AI-Powered Channel Management System
Manage broker partnerships and application intake with an AI-assisted platform
Levr gives lenders a structured intake and broker-channel workflow. Brokers submit client information and documents through Levr, and lenders can review files against their own criteria in one workspace.
Deal-room access is designed around the parties involved in each submission. See Trust & Security and your agreement for current controls
Structured application intake across business lending categories
Lenders working with Levr can review our current Trust & Security information, see how lender partnerships work.
Levr helps lenders receive business loan applications from brokers and ISOs and review submitted deal information against their own criteria.
With so many loan options available to small businesses, itβs important to match your clientsβ business needs with the most suitable loan type. Application intake across major business loan types
Business Term Loans
Merchant Cash Advances (MCA)
Venture Debt Financing
Accounts Receivable (A/R) Financing
SR&ED Financing
Equipment Financing
Business Credit Cards
U.S. Small Business Administration (SBA) Loans
- Lines of Credit
- Commercial Real Estate Financing
- Working Capital Loans
- Industry-specific Financing OptionsΒ
Manage broker partnerships in one workflow
Levr supports a structured intake process for broker-submitted applications. Files can be organized around the lenderβs stated requirements so the review team can apply its own underwriting process.
Broker applications, organized intake
- Structured submission requirements
Submission requirements help brokers see which fields and documents a lender requests before sending the file. Lenders still review each submission for completeness and fit.
- Configured around your criteria
Levr can compare submitted deal information with the criteria you provide, helping your team prioritize applications for review. Matching is not approval or a guarantee of fit.
- Organized deal information
Applications can include the financial documents, business details, and supporting information supplied through the intake process, organized for lender review.
Build a structured broker origination channel
- Partner onboarding
Set up partner onboarding and submission requirements in Levr.
- Broker workspace
Brokers use the Levr workspace for intake and submission, while your team reviews the file in the configured workflow.
- Commission records
Lenders normally pay brokers directly. If a referral fee passes through Levr, Levr passes through 100%, subject to the governing terms. Levr can record commission details.
A structured intake channel
- Configurable intake requirements
Document requirements
- Configure the documents you request. Your team still reviews each submission for completeness and verification.
Criteria-aware submissions
- Your stated criteria can be configured in Levr to help organize and prioritize applications. Matching does not approve or reject a deal.
Β Consistent submission records
Levr.ai's platform vs. traditional application intake
Organize ISO, broker, and partner submissions
Keep intake, document collection, lender updates, and partner communication in one workspace. Use AI-assisted preparation for repeated document and intake tasks.
Workflow details for business lenders
βLevr.ai has completely changed the way I work.
I donβt waste hours logging into different lender sites or negotiating commissions, Iβm able to manage all my lenders and information requests from clients in one place.
It is a dream to work with and the team is amazingβ
How our lending platform works
Review broker-submitted applications in a structured workflow
Listen to what our clients have to say about Levr.ai
Levr organizes the path from broker submission to lender review. Your team applies its own underwriting and funding decision.
Bring broker and ISO application intake into a structured workflow
Configure partner intake workflows
Add application intake channels
Prepare supporting documents
Track submitted deals in one workspace
Connected partner communication
How it Works
Power your partnerships channel
See how simple and fast the process becomes when you use an AI platform to manage Brokers, ISOs and partners:
Improve Deal Intake and Broker Partnerships
AI-assisted intake
Set up application-intake and partner workflows in Levr, or discuss current implementation options with the team. Set up application-intake and partner workflows in Levr, or discuss current implementation options with the team.
Collaborate and collect documentation
Simple communication that keeps deals moving
Use customizable templates and built-in messaging to gather exactly what lenders need, bank statements, tax returns, financial statements, and supporting documents. Your clients stay in the loop with automatic notifications and can upload documents directly through their secure portal.
Track submitted deal records
Review available status and commission records
Review submitted deal status and available funding updates in one workspace. Levr can keep submission, status, communication, and commission records connected in one workflow. Payment mechanics remain subject to the lender and governing agreements.
- Web forms: Organize inbound webform submissions
- Offer your own white-labeled portal to brokers or partners that want one
- API options: Discuss approved connection requirements with the Levr team
- Email intake: Organize partner submissions received by email
- The result is a consistent intake record that keeps requirements, documents, and lender communication together.
- The platform auto-generates document request lists based on selected lenders
- Clients receive clear instructions on what's needed and why
- Secure document upload subject to the controls described in Trust & Security
- Automated reminders can support outstanding document requests
- You can assist as much or as little as you prefer
- Keep document requests, uploads, and communication connected in one workspace
- Record available application status updates from lenders
- Record commission calculations based on deal and lender terms
- Review payment setup instructions for applicable lenders
- Record available commission payment notifications
- Available deal history and workflow analytics
- Review the available status, commission, and payment information for each submitted deal. Timing follows the lender and governing agreement.
Ready to organize your referral channels?
See how Levr can bring partnership intake, broker submissions, and application workflows into one workspace.
1. Schedule a demo
See Levr.ai in action and ask questions
2. Set up your account
Quick onboarding and simple connection process
3. Start funding deals
Review broker-submitted applications in a structured workflowΒ
Key benefits
- AI-powered document parsing supports complete applications
- See how lenders can organize broker-submitted applications around their requirements in Levr
- Prepare supporting documents with AI-assisted tools and review them before use.
- Choose your involvement level - hands-on, hands-off, or hybrid
- Built-in deal workspace for your lending pipeline
- Lender agreements and terms available in the platform
- Direct payment option to Brokers through Levr
Let's get started
Stay at the front of technology advancements in finance
Explore business lending technology practices, operational guidance, and product updates in the Levr blog.
Frequently asked questions
Levr supports a structured intake workflow. Brokers submit application information and documents through Levr; your team reviews each file for completeness, criteria fit, and underwriting.
Levr provides software and does not take a platform share of lender-paid broker commissions. Lenders normally pay brokers directly. If a referral fee passes through Levr, Levr passes through 100%, subject to the governing terms. The applicable agreement controls commission rates, timing, eligibility, and any clawback.
Submission requirements help brokers see which fields and documents you request before sending a file. Levr can compare submitted deal information with the criteria you provide, but your team still reviews each submission for completeness and fit. Matching is not approval or a guarantee of fit.
Levr supports submissions from participating business loan brokers and referral partners. Availability depends on current participation and your onboarding agreement. You choose which partners to work with and review every submission under your own criteria and underwriting process. Confirm onboarding and support scope with the Levr team.
Levr can compare submitted deal information with criteria you provide and help your team prioritize applications for review. Your team still determines completeness, fit, and underwriting. Matching is not approval or a guarantee of fit.
You can use Levr as its own workflow. Public API and MCP integrations are marked coming soon, so discuss current data-transfer and implementation options with the Levr team. White-label availability and scope depend on your agreement.
Deal-room access is designed around the parties involved in each submission. Review Levr's Trust & Security page, Privacy Policy, and your agreement for the current access, data-use, and retention controls.
Levr can configure intake and partner workflows around the requirements agreed during onboarding. Implementation timing and support scope depend on the requested setup and your agreement.
Watch it: your intake form, rebuilt in Levr
Levr supports broker-channel and application-intake workflows across major business-financing categories. Ask the Levr team which current customer references and implementation examples are available for your evaluation.
Lender pricing is custom and depends on channel size, workflow, and implementation scope. Ask the Levr team for current pricing and compare it with your own intake and channel-management costs.
Levr can support intake from existing broker partners. White-label configuration, partner visibility, and any marketplace settings depend on the agreed implementation. Your team still reviews submitted files for completeness, fit, and underwriting.
Watch it: putting your brand on the portal
Brokers choose where to submit. Levr organizes each submitted file and its available supporting information for the selected lender. Deal-room access is designed around the parties involved in each submission. See Trust & Security and your agreement for current controls.
A structured inbound channel for broker and partner submissions.
Use Levr to organize broker-submitted applications, review deal information against your criteria, and keep partner communication connected.
