What's new in Lev

Your deal's central source of data

Lev Index is a new tab on every deal that gives your team a single, structured view of all extracted deal information. When you import documents, Lev reads them and pulls out key metrics including property details, financials, sponsor info, market data, and comparables. Every value is labeled by source and accessible to everyone working the deal, so there's no more wondering which version of a number is the right one. Whatever lives in the Index is what powers every document you generate from that deal. This is the foundation for how Lev turns raw deal files into clean, accurate outputs at every stage of the workflow.

Extracted from your files, traced to one source

Import your rent rolls, financial statements, or any deal file and Lev automatically reads them. Each field shows exactly where its value came from, whether it was pulled from a document or entered manually. When multiple documents contain conflicting values for the same field, Lev surfaces the most reliable one automatically. You can review, override, or edit any value directly. Your correction becomes the authoritative value for the deal, so your team is correcting exceptions rather than doing data entry from scratch.

Every data point your deal needs, all organized

Index organizes all extracted information into dedicated sections. Physical details, unit mix, square footage, and zoning are pulled from your uploaded files automatically. Sponsor information like entity name, principals, and track record is extracted from uploaded sponsor packages. Market statistics and comparable transactions can be imported or entered manually. No more hunting across files for values.

Every document you generate gets it right

Any document you generate from a deal pulls directly from the values in the Index. Offering memorandums and any other Lev-generated document will reflect exactly what you see and verify here. Teams no longer need to cross-check a generated OM against a spreadsheet or re-enter values before sending materials. What you verify in Index is what goes out the door.

Checklist: document collection on autopilot

Stop chasing files. Checklist turns your Vault into a document collection engine. Create tasks for every file you need, assign them to the right people, and send a single request. Recipients reply with attachments, and Lev handles the rest: classifying files with AI, matching them to the right tasks, and updating statuses so you always know where things stand.

Track every file you need

Organize your document requirements into sections and tasks. Each task tracks the expected file type, who's responsible, due dates, and current status. Use it for borrower intake, lender due diligence, closing — any time you need files from anyone on a deal.

Request files in one click

Select who you need files from, and Lev generates an email listing all their outstanding items. They can reply with attachments or click the link to upload directly. Every file they send is automatically pulled in, classified by AI, matched to the correct task, and marked as ready for review. You don't have to touch a thing.

Automate follow-ups and status digests

Set up automatic follow-up reminders for unresponsive requests — they go out as replies in the same email thread, so they feel natural. Configure weekly or daily digest emails to keep your team updated on what's been received, what's overdue, and what's still outstanding.

Start with a template

Lev provides Master Templates by property type (Multifamily, Office, Retail, Industrial, and more) with the most commonly requested documents pre-loaded. Apply one in seconds, customize it for your deal, and save your own templates to reuse across your pipeline.

Let borrowers, attorneys, and partners collaborate

Vaults are no longer just for lenders. You can now share a Vault with any contact in your Network — borrowers, attorneys, equity partners, appraisers, title companies, anyone. With Full Access permissions, guests can upload files, attach them to tasks, and leave comments directly on the Checklist.

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Multiple Contacts per Lender

You can now add multiple contacts from the same lender to a single deal, allowing you to create multiple placements for different decision makers or departments within the organization. When adding a lender to your deal, select multiple contacts from the Add to Deal dropdown to create separate placements for each contact. This ensures your deal gets in front of the right people and increases your chances of getting competitive terms.

Custom Fonts for Email

You can now set a default font family and size for all your outgoing emails. Choose from over 40 professional font families and standard point sizes to create a consistent, branded look across all your communications. Your preferences are automatically applied when composing a new email to see exactly how the message will be received.

Multiple Export Qualities

Choose from four quality levels when exporting memos as PDFs or PowerPoint files: Original for maximum quality, High for professional presentations, Medium for email sharing, and Low for smallest file sizes. Each quality level is automatically generated when you publish your memo, making exports instant and eliminating wait times.

Brand asset management

Company admins can now upload, view, and manage brand assets like logos and marketing materials through a dedicated settings page. Your team's brand assets are stored centrally and can be accessed when creating memos to ensure consistent branding across all deal materials.

Custom label creation

Create your own label groups like Geography, Asset Type, Loan Type, and Custom to tag companies and contacts exactly how you work. You can search or create new labels on the fly, making it easy to organize your network around lead status, specializations, or any other criteria that matters to your deals.

Past deal filtering

Use your deal history and placement outcomes to quickly identify the right companies and contacts, then bulk apply labels to entire groups at once. This lets you avoid tagging one-by-one and instead leverage your past deal data to organize your network efficiently.

Enhanced network filtering

Filter across both companies and contacts using your custom labels to build targeted lender lists that work alongside Lev's AI recommendations. You can now find exactly the right mix of lenders based on your own organizational system rather than relying solely on generic categories.

Justify text alignment

You can now apply justify alignment to any text in your Memos for a cleaner, more polished appearance. This formatting option creates even spacing across all lines, giving your offering memorandums and deal books the professional look that lenders and investors expect.

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Table of contents fixes

The table of contents widget now displays correctly when using the 2-column format, reading from top-to-bottom as expected. This improvement ensures your Memo navigation stays organized and intuitive for readers reviewing your deal materials.