How CRE is Implementing Agentic Workflows, with Lev CEO Yaakov Zar

Yaakov Zar is the founder and CEO of Lev, a software platform built to modernize the workflow of commercial real estate professionals. Yaakov started Lev after experiencing firsthand how broken the CRE financing process was, watching a $4 million loan take six months to close. What began as a tech-enabled brokerage has evolved into a purpose-built agentic workflow platform helping lenders, brokers, and investors manage deals, ingest unstructured data, and move faster. Yaakov is based in New York City.

(02:26) Bottom Up vs Top Down
(04:31) Slack Origin Tangent
(05:59) MetaProp Skills Library
(09:43) What Is Defensible AI
(11:12) MCP & Rapid Change
(12:41) Pilots Everywhere & Demo Fatigue
(17:34) Same Workflow, Turbocharged
(19:34) Real Estate's Move 37 Moment
(22:04) Why Winning Is Hard to Define
(26:07) Lev Agentic Workflows
(29:14) Leapfrogging Past Salesforce
(31:43) Data Quality Pushback
(33:49) Ingesting Email Into CRM
(35:54) Selling Software to CRE
(39:06) Overhyped AI and Security Risks
(42:50) Collaboration Superpower: Steve Jobs

🏙️ Learn more:
-Visit Lev
-Yaakov on LinkedIn

-MetaProp Labs Skills Library

🏙️ Connect with Tangent:
-Edward Cohen on LinkedIn
-Zach Aarons on LinkedIn
-Tangent on LinkedIn

🏙️ Events coming up:

-Institutional Investors & PE Forum: in NYC on 9/16
-Data Centers Development & Infrastructure Forum: in NYC on 10/6
-South Florida Capital & Development Forum: in Miami on 10/15
-All upcoming events

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