The application partnership workflow platform for financial services

Levr.ai is all-in-one platform to accelerate application intake, grow partnerships, and automate workflows for financial services providers to drive revenue growth. 

Empowering top financial services partners

Levr.ai transforms your partners clients brokers ISOs experience

Scale your partnerships

Levr.ai helps you to manage all your existing partnerships and take on new ones to scale your revenue without all the administration typically required to manage them.  Increases your partnership and sales teams ability to take in more referrals with perfectly formatted applications from more partnership channels. 

A collaborative application

Get exactly what you need to start applications from your partners and know what they need to refer out! Whether they are a sopisticated Broker, ISOs that knows your well, or a brand new partner they will know what to do with your applicaiton.  Levr.ai provides the guardrails to make sure you get what you need and the support to your partners to help them speed through the application process.

Automate your workflows

Empower your partners by providing them with a platform that lets them collaborate on applications. Businesses can invite their accountants, admin or co-founders to work together with your partners to complete your application and due diligence process.

Accelerating applications across the globe

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Funds accessed

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Referrals sent to partners

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Data points inform algorithm

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Portfolio growth of existing clients

Listen to what our clients have to say about Levr.ai

We've more than doubled our book since joining Levr.ai."
"I love the platform and the onboarding was incredibly easy."
We can manage over 700+ referral sources with no problem."
For firms looking to grow their partnership channel, this is needed."
Everything's making sense. Commission structure, the guardrails, everything I need. "

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It's ridiculously easy to get started

Works with your current technology

Levr.ai is no-code, ready out-of-the-box solution that connects with all of your existing technology so you can get started right away with no impact to existing systems.

Made for your existing processes

 Your processes and workflows can go into our workflows add efficiency to your existing process. No reinventing the wheel – just more of what already works for you

Fully assisted onboarding

Levr.ai tech teams are there from start to finish to help you onboard quickly and smoothly. We can recommend improvements you may not have even considered.

Frequently asked questions

Levr.ai partners with 50+ small business lenders to power the application process for thousands of business clients supported by their trusted brokers. We've gathered feedback from both lenders and brokers to create a platform that serves both sides of the transaction. Many lenders only accept broker applications through Levr, giving you exclusive access to financing options your competitors can't offer and these partnership benefits flow through to you.

Levr bridges the gap between what brokers need and what traditional lender technology doesn't provide. Instead of logging into dozens of portals, chasing lender updates, or manually tracking commissions, brokers can manage the entire loan process in one AI-powered platform. From smart lender matching to automated submission and real-time deal tracking, Levr gives you the tools to compete with speed, efficiency, and transparency—without the overhead of traditional broker operations.

Levr.ai is built by lenders for lenders and brokers. Our co-founder Kaylan Pepin and founding team members have decades of experience working in the lending industry at some of North America's biggest banks, including RBC Royal Bank of Canada, CIBC, and Business Development Bank of Canada (BDC). We have first-hand experience with broker pain points and lender challenges, and we're invested in creating better business lending software solutions that serve both sides effectively.

Yes, Levr.ai is built to sit in front of firewalls and seamlessly integrate with existing tools, reducing duplication and improving your team's efficiency and workflows. Levr.ai is the missing piece that enhances your application intake processes to improve the experience for both you and your clients. If you have questions about specific integrations or customizations, please reach out to our sales team for a consultation. If you have any questions on integrations or customizations please reach out to sales.
When you offer a better, faster experience for your clients, they're more likely to do business with you. They're more engaged in providing the data needed to assess and fund their business, they stay on top of communication throughout the application process, and they're more likely to refer others. This improves loan closing conversion rates and reduces the time from application to funding. For brokers, Levr's AI automation means you can handle 3-5x more deals with the same team while maintaining or improving service quality. Lenders are hard to manage and don’t let just anyone submit. With Levr you unlock lenders you may not know and we manage the hard part of the partnership.
Great question! Levr's pricing is designed to align with your success. We offer flexible plans based on deal volume and features needed. Because you keep 100% of commissions, Levr pays for itself quickly. Contact our sales team to discuss your specific needs, and we'll create a customized plan that fits your business model and growth goals. Most brokers see positive ROI within their first month of using the platform.
Yes! We can put your logo and brand front and center, allowing you to customize the Levr.ai platform for your clients. We work with you to ensure your Levr.ai workspace is an extension of your brand identity—from colors and logos to custom domain names and white-labeled client portals. Your clients should see YOU, not our logo.

Levr connects you to 50+ lenders across all major lending categories:

  • Term loans and lines of credit
  • SBA loans (7(a), 504, Express)
  • Equipment financing and leasing
  • Commercial real estate loans
  • Merchant cash advances and revenue-based financing
  • Invoice factoring and purchase order financing
  • Working capital loans
  • Startup financing and venture debt
  • Industry-specific specialty lending


If your client needs funding, we can help you find the right lender.

Approval timelines vary by lender and loan product, but Levr dramatically speeds up the process. What traditionally takes 4-8 hours of broker time can now be done in under an hour. For many lenders on our platform, clients receive preliminary approval decisions within 24-48 hours, with final approvals and funding happening in as little as 3-7 business days for qualified applicants. Our AI-powered documentation and pre-qualification tools help ensure applications are complete and accurate from day one, reducing back-and-forth delays.
Absolutely. Levr employs bank-level security measures, including 256-bit encryption, SOC 2 compliance, and regular third-party security audits. All data is encrypted both in transit and at rest. We never share your client data with third parties without explicit permission, and we maintain comprehensive audit trails for compliance purposes. Your clients' sensitive financial information is protected with the same standards used by major financial institutions.
Not at all! Levr.ai is designed to be intuitive and user-friendly. Most brokers are up and running within 24-48 hours of onboarding. We provide comprehensive training, video tutorials, and dedicated support to help you get started. Our AI automation handles the complex technical aspects, so you can focus on what you do best: building relationships and closing deals.

Stay at the front of technology advancements in finance

Artificial Intelligence is changing the finance industry at an incredible speed , learn about best practices, tips, tricks and insights from Levr.ai in our Blog.

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