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AI-Powered Loan Origination System

Accelerate your application intake with an AI-powered lending platform

Levr is the application intake platform that makes sure you get you pre-qualified, organized, and complete business loan applications from our growing network of brokers while you scale your own. Reduce your underwriting prep time, eliminate incomplete submissions, and scale your ISO/Broker partnerships without adding headcount.

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50+
Lending Partners

Applications intake across every lending category

Levr give you the ability to accept pre-qualified business loan applications from brokers and ISOs. Our platform is used by lenders in every major lending category. Whether you specialize in one product or many, our platform helps you manage deal flow that Brokers and ISOs want to send to you that matches your criteria.

Application intake for any type of business loan

With so many loan options available to small businesses, it’s important to match your clients’ business needs with the most suitable loan type. Levr.ai gives you access to lenders, ISOs and Brokers across all major loan categories:

Business Term Loans

Business Term Loans

Traditional financing with fixed repayment schedules for growth, expansion, or working capital needs.
Merchant Cash Advances (MCA)

Merchant Cash Advances (MCA)

Fast access to capital based on future credit card sales—ideal for businesses with high transaction volumes.
Venture Debt Financing

Venture Debt Financing

Specialized financing for high-growth startups and venture-backed companies looking to extend runway without diluting equity.
Accounts Receivable (A/R) Financing

Accounts Receivable (A/R) Financing

Unlock cash tied up in unpaid invoices—turn outstanding receivables into immediate working capital
SR&ED Financing

SR&ED Financing

Loans against Scientific Research and Experimental Development tax credits to improve business cash flow while waiting for government credits.
Equipment Financing

Equipment Financing

Finance the purchase or lease of business equipment without tying up working capital—from machinery to vehicles to technology.
Business Credit Cards

Business Credit Cards

Flexible revolving credit for managing day-to-day expenses and building business credit history.
U.S. Small Business Administration (SBA) Loans

U.S. Small Business Administration (SBA) Loans

Government-backed loans (7(a), 504, Express) that play a pivotal role in empowering small and medium businesses with favorable terms and rates.
Plus additional lending options:
  • Lines of Credit
  • Commercial Real Estate Financing
  • Working Capital Loans
  • Industry-specific Financing Solutions 
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More applications, Less administration

Opening a broker channel used to mean onboarding headaches, incomplete applications, and chasing down missing documents. Levr changes that. Our platform delivers fully completed, criteria-matched applications straight to your desk so your team can focus on what they do best: approving good loans.

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An intake channel that actually works

Many lenders struggle to manage all of their partners and only open to super-brokers. Some have even shut down their broker programs because the overhead wasn't worth it. Levr reopens that door without the pain. We manage the brokers so you don't have to.
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  • Fully completed applications, every time

Brokers can only submit to you once every field is filled and every document is attached. No more back and forth chasing missing info.

  • Pre-screened to your criteria

Our platform filters out deals that don't fit before they ever reach your inbox. You only see loans worth reviewing.

  • Lower risk with data-rich submissions.

Every application arrives loaded with the financial documents, business details, and supporting data your underwriting team needs to assess risk confidently and make faster decisions.

Open a new origination channel overnight

Whether you're looking to expand your broker network or build one from scratch, Levr gives you instant access to a growing community of active business loan brokers already on the platform. No sales team required.
Deals
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  • No partnership paperwork

Brokers submit through Levr under pre-signed agreements. You skip the admin.

  • No portal training

Brokers use our interface, not yours. That means no support tickets and no onboarding calls.

  • Limited Payment tracking

You pay use and we distribute 100% of the funds to the brokers to save you the financial administration involved

Built-in guardrails that protect your portfolio

Broker channels fall apart when bad applications slip through. Levr prevents that from happening. Every submission must pass through structured checkpoints before it ever reaches your team.
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  • Mandatory documentation requirements

Brokers cannot submit until all required financial statements, tax returns, and supporting documents are uploaded and verified.

  • Criteria-locked submissions

Your lending parameters are built directly into the platform. Applications that fall outside your guidelines are blocked automatically.

  • Consistent, auditable files

 Every deal arrives in a standardized format with complete data, giving your compliance and underwriting teams a clean paper trail from day one.

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Levr.ai's platform vs. traditional application intake

Stop wasting hours on manual data entry, portal hopping, and chasing lender updates. Levr’s AI lending platform handles the heavy lifting so you can focus on what matters most: building relationships and growing your book of business.

Traditional methods
Levr.ai platform
Broker onboarding
Manual paperwork, partnership agreements, and back and forth for every new broker
Brokers are pre-onboarded on the platform and submit under pre-signed agreements
Application quality
Incomplete files, missing documents, constant follow-up with brokers
Every application is submission-locked until all required fields and documents are complete
Criteria matching
Brokers send deals that don't fit, wasting your team's review time
Your lending criteria are built into the platform. Out-of-scope deals are filtered automatically
Broker management
Dedicated staff to train, support, and track dozens of small broker shops
Levr manages broker relationships and support. You just receive qualified applications
Client Communication
Email threads, phone calls, disconnected messages
Integrated messaging and templated communications
Broker communication
Phone calls, emails, and chasing updates across multiple contacts
All communication flows through the platform with full audit trails
Channel scalability
More brokers means more headcount to manage them
Add unlimited brokers without adding operations staff
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Broker onboarding
Traditional methods
Manual paperwork, partnership agreements, and back and forth for every new broker
Levr.ai platform
Brokers are pre-onboarded on the platform and submit under pre-signed agreements
Application quality
Traditional methods
Incomplete files, missing documents, constant follow-up with brokers
Levr.ai platform
Every application is submission-locked until all required fields and documents are complete
Criteria matching
Traditional methods
Brokers send deals that don't fit, wasting your team's review time
Levr.ai platform
Your lending criteria are built into the platform. Out-of-scope deals are filtered automatically
Broker management
Traditional methods
Dedicated staff to train, support, and track dozens of small broker shops
Levr.ai platform
Levr manages broker relationships and support. You just receive qualified applications
Client Communication
Traditional methods
Email threads, phone calls, disconnected messages
Levr.ai platform
Integrated messaging and templated communications
Broker communication
Traditional methods
Phone calls, emails, and chasing updates across multiple contacts
Levr.ai platform
All communication flows through the platform with full audit trails
Channel scalability
Traditional methods
More brokers means more headcount to manage them
Levr.ai platform
Add unlimited brokers without adding operations staff
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Real results for business lenders

Don’t just take our word for it. Here’s what our lenders achieve with Levr’s AI-powered business lending platform:

“Levr.ai has completely changed the way I work.

I don’t waste hours logging into different lender sites or negotiating commissions, I’m 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 amazing”

Founder
DJ Saxon
Loan Officer at Bonsai Growth
25X
More applications processed per broker
150+
Brokers added instantly
6+
Hours saved per application
36%
Fewer abandoned applications

How our lending platform works

Levr.ai breaks down barriers, making loans accessible to businesses of all sizes. Here’s exactly how our platform guides you and your clients through the entire loan application process:

Businesses and Brokers sign up for a free account
Step 1:
Businesses and Brokers sign up for a free account
Clients sign up to Levr to create a free Levr.ai account. This gives them access to tons of great loan options. It’s quick and easy, simply create a business profile and share a bit about their financial standing and funding goals.
Review custom matched loans
Step 2:
Review custom matched loans
With the information provided, Levr.ai uses artificial intelligence and machine learning to match funding needs with the most compatible lender for each business and loan type. Based on matches, Levr.ai prompts for the required documentation for each lender.
Prepare application and get funded
Step 3:
Prepare application and get funded
Levr.ai is built with easy-to-follow guides and templates designed to ensure applications are prepared for success. Your clients can even invite their accountant, business partner, or financial advisor to create a free Levr.ai account to assist with applications and financial documentation.

Listen to what our clients have to say about Levr.ai

"We've more than doubled our book since joining Levr.ai."
"I love the platform and the onboarding was incredibly easy."
"We can manage over 700+ referral sources with no problem."
"For firms looking to grow their partnership channel, this is needed."
"Everything's making sense. Commission structure, the guardrails, everything I need."

Levr can deliver the broker and ISO business you've been turning away

Join our lenders who are approving more deals faster with complete, risk-ready applications.

Submit to multiple lenders in minutes

Submit to multiple lenders in minutes

Auto-match deals, pre-fill applications, and eliminate repetitive admin work with intelligent automation.
Create a hands-on or hands-off experience

Create a hands-on or hands-off experience

Offer a white-glove concierge service or build a passive approach that generates commissions while you sleep.
Expand into New Lending Categories

Expand into New Lending Categories

Tap into specialty lending options and alternative financing products so your clients don't go elsewhere when banks say no.
Generate Documents Instantly

Generate Documents Instantly

Auto-generate credit memos, NDAs, engagement letters, and lender-ready documentation in seconds—not hours.
Track Every Deal in One Place

Track Every Deal in One Place

Manage your entire pipeline from first contact to final payout. Let Levr become your brokerage CRM at no additional cost.
AI-Powered Lender Matching

AI-Powered Lender Matching

Our proprietary matching algorithm evaluates client data against lender criteria to recommend the highest-probability approvals.
Built-In Client Communication

Built-In Client Communication

Use templates and integrated messaging to collect documents and keep clients informed without leaving the platform.
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How it Works

Power your partnerships channel

See how simple and fast the process becomes when you leverage an AI platform to manage Brokers, ISOs and patners:

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Find lender matches in minutes

Fast, intelligent matching powered by AI

Your client completes their information (or you can do it for them in minutes). Levr’s AI-powered technology instantly analyzes their business profile, financial situation, and funding needs – then matches them with the best-fit lenders from our network of 50+ small business lenders.

Collaborate and collect documentation

Streamlined 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.

We track everything until you get paid

Complete visibility from submission to payout

Monitor every deal from submission to funding in one unified platform. Levr automatically tracks your commissions and ensures you get paid by lenders directly into your account - no chasing payments, no surprises.

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What happens
  • Client completes secure intake form (or you input their data)
  • AI evaluates creditworthiness, industry, loan amount, and use of funds
  • Platform instantly recommends 3-7 best-fit lenders with approval probability scores
  • You review matches and select which lenders to submit to
The result
  • What used to take hours of research and comparison happens in under 5 minutes.
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What happens
  • The platform auto-generates document request lists based on selected lenders
  • Clients receive clear instructions on what's needed and why
  • Secure document upload with bank-level encryption
  • Automated reminders keep applications from stalling
  • You can assist as much or as little as you prefer
The result
  • No more email chains, missing documents, or abandoned applications. Everything stays organized in one place
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What happens
  • Real-time application status updates from lenders
  • Automated commission calculations as deals close
  • Direct deposit setup with each lender
  • Payment notifications when commissions hit your account
  • Complete deal history and performance analytics
The result
  • Full transparency on every deal. Know exactly where you stand, what's coming, and when you'll get paid.

Ready to grow your referral channels?

Start earning more by managing your partnerships with Levr’s AI-powered business lending platform. Hundreds of brokers have transformed their operations and improved their submissions with intelligent automation and 100% commission retention.

1. Schedule a demo

See Levr.ai in action and ask questions

2. Set up your account

Quick onboarding with pre-signed lender agreements

3. Start submitting deals

Access all 50+ lenders immediately

Key benefits

Let's get started

Stay at the front of technology advancements in finance

Artificial Intelligence is changing the finance industry at an incredible speed , learn about best practices, tips, tricks and insights from Levr.ai in our Blog.

Frequently asked questions

Levr.ai partners with 50+ small business lenders to power the application process for thousands of business clients supported by their trusted brokers. We've gathered feedback from both lenders and brokers to create a platform that serves both sides of the transaction. Many lenders only accept broker applications through Levr, giving you exclusive access to financing options your competitors can't offer and these partnership benefits flow through to you.

Levr bridges the gap between what brokers need and what traditional lender technology doesn't provide. Instead of logging into dozens of portals, chasing lender updates, or manually tracking commissions, brokers can manage the entire loan process in one AI-powered platform. From smart lender matching to automated submission and real-time deal tracking, Levr gives you the tools to compete with speed, efficiency, and transparency—without the overhead of traditional broker operations.

Levr.ai is built by lenders for lenders and brokers. Our co-founder Kaylan Pepin and founding team members have decades of experience working in the lending industry at some of North America's biggest banks, including RBC Royal Bank of Canada, CIBC, and Business Development Bank of Canada (BDC). We have first-hand experience with broker pain points and lender challenges, and we're invested in creating better business lending software solutions that serve both sides effectively.

Yes, Levr.ai is built to sit in front of firewalls and seamlessly integrate with existing tools, reducing duplication and improving your team's efficiency and workflows. Levr.ai is the missing piece that enhances your application intake processes to improve the experience for both you and your clients. If you have questions about specific integrations or customizations, please reach out to our sales team for a consultation. If you have any questions on integrations or customizations please reach out to sales.
When you offer a better, faster experience for your clients, they're more likely to do business with you. They're more engaged in providing the data needed to assess and fund their business, they stay on top of communication throughout the application process, and they're more likely to refer others. This improves loan closing conversion rates and reduces the time from application to funding. For brokers, Levr's AI automation means you can handle 3-5x more deals with the same team while maintaining or improving service quality. Lenders are hard to manage and don’t let just anyone submit. With Levr you unlock lenders you may not know and we manage the hard part of the partnership.
Great question! Levr's pricing is designed to align with your success. We offer flexible plans based on deal volume and features needed. Because you keep 100% of commissions, Levr pays for itself quickly. Contact our sales team to discuss your specific needs, and we'll create a customized plan that fits your business model and growth goals. Most brokers see positive ROI within their first month of using the platform.
Yes! We can put your logo and brand front and center, allowing you to customize the Levr.ai platform for your clients. We work with you to ensure your Levr.ai workspace is an extension of your brand identity—from colors and logos to custom domain names and white-labeled client portals. Your clients should see YOU, not our logo.

Levr connects you to 50+ lenders across all major lending categories:

  • Term loans and lines of credit
  • SBA loans (7(a), 504, Express)
  • Equipment financing and leasing
  • Commercial real estate loans
  • Merchant cash advances and revenue-based financing
  • Invoice factoring and purchase order financing
  • Working capital loans
  • Startup financing and venture debt
  • Industry-specific specialty lending


If your client needs funding, we can help you find the right lender.

Approval timelines vary by lender and loan product, but Levr dramatically speeds up the process. What traditionally takes 4-8 hours of broker time can now be done in under an hour. For many lenders on our platform, clients receive preliminary approval decisions within 24-48 hours, with final approvals and funding happening in as little as 3-7 business days for qualified applicants. Our AI-powered documentation and pre-qualification tools help ensure applications are complete and accurate from day one, reducing back-and-forth delays.
Absolutely. Levr employs bank-level security measures, including 256-bit encryption, SOC 2 compliance, and regular third-party security audits. All data is encrypted both in transit and at rest. We never share your client data with third parties without explicit permission, and we maintain comprehensive audit trails for compliance purposes. Your clients' sensitive financial information is protected with the same standards used by major financial institutions.
Not at all! Levr.ai is designed to be intuitive and user-friendly. Most brokers are up and running within 24-48 hours of onboarding. We provide comprehensive training, video tutorials, and dedicated support to help you get started. Our AI automation handles the complex technical aspects, so you can focus on what you do best: building relationships and closing deals.

The inbound channel you always wanted without the headaches you never did.

Start receiving better loans through Levr's AI-powered broker channel. Join lenders who have opened a new origination pipeline without adding overhead.

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