Free Software for Business Loan Brokers
Get your business clients funded with an
AI-powered lending platform
Transform or launch your business loan brokerage with intelligent automation that connects you to 50+ small business lenders instantly while keeping 100% of the commissions. Levr’s AI-powered business lending platform speeds up loan applications, eliminates commission splits, and helps you close more deals with less admin.
Lenders
Access 50+ business lenders in every lending category
Why limit your clients to a handful of lenders when you can get instant access to over 50 small business lenders across every category imaginable?
From SBA loans and equipment financing to merchant cash advances and working capital, Levr.ai gives you direct broker access to lenders that only accept applications through our platform.
Every type of business loan your clients need
With so many loan options available to small businesses in Canada and the United States, it’s important to match your clients’ business needs with the most suitable loan type. Levr.ai gives you access to lenders across all major loan categories:
Business Term Loans
Merchant Cash Advances (MCA)
Venture Debt Financing
Accounts Receivable (A/R) Financing
SR&ED Financing
Equipment Financing
Business Credit Cards
U.S. Small Business Administration (SBA) Loans
- Lines of Credit
- Commercial Real Estate Financing
- Working Capital Loans
- Industry-specific financing
Prepare better applications. Reach the right lenders faster.
Levr uses AI to turn client information and uploaded documents into lender-ready applications, then shows you the lenders most likely to fit. You can work directly with those lenders through the same platform while staying at the centre of the relationship.
Prepare and place deals from one workspace
- AI-assisted lender matching
Levr checks deal details against available lender criteria so you can review likely fits.
- Pre-filled applications
Reuse client information across lender submissions instead of starting over.
- Lender-ready documentation
Prepare credit memos, NDAs, engagement letters, and submission packages with AI-assisted tools.
- Direct lender connections
Access lenders that accept broker applications through Levr.
Keep every dollar you earn
- Exclusive lender access
Reach lenders that accept broker applications through Levr.
- AI-assisted matching
Review lender fits based on the client deal and available criteria.
- Direct payment
Lenders pay the broker directly.
- Commission records
Keep commission terms and expected payment details with the deal.
- Transparent pricing
See plan pricing and platform commission terms up front.
Choose how involved you want to be
- Hands-on approach
Guide clients through every step with full visibility and control
- Hands-off model
Let clients complete their intake independently while you monitor progress
- Hybrid workflow
Mix and match based on client needs and deal complexity
- Customizable client intake
Tailor the application experience to match your brand and process
How Levr changes the work between intake and lender
Use AI to prepare lender-ready applications and connect directly with the lenders that fit the deal. The client relationship and commission stay with you.
Real results for real business loan brokers
A simpler way to prepare deals, reach lenders, and keep the client relationship.
“Levr.ai has completely changed the way I work. I don’t waste hours logging into different lender sites or negotiating commissions, I’m able to manage all my lenders and information requests from clients in one place.
Having access to new lenders has opened up new lending categories for me and I’m able to spend more time on what I love doing: building connections with clients.”
How brokers use Levr
Start with one client profile. Levr helps you collect the right documents, prepare the application, and see which lenders fit before you submit.
Listen to what our clients have to say about Levr.ai
AI that helps you prepare and place the deal
Levr prepares lender-ready applications and matches each deal against 50+ lender criteria. You can work directly with lenders without leaving the broker workspace.
Submit to multiple lenders from one workspace
Give clients a branded intake experience
Expand into New Lending Categories
Prepare lender documents with AI
Track Every Deal in One Place
AI-assisted lender matching
Built-In Client Communication
How it works
From client information to the right lender
Your client or team adds the information once. Levr uses AI to prepare the application and match the deal, then gives you a direct path to the lenders you choose.
Find lender matches in minutes
Your client completes their information, or you enter it for them. Levr organizes the deal and checks it against lender criteria, then shows you the lenders that appear to fit.
Collaborate and collect documentation
Use document requests, templates, and built-in messaging to collect what the selected lenders need. Clients can upload files through their portal while you track what is still missing.
Track the deal through submission and commission
Track each submission, lender update, and commission detail in the same workspace. Lenders pay brokers directly, and Levr does not take a platform cut.
- Client completes the secure intake form, or you enter the information
- AI organizes the business profile, funding need, and supporting details
- Platform checks the deal against available lender criteria
- You review the matches and decide where to submit
- Replace hours of manual lender research with a structured shortlist you can review from one workspace.
- Create document request lists for the selected lenders
- Give clients clear instructions on what is needed
- Keep uploads organized in the client portal
- Use reminders and follow-up to keep the file moving
- Stay hands-on, hands-off, or use a hybrid process
- Keep client files and follow-up organized in one place instead of scattered across email threads.
- Keep lender submissions and status updates attached to the deal
- Record commission terms and expected payment details
- Maintain a complete deal history
- Review pipeline and performance from one workspace
- Know what has been submitted, what still needs action, and what commission is attached to the deal.
Ready to grow your offering and earnings?
Start with your next client deal. Use AI to prepare the application, reach 50+ lenders, keep the lender-paid commission, and give clients an intake experience that stays under your brand.
1. Schedule a demo
See Levr.ai in action and ask questions
2. Set up your account
Quick onboarding with pre-signed lender agreements
3. Start submitting deals
Access all 50+ lenders immediately
Key benefits
- Access to 50+ business lenders in every category
- AI-assisted lender matching based on deal details and available criteria
- Keep 100% commission - no splits, no exceptions
- Organize applications and lender documents from one workspace
- Prepare lender documents with AI-assisted tools
- Choose your involvement level - hands-on, hands-off, or hybrid
- Free built-in CRM to manage your entire pipeline
- Pre-signed lender agreements for fast onboarding
- Direct payment from lenders to your account
Let's get started
Stay at the front of technology advancements in finance
Artificial Intelligence is changing the finance industry at an incredible speed , learn about best practices, tips, tricks and insights from Levr.ai in our Blog.
Frequently asked questions
Yes, really. The broker plan is free. We make our money from lenders who use Levr to manage their intake and partner channels, so we don't need to charge brokers or touch your deals. You get the platform, the lender network, and support without a subscription bill.
No, and this is the one I want to be crystal clear on because most platforms do. You keep 100% of your commission. Lenders pay you directly at their stated rates. We're software, not a middleman, and we're never in your payment flow.
Learn more: how broker compensation works
Yes. Your lender relationships are yours. You can add lenders you already work with to your own account, keep any rates you've negotiated with them, and they won't be visible to other brokers on the platform. Levr's network is there to add options, not replace the ones you've built.
Over 50 lenders across the US and Canada, covering term loans, lines of credit, SBA, equipment financing, MCAs, factoring and receivables, SR&ED, venture debt, and working capital. Some of them only accept broker submissions through Levr. If there's a specific lender you want, ask us, the network grows every month.
Watch it: browsing the lender marketplace
Yes. One application, submitted to as many matched lenders as you choose, each in its own deal room. And the platform won't let a submission go out until every required field and document is complete, so nothing bounces back and nothing makes you look bad in front of a lender.
Watch it: creating and submitting a deal
Honestly, this is the part that surprises people on demos. Upload your client's bank statements and financials and the AI reads them and fills out most of the application before you touch it. It matches the deal against lender criteria so you're submitting where the approval odds are real, and it generates lender-ready documents in seconds instead of an evening of copy-paste.
Watch it: documents to a completed application
For business lending, generally no, there's no license requirement in most of the US and Canada. Real estate is a different story, so if a deal involves real estate you'll want the proper licensing for your state or province. When in doubt, check your local rules.
It can, or it can work alongside it. A lot of brokers run their whole pipeline in Levr and drop their CRM bill entirely, since deal tracking, client communication, and documents all live in one place. If you're attached to your existing setup, you can keep it and use Levr for the lending side.
Your brand, not ours. Your clients get a clean portal where they can fill in their details, upload documents, and watch their deal progress in real time, and it reflects on you. You can also embed your intake link as an Apply Now button on your own website.
Watch it: the branded client portal
Yes. Team accounts come with permission structures, so you can see everything while your brokers each see only their own clients. If you're running a larger shop or a sub-broker network, talk to us and we'll set up the right structure.
Sign up free, and we'll walk you through your first deal. Our team does real onboarding, an actual human helps you get your first application through, and we handle tech support for you and your clients after that. Most brokers are submitting within days.
Watch it: your signup link, from setup to first client
No. Your client is your client, period. Your deals live in your account, lenders only see the applications you submit to them, and nobody on our side markets to your book. The client portal carries your brand, so the relationship your client builds is with you. Our whole model depends on brokers trusting us with their clients, and we protect that.
Lenders pay you directly at their stated commission rates, the same way they would off-platform. Levr never sits in your payment flow and never takes a cut. Each lender's rates and payment terms are visible in their profile before you submit, so you know the economics of a deal going in.
Learn more: how broker compensation works
Around one in three completed applications on Levr gets an offer, and your odds improve when you submit to multiple matched lenders instead of one. Between the AI autofill and one-application submissions, most brokers also handle several times more deals with the same headcount. The math is: more submissions, better matched, in less time.
Bring your next client deal to the right lender
Prepare the application with AI, then work directly with the lenders that fit. Join Levr free and keep 100% of your commission.
