Lev Track

Lev Track

Lev Track

Turn deal flow into deal done

Turn deal flow into deal done

A flexible pipeline and contact management tool built for CRE . Track what matters most with a system smart enough to update itself.

A flexible pipeline and contact management tool built for CRE . Track what matters most with a system smart enough to update itself.

Manage Your Pipeline

A pipeline management tool built for the way you work

Say goodbye to spreadsheets and generic project management tools. Lev Track keeps every deal organized and up to date, so you can focus on closing deals not tracking them.

Manage Your Pipeline

A pipeline management tool built for the way you work

Say goodbye to spreadsheets and generic project management tools. Lev Track keeps every deal organized and up to date, so you can focus on closing deals not tracking them.

Manage Your Pipeline

A pipeline management tool built for the way you work

Say goodbye to spreadsheets and generic project management tools. Lev Track keeps every deal organized and up to date, so you can focus on closing deals not tracking them.

Multiple pipelines for multiple teams.

Create deal materials in minutes

Create deal materials in minutes

Different pipelines enable you to switch ownership between teams seamlessly so you never lose visibility.

Build beautiful, fully customizable deal materials in minutes using the documents you already have

Build beautiful, fully customizable deal materials in minutes using the documents you already have

Your pipeline, your way. Organize your workflows.

Automate lender outreach and follow-ups

Automate lender outreach and follow-ups

Customize stages, assign tasks, and manage your pipeline with tools built for commercial real estate.

Use Lev's purpose-built AI to follow up with unresponsive lenders and suggest responses to dilligence requests.

Use Lev's purpose-built AI to follow up with unresponsive lenders and suggest responses to dilligence requests.

From inbox to pipeline, instantly.

Centralize and organize lender feedback

Centralize and organize lender feedback

Tired of manually entering deals into your pipeline? Simply forward property related emails to Lev Track and your pipeline deal is created and fully configured.

Lev's secure email integration will centralize all quotes and terms in a real-time quote matrix without you lifting a finger.

Lev's secure email integration will centralize all quotes and terms in a real-time quote matrix without you lifting a finger.

Stay fully aligned across your team.

Share deal status with branded reports

Share deal status with branded reports

Collaborate in real time with visibility into every deal and every next step across your team.

Automatically create status reports so you can share deal progress with clients and internal teams

Automatically create status reports so you can share deal progress with clients and internal teams

Manage Your Contacts

Contact management powered by automation

Meet the contact management tool that works like you do: fast, efficient and always on.

Manage Your Contacts

Contact management powered by automation

Meet the contact management tool that works like you do: fast, efficient and always on.

Manage Your Contacts

Contact management powered by automation

Meet the contact management tool that works like you do: fast, efficient and always on.

Always up to date, even when you're not

With Lev Track, CRM records are automatically enriched with real-time lender insights gathered from live deals running across Lev's platform, so you're always one step ahead.

Lev Pulse
Offers loan participation program with other credit unions as lead bank
Mid/Highrise • Permanent • Secondary Market
Just now
Prefers to grow into larger relationships rather than start with large loans
Grocery-Anchored Shopping Center • Primary Market
2 hrs ago
Prefers nationally recognized hotel flags like Marriott and Hilton
Mid/Highrise • Hospitality • Primary Market
4 hrs ago

Always up to date, even when you're not

With Lev Track, CRM records are automatically enriched with real-time lender insights gathered from live deals running across Lev's platform, so you're always one step ahead.

Lev Pulse
Offers loan participation program with other credit unions as lead bank
Mid/Highrise • Permanent • Secondary Market
Just now
Prefers to grow into larger relationships rather than start with large loans
Grocery-Anchored Shopping Center • Primary Market
2 hrs ago
Prefers nationally recognized hotel flags like Marriott and Hilton
Mid/Highrise • Hospitality • Primary Market
4 hrs ago

Always up to date, even when you're not

With Lev Track, CRM records are automatically enriched with real-time lender insights gathered from live deals running across Lev's platform, so you're always one step ahead.

Lev Pulse
Offers loan participation program with other credit unions as lead bank
Mid/Highrise • Permanent • Secondary Market
Just now
Prefers to grow into larger relationships rather than start with large loans
Grocery-Anchored Shopping Center • Primary Market
2 hrs ago
Prefers nationally recognized hotel flags like Marriott and Hilton
Mid/Highrise • Hospitality • Primary Market
4 hrs ago

Built for you. And your team.

Flexible, role-based permissions make it easy to collaborate without losing control. You choose what to share and who to share it with.

Contact Ownership

3 team members

Investment Team

5 members

Sarah Johnson
Michael Chen
Alicia Rodriguez

Built for you. And your team.

Flexible, role-based permissions make it easy to collaborate without losing control. You choose what to share and who to share it with.

18 new contacts found

Lev AI has identified and enriched these contacts for you.

FC
Matthew Dennis
PartnerF & C Bank
Verified
CC
Carlos Martin
Senior VPCanton Credit Union
Verified
CS
Laura Clay
Managing DirectorCorner Bank
Needs Info
2 of 18 selected

Built for you. And your team.

Flexible, role-based permissions make it easy to collaborate without losing control. You choose what to share and who to share it with.

18 new contacts found

Lev AI has identified and enriched these contacts for you.

FC
Matthew Dennis
PartnerF & C Bank
Verified
CC
Carlos Martin
Senior VPCanton Credit Union
Verified
CS
Laura Clay
Managing DirectorCorner Bank
Needs Info
2 of 18 selected

Privacy comes standard

Lev Track is built with enterprise-grade security to safeguard every relationship, note and communication

Lev Track is built with enterprise-grade security to safeguard every relationship,
note and communication

Ready to put pipeline and contact management on autopilot?

Ready to put pipeline and contact management on autopilot?

Ready to put pipeline and contact management on autopilot?

Products

Solutions

Resources

Products

Solutions

Resources