I kept waiting for the gotcha. Levr never asked me for a cent, and it explained the process well enough that I could learn what lenders actually need. I am all in.

Customer stories
31 business loan brokers and 7 lenders across the United States and Canada, in their own words: faster funded deals, less time on paperwork, and one place to run the brokerage.
Brokers on the $0 core plan use Levr for client intake, document collection, lender matching and commission tracking. Here is what they told us.
I kept waiting for the gotcha. Levr never asked me for a cent, and it explained the process well enough that I could learn what lenders actually need. I am all in.

It is a great platform. Term loans, lines of credit, MCAs, equipment financing, it is all in here. I fill the deal to 100 percent, hit submit, and the lender messages me in the portal. I am really impressed with it.

Levr puts the cost on the lender side instead of the broker, and the tool was self explanatory from the first day. It helps us sort and move a lot faster on every file.

The AI is what made me look. I use Claude for just about everything now, so being able to run Levr through MCP fits how I already work. Next I am white labelling it and embedding it with the people I already talk to.

My client came in looking for $175,000. Through Levr she got approved for $250,000.

We wanted leads from our website to drop straight into a funding pipeline and invite the client to upload their documents. Levrβs API was exactly what I was looking for.

I am not the most technical person and the learning curve was easy. I figured it out on my own, then set up my branding and domain in one sitting.

The platform is super intuitive. I built the clientβs profile, the AI mapped out how to start the applications, and there are checkpoints so you cannot send a file by accident. Feedback gets acted on fast too.

I have worked with other brokerage funding firms and there is always fine print. When I saw Levr was free and I keep my commission I thought, is this real? I did the research overnight and could not sleep.

My client needed funds in under 48 hours, and I didnβt think that timeline was achievable. Through Levr, they were funded $200,000 in under 24 hours.

Everyone says they do commercial, but no one gets commercial done. Levr takes the guesswork out of the picture.

I have taken clients through Levr, and I can add my own private lenders too.

Calling around to find out whether a lender fits a deal takes time. Levr makes that process more straightforward by putting lender information and matching in one place, so I can focus on the relevant options.

Being able to upload bank statements in Levr is a huge benefit for me. It gives me a more organized way to collect the right documents without adding another stream of attachments to my inbox.

AI recommended Levr. Last year I called and called lenders. Now I am not chasing after every lender.

Levr saves me time preparing client deals. Having lender information and agent notes in one place helps me understand what each lender is looking for and where to focus the application.

What I like about Levr is being able to bring client intake, lender matching and my own lender relationships together. Itβs the kind of connected workflow Iβve been trying to build for my brokerage.

The other platform I reviewed was buggy and a thousand dollars a month. I set up all the white label features myself in one night.

I have used platforms charging $400, $108 and $50 a month with no results. Levr is free for brokers.

For someone like me, starting out with very little experience, Levr is an awesome place to not only start but also scale.

I only started loan brokering after hearing about the Levr platform.

Iβve handled these steps manually for years. Levr brings document gathering, applications and deal tracking into one workflow, making it easier to see where each deal stands and what needs to happen next.

Levr makes collecting client information and preparing applications so much simpler. I can bring in information from past clients and send the intake to clients and accountants, giving everyone a clearer way to move things forward.

It is like a CRM and LOS all together. It consolidates the tools I had mishmashed together in Trello and Asana.

This is very powerful. It looks like the CRM I use, and I would probably replace that with this.

A unique link for every referring broker, so I know whose deals are whose. That makes my life super easy.

Time kills deals. We move a lot faster now, which keeps momentum high with buyers and sellers.

Security matters to my clients. Levr gives them one secure place to submit their applications and information, so I can bring the intake process together in a way that feels professional and reassuring.

Levr lets our clients complete their application online, and our account managers submit it directly to our lenders. It saves everyone a lot of time.

I canβt tell you how essential Levr is for us. The Levr teamβs work on our efficiency made a real difference in how we move applications forward.

The Driven team is excited about how Levr can help us manage partnerships and support our results. We see real potential in bringing that part of our work into one platform.

Lenders receive organized, complete submissions from Levr brokers and manage the broker channel in one portal.
I had an ISO who would only submit through Levr.

The application is seamless, from fetching the documents we need to the way each opportunity is presented. Levr now has successful use cases and growing partnerships with us.

The first deal we received through Levr funded for $200,000. Keep them coming!

What stands out is the extra work Levr puts into understanding our lending criteria. That focus on fit is what matters to us: the right opportunities, with quality taking priority over raw volume.

We have supported each other in closing so many deals.

Levr makes it easy to see where a deal stands and manage updates in one portal. The process is straightforward, and that simplicity is what stood out to me.

The Levr team keeps building out our portal around how we work, and AI autofill will save our team and our borrowers time on every file.

Create a $0 core broker account, run your next deal through Levr, and tell us how it went. Lenders can book a walkthrough of the broker channel.
Create a broker accountLevr for lendersCompany names link to the company’s own website where one was provided. Last reviewed October 20, 2026.