The application partnership workflow platform for financial services
Levr.ai is all-in-one platform to accelerate application intake, grow partnerships, and automate workflows for financial services providers to drive revenue growth.
Empowering top financial services partners
Levr.ai transforms your partners clients brokers ISOs experience
Scale your partnerships
Levr.ai helps you to manage all your existing partnerships and take on new ones to scale your revenue without all the administration typically required to manage them. Increases your partnership and sales teams ability to take in more referrals with perfectly formatted applications from more partnership channels.
A collaborative application
Get exactly what you need to start applications from your partners and know what they need to refer out! Whether they are a sopisticated Broker, ISOs that knows your well, or a brand new partner they will know what to do with your applicaiton. Levr.ai provides the guardrails to make sure you get what you need and the support to your partners to help them speed through the application process.
Automate your workflows
Empower your partners by providing them with a platform that lets them collaborate on applications. Businesses can invite their accountants, admin or co-founders to work together with your partners to complete your application and due diligence process.
Accelerating applications across the globe
Funds accessed
Referrals sent to partners
Data points inform algorithm
Portfolio growth of existing clients
Listen to what our clients have to say about Levr.ai
As seen on
It's ridiculously easy to get started
Works with your current technology
Levr.ai is no-code, ready out-of-the-box solution that connects with all of your existing technology so you can get started right away with no impact to existing systems.
Made for your existing processes
Your processes and workflows can go into our workflows add efficiency to your existing process. No reinventing the wheel – just more of what already works for you
Fully assisted onboarding
Levr.ai tech teams are there from start to finish to help you onboard quickly and smoothly. We can recommend improvements you may not have even considered.
FAQ: What else should I know?
Yes - Levr.ai has been working with dozens of lenders to power the application process for thousands of small business owners. Gathering feedback from both lenders and businesses applying for funding has been at the heart of its design, features and evolution.
Some of the most common tech and process gaps experienced by lenders include; manual data entry and digitizing the application process, organizing client communication, tracking and assigning deals across team members, inefficient risk assessment and document management and storage. The Levr.ai platform is a no-code, ready out of the box software solution to help with all these challenges and gaps.
Levr.ai is built by lenders for lenders. Its co-founder Kaylan Pepin and members of its founding team Tara Benson and Shane Stoneman, have decades of experience working in the lending industry at some of North America’s biggest banks like - RBC Royal Bank of Canada, CIBC and Business Development Bank of Canada (BDC). Our team has first-hand experience with your pain as a lender and we’re both invested in and passionate about making better loan software solutions.
Yes, Levr.ai is built to sit in front of firewalls and seamlessly integrate with existing tools, reducing duplication and improving your team's efficiency and workflows. Levr.ai is the missing piece to enhance your application intake processes to improve the experience for both your team and clients.
When you offer a better experience for your clients, they want to do business with you. They’re more engaged to provide you all the data needed to assess and fund their business. They stay on top of communication and needs throughout the whole application process. Improving loan closing conversion rates and time from start to finish.
Great question! Contact sales to help our team understand what you need. This will help us evaluate timelines, onboarding and the right customization for you as a lender. We make Levr.ai work for lenders, and so does our pricing.
Yes! Putting your logo and brand front and center the Levr.ai platform is customized for your clients. We can work with your sales and marketing teams to ensure that Levr.ai fits seamlessly into your existing marketing and brand estestic.
This varies from lender to lender, and why we always recommend contacting our sales team for the best answer. However, it typically can take 1-3 weeks to have Levr.ai ready for your team to start working directly with clients looking for funding.
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.
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