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In the field guide

lev

lev.com

Lev offers a commercial real estate platform combining extensive real-time data with AI to streamline deal workflows for sponsors and brokers. It provides a suite of apps, AI agents, data layers, and platform tools tailored to commercial real estate teams' needs.

The product, beyond the pitch

Automatically researched · Not editorially reviewed · Sources checked Nov 2, 2026

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A good fit for

Not confirmed yet.

Know the limitations

Not confirmed yet.

What you can do

Not confirmed yet.

Features

  • Lev CRM provides a CRE-native workspace consolidating relationship history, lender activity, and follow-up context.
  • Lev Pipeline tracks opportunities, lender stages, task ownership, and closing risk across active CRE deals.
  • Lev Vault offers a secure deal room for borrower files, diligence requests, versions, and handoffs.
  • Lev Agent is a CRE assistant that reads deal context, answers questions, and advances work.
  • Lev Checklist manages borrower and internal checklists with requirements, owners, due dates, and file status.

Integrations

  • Lev integrates with CRMs, data rooms, inboxes, documents, and internal systems.
  • Lev connects to AI assistants Claude and ChatGPT to query and update deals and term sheets.

Platforms & data export

Not confirmed yet.

lev pricing

No plans recorded yet.

THE COST FOR YOUR TEAM

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Published plan prices for your team size and usage. Results update as you type. Taxes, currency conversion and unlisted add-ons are excluded, and anything the source did not state is called out rather than guessed.

Known monthly subtotal

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What changed

2 recorded changes · latest 11/2/2026

Changes to the facts recorded here, not a live scan of every vendor update. Save this tool to follow updates in your account.

  1. Updated: features, integrations, sources, summary, use cases, walkthrough

    See recorded changes
    features

    Before: ["Lev CRM provides a CRE-native workspace for relationship history, lender activity, and follow-up context.","Lev Pipeline tracks opportunities, lender stages, task ownership, and closing risk across active CRE deals.","Lev Vault offers a secure deal room for borrower files, diligence requests, versions, and handoffs.","Lev Agent is a CRE assistant that reads deal context, answers questions, and moves work forward.","Lev Memo generates offering memorandums, financing packages, and investment committee memos from confirmed facts in user templates."]

    After: ["Lev CRM provides a CRE-native workspace consolidating relationship history, lender activity, and follow-up context.","Lev Pipeline tracks opportunities, lender stages, task ownership, and closing risk across active CRE deals.","Lev Vault offers a secure deal room for borrower files, diligence requests, versions, and handoffs.","Lev Agent is a CRE assistant that reads deal context, answers questions, and advances work.","Lev Checklist manages borrower and internal checklists with requirements, owners, due dates, and file status."]

    integrations

    Before: []

    After: ["Lev integrates with CRMs, data rooms, inboxes, documents, and internal systems.","Lev connects to AI assistants Claude and ChatGPT to query and update deals and term sheets."]

    sources

    Before: [{"url":"https://www.lev.com/","label":"Lev | The AI platform for commercial real estate"},{"url":"https://www.lev.com/pricing","label":"Pricing | Lev"},{"url":"https://www.lev.com/products","label":"The Lev product system — Apps, Agents, Data, and Platform | Lev"}]

    After: [{"url":"https://www.lev.com/","label":"Lev | The AI platform for commercial real estate"},{"url":"https://www.lev.com/products","label":"The Lev product system — Apps, Agents, Data, and Platform | Lev"}]

    summary

    Before: "Lev is a commercial real estate platform that combines real-time data with AI to assist sponsors and brokers in managing deals more efficiently. It offers a unified system of apps, agents, data layers, and platform tools tailored to commercial real estate workflows."

    After: "Lev offers a commercial real estate platform combining extensive real-time data with AI to streamline deal workflows for sponsors and brokers. It provides a suite of apps, AI agents, data layers, and platform tools tailored to commercial real estate teams' needs."

    useCases

    Before: ["Managing commercial real estate deals with AI-enhanced workflows and data integration.","Running lender, sponsor, borrower, and market outreach campaigns with agent-assisted follow-up."]

    After: []

    walkthrough

    Before: ["Select a monthly credit allowance matching your team's pace; credits are used only when Lev performs paid work for you.","Use Lev's platform features including CRM, pipeline automation, market insights, outreach campaigns, and AI agents to manage deals."]

    After: []

  2. Updated: features, integrations, limitations, summary, use cases, walkthrough

    See recorded changes
    features

    Before: ["Lev CRM provides a CRE-native workspace for relationship history, lender activity, and follow-up context.","Lev Pipeline tracks opportunities, lender stages, task ownership, and closing risk across active CRE deals.","Lev Vault offers a secure deal room for borrower files, diligence requests, versions, and handoffs.","Lev Agent is a CRE assistant that reads deal context, answers questions, and advances work.","Lev Memo generates offering memorandums, financing packages, and investment committee memos from confirmed facts in user templates."]

    After: ["Lev CRM provides a CRE-native workspace for relationship history, lender activity, and follow-up context.","Lev Pipeline tracks opportunities, lender stages, task ownership, and closing risk across active CRE deals.","Lev Vault offers a secure deal room for borrower files, diligence requests, versions, and handoffs.","Lev Agent is a CRE assistant that reads deal context, answers questions, and moves work forward.","Lev Memo generates offering memorandums, financing packages, and investment committee memos from confirmed facts in user templates."]

    integrations

    Before: ["Lev integrates with CRMs, data rooms, inboxes, documents, and internal systems, and connects to AI tools like Claude and ChatGPT."]

    After: []

    limitations

    Before: ["Credit-based usage means users must manage monthly credit allowances to perform paid work."]

    After: []

    summary

    Before: "Lev is a commercial real estate platform combining real-time data with AI to assist sponsors and brokers in managing deals efficiently. It offers apps, agents, and data layers unified to support commercial real estate workflows and growth."

    After: "Lev is a commercial real estate platform that combines real-time data with AI to assist sponsors and brokers in managing deals more efficiently. It offers a unified system of apps, agents, data layers, and platform tools tailored to commercial real estate workflows."

    useCases

    Before: ["Managing commercial real estate relationships, deals, and documents in a unified platform.","Automating lender outreach, term sheet extraction, document processing, underwriting, and market analysis with AI agents."]

    After: ["Managing commercial real estate deals with AI-enhanced workflows and data integration.","Running lender, sponsor, borrower, and market outreach campaigns with agent-assisted follow-up."]

    walkthrough

    Before: ["Select a monthly credit allowance matching your team's pace; credits are used when Lev performs paid work."]

    After: ["Select a monthly credit allowance matching your team's pace; credits are used only when Lev performs paid work for you.","Use Lev's platform features including CRM, pipeline automation, market insights, outreach campaigns, and AI agents to manage deals."]

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