Lev
Lev is an AI platform for commercial real estate that takes a deal from rent roll to lender-ready memo.
Lev earns its seat if your team writes memos, sources comps, and chases lenders every week — that is the exact loop it automates, and deal facts generated once carry into pitches, outreach, Memos, and now editable PowerPoint decks. The catch is credits, not seats: a heavy book empties the pool faster than the seat price implies. If your shop already lives in its own systems, weight the API and MCP server heavily before you commit.
Verified 3d ago · liveness 79/100 · cite: rightaichoice.com/tools/lev
- CRE brokers writing OMs and BOVs every week who want underwriting, comps, and the deck in one pass
- Debt and origination teams assembling lender-ready packages with AI-ranked lender matches
- Shops running repeatable sponsor and lender outreach at volume through Campaigns & Sequences
- Teams consolidating a CRE stack of CRM, comps, enrichment, and email tools into one platform
- Non-CRE businesses wanting a general assistant like ChatGPT, Claude, or Gemini
- Low-volume users whose credit usage won't justify a monthly seat
- Teams that need SSO, SCIM, or multi-team governance on day one
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Skip Lev if you're not in commercial real estate capital markets or your deal volume is too thin for a monthly seat plus credit consumption to pay for itself.
Credit consumption is the real cost driver — every underwriting run, memo build, and comp ranking draws from your pool, and the plan's credit number tells you nothing until you know your own monthly deal volume.
Lev fits brokerages and debt teams doing weekly memo and lender work, where one seat replaces a CRM, comps subscription, enrichment tool, and email sequencer. Solo brokers are best served by the entry individual plan; multi-person origination desks land on the team plan for the shared credit pool. Firms needing SSO, SCIM, or custom agent frameworks are pushed to a custom enterprise contract.
In short
Lev — Lev is an AI platform for commercial real estate that takes a deal from rent roll to lender-ready memo. Best for CRE brokers writing OMs and BOVs every week who want underwriting, comps, and the deck in one pass, Debt and origination teams assembling lender-ready packages with AI-ranked lender matches, Shops running repeatable sponsor and lender outreach at volume through Campaigns & Sequences. Plans from $299/mo.
No head-to-head comparison for Lev yet — the alternatives below are the closest matches we list.
What's new in Lev
Checked 3 days agoAcross the latest 5 updates: 4 feature updates and 1 news mention.
Guide: AI-Powered Offering Memorandum Generation for CRE Brokers
Lev publishes a guide on using AI to generate CRE offering memoranda, covering the workflow and the verification pass a broker still owns.
PowerPoint Memos in Studio
Lev Agent now builds Memos as editable PowerPoint files saved to the deal's Resources tab and Studio, with AI editing in Studio, Annotation mode, and templates and themes built from your own decks.
Maps Build interactive Maps on your deal
Build interactive Maps with amenity pins, transit and traffic toggles, publish them to a deal's Resources tab, and embed them in any Memo on the same deal.
Campaigns & Sequences
Reusable email sequence templates with automatic follow-ups, response-triggered actions, and an Unresponsive fallback that marks silent contacts and may suggest an alternative at the same institution.
Smart Templates from PDF Files
Create a Smart Template by uploading an external PDF from Manage Templates instead of starting from a finished memo; PDF is currently the only supported file type on that path.
What people actually say about Lev — is it worth it?
We ran a structured research pass across product reviews, community discussions, and post-purchase forum threads to surface the patterns vendors won't publish themselves. Below: the recurring strengths, the hidden costs people mention most, and the cohort that consistently regrets adopting this tool.
86 mentions across 5 sources (Hacker News, YouTube, App Store, GitHub, Lemmy) · researched Aug 5, 2026.
Average across the 5 sources that answered — each source counts once, not each post.
- +Purpose-built AI agents for underwriting, comps, and documents.
- +Free tier with 3,000 credits and unlimited Lev Agent through August.
- +Lender Search uses AI-ranked matching to simplify debt sourcing.
- +Clear paid plans start at $80/month, data-focused for CRE.
- +Includes automation for deal workflows and closing checklists.
- −Zero community reviews or discussions of Lev on major forums.
- −Name collision makes it hard to find real user testimonials.
- −No data on how well it handles large deals or complex rent rolls.
- −No evidence of integrations with major CRE tools like Argus.
- −API reliability and scale performance are unverified.
- • Overage credits may be charged — not confirmed in data.
- • Annual billing required for lowest tier; monthly may be higher.
Viability Score
How well maintained and how widely used is Lev? Built from what the vendor actually publishes (docs, changelog, tutorials, integrations, pricing), whether the site is live, and how much real users discuss it. How we calculate this
Last calculated: October 2026
How we score →Key Features
- AI underwriting from rent rolls and T-12s
- Lev Agent drafts offering memos, BOVs, credit memos, and deal pitches
- PowerPoint Memos in Studio — editable PPTX decks saved to the deal's Resources tab
- AI editing of Memos in Studio with Annotation mode for slide, element, or text changes
- Custom Memo templates and themes built from up to five of your own PDF or PowerPoint files
- Smart Templates generated from an uploaded PDF via Manage Templates
- Sales Comps ranking comparables against a subject profile
- Lender Search with AI-ranked lender matching
- Lev Match lender matching against loan requests
- Campaigns & Sequences with reusable templates and automatic follow-ups
- Interactive deal Maps with amenity pins, transit routes, and traffic toggles
- Maps publishable to a deal's Resources tab and embeddable in Memos
- Platform CRM with contacts, companies, and deal pipeline
- Contact and company enrichment with CRE context
- Deal Room, Vault secure file sharing, and placements tracking
About Lev
Lev is an AI platform built for commercial real estate capital markets teams, and its job is to carry a deal from raw documents to a lender-ready package. Hand it a rent roll, T-12, and offering docs and its agents handle extraction, underwriting, comps, lender matching, and memo generation inside one pipeline. Workflows are organized as Source, Screen, Execute, and Close, and every plan includes all four. The product layer is where CRE teams actually spend their week. Lev Agent drafts offering memorandums, BOVs, credit memos, deal pitches, and now editable PowerPoint decks; Lev Memo handles branded document generation in Studio; Lev Match and Lender Search rank lenders against a loan request; Sales Comps rank comparables against a subject profile. The October 8, 2026 changelog shipped PowerPoint Memos: Lev Agent builds the deck as an editable PowerPoint file, saves it to the deal's Resources tab and Studio, and you can edit it by describing changes in plain English (with Annotation mode to point at a specific slide, element, or text) or download it, edit in PowerPoint, and re-upload. Around the document layer sits a working CRM: contacts and companies, enrichment, deal pipeline, deal rooms, Vault secure file sharing, Campaigns & Sequences with automatic follow-ups, interactive deal Maps, and market insights with lender soft-quote and term-sheet pricing data. Lev also publishes its own loan pricing intel — recent Lev Insights posts quote core industrial bridge loans nationally at 9.79%, Northeast multifamily bridge at 9.50%, office permanent loans at 6.50%, and hospitality permanent loans at 6.75%. An API, MCP server (you can point Cursor, Claude, or any MCP client at it), and a Lev for iOS app round out the stack.
Behind the Verdict
Lev's real claim is consolidation. A CRE capital markets desk typically runs a CRM, a comps subscription, an enrichment tool, an email sequencer, and a general AI assistant side by side. Lev's pricing page names Salesforce, HubSpot, Crexi, Reonomy, ZoomInfo, Mailchimp, and ChatGPT as the things it stands in for, and the four-workflow spine (Source, Screen, Execute, Close) is the organizing idea that makes that consolidation plausible rather than aspirational. The strongest evidence is the changelog cadence. Between July 16 and October 8, 2026, Lev shipped Smart Templates built from an uploaded PDF, Deal Pitch generation that feeds downstream outreach and Memo facts, Campaigns & Sequences with automatic follow-ups and an "Unresponsive" fallback, interactive Maps publishable to a deal's Resources tab and embeddable in Memos, and PowerPoint Memos with AI editing in Studio and a manual PowerPoint round-trip. That is a team iterating on the actual document-and-outreach loop rather than bolting on a chat box. The second differentiator is the data Lev publishes itself. Its Lev Insights posts quote fixed rates near 9.79% for core industrial bridge loans nationally, 9.50% for Northeast multifamily bridge, 6.50% for office permanent loans, and 6.75% for retail and hospitality permanent loans, drawn from soft quotes and term sheets over April–September 2026. Lender Search and Market Insights sit on top of that, so lender ranking is informed by pricing the tool is actively collecting. The honest weaknesses: heavy use is metered in credits, so a busy book burns through a pool faster than the seat price suggests and you should model that before a firm-wide rollout. Docs reference SOC 2 and an enterprise column covering SSO, SCIM, custom agent frameworks, parent and producer accounts, and portfolio surveillance — shops that need those governance features are pointed at the enterprise tier. And when your team already has deep systems of record, the built-in CRM apps matter less than the API, MCP server, and CLI, which Lev documents in a Build section written for developers. Where it fits: brokerage and debt teams producing offering memorandums and BOVs weekly, origination desks assembling lender packages, and shops running repeatable sponsor and lender outreach at volume. Where it doesn't: non-CRE businesses wanting a general assistant, and low-volume users who won't clear a monthly seat against real credit usage. Lev is a purpose-built CRE tool, not a general-purpose AI.
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Real-world workflow fit
Concrete scenarios for the personas Lev actually fits — and what changes day-one when you adopt it.
You upload the rent roll, T-12, and offering docs for a new listing, run underwriting, rank sales comps against the subject, and ask Lev Agent to build a Memo as a PowerPoint deck with your saved template and brand theme.
Outcome: An editable PPTX lands in the deal's Resources tab and Studio; you refine slides by describing changes in Annotation mode or download and finish them in PowerPoint, then drop the file into a Vault to share with lenders.
You enter a multifamily acquisition loan request, use Lev Match and Lender Search to rank lenders against it, then pull the term sheets back and extract terms into a structured quote matrix.
Outcome: A lender-ready package assembled in one pipeline, with the quote matrix built from the same deal data rather than re-keyed across three tools.
You filter the placement table for sponsors with upcoming commercial loan maturities in your metro, enrich the decision-makers, and apply a saved Campaign with an automatic follow-up sequence.
Outcome: Contacts who never respond are marked Unresponsive and Lev may suggest an alternative contact at the same institution, so the outreach list keeps moving without manual triage.
Use Cases
- Generate a branded offering memorandum as an editable PowerPoint deck directly from deal data
- Match a multifamily acquisition loan request to top lenders with AI ranking
- Extract terms from lender term sheets into a structured quote matrix
- Search for sponsors with upcoming commercial loan maturities in a specific metro area
- Build a reusable outreach campaign with automatic follow-ups for contacts who don't respond
- Publish an interactive amenity and transit map into a deal's Resources tab or a Memo
- Rank sales comps against a subject property profile
- Point Cursor or Claude at the Lev MCP server to run deal workflows from an agent
Models Under the Hood
as of 2026-10-16
Limitations
- Lev is purpose-built for commercial real estate capital markets, so it is not a general-purpose AI assistant.
- Work is metered in credits — a 10,000-credit individual pool or a shared 25,000-credit team pool — and a busy deal book burns through that faster than the seat price implies, so model the burn before a firm-wide rollout.
- Governance features (SSO, SCIM, parent and producer accounts, custom agent frameworks, portfolio surveillance) are positioned in the enterprise column alongside advisory, security, and governance support, so firms that need them before committing are pushed to an enterprise conversation.
- Smart Template PDF upload supports PDF only on that path.
- Live pages describe workflows, products, and metrics but do not publish which AI model versions power the agents.
as of 2026-10-19
Verification history
We have re-verified Lev 20 times since . Each pass re-reads the vendor's own pages and re-checks every listed field against that evidence; passes where nothing had changed are marked as such.
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
Showing the 6 most recent of 20 verification passes.
Free to cite with attribution — this page re-verifies continuously.
12-month cost
Project the real annual outlay, including the implied monthly cost when only an annual tier is published.
Vendor list price only. Add-on usage, seat overages, and contract minimums are surfaced under Hidden costs & gotchas.
Plans compared
For each published Lev tier: who it actually fits, and what it adds vs. the previous tier. Cross-reference the cost calculator above for projected annual outlay.
Individual
$299/mo
Ideal for
A solo CRE broker or independent originator who writes OMs and BOVs regularly and wants the full four-workflow platform without a team contract.
What this tier adds
Starting tier: one seat, 10,000 credits, and access to all four workflows, Lev Agent, Memo, Match, Lender Search, Sales Comps, the CRM, Deal Room, Vault, and the API and MCP server.
Team
$499/mo
Ideal for
A two-to-three person origination or investment sales desk that shares contacts, deals, and outreach volume rather than working separate books.
What this tier adds
Adds up to three users and a shared 25,000-credit pool, plus Campaigns & Sequences with automatic follow-ups, publishable Maps, and market insights with lender activity data.
Enterprise
Custom
Ideal for
Multi-team CRE firms and larger debt shops that need governance, custom agent behavior, and servicing or surveillance workflows on an annual contract.
What this tier adds
Moves to custom credit pools with rollover, parent and producer accounts, SSO and SCIM, custom agent frameworks, plus advisory, security and governance support and knowledge base, loan servicing, document verification, and portfolio surveillance.
Where the pricing makes sense
The company stage and team size where Lev's pricing actually pencils out — and where peers do it cheaper.
Lev fits brokerages and debt teams doing weekly memo and lender work, where one seat replaces a CRM, comps subscription, enrichment tool, and email sequencer. Solo brokers are best served by the entry individual plan; multi-person origination desks land on the team plan for the shared credit pool. Firms needing SSO, SCIM, or custom agent frameworks are pushed to a custom enterprise contract.
Setup time & first value
How long it actually takes to get something useful out of Lev — broken out by persona, not the marketing-page minute.
Plan on a video-led onboarding syllabus of fifteen flows in Lev's docs — from creating your first deal and connecting email through building a memo and sharing a Vault with a lender. Most users get to a first Memo inside a day; connecting the MCP server to Cursor or Claude takes under five minutes per the API quickstart.
Switching to or from Lev
How to bring data in from common predecessors and how to get it back out — written for the switcher, not the buyer.
- →From Salesforce or HubSpot: rebuild the deal pipeline in Lev's CRM and use Campaigns & Sequences to recreate email follow-up rules.
- →From Crexi or Reonomy: upload a subject property and run Sales Comps against your own comp set in Lev instead of exporting spreadsheets.
- →From ZoomInfo: replace contact enrichment with Lev's CRE-context contact and company enrichment on your sponsor lists.
- →From Mailchimp: move outreach into Campaigns & Sequences with reusable templates and automatic follow-ups.
- →From ChatGPT: swap ad-hoc prompting for Lev Agent workflows that write directly into deal records, Memos, and outreach.
- ↗To a general AI assistant (ChatGPT, Claude, Gemini): export Memo decks from Studio as PowerPoint files and keep the underlying documents from the deal's Resources tab.
- ↗To a standalone CRM: pull contacts, companies, and deal records through the API rather than re-keying the pipeline.
- ↗To a custom agent stack: point your own client at the Lev MCP server or REST API to keep deal data reachable while you build elsewhere.
- ↗To a lender-facing package: share finished Vaults and downloaded Memos directly, since they're standard files lenders already accept.
Integrations
Resources & Guides
- Documentationlev.co
Lev Docs
Product guides, API references, and trust documentation for Lev — the platform for commercial real estate.
- Documentationlev.co
Start
Fifteen short video lessons that walk through your first Lev deal, end to end.
- Documentationlev.co
Create Deal
Full product docs from lev.co
- Documentationlev.co
Build A Memo
Full product docs from lev.co
- Documentationlev.co
Vault Basics
Full product docs from lev.co
- Documentationlev.co
Authenticate Api
Full product docs from lev.co
- Documentationlev.co
Setup Mcp
Full product docs from lev.co
- Documentationlev.co
Api Overview
Full product docs from lev.co
- Documentationlev.co
Agent Workflows
Full product docs from lev.co
- Documentationlev.co
Compliance
Full product docs from lev.co
Tutorials & Learning
YouTube returned 6 videos for “Lev”, and we withheld 6: 6 could not be judged, because “Lev” is a single word that other videos use for other things. We are showing none, because we could not prove any of them are about Lev.
Official links
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Common stack mates teams adopt alongside Lev, with the specific reason each pairing earns its keep.
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Cellect
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Leni
Agentic AI for real estate that verifies its own work before you sign off on a deal
DealWorthIt
AI real estate investment software that underwrites multifamily, self-storage, single family, and new construction deals end to end
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