How MH Estates and Lev Automated Real Estate Deal Sourcing

Overview

MH Estates Capital Partners is a real estate investment firm specializing in the acquisition, redevelopment, operation, and disposition of manufactured home communities (MHCs). With a recently launched $30 million investment fund and plans to execute 10–15 transactions annually, the firm was seeking a scalable solution to streamline its financing process and lender outreach.

Challenges

1. Few Direct Relationships with Financing Sources

MH Estates Capital Partners had historically depended on several brokers to secure financing which limited direct relationships with lenders.

2. Manual Deal Management

Creating debt packages, managing lender outreach, and tracking responses was a labor-intensive and time-consuming process. The firm spent considerable time compiling materials, drafting emails, and following up manually—an inefficient workflow given their high transaction volume.

3. Difficulty Scaling Lender Relationships

As the firm expanded its footprint it needed a better system to find and engage with high-probability lenders for each new deal, especially in a tightening credit market.

4. Fragmented Internal Operations

While MH Estates Capital Partners has an integrated business model with asset management, property management, manufactured home dealership and financing entities, its debt sourcing process remained disconnected from the rest of the business. There was no centralized system for tracking lender feedback, deal progress, or communication history.

How Lev Helped

Automation of Deal Package Creation

Using Lev’s AI-powered deal room builder, Lev Memo, MH Estates Capital Partners is able to instantly generate high-quality debt packages by uploading existing documents such as the PSA, appraisal, and underwriting models. This saves them hours per deal and ensures consistent formatting and branding.

“The time savings we see from using AI to generate our deal materials are pretty incredible.” — Major Hillard, MH Estates Capital Partners.

Direct, Targeted Lender Outreach

Lev enables MH Estates Capital Partners to conduct personalized, large-scale outreach directly from their own email accounts. The platform’s lender-matching algorithm identifies optimal lenders based on geography, asset type, and deal parameters, connecting MH Estates Capital Partners with key decision-makers.

“I want to make sure we get to a decision maker and we’re not going through a gatekeeper and waiting weeks. Lev has helped solve that issue.” — Major Hillard.

Real-Time Tracking and Analytics

Lev’s email integration and quote matrix features give MH Estates Capital Partners real-time visibility into lender engagement and term sheets. Follow-ups are automated, and all correspondence are centralized within the platform for easy review and collaboration.

Streamlined Onboarding and CRM Setup

With support from Lev’s account management team, MH Estates Capital Partners quickly uploaded their existing lender contacts, customized outreach templates, and configured automation rules. This created a centralized lender CRM that will scale with their business.

Results

• Time Savings: Hours saved per deal on packaging, lender outreach, and follow-up.

• Enhanced Transparency: All communications and terms tracked in one place.

• Improved Execution: Direct access to decision-makers and data-driven lender matching.

• Scalable Growth: Positioned to manage 10–15 deals per year with greater operational efficiency.