterior

Harbor Point Plaza

322 8th Avenue, San Diego, CAMultifamily
Add an internal description about the deal...

Suggested Next Steps

Complete Basic Deal Information
Add Financial Information
Make a Loan Request
Prepare Vault
Select Lenders
Launch Deal

Activity

No recent activity

Sponsor

WC
Westfield Capital
Based in San Diego, CA

Team

WC

Key Dates

Deal created
01/13/26
LOI expiration
-

Property Information

Address322 8th Avenue, San Diego, CA
Asset TypeMultifamily
Asset SubtypeGarden-style
Units124
Square Feet98,000
Asking Price$15M

Automate your workflows and cut down the busy work

From lender outreach and follow-ups to due diligence coordination, Lev works behind the scenes to keep your deals moving.

Automate workflows
WC
Deals/Riverside Commons

Agents

Configure AI agents to automate tasks and enhance your deal workflow

Follow-ups for Lenders in Your Network

Automatically follow up with lenders from your existing relationships

Send first follow-up to unresponsive lenders in my network
2 days • 9:00 AM ET
Send second follow-up to unresponsive lenders in my network
2 days • 9:00 AM ET
Thank lenders in my network who pass and request their preferences

Follow-ups for New Lenders

Automatically follow up with lenders you've met through Lev

Automatically send deal room link when new lenders show interest
Send first follow-up to unresponsive new lenders
2 days • 9:00 AM ET
Send second follow-up to unresponsive new lenders
2 days • 9:00 AM ET
Thank new lenders who pass and request their preferences

Lev powers new capabilities across every team

Preparing materials

Building your deal package

Reaching out to lenders

Contacting matched lenders

Negotiating and selecting

Reviewing term sheets

Closing

Finalizing your deal

Sponsors, owners & GPs

Track your pipeline, get the best term sheets for your deals, and manage your lender relationships, all in one place

Juniper Peak Capital

Juniper Peak Capital

Private Lender

88%
CA, San Francisco
MultifamilyOfficeIndustrial
Northshore Debt Partners

Northshore Debt Partners

Debt Fund

91%
CT, Greenwich
OfficeIndustrial
Cobalt Ridge Bank

Cobalt Ridge Bank

Regional Bank

94%
CA, Los Angeles
MultifamilyOffice

Financing brokers

Win more deals faster with advanced lender matching and automated workflows

Extracting property data
Reading rent roll...
Parsing financial statements...
Extracting NOI figures...
Identifying property details...
Processing occupancy data...

Investment sales brokers

Manage your pipeline, automate document creation, and share financing options with clients

Call with First National

Lenders

Increase deal flow from qualified sponsors, streamline your underwriting, and enhance relationship management

Why leading CRE teams choose Lev

“Lev's powerful platform has helped me to better manage my lender relationships, while enabling me to meet many new lenders and run a more holistic financing process.”
ZA

Zach Alerhand

Director of Portfolio Strategy, Time Equities

“Lev takes the headache out of the financing process by letting us easily connect with new lenders.”
DM

Devin Morris

COO, Alturas Capital Partners

“Lev has integrated AI into real estate mortgage lending with a level of clarity and purpose that stands out.”
SS

Shaya Sonnenschein

Senior MD, AANDAR Real Estate Capital

Changelog

v2.1Jan 1, 2026

File Management Overhaul, Quote Matrix Redesign, and Deal Email Templates

v1.6Nov 20, 2025

Share Vaults with Lenders and Central Storage Import

v1.5Nov 6, 2025

Page Settings Redesign, Image Gallery Improvements, and Component Spacing

v1.3Oct 9, 2025

Document Permissions and Role-Based Access Controls

Ready to supercharge your deal process?

Join thousands of CRE professionals who use Lev to close deals faster, access more capital sources, and run tighter processes.

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Transactions processed in the past 30 days

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Uptime SLA for enterprise-grade reliability

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Integrations for seamless connectivity