A business loan broker program should help you run the brokerage
A business loan broker program can mean several different things. It may be a lender referral program, an affiliate relationship, a training course, a broker network, or software for operating an independent brokerage. Before joining, understand what the program provides, who controls the client relationship, and how the program is paid.
Levr is a free brokerage operating system. It connects client intake, deal preparation, lender matching, lender communication, submissions, and commission tracking. Brokers remain in control of their clients and do not give Levr a share of their commission.
What you get with the Levr broker program
A connected client intake process
Collect the client information and documents needed to understand the financing request. Keep the file organized around the deal rather than piecing it together across forms, inboxes, folders, and lender portals.
Deal preparation and lender matching
Review the clientβs profile, understand the financing need, and compare the deal with relevant lender criteria. Levr helps the broker prepare the application and narrow the lender options without giving up control of the submission decision.
Submission and lender communication
Send the deal to the lenders you choose, manage follow-up, and keep the conversation connected to the application. The broker remains responsible for presenting the client accurately and deciding where the deal belongs.
A brokerage pipeline
Track each opportunity from initial intake through review, submission, decision, and funding. A shared deal record makes it easier to see what is missing, what the lender needs, and what the broker needs to do next.
Commission tracking
Keep the commission connected to the funded deal that produced it. Review the expected structure, payment timing, and status without rebuilding the calculation in a separate spreadsheet.
Use the free Commission Forecaster before funding, then the Renewal Calculator and Clawback Calculator when those agreement terms apply.
How Levr compares with other broker programs
| Program type | Typical purpose | Question to ask |
|---|---|---|
| Lender referral program | Send qualifying opportunities to one lender or lending group. | Does the broker stay involved, and who owns the client relationship? |
| Affiliate program | Refer the client and receive compensation if the referral qualifies. | What happens to the client after the referral? |
| Training program | Teach products, prospecting, underwriting basics, or operating practices. | What is education, and what requires a separate service or payment? |
| Broker network | Provide access to lenders, support, leads, or other shared resources. | What fees, splits, restrictions, or client-ownership terms apply? |
| Brokerage operating system | Run the workflow from client intake through funding and commission. | Can the broker use their own relationships and keep control of the book? |
Levr is designed for brokers who want infrastructure rather than a referral handoff. The client relationship stays with the broker, and the platform supports the work required to move the deal forward.
Who the broker program is for
Independent business loan brokers
Use one operating process for client intake, deal preparation, lender matching, submissions, follow-up, and commission tracking.
Established brokerages and teams
Give team members a shared deal process while keeping visibility into applications, lender activity, next steps, and expected commissions.
Accountants and bookkeepers
Add a structured financing workflow when an existing client needs capital, while preserving the advisory relationship that created the opportunity.
Consultants and agencies
Help clients evaluate financing connected to growth, equipment, working capital, acquisitions, or major projects without turning the relationship over to an unrelated lead funnel.
Professionals starting a brokerage
Build the operating process alongside your product education and client-development plan. Start with our guide on how to become a business loan broker.
How the Levr business loan broker program works
Create the brokerage account
Set up the account and the broker-facing information used in the client workflow.
Add a client opportunity
Enter the financing request and begin collecting the information needed to qualify the deal.
Prepare the application
Review the clientβs documents, organize the request, and identify the details a lender needs to understand the transaction.
Compare lender fit
Use the deal profile and lender criteria to narrow the options. The broker decides where the application is submitted.
Manage the deal through funding
Keep lender communication, requests, decisions, and next steps connected to the same deal record.
Track the commission
Record the expected economics and follow the payment after the transaction funds. Read how business loan broker commissions work.
What to compare before joining any business loan broker program
- Is the program free, subscription-based, transaction-based, or commission-based?
- Does the broker retain the client relationship?
- Can the broker use direct lender relationships alongside the program?
- Who receives and stores the clientβs information?
- What happens to open deals and client records if the broker leaves?
- How are commissions calculated, paid, and tracked?
- Are renewal rights, team splits, or clawback terms documented?
- Does the program provide software, education, lender access, leads, or some combination?
Read the agreement and evaluate the complete economics. A program that advertises a high commission can still be expensive if it controls the client, retains a large split, or requires paid services that are not obvious at the start.
Frequently asked questions
How much does the Levr broker program cost?
The Levr broker platform is free. Brokers do not pay Levr a share of their commission.
Is Levr a business loan affiliate program?
No. Levr is brokerage infrastructure. The broker manages the client relationship and decides where to submit the deal rather than referring the client into a separate acquisition funnel.
Do I need experience to join?
The platform can support both established and newer brokers, but software does not replace product knowledge, regulatory responsibility, client qualification, or professional judgment. New brokers should build those capabilities alongside the operating process.
Do I need a business loan broker license?
Requirements vary by jurisdiction and transaction. Review the business loan broker licensing guide and confirm the rules that apply to your business.
How do brokers get paid?
Compensation depends on the lender, product, and agreement. Review the full business loan broker commission guide before relying on a headline rate.
Can I use the Commission Forecaster without joining?
Yes. The Commission Forecaster, Renewal Calculator, and Clawback Calculator are free broker tools.
Build the brokerage around your client relationships
Levr gives brokers one place to manage the work between the first client conversation and the final commission record. You keep control of the client and the decisions that shape the deal.
Broker economicsKeep learning about the business behind every deal
Connect commission math, broker operations, and the steps required to build a durable brokerage.