The Lev product system

Apps, agents, data layers, and platform tools organized around the way commercial real estate teams actually work.

Apps

Core work surfaces for relationships, deals, files, documents, inboxes, and agent operations.

Maya Whitman

Managing Partner

maya@northlinecapital.com(212) 555-0186Northline Capital Partners

Lev CRM

Relationship history, lender activity, and follow-up context in one CRE-native workspace.

176 Gold Street
Materials
$31.7M hotel refi · Golub Capital
Harbor Point Plaza
Term Sheet
$31.7M hotel debt · Boulder Lending
West Loop Bridge
Lead
$18.5M bridge · Northstar Capital
Harborview Loan
Closing
$19.0M bridge · West Harbor
231 Windsor Way
Outreach
$4.8M refi · Pacific Crest
Tester Road
Diligence
$9.6M purchase · Redwood Partners

Lev Pipeline

Track opportunities, lender stages, task ownership, and closing risk across active CRE deals.

NameTypeModified

Financial Documents(2 items)Folder12/08/2025

2024 Charles Returns.pdfPrincipal12/08/2025

2024 Property Tax Returns.pdfProperty Tax Returns12/08/2025

Icona Hotel Operating Statement.xlsxOperating Statement12/08/2025

Icona Hotel Lease Agreement.docxLease Agreements12/08/2025

Icona Interior 1.jpgProperty Photos / Renderings12/08/2025

Lev Vault

A secure deal room for borrower files, diligence requests, versions, and handoffs.

Send Northbank the missing endorsement follow-up.

Draft ready. Approve before I contact Northbank.

Send lender follow-upcapital@northbank.comneeds approval

Lev Agent

A CRE assistant that reads deal context, answers questions, and moves work forward.

You requested files · 2m ago

Send the Pine Street lease and rent roll updates.

Steve replied with files · just now

Attached lease and supporting docs for review.

Lease.pdfRent roll.xlsx

Lev Agent matched Lease.pdf · just now

CL-104 moved to Reviewing

Lev Checklist

Borrower and internal checklists with requirements, owners, due dates, and file status.

Create memo for 178 Gold StreetCreate memo for 178 Gold Street

I created the committee memo with sources linked.

178 Gold StreetNew York, NY

Lev Memo

Generate credit, debt, equity, investment, and deal materials from source data, files, and approvals.

NameAlbany HouseAlbany.pdf

TypeMultifamilyUser input

Built2023Albany.pdf

Albany HouseFacts

TypeMultifamily

AppKnowledge graph

Lev Index

Your deal data, always current. AI compiles everything automatically so your team and agents can reference it instantly.

Tim Kerr at Pacific National BankApr 30

Sent Deal 23 Lexington Avenue · Send follow-up

Yes, I would be interested. Send it over. Happy to review the full package and updated NOI.

Daniel Greenblum at Pacific National BankMay 11

Sent Terms on Harbor Point Plaza · Sent terms

We can move ahead at the revised proceeds if the borrower confirms timing and recourse stays limited.

Kyle Graves at Lev Test Lender 29May 6

Sent Deal 375 Metuchen Road · Needs reply

Following up on the permanent acquisition request and updated lender package for South Plainfield.

Priya Shah at Juniper Ridge LendingMay 6

Sent Deal 111 East 210th Street · Send follow-up

Hope all is well. I wanted to send over the details of a new financing request.

Philip GonzalesApr 30

Sent Deal PF Heights · Unread

Can you resend the title insurance and ALTA survey? We need the updated versions.

Lev Inbox

Prioritize requests, replies, approvals, and deal communication in one command center.

Lev CortexAdmin

Skills

deal-context-fetch

24 pass2 flagged4m ago

Approval Queue

Send lender outreach — Harbor Point Plaza

Tool Calls

14:32:01deal-context-fetchok2ms

14:32:04lender-searchok18ms

14:32:09memo-draftok34ms

Lev Cortex

Govern agent skills, versions, evaluations, logs, approvals, and operating controls.

Financing RequestSent

Hows the New Year GoingFollow-up

Hope you are doing well. Let me know if this is still on your radar.

Lev Campaigns

Run lender, sponsor, borrower, and market outreach with agent-assisted follow-up.

Cobalt Ridge BankRegional BankStrong fit

Northshore Debt PartnersDebt FundTop Match

Juniper Peak CapitalPrivate LenderFast close

Matching insights

AppLender matching

Lev Match

Rank the right lenders for each deal based on search intent and financing criteria.

Agents

CRE-native assistants that draft, extract, route, and prepare work with source-backed controls.

Write lender follow-up

I drafted a short follow-up for Cobalt Ridge Bank for the Greenfield Hotel Deal.

RE: Greenfield Hotel financing

Hi Gene — following up on the DSCR question from last week. Happy to share updated NOI and the revised cap stack if useful for your credit memo.

Lev AgentOutreach agent

Lender outreach agent

Draft, sequence, and manage lender outreach using source-backed deal context.

Compare term sheets

I found the best proceeds and flagged one recourse clause.

	Juniper	Cobalt
Loan amount	$31.8M	$30.2M
Max LTV	73%	72%
Rate	S+210	S+225
Term	5 yr	5 yr

Lev AgentExtraction agent

Term sheet extractor agent

Normalize term sheets into comparable economics, sources, and review exceptions.

Extract deal facts

Houston_Portfolio.xlsxTerm Sheet.pdfOM.pdf

I pulled NOI, amortization, and purchase price from your uploads and matched each value to the source file. The table below shows what came from the model, term sheet, and OM.

NOI	$2.8M	Houston_Portfolio.xlsx
Amortization period	30 years	Term Sheet.pdf
Purchase price	$161.4M	OM.pdf

Lev AgentExtraction agent

Document extractor agent

Extract key CRE facts from uploaded documents and route exceptions to reviewers.

Create closing checklist

I converted lender conditions into borrower-facing checklist tasks with owners and due dates. These rows are ready to launch once you approve the request copy.

Personal Financial Statement

Bank Statements (3-6 months)

Personal Tax Returns (2-3 years)

Insurance certificate

Executed lease

Lev AgentWorkflow agent

Checklist creator agent

Generate deal-specific checklists from lender requirements, closing needs, and files.

Base sizing works, but vacancy needs a check.

Harbor_Point_UW_Model.xlsx

	A	B	C	D
1	Metric	Base	Stress
2	DSCR	1.28x	1.14x
3	NOI	$2.8M	$2.5M
4	LTV	58%	62%
5	Vacancy	8%	12%

Lev AgentUnderwriting agent

Underwriting agent

Turn rent rolls, statements, comps, and assumptions into review-ready underwriting.

Find similar leads

I ranked sponsor matches against Harbor Point and surfaced the closest multifamily leads. Barton Creek is the strongest fit based on recent Austin deal activity.

Barton Creek Capital

Elena Ruiz · (512) 555-0142

Northshore Debt Partners

Marcus Hale · (737) 555-0198

Harborview Capital

Gene Davis · (415) 555-0134

Juniper Ridge Lending

Priya Shah · (602) 555-0171

Lev AgentOrigination agent

Origination agent

Find, qualify, and prioritize new CRE opportunities with market and relationship context.

Summarize the market

I reviewed recent Phoenix refi quotes and comps to put together this market brief. Bridge lenders are holding spreads while pulling leverage — the summary below shows where activity is clustering.

Market brief

Phoenix refi activity is tightening

Bridge lenders are holding spreads near S+210 while pulling proceeds lower across recent Phoenix hotel refis.

Activity is clustering around sponsors with existing lender relationships and cleaner rollover profiles.

Lev AgentMarket comps agent

Market expert agent

Answer market questions, pull comps, and summarize CRE trends for a deal or strategy.

OM.pdfRent roll.xlsxMarket brief.pdf

I pulled property facts, rent roll, and market context into a buyer-ready OM draft. The deck opens with the investment story and keeps each section tied back to your source files.

Greenfield_Hotel_OM.pptx

4.2 MB

Lev AgentOM agent

Investment sales OM creator

Create investment sales OMs from property data, market context, and positioning.

T-12.xlsxSponsor memo.docxCollateral summary.pdf

I structured the loan ask, collateral summary, and sponsor memo into a lender-facing package. The debt OM leads with proceeds and sources so credit can scan the ask first.

Harbor_Point_Debt_OM.pdf

2.8 MB

Lev AgentOM agent

Debt financing OM creator

Generate lender-ready debt memoranda with sources, terms, and financing story.

Draft credit memo

Draft memo.docxUW model.xlsxRent roll.pdf

I organized UW, rent roll, and draft memo into an approval-ready credit memo. Rollover risk and mitigants are surfaced up front for committee review.

Greenfield_Credit_Memo.pdf

1.6 MB

Lev AgentMemo agent

Credit memo creator

Draft credit memos with source-backed facts, risk summaries, and approvals.

Data

Market, lender, contact, and signal products that make Lev workflows sharper and faster.

Austin multifamily sponsors18 found

Hartley Development GroupBalance sheet · Strong fit

Northshore Debt PartnersDebt fund · Top match

Capitol FinanceCRE platform · Fast close

Matching insights

DataSearch data

Lender search

Find active lenders by appetite, asset type, geography, proceeds, and execution fit.

Ava LinOwner intro98

MarcusQuoted Austin82

NadiaBackup path74

DataRouting data

Lender contact routing

Route each deal to the right lender contact using coverage, activity, and history.

Cobalt RidgeRegional bank · NE

MultifamilyPerm loans$10-30M

Quoted S+18512d

Construction pass28d

DataProfile data

Lender profiles

Structured lender profiles with appetite, coverage, contacts, activity, and context.

Barton CreekMaturity in 84dStrong fit

NorthlineRefi windowRefi fit

Pine Street3 owned assetsOwner fit

Create outreach

Timing, fit, and relationship path found.

DataSignal data

Lead sourcing

Find CRE leads from maturity, ownership, property, market, and relationship signals.

5 lender reads-18 bps

NY leverage down6d

MF cash flow focus12d

Perm quotes active21d

Quote windowLive

DataMarket pulse

Lender Pulse

Monitor lender activity, pricing movement, appetite shifts, and capital market signals.

BenchmarkYour dealMarket

Loan amount$28.5M$31.2M

Debt yield9.1%8.6%

SpreadS+205S+215

DataMarket terms

Recent market terms

See recent CRE financing terms, lender behavior, pricing, and structure patterns.

Platform

Developer and integration surfaces for bringing Lev context into approved tools and assistants.

Lev MCP

Connect Claude, ChatGPT, and other AI tools to your deals, documents, and pipeline.

Lev API GET /deals?limit=5

request_idreq_42A

timestamp2026-05-28T18:30Z

paginationlimit 5

200 OKJSON envelope returned

Lev API

Build on your Lev data — deals, documents, facts, and lender data over a structured API.

sync deal context

Readlev.config.ts

Ranterminal command

$ lev sync closing

> lev-website@0.1.0 sync /Users/dev/lev-website

Loading deal context...

Resolving 5 active deals

Indexing documents and lenders

Writing .lev/context.json

✓ Context synced in 2.4s

Context synced. Ready for scripts.

Lev CLI

Coming soon — your deals, contacts, and term sheets from the command line. Tables for humans, JSON for scripts.

PlatformIntegrations

Integrations

Connect Lev to CRMs, data rooms, inboxes, documents, and internal systems.

PlatformAssistant integration

Lev in Claude

Ask Claude about your deals, term sheets, and lenders — and get answers from your live Lev data.

PlatformAssistant integration

Lev in ChatGPT

Ask ChatGPT about your deals and send updates back to Lev — connected in one click.