How CRE Loan Brokers Automate Capital Markets
About this episode
Yaakov Zar discusses how Lev.com automates capital markets for CRE brokers, addressing inefficiencies in data management and lender outreach.
CRE brokerages have spent tens of thousands configuring Salesforce. Nobody uses it. The data is stale, the pipeline is fiction, and the analyst is entering last week's emails at 8pm to stay compliant. Yaakov Zar, founder and CEO of Lev.com, has spent six years building a system to fix exactly that. AI-native deal management, not a retrofitted CRM. Lev ingests documents, extracts deal facts, resolves conflicts across sources, and surfaces a single source of truth - without manual data entry. The lender outreach problem is structural, not behavioral. Brokers don't fail to follow up because they're lazy; they fail because tracking 30 lender responses across email, Excel, and Salesforce is an analyst job that breaks at scale. Lev automates the intake, parsing, and quote matrix automatically. The platform is now open infrastructure. API, MCP connectors, and a CLI mean firms can build their own CRE operating system on top of Lev's deal data layer - rather than vibe-coding something that breaks under enterprise compliance requirements. Firms that keep running capital markets on spreadsheets are not just inefficient - they are building institutional knowledge in a format that walks out…
People in this episode
Host: Dr. Adam Gower
Guest: Yaakov Zar
Topics covered
- CRE loan brokers
- capital markets
- AI in real estate
- deal management
- automation
Keywords
- CRE
- loan brokers
- automation
- capital markets
- AI
- deal management
- data entry
Mentioned in this episode
Organizations: Lev.com
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