Customer stories

What brokers and lenders say about Levr

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.

Business loan brokers

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.

James T. Chandler Sr.
James T. Chandler Sr.
JT Financial
Greensboro, North Carolina, United States

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.

Don McClain
Don McClain
Miami, Florida, United States

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.

Ismael Coleman
Ismael Coleman
Mound Capital
New York, New York, United States

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.

Mekail Faquir
Mekail Faquir
NoBull Payments LLC
Owner
College Station, Texas, United States

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

Will King
Will King
President
Dallas, Texas, United States

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

Stuart T. Long
Stuart T. Long
Principal
Dublin, Ohio, United States

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.

Richie Cadmus-Diaz
Richie Cadmus-Diaz
London, England, United Kingdom

The platform is super intuitive. I built the client’s 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.

Jonathan Lacasse
Jonathan Lacasse
Edmonton, Alberta, Canada

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.

Kiki Michelle
Kiki Michelle
Atlanta, Georgia, United States

My client needed funds in under 48 hours, and I didn’t think that timeline was achievable. Through Levr, they were funded $200,000 in under 24 hours.

Cooper Harrison
Cooper Harrison
Kelowna, British Columbia, Canada

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

Gus Contos
Gus Contos
Mortgage Direct
Uniondale, New York, United States

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

Riyad B.
Riyad B.
Wayne, Pennsylvania, United States

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.

Jim Martinez
Jim Martinez
Riverside, California, United States

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.

Tyson K. Price
Tyson K. Price
Global Capital Group
Philadelphia, Pennsylvania, United States

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

Chris Hanna
Chris Hanna
Business loan broker
San Diego, California, United States

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.

Daniel M Trevino
Daniel M Trevino
Fort Worth, Texas, United States

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

Rey Hernandez
Rey Hernandez
McAllen, Texas, United States

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.

David Ivery
David Ivery
Dave Ivery Inc.
Venice, Florida, United States

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

Ernst Pierre
Ernst Pierre
Commercial loan broker
Miami, Florida, United States

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

Cody Dreis
Cody Dreis
Seattle, Washington, United States

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

Jonathan Stacey
Jonathan Stacey
Toronto, Ontario, Canada

I’ve 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.

Attilio Pane
Attilio Pane
Lyndhurst, New Jersey, United States

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.

Thaylor J. Grammont, Jr.
Thaylor J. Grammont, Jr.
Grammont Enterprises LLC
Pompano Beach, Florida, United States

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

Kyle Richards
Kyle Richards
Business loan broker
New York, United States

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

Tom McKiernan
Tom McKiernan
Hearthstone
Albany, New York, United States

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

Stephan Yaworski
Stephan Yaworski
Mortgage Alliance
Cambridge, Ontario, Canada

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

Morgan Tate
Morgan Tate
Victoria, British Columbia, Canada

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.

Elaine Shelly
Elaine Shelly
Jonesboro, Georgia, United States

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.

Ammar Sikandar
Ammar Sikandar
Oakville, Ontario, Canada

I can’t tell you how essential Levr is for us. The Levr team’s work on our efficiency made a real difference in how we move applications forward.

Pamela Bouthillier
Pamela Bouthillier
Montreal, Quebec, Canada

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.

Cordia Tsoi
Cordia Tsoi
Montreal, Quebec, Canada

Lenders

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.

Christian Stewart
Christian Stewart
Austin, Texas, United States

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.

Andrew Berkovitz
Andrew Berkovitz
Los Angeles, California, United States

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

Irving Betesh
Irving Betesh
New York, New York, United States

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.

Evan Galasso
Evan Galasso
Toronto, Ontario, Canada

We have supported each other in closing so many deals.

Edmond Luk
Edmond Luk
Vancouver, British Columbia, Canada

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.

Marie Lokmanyan
Marie Lokmanyan
Los Angeles, California, United States

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.

Andrew Aboud
Andrew Aboud
Calgary, Alberta, Canada

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Company names link to the company’s own website where one was provided. Last reviewed October 20, 2026.

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