Older posts

Save any Memo as a Smart Template

Open any Memo you have already created in Lev and save it as a Smart Template from the editor. Your slide structure, layouts, and styling carry over into the saved template so you can standardize how your team builds decks without rebuilding from scratch each time.

Reuse Smart Templates when you generate Memos

When you start a new Memo, your saved Smart Templates appear alongside the default options. Pick one and Lev uses it as the starting layout for the new deck, so repeat deals follow the same structure your team already approved.

Build a subject property profile from deal files

Ask Lev Agent for sales comps on any active deal and it assembles a subject property profile from your uploaded files and deal records. It pulls asset type, location, and size from OMs, rent rolls, and deal data, then surfaces price, cap rate, and NOI in one reference strip. You start every comp analysis with a complete subject view instead of hunting through source documents.

Rank comparable sales by strength

Lev Agent returns a tiered comp table with anchor, strong, and reference sales labeled by similarity to your subject property. You compare price per SF, cap rate, and sale date side by side across the full comp set. That gives you a defensible pricing story for lender conversations without rebuilding spreadsheets.

Benchmark your subject against recent market activity

Lev Agent shows where your deal sits against recent sales ranges with visual price and cap rate bands. You get a concise, source-backed summary of where the subject trades relative to the comp set and what it means for your ask. The output cites the records behind each data point so you can reference it in outreach, memos, and lender packages.

Track commissions with Payouts

Lev Payouts tracks incoming commissions from borrowers and lenders, plus team and referral payouts on each deal. You specify commission amounts, choose whether each payout is tied to the borrower or lender, and split amounts across referrals and deal team members. Set default commission amounts by role so new team members get the right split as soon as you add them.

Generate invoices from commission details

Generate an invoice to a borrower or broker directly from your deal using Lev Memo. One click pulls your company details, borrower or lender information, logos, and commission totals into the invoice template. Open the full Memo editor to adjust line items, add notes, or set a due date before you export or send.

Build a formatted model from uploaded deal documents

Lev Agent reads rent rolls, T-12s, and other files from your deal, or that you upload, and builds a formatted underwriting model without manual data entry. You skip hunting through source files, rebuilding Excel templates, or troubleshooting formulas. You receive a professional model formatted to your brand guidelines, in minutes.

Set assumptions and stress test the deal

With data entry handled, you focus on the analytical work that drives the underwriting story. Adjust expense assumptions, rollover plans, business plans, market rents, vacancy rates, and coverage thresholds for different stakeholder requirements.

Share a lender-ready underwriting package

The model is designed to be shared directly with stakeholders as a complete underwriting package. Instead of sending raw source documents and asking stakeholders to piece together the story, you present the deal clearly in one professional output.