Business loan broker software
Levr.ai vs Heron Data
Broker business loans without a software subscription.
Levr’s core broker plan costs $0, with no subscription or seat fees and no platform split of lender-paid commissions. Businesses pay Levr no application or matching fee. Lenders pay for their side of the platform.
Financing costs and lender or broker fees can still apply. Optional Levr services have separate terms.
Published by Levr.ai. Reviewed October 17, 2026 using public vendor information. This is a product comparison, not an independent hands-on ranking. Unpublished details need confirmation; they do not mean a feature is unavailable.
Start with the right fit
Consider Levr when…
You want a $0 core workspace for brokering business loans, with your own lender relationships and no platform commission split.
Consider Heron when…
You want to automate document processing and lender workflow around an established CRM.
Heron describes automation for intake, bank-statement analysis, lender matching and submissions. Its broker workflow sends deals through APIs, email or portals and syncs lender decisions into a CRM. See Heron platform and broker workflow.
See a funding request take shape
Follow the broker workflow from a new funding request into deal preparation.
See whether Levr’s $0 core plan covers the workflow you need.
Before committing to another software subscription, walk through your brokerage’s everyday work in Levr: branded client intake, document collection, deal preparation, lender matching, submissions and pipeline management. Compare the work you can complete, the lenders you need and any additional tools required.
Your broker workspace costs $0.
The core plan has no subscription or seat fee. Lenders pay for their application intake and channel software, supporting free access to the core broker workspace.
Your lender-paid commission stays yours.
Levr takes no platform commission split. The lender agreement determines your rate, payment timing, eligibility and any clawbacks.
Businesses pay Levr no application or matching fee. That does not make financing free: lender, broker or third-party charges depend on the agreements the business accepts. Optional or separately contracted Levr services have their own terms.
See what the $0 core broker plan includes and how broker commissions work.
Compare your required features and integrations in both products. A free core plan does not imply identical capabilities or replace specialized tools your brokerage may need.
Levr.ai vs Heron Data: workflow and cost
| What matters | Levr.ai | Heron |
|---|---|---|
| Lender workflow | Levr.aiUse your own lenders, review matching and control where you submit. | HeronMatches deals using criteria and lenders’ rules, then routes submissions. |
| Client experience | Levr.aiBranded client intake and document collection in a connected workspace. | HeronConfirm in your demoTest where client requests, missing documents and follow-up appear in your proposed setup. |
| Operational scope | Levr.aiClient intake, deal preparation, lender communication and pipeline. Commission tracking is in beta. | HeronAutomation connected to existing systems, including CRM decision updates. |
| Software cost | Levr.ai$0 core broker plan, with no subscription or seat fees. Lenders pay for their side of the platform. Businesses pay Levr no application or matching fee. Optional services and third-party costs have separate terms. | HeronNo standard price was published on the reviewed product page. Request a quote and confirm all commercial terms. |
| Commission economics | Levr.aiNo platform split of lender-paid broker commissions. Lender terms control rates, timing and any clawbacks. | HeronConfirm in your demoConfirm compensation, payment timing and any platform or network share in the proposed agreement. |
Levr details: pricing, broker program and commission policy. Competitor details: Heron platform and broker workflow. Confirm availability for your country, loan products and lender relationships.
Where will your team work after the automation runs?
Map the application, documents, extracted data, lender responses and next actions to the screens people actually use. The goal is to know who can resolve an exception and whether colleagues see the same record. A good demonstration should include an incomplete file and an incorrect extracted value.
Map the work before choosing the tool
Who requests missing documents and keeps the client informed?
Where are extracted values reviewed and errors corrected?
Where does the broker see lender responses and the next action?
Ask for these three demonstrations
- Process sample documents, correct an extracted value and inspect how the correction reaches the CRM.
- Follow one lender response back to the record the broker uses every day.
- Confirm integration scope, volume pricing, exception handling and support responsibilities.
Use the broker software demo scorecard to record what is demonstrated, what needs another tool and what still needs confirmation.
Is Levr a Heron Data alternative for business loan brokers?
Levr is worth comparing when you want a connected workspace for client intake, deal preparation, lender matching and submissions. Heron Data is worth evaluating when your priority is automating document processing and lender workflows around existing systems. The products overlap, but the scope of the proposed setup matters.
Compare more than bank-statement processing
Heron advertises automated lender submissions through APIs, email and portals. In both demonstrations, follow a file from missing documents through lender responses and the broker’s next action. Check your exact lenders, integrations and exception-handling needs; do not assume either platform supports every connection.
What should a Heron Data pricing quote include?
The reviewed broker page does not publish a standard price. Request the cost for your document and submission volume, implementation, integrations and support. Compare the complete setup with Levr’s $0 core broker plan, including any separate services your team needs.
Before you move an existing pipeline
Test one fictional client file with the people who will use the system. Include an existing lender, a missing document and a follow-up request. Then confirm how contacts, documents, deal history and expected commissions will be imported or retained. Keep an owner and a next action on every active deal during a transition.
Questions brokers ask
Does choosing Heron require replacing your CRM?
Heron’s published workflow includes integrations and syncing decisions into an existing CRM. Confirm support for your exact system and configuration. That is a different buying question from selecting a new broker workspace.
Is Levr a Heron Data alternative for business loan brokers?
Levr is an option for brokers who want client intake, deal preparation, lender matching, submissions and pipeline in one workspace. Compare your required lenders, products, countries and integrations before choosing. Commission tracking is currently in beta.
Does Levr take a share of broker commissions?
No. Levr does not take a platform split of lender-paid broker commissions. The core broker plan is $0. The applicable lender agreement determines compensation, payment timing, eligibility and any clawbacks. Optional services have separate terms.
A broker’s experience with Levr
“Everything shows up filled out to the lender’s standards.”
A Levr customer experience, not a claim about switching from Heron.
Explore the details for your brokerage
Try your broker workflow in Levr.
Start with the client, the documents and the lenders you already work with.
Compare other options
Sources and review notes
Reviewed October 17, 2026. Product scope and terms can change. Fit recommendations are Levr’s assessment of the published information, not claims that every feature has been tested. Product names belong to their respective owners; this comparison does not imply affiliation.