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.
Every contact and interaction, instantly accessible
All your relationships — lenders, borrowers, sponsors, attorneys, equity partners — live in one place and stay automatically up to date.
Automatic address book
Lev automatically creates contacts from your deal-related emails and maps them to the right companies.
Unified contact / company profiles
Every interaction, deal, and document tied to the right people and organizations.
Always up to date
Profiles are always current with the latest conversations, files, roles and relationships.
Contacts supercharged by AI
Lev enriches every contact and company in your network automatically, so your CRM stays complete and current.
Enrich your address book
Contacts and companies are continuously updated from deal participation and verified data sources.
Lender intelligence on every relationship
See recent terms, programs, appetite, and deal feedback directly on lender profiles.
New, match-ready relationships
Lev uses enriched profiles to recommend best-fit lenders and the right point of contact for the deal.
Relationship insights that surface what matters
Every relationship is organized, searchable, and actionable so you know who to contact and what to say.
Custom labels and grouping
Organize contacts by role, strategy, market, deal history, or anything else. Use labels to quickly build lists when launching deals.
Powerful search across everything
Search across emails, notes, calls, files, and deals to instantly find the right context or relationship.
Actionable relationship views
See open tasks, unanswered emails, recent terms, and deal involvement tied directly to each person.
A CRM built for CRE
This isn't a static address book, it's a deal-aware system that understands roles, history, and status.
Harbor Point Plaza
Suggested Next Steps
Resources
Upload files (e.g. offering memorandum, sources and uses) to organize your deal information with Lev AI.
Activity
Sponsor
Team
Key Dates
Property Information
Deal roles
Your up-to-date contacts across lenders, brokers, attorneys, appraisers, and borrowers instantly work together in the context of each deal.
Unified deal inbox
See the full conversation with all stakeholders involved from lead to underwriting to negotiating to closing.
Automated follow-ups & reminders
Set sequences and nudges for unresponsive contacts, while staying fully in control of timing and messaging.
Discover more Lev platform features
Never lose track of a relationship again
Keep your CRE relationships organized with full history and real-time context. Build stronger connections that close more deals.
Transactions processed in the past 30 days
Uptime SLA for enterprise-grade reliability
Integrations for seamless connectivity