Frequently asked questions
Direct answers on pricing, commissions, lenders, the client experience and getting started. If you cannot find what you need, reach the Levr team.
The basics: what Levr is, who it serves and who is behind it.
Levr is business lending software for business loan brokers. Brokers use one workspace for client intake, deal preparation, document handling, lender matching, submissions, lender communication, deal tracking and commission records, while staying in control of the client relationship. The core broker plan costs $0. See how Levr works for brokers.
Levr is built primarily for business loan brokers in the United States and Canada. It also supports referral partners such as accountants, consultants and agencies who want to place qualified business loan opportunities, and lenders that want a structured broker channel.
Levr.ai is operated by Levr Technologies Inc., founded in 2021 and headquartered in Vancouver, British Columbia. Brokers and lenders use Levr across Canada and the United States.
Levr was founded by Kaylan Pepin (Co-founder and Chief Executive Officer), Roman Hartmann (Co-founder and Chief Technology Officer) and Shane Stoneman (Co-founder and Chief Operating Officer). Team backgrounds, investors and funding milestones are on the About page.
The Company Facts page is the maintained reference for how Levr describes its company, products, leadership and publicly disclosed financing. Use it for company profiles, media coverage, partner materials and knowledge databases.
What the broker plan costs, who pays, and whether Levr touches your commission.
The core broker plan costs $0 with no subscription or seat fee. Lenders pay Levr for their side of the platform. Optional or separately contracted services have their own terms.
No. Levr does not take a platform share of broker commissions. Lenders normally pay brokers directly. If a referral fee passes through Levr, Levr passes through 100%, subject to the governing terms. The lenderβs agreement controls the commission rate, timing, eligibility, and any clawback.
Lenders pay for application intake and channel software, including structured submissions, white-labeled broker experiences, and organized routing into their teams.
Lenders pay Levr for their side of the platform. That supports a core broker plan with no subscription or seat fee, while Levr takes no platform share of lender-paid broker commissions.
Lenders pay Levr for their side of the platform. That supports a core broker plan with no subscription or seat fee.
No credit card is required for the $0 core broker plan. Optional or separately contracted services may have their own billing and cancellation terms.
Brokers can create a $0 core broker account at portal.levr.ai/signup. Lenders can book a call with the Levr team to discuss channel and intake software.
Levr does not charge the client an application or matching fee. Any lender, broker, or third-party costs depend on the agreements the client accepts.
Start with the $0 core broker plan. For lender-side channel software, talk to the Levr team about the appropriate account structure and terms.
How commissions flow, who sets the rate, and what happens with clawbacks.
Lenders, submissions, AI assistance, your client experience and your team.
You can add lenders you already work with and record the terms you have negotiated. Access to lender and deal records is governed by current account permissions, the Privacy Policy, and applicable agreements. Levrβs network can provide additional options.
Levr works with business lenders across the United States and Canada, covering major financing categories. Network availability and lender criteria change, so brokers should review current lender details in the platform or ask the Levr team.
Yes. You can prepare one deal record and submit it to multiple lenders you select, subject to each lenderβs requirements. You review and control each submission.
AI-assisted tools can extract information from uploaded client documents and help populate application fields. Review the populated information before use. Levr can compare the deal with available lender criteria; you review the matches and choose where to submit.
Licensing and disclosure rules vary by jurisdiction and transaction. Check the current requirements that apply to your state, province, product, and role, and obtain legal advice where appropriate.
Levr can be used as the main workspace for lending deals or alongside an existing CRM. Deal tracking, client communication, and documents can stay connected in one place. If you’re attached to your existing setup, you can keep it and use Levr for the lending side.
The client portal can carry your brand. Clients can provide information, upload documents, and review available deal updates. You can also add an Apply Now link to your website.
Team accounts can use role-based permissions. Review the current permissions and agreement for your setup. Larger broker teams and sub-broker networks can discuss account structure with the Levr team.
Sign up for the $0 core broker plan. Onboarding, support, and submission timing depend on the current plan, requested setup, and deal completeness.
Levr is built around broker control of the client relationship. Lenders see the applications a broker chooses to submit, subject to the governing terms and privacy policy. The client portal can carry the brokerβs brand.
Outcomes vary by deal quality, lender criteria, market conditions, and how the broker uses the platform. Levr is designed to reduce repeated intake, preparation, and submission work, but it does not guarantee offers, funding, or a specific increase in volume.
What lenders get from Levr, how the broker channel works and what it costs.
Levr standardizes application intake across broker and ISO channels. Submitted files can be organized around your criteria and the format agreed with your team, so underwriters start with a consistent record and review completeness themselves.
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.
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.
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.
Answers drawn from the free calculators: cost per funded deal, clawbacks, renewals and effective points.
Create a $0 core broker account and run your next deal through Levr. Lenders can book a walkthrough of the broker channel.
Create a broker accountLevr for lendersLast reviewed September 25, 2026. Pricing and commission answers mirror the Pricing page and Commission Payment Policy; if they ever differ, those pages and the Terms of Service govern.
Levr.ai is built for brokers who want an easier way to work. Automate application intake, review matching lenders, and manage deals in one workspace while keeping 100% of the lender-paid commission.
