Lev’s AI OM Builder: A Real Look for CRE Brokers

AI OM Builder for CRE Brokers can save hours spent building offering memorandums in PowerPoint.

I had Yaakov Zar, founder of Lev, on the AI for CRE Collective podcast for a live demo of their platform. The OM builder alone made the whole conversation worth it. I test AI tools for commercial real estate every week, and this one caught my attention.

What Lev Actually Is

Lev is a platform built specifically for commercial real estate brokers.

Yaakov started the company in 2019 after selling his previous company, Dispatch, to Vista Equity Partners. The team is about 40 people based in New York, and they’re almost entirely product and engineering.

That ratio matters because their whole philosophy comes down to one idea: CRE professionals deserve software that’s as good as what we use in our personal lives.

The platform covers:

• Deals

• Contacts

• Documents

• Lender relationships

• Outreach

• Communications

But the feature that had me leaning forward was Lev Memo, their AI-powered OM builder.

How the AI OM Builder Works

Yaakov created a deal on screen, uploaded a few documents, filled in some basic financing parameters, and hit one button.

Behind the scenes, Lev spins up dozens of AI sub-agents. Each one has a specific job:

• One researches the market

• Another scans your uploaded documents

• A writer handles the content for each section

• A designer manages layout, formatting, and visual elements

These agents communicate with each other as they work.

8–12 minutes later, you’ve got a finished offering memorandum.

Not a rough draft. A branded, formatted, institutional-quality document ready to send to lenders.

The Customization Is Serious

This is where it gets interesting for brokerage teams who are particular about their materials (which is everyone).

Real-Time Brand Controls

You can:

• Customize accent colors in real time and watch the entire document update

• Upload your logo and place it throughout

• Choose custom fonts

• Adjust table styles and text styles

• Control footer layout

• Set logo placement

• Adjust page number positioning

And the key part: save all of it as a template so every future OM comes out looking exactly the way you want.

Slide-Level Templates

Individual slides can be saved as templates too.

If your loan request slide has a specific layout your team prefers, save it once. Lev will:

1. Use that template

2. Update the content for the current deal

3. Drop it in automatically

The editor itself is fully functional:

• Drag-and-drop elements

• Smart auto-layout modules

• Rich tables

• Graphs

• Image layouts with size controls

Yaakov said they basically rebuilt Google Slides from scratch, but purpose-built for CRE documents. That tracks with what I saw.

Where the Comp Data Comes From

I asked Yaakov directly about comps because it’s a hot topic. His answer was interesting.

1. Your Own Deal History

If you’ve closed 20 industrial deals in a specific market, that’s verified data you trust because you sourced it directly from owners. Lev stores all of that and makes it accessible when you’re building materials for similar deals.

2. External Data Partnerships

They integrate with CompStak for additional data. They’re also building more data partnerships. On top of that, they have a research agent that pulls property-specific information during the OM generation process.

The philosophy here is simple:

Most organizations have valuable internal data they’re not practically able to use. Lev makes that data accessible.

Beyond the OM: The Full Platform

The OM builder gets the most “wow” reaction, but it sits inside a much bigger system.

During the demo, Yaakov also showed AI agents that:

• Auto-follow up with unresponsive lenders

• Send thank-you emails when lenders pass

• Generate daily status reports

• Route deals to the right contact at each bank

AI OM Builder for CRE Brokers Workflow Overview

Term Sheet Automation

Term sheets that arrive by email get automatically processed.

The system:

• Extracts every term into a clean table

• Builds a quote matrix

• Lets you export to Excel with one click

Every email goes through your own Outlook, so lenders see communication that looks like you wrote it personally. And if a contact leaves their bank, Lev updates the profile and alerts you. All the relationship history stays intact.

Is It Worth a Look?

For financing brokers, this is a clear yes.

The OM builder alone saves hours per deal. The automated lender follow-ups and term sheet extraction add up fast when you’re working multiple deals simultaneously.

Investment sales brokers and sponsors should keep an eye on it too. Yaakov mentioned they just launched Lev Memo for investment sales and equity raising, with more features rolling out.

FAQs About AI OM Builder Tools

What is an AI OM Builder for CRE Brokers?
It is a tool that helps automate offering memorandum creation for commercial real estate deals.

How does an AI OM Builder for CRE Brokers improve productivity?
It allows brokerage teams to generate professional documents without manual formatting.

Can an AI OM Builder for CRE Brokers reduce deal preparation time?
It helps streamline OM creation using uploaded deal information.

Is this type of platform useful for investment sales brokers?
It supports faster document preparation for listings.

Does this replace manual OM creation entirely?
It assists with document generation but still requires review.

How accurate are automated OM tools?
Accuracy depends on uploaded data quality.

Can automated OM tools improve lender communication?
They can organize deal information for presentation.

How often should brokers update OM templates?
Regular updates help maintain branding consistency.

Final Thoughts

I run the AI for CRE Collective, a community of 540+ CRE professionals testing and sharing AI workflows every week.

I share:

• Full demos

• Prompts

• Honest reviews of every tool I test

If you want to stay on top of what’s actually working in AI for commercial real estate, come join us.