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
Built around your brokerage
Build your brokerage around your brand, your pipeline, and your lenders.
Levr gives you the infrastructure to run a branded client experience, find new business clients, and work with the lenders you choose.
Build the client experience under your brand.
Use Levr behind the scenes while clients see a brokerage experience that looks and feels like yours.
- White-label your brokerageAdd your logo, colours, and messaging so every client touchpoint stays consistent with your brand.
- Launch an embedded marketplaceAdd your own financing marketplace to your website and give clients a direct path into your process.
- Build forms for your processCreate and customize application forms, intake questions, and supporting forms directly in Levr.
Your clients interact with your brand while Levr powers the workflow underneath.
Find your next business clients with AI.
Describe the businesses you want to reach. Levr researches prospects from public sources so you can build a pipeline of fundable deals.
- Describe your target marketSet the industry, location, and signals to look for, like expansion plans or new equipment.
- Review cited prospectsEvery business comes with sources you can check, not an anonymous lead list.
- Turn prospects into dealsMove a ready client straight into applications, documents, and lender matching.
Restaurants in Austin showing signs of expansion
Research is free, and you decide which businesses to contact.
Use the Levr lender network and keep your own.
Build the lender network that works for your brokerage without giving up the relationships you already have.
- Bring your existing lendersAdd the lenders you already know and keep working with the relationships you trust.
- Access Levr lender optionsReach lenders across major business lending categories when a deal needs more options.
- Start with terms already in placeReview available lender terms and keep 100% of the lender-paid commission.
Use your lenders, Levr lenders, or both while keeping the full lender-paid commission.
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
Set up your brand, then move each deal from client intake to lender communication and commission payout in one connected workflow.
Why business loan brokers love Levr
Run Levr from your AI assistant or your own systems.
Ask Claude or ChatGPT to match lenders, finish applications and move deals. Or connect your CRM, website and lead sources with the API. Both are included with your Levr account.
Your AI assistant, working your Levr pipeline.
Connect once with your Levr sign in. Then just ask.
mcp.levr.ai/mcpConnect your assistantLeads in, deals synced, events out.
Send leads from any source straight into your pipeline and keep your CRM in step.
POST api.levr.ai/v1/source-channels/{id}/businesses/ { "business": { "name": "Ridgeway Bakery", "primary_contact_email": "[email protected]" } }
business.createdWebhook sentclient_intake_application.submittedWebhook sentdeal.updatedWebhook sentapi.levr.ai/v1Explore the APIDevelopers can start at docs.levr.ai
Meet your AI workspace
Tell Levr what you need and it does the work. Start a deal, match lenders, check a file or write a pipeline report from one place.
How it works
From client information to funding with the right lender.
Set up your brand, then take each client deal through intake, lender matching, submission, communication, and commission tracking.
White-label Levr to be yours
Add your logo, colours, and forms before inviting clients, so the experience feels like an extension of your brokerage.
A client experience built around your brand.
Invite your client
Create the deal and send a branded intake link. Your client adds business information and uploads documents into one secure workspace. Or ask the AI workspace to do it for you.
An organized client file, without a long email chain.
Review the lender matches
Levr checks the deal against available lender criteria. Review the matches in one workspace and decide which lenders to approach. Start a funding request and AI matchmaking shows every lender that fits, with the reasons.
A structured shortlist, with the lender choice in your hands.
Prepare and submit the application
Use AI to fill application fields and prepare lender-ready documents. Review the file, then submit through Levr to the lenders you choose.
Applications and supporting files connected to each submission.
Communicate with the lender
Keep lender questions, document requests, and replies attached to the deal. Share what is needed and follow the conversation through the funding process.
A clear next action, with the conversation and files together.
Manage your commissions in one place
Track commission terms and payment status for each deal, whether the business, lender, or both pay your brokerage.
A connected view of expected earnings and recorded payments.
Commission tracking tools for business loan brokers
Know what every deal can pay before it funds. Forecast commissions, project renewal income, and see when clawback exposure clears.
Commission Forecaster
Compare lender commission structures and see what a funded deal can pay at funding, through draws, and over time.
Open the forecasterRenewal Calculator
Estimate when a client may renew, what each renewal can pay, and how recurring business changes lifetime value.
Project renewalsClawback Calculator
Track what is still inside a clawback window and the date each funded deal moves fully into the clear.
Check the clear dateStay 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. 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.
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.
