Free Software for Brokering Business Loans
Get your business clients funded with an
AI-powered lending platform
Transform or launch your business loan brokerage with AI-assisted intake, deal preparation, and lender matching. Review matching lenders, manage submissions in one workspace, and keep 100% of the lender-paid commission.
Workspace
Review matching business lenders across major financing categories
Review business lenders across major financing categories and choose the options that fit each client deal.
From SBA loans and equipment financing to merchant cash advances and working capital, Levr helps brokers review available lender options and choose where to submit.
Business loan types across major financing categories
With so many loan options available to small businesses in Canada and the United States, itβs important to match your clientsβ business needs with the most suitable loan type. Levr helps brokers review lender options across major financing 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 financingΒ
Prepare applications and review matching lenders in one workspace.
Levr uses AI-assisted tools to organize client information and uploaded documents, then shows matching lenders based on available criteria. You review the options and choose where to submit. 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 your lender-paid commission
- Lender options
Reach lenders that accept broker applications through Levr.
- AI-assisted matching
Review lender fits based on the client deal and available criteria.
- Commission payment
Lenders normally pay brokers directly. Some referral fees may pass through Levr under the governing terms.
- 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.
βLevr.ai has completely changed the way I work. I donβt waste hours logging into different lender sites or negotiating commissions, Iβm 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 Iβm able to spend more time on what I love doing: building connections with clients.β
How business loan 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 usΒ
AI that helps you prepare and place the deal
Levr helps prepare lender-ready applications and compares each deal with available lender criteria. You can manage lender work 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 submitted deals in one workspace
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.
Review lender matches in one workspace
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. Levr takes no platform commission split. Lenders normally pay brokers directly; some referral fees may pass through Levr under the governing terms.
- 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
- Review a structured lender shortlist based on available criteria in 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 the available deal record
- Review pipeline and performance from one workspace
- Know what has been submitted, what still needs action, and what commission is attached to the deal.
Free broker tools
Estimate commission scenarios before funding
Three free calculators that model the assumptions you enter. Actual terms depend on the lender and governing agreement. Run your own numbers, share a link with your team, or email yourself the forecast.
Commission Forecaster
See what a funded deal pays you, and when. Pick the loan and the commission structure, type your rate, and get the payout schedule and the clear date.
Run a dealRenewal Calculator
Your clients keep paying. See when each renewal is likely to fund, what it pays, and what a book of clients is worth over time.
Project renewalsClawback Calculator
Know how much commission is still inside a clawback window, the day each one clears, and what a single default would cost.
Check your exposureReady to grow your offering and earnings?
Start with your next client deal. Use AI to prepare the application, review matching 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
Lender agreements and terms available in the platform
3. Start submitting deals
Review matching lenders in one workspace
Key benefits
- Access matching business lenders across major financing categories
- AI-assisted lender matching based on deal details and available criteria
- Levr takes no platform commission split, subject to the governing terms
- 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
- Built-in deal workspace for your lending pipeline
- Lender agreements and terms available in the platform
- Lenders normally pay broker commissions directly
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
The core broker plan costs $0 with no subscription or seat fee, and Levr takes no platform commission split. Lenders pay Levr for their side of the platform. Optional or separately contracted services have their own terms.
No, and this is the one I want to be crystal clear on because most platforms do. Levr does not take a platform share of broker commissions. Lenders normally pay brokers directly. If a referral fee passes through Levr, Levr passes through 100%, subject to the governing terms.
Learn more: how broker compensation works
You can add lenders you already work with and record the terms you have negotiated. Access to lender and deal records is governed by current account permissions, the Privacy Policy, and applicable agreements. Levrβs network can provide additional options.
Levr works with business lenders across the United States and Canada, covering major financing categories. Network availability and lender criteria change, so brokers should review current lender details in the platform or ask the Levr team.
Watch it: browsing the lender marketplace
Yes. You can prepare one deal record and submit it to multiple lenders you select, subject to each lenderβs requirements. You review and control each submission.
Watch it: creating and submitting a deal
AI-assisted tools can extract information from uploaded client documents and help populate application fields. Review the populated information before use. Levr can compare the deal with available lender criteria; you review the matches and choose where to submit.
Watch it: documents to a completed application
Licensing and disclosure rules vary by jurisdiction and transaction. Check the current requirements that apply to your state, province, product, and role, and obtain legal advice where appropriate.
Levr can be used as the main workspace for lending deals or alongside an existing CRM. Deal tracking, client communication, and documents can stay connected in one place. If you're attached to your existing setup, you can keep it and use Levr for the lending side.
The client portal can carry your brand. Clients can provide information, upload documents, and review available deal updates. You can also add an Apply Now link to your website.
Watch it: the branded client portal
Team accounts can use role-based permissions. Review the current permissions and agreement for your setup. Larger broker teams and sub-broker networks can discuss account structure with the Levr team.
Sign up for the $0 core broker plan. Onboarding, support, and submission timing depend on the current plan, requested setup, and deal completeness.
Watch it: your signup link, from setup to first client
Levr is built around broker control of the client relationship. Lenders see the applications a broker chooses to submit, subject to the governing terms and privacy policy. The client portal can carry the brokerβs brand.
Lenders normally pay brokers directly. If a referral fee passes through Levr, Levr passes through 100%, subject to the governing terms. Levr does not take a platform share of broker commissions. Review the lender details available in Levr and the applicable agreement before submitting. The lender controls its rates, payment terms, eligibility, timing, and any clawback.
Learn more: how broker compensation works
Outcomes vary by deal quality, lender criteria, market conditions, and how the broker uses the platform. Levr is designed to reduce repeated intake, preparation, and submission work, but it does not guarantee offers, funding, or a specific increase in volume.
Let's get your clients funded now!
Prepare the application with AI, review matching lenders, and choose where to submit. Join Levrβs $0 core broker plan with no platform commission split.
