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.

Platform
Actions
WC
Westfield Capital
jared@westfieldcap.com
Deals/Finance0
Search deals...
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. No manual entry, no stale data, just real-time visibility into where every deal stands.

View pipeline features
Platform
Actions
WC
Westfield Capital
jared@westfieldcap.com
Deals/Finance7
Search
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
Platform
Actions
WC
Westfield Capital
jared@westfieldcap.com
Network/People5
Search contacts...
ContactLast interactionDealsActions
Ava Lin
Ava Lin
Senior Vice PresidentCobalt Ridge Bank
Email sent
2 days ago
4
Marco Reyes
Marco Reyes
Managing DirectorNorthshore Debt Partners
Meeting
1 week ago
2
Priya Nair
Priya Nair
Originations DirectorJuniper Peak Capital
Call
3 days ago
0
Elena Park
Elena Park
Vice PresidentHarborview Agency Finance
Email received
5 days ago
6
Grant Wilson
Grant Wilson
PrincipalIronwood Mortgage Capital
Email sent
Today
2

Meet new lenders and close with the best terms

Access 7,000+ lenders and 50,000+ contacts across every capital source. With $5B+ in monthly transaction volume, Lev uses millions of data points to match you with the perfect lenders for your deals.

Find lenders
Platform
Actions
WC
Westfield Capital
jared@westfieldcap.com
Add Lenders
Search...
!
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, professional deal materials in minutes

Financing memos, investment sales packages, credit memos, and more—Lev's AI agents research your deal, design beautiful branded documents, and collaborate with you to get every detail right.

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, and share documents in one centralized workspace. Create flexible data rooms, control access and permissions, and ask questions to unlock the knowledge buried in your documents.

Secure your docs
Platform
Actions
WC
Westfield Capital
jared@westfieldcap.com
Deals/Riverside Commons
Property Map

Riverside Commons

2185 Mason StreetMultifamily
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

Team

+3

Key Dates

Deal created
11/27/24
Deal launch
12/03/24
Term sheet execution
-

Property Information

Address2185 Mason Street
Asset TypeMultifamily
Units8

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. You focus on relationships and strategy, we'll handle the rest.

Automate workflows
Platform
Actions
WC
Westfield Capital
jared@westfieldcap.com
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

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.

$0B+

Transactions processed in the past 30 days

0%

Uptime SLA for enterprise-grade reliability

0+

Integrations for seamless connectivity