Trust & Security/Secure Broker
Levr is Secure Broker Certified for 2026.
The evidence-based review focuses on how sensitive business-funding applications are handled at the point where misuse is most likely: the initial submission package.
What certification means
Independent evidence focused on application handling.
Secure Broker is an industry-specific certification for alternative finance. It examines practical safeguards around the initial application package, including the systems, access controls, and personnel practices used to protect it.
It is application-specific
The program concentrates on the documents and data inside the initial submission package.
It requires evidence
Certification follows an evidence-based review process rather than a self-scored questionnaire.
It is independently administered
Aquamark administers the program and publishes the framework separately from Levr.
How Levr supports secure handling
The secure path is built into the workflow.
Levr gives brokers a controlled system of record for collecting, organizing, and submitting application data without making loose email attachments the center of the process.
One deal workspace
Applications and supporting documents can be collected and organized inside the deal instead of scattered across inboxes.
Role-based access
Permissions help limit who can view and work with client information.
Selected lender access
Lenders receive the application information submitted to them, not access to the broker's wider pipeline.
Managed off-boarding
Role-driven access can be removed when a team member no longer needs it.
Why this matters
A strong process makes misuse harder.
Your client gets a specific answer.
You can explain where application data lives, who can access it, and how it reaches a selected lender.
Your lender sees a deliberate workflow.
Application handling is supported by controls and an industry-specific certification rather than informal habits.
Your team starts from a safer default.
The platform supports controlled collection and submission without requiring brokers to assemble a separate security stack.
Independent program
Review the standard directly.
Secure Broker publishes information about its mission, administration, and evidence-based certification process. The program is administered by Aquamark.
An industry-specific framework for protecting the application package that brokers handle every day.
Secure Broker is an independent certification program administered by Aquamark. Certification reflects alignment with the program's requirements at the time of review and is not a regulatory examination or a guarantee against data misuse.