Business-loan brokers usually do not need another generic lead list. They need a focused way to research businesses that match the markets, financing context, and signals they care about.
Now, Ask AI in Levr can help with that research. Describe the industries, locations, revenue range, financing fit, and public growth signals you want to investigate. Ask AI returns a cited shortlist from public sources so you can review the findings, refine the brief, and decide what deserves a closer look.
How it works
1. Start with a specific prospecting brief
Ask AI works best when the target is concrete. Include the market, business type, approximate size, financing context, and public signals that matter to your brokerage.
For example:
Find five independent restaurant groups in Arizona with estimated annual revenue between $2 million and $5 million. Prioritize businesses showing public expansion signals, explain a likely financing fit, and cite the source for each prospect.
2. Review the shortlist and its sources
Each result is meant to give you a researched starting point. Review the cited public sources, the business signals, and the suggested financing context. The broker still decides whether the opportunity fits.
3. Refine the search
If the first result is too broad, narrow the geography, business profile, estimated size, financing need, or signal you want to prioritize. You can also expand the brief when you want to explore a larger market.
4. Decide what to pursue
The result is a research shortlist, not a purchased list or a promise that every business is ready for financing. Validate the business, confirm any contact permissions and outreach requirements, and choose which prospects deserve the next step.
What this changes for brokers
Prospecting research can now begin in the same Levr workspace brokers use to prepare and place business-loan deals. That does not replace broker judgment. It gives brokers a faster way to turn a clear market thesis into a cited set of businesses worth reviewing.
Levr does not sell or pre-qualify lead lists. Ask AI helps with public-source research, while the broker remains responsible for fit, outreach, and the client relationship.
Try the new workflow
Open Ask AI in your Levr workspace and start with one narrow prospecting brief. If you want to see the full flow first, watch the interactive demo.
You can also read the complete guides to MCA leads and business-loan leads for a broader comparison of purchased lists, referrals, renewals, public data, and AI-assisted prospect research.
