Broker onboarding
Set up your business-lending workflow in five steps
Brand your workspace, shape your business-loan intake, turn documents into application data, review lender fit, and understand the economics behind each deal.
This guide is for brokers who arrange business loans, including mortgage and personal-lending professionals who are adding business lending to an existing practice.
Make Levr look and feel like your brokerage
Add your logo, colors, and contact details so business clients see your brand from their first request onward.
- Build trust with a polished, consistent client experience.
- Keep your brand and client relationship at the center.
Build a business-loan intake that fits
Customize the questions and document requests for each business-loan applicant. You collect what you need up front, while every business gets a clearer, more relevant experience.
- Start cleaner business-loan files with fewer follow-ups.
- Reuse a professional intake that reflects how your brokerage works.
Drop in business documents and let AI do the typing
Levr AI Autofill turns the business documents you already have into application data, so you do not have to key the same information in again.
- Spend less time on repetitive data entry.
- Build a more complete business-loan file and review the captured details before moving forward.
Review business-loan lender fit with confidence
Levr AI Matching compares a completed business-loan file with available lender criteria. You can review the fit and decide which lenders to approach.
- See realistic business-lending fits faster.
- Broaden the business financing you can offer without losing control of the client relationship.
Understand the economics behind your business-loan deals
Use Levrβs free broker tools to forecast commissions, model potential renewals, and understand clawback exposure before a deal funds.
Commission Forecaster
Estimate expected commission across your business-loan pipeline.
Run a forecast βRenewal Calculator
Model potential revenue from repeat funding.
Project renewals βClawback Calculator
See how much commission remains inside a clawback window and when it clears.
Check your exposure βReady to put the workflow into practice?
Log back in and apply these steps to your next business-loan file. If you want a more personalized start, our team can walk through your setup with you.