From Grunt Work to Genuine Connections: Levr.ai’s Portal automates loan administration

For business loan brokers: This guide explains From Grunt Work to Genuine Connections: Levr.ai’s Portal automates loan administration through the lens of evaluating a client’s situation, preparing the file, and discussing financing options clearly.

In the fast-moving world of finance, staying on top of your game can feel like a constant juggling act. At Levr.ai, we saw an opportunity to help lenders simplify their processes and keep pace without breaking a sweat. That’s why we created the Lender Portal, a one-stop-shop designed to make lending smoother, smarter, and, let’s be honest, a lot less stressful.

Say Hello to Automated Pipeline Management

Juggling multiple deals and applications? We’ve been there, and we know it can be overwhelming. With Levr.ai’s Automated Pipeline Management, we’ve built a tool that’s like having a personal assistant who’s always one step ahead.

The Lender Portal automatically creates applications and deals, placing them neatly in your pipeline. You can easily tag deals by priority, assign them to team members, and search based on multiple variables to find exactly what you need in seconds. And the best part? With over 3,500 applications processed, we’ve seen firsthand how automated follow-ups and reminders can take the pressure off, keeping everything on track without the constant need to chase down paperwork.

Automated Document Collection: Nagging Outsourced

Let’s face it, getting the right documents from clients can be a real headache. That’s why we built Automated Document Collection into the Lender Portal. Think of it as outsourcing the nagging to the software, so you don’t have to.

The system automatically sends drip emails with clear calls-to-action and helpful resources, guiding clients to upload their documents faster and ensuring they submit the right ones. Documents are then sorted by type and version, so you’re always in the loop and can see exactly what’s been uploaded and what still needs attention. It’s all about reducing the back-and-forth, so you can focus on the big picture.

If you have specific documents you use and reuse, they can also be automatically generated by the platform. It comes in handy for Term Sheets, NDA, Engagement Letters and Letters of Offer and tons more. All the information for these documents is already in the platform so why should you have to redraft everything when Levr.ai can do it for you.

Capture Every Conversation

Communication is key in lending, but keeping track of every conversation can be a challenge, especially when discussions spill outside the platform. That’s why the Lender Portal includes a Communication Platform that not only keeps everything in one place but also captures emails and other communications from outside the system.

Whether it’s a quick chat or a detailed request, every interaction is stored within the portal. This way, you have a complete record of every conversation, making it easier to stay organized and ensure that nothing falls through the cracks. And because the interface is designed to feel familiar, it’s easy to jump in and start using it right away.

Scorecarding & Ranking: Your New Superpower

Before diving into underwriting, you need to know which applicants are worth your time. The Scorecarding & Ranking feature in the Lender Portal gives you the tools to assess and prioritize deals with ease.

The scorecard is fully customizable, so it fits smoothly with your current scoring system. Need to export data to another platform? No problem. Plus, there’s a handy notepad feature for jotting down thoughts and notes during the due diligence process. It’s all about giving you the tools to make informed decisions quickly and quickly.

Boost Your Existing Process or Run Your Entire Lending Business on Levr.ai

One of the best things about the Lender Portal is its flexibility. You don’t have to replace your existing systems to benefit from what Levr.ai has to offer. Whether you’re looking to boost your client’s application intake process or you want to run your entire lending business from one place, the Lender Portal can do it all.

It’s designed to complement the systems you already use, adding speed and simplifying operations without requiring a complete overhaul. But if you’re ready for an all-in-one option, the Lender Portal is more than capable of handling everything from start to finish.

Why We Did It

At Levr.ai, we’re all about making life easier for lenders. We created the Lender Portal to take the stress out of the lending process, allowing you to focus on what really matters, building relationships and closing deals. Whether you’re automating document collection or capturing every conversation in one place, our goal is to give you the tools you need to work smarter, not harder.

Ready to see the Lender Portal in action? Let’s connect for a demo!

More for brokers and lenders: read what brokers get with Levr, see plans and how commission works, or read how Levr works for lenders.