AI-Powered Channel Management System
Scale broker partnerships and application intake channels with an AI-powered Platform
Levr is the application intake platform that makes sure you get pre-qualified, organized, and complete business loan applications from our growing network of brokers while you scale your own. Reduce your underwriting prep time, eliminate incomplete submissions, and scale your ISO/Broker partnerships without adding headcount.
Applications intake across every lending category
Levr gives you the ability to accept pre-qualified business loan applications from brokers and ISOs. Our platform is used by lenders in every major lending category. Whether you specialize in one product or many, our platform helps you manage deal flow that Brokers and ISOs want to send to you that matches your criteria.
Lenders working with Levr can review how we handle and silo application data, see how lender partnerships work.
Application intake for any type of business loan
With so many loan options available to small businesses, it’s important to match your clients’ business needs with the most suitable loan type. Levr.ai gives you access to lenders, ISOs and Brokers across all major loan categories:
Business Term Loans
Merchant Cash Advances (MCA)
Venture Debt Financing
Accounts Receivable (A/R) Financing
SR&ED Financing
Equipment Financing
Business Credit Cards
U.S. Small Business Administration (SBA) Loans
- Lines of Credit
- Commercial Real Estate Financing
- Working Capital Loans
- Industry-specific Financing Solutions
More applications, Less administration
Opening a broker channel used to mean onboarding headaches, incomplete applications, and chasing down missing documents. Levr changes that. Our platform delivers fully completed, criteria-matched applications straight to your desk so your team can focus on what they do best: approving good loans.
An intake channel that actually works
- Fully completed applications, every time
Brokers can only submit to you once every field is filled and every document is attached. No more back and forth chasing missing info.
- Pre-screened to your criteria
Our platform filters out deals that don't fit before they ever reach your inbox. You only see loans worth reviewing.
- Lower risk with data-rich submissions.
Every application arrives loaded with the financial documents, business details, and supporting data your underwriting team needs to assess risk confidently and make faster decisions.
Open a new origination channel overnight
- No partnership paperwork
Brokers submit through Levr under pre-signed agreements. You skip the admin.
- No portal training
Brokers use our interface, not yours. That means no support tickets and no onboarding calls.
- Payments handled
Brokers are paid directly at agreed rates and Levr tracks every partner commission, saving your team the payout admin
Built-in guardrails that protect your portfolio
- Mandatory documentation requirements
Brokers cannot submit until all required financial statements, tax returns, and supporting documents are uploaded and verified.
- Criteria-locked submissions
Your lending parameters are built directly into the platform. Applications that fall outside your guidelines are blocked automatically.
- Consistent, auditable files
Every deal arrives in a standardized format with complete data, giving your compliance and underwriting teams a clean paper trail from day one.
Levr.ai's platform vs. traditional application intake
Stop wasting hours on manual data entry, portal hopping, and chasing lender updates. Levr’s AI lending platform handles the heavy lifting so you can focus on what matters most: building relationships and growing your book of business.
Real results for business lenders
Don’t just take our word for it. Here’s what our lenders achieve with Levr’s AI-powered business lending platform:
“Levr.ai has completely changed the way I work.
I don’t waste hours logging into different lender sites or negotiating commissions, I’m able to manage all my lenders and information requests from clients in one place.
It is a dream to work with and the team is amazing”
How our lending platform works
Levr.ai breaks down barriers, making loans accessible to businesses of all sizes. Here’s exactly how our platform moves deals from broker submission to your funding decision:
Listen to what our clients have to say about Levr.ai
Levr can deliver the broker and ISO business you've been turning away
Join our lenders who are approving more deals faster with complete, risk-ready applications.
Create a hands-on or hands-off experience
Expand into New Application Intake Channels
Generate Documents Instantly
Track Every Deal in One Place
Built-In Client Communication
How it Works
Power your partnerships channel
See how simple and fast the process becomes when you leverage an AI platform to manage Brokers, ISOs and partners:
Improve Deal Intake and Broker Partnerships
Fast, intelligent intake powered by AI
Instantly open new channels for application intake or connect directly into your own to manage partnerships all in one place. Instantly open new channels for application intake or connect directly into your own systems to manage partnerships like never before.
Collaborate and collect documentation
Streamlined communication that keeps deals moving
Use customizable templates and built-in messaging to gather exactly what lenders need—bank statements, tax returns, financial statements, and supporting documents. Your clients stay in the loop with automatic notifications and can upload documents directly through their secure portal.
We track everything through funding
Complete visibility from submission to payout
Monitor every deal from submission to funding in one unified platform. Levr keeps a full audit trail from submission to funding, with partner commissions tracked and settled automatically, so your team skips the payout admin.
- Web forms: Track all inbound webforms
- Offer your own white-labeled portal to brokers or partners that want one
- Public API: allow brokers and partners to connect and submit directly to your systems via public API
- Email automation: Track email submissions from partners that are sent to your email
- What used to take hours of administrative work now happens automatically in minutes.
- The platform auto-generates document request lists based on selected lenders
- Clients receive clear instructions on what's needed and why
- Secure document upload with bank-level encryption
- Automated reminders keep applications from stalling
- You can assist as much or as little as you prefer
- No more email chains, missing documents, or abandoned applications. Everything stays organized in one place
- Real-time application status updates from lenders
- Automated commission calculations as deals close
- Direct deposit setup with each lender
- Payment notifications when commissions hit your account
- Complete deal history and performance analytics
- Full transparency on every deal. Know exactly where you stand, what's coming, and when you'll get paid.
Ready to grow your referral channels?
Start earning more by managing your partnerships with Levr’s AI-powered business lending platform. See how our Lenders have transformed their operations and improved their applications with intelligent automation.
1. Schedule a demo
See Levr.ai in action and ask questions
2. Set up your account
Quick onboarding and simple connection process
3. Start funding deals
Start funding deals immediately with fully completed applications
Key benefits
- AI-powered document parsing supports complete applications
- 6+ hours saved per application with automated workflows
- Generate documents instantly with AI-powered tools
- Choose your involvement level - hands-on, hands-off, or hybrid
- Free built-in CRM to manage your entire pipeline
- Pre-signed lender agreements for fast onboarding
- Direct payment option to Brokers through Levr
Let's get started
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.
Frequently asked questions
We run your application intake and broker channel. Brokers on Levr submit fully completed, criteria-matched applications into your pipeline, in your format. Your team stops chasing missing documents and starts underwriting.
No. We're software, full stop. We don't broker, we don't take marketplace fees on funded deals, and we're not in the commission flow between you and your partners. The economics of your deals stay exactly as they are, we just clean up how the deals reach you.
The platform physically won't let a broker submit until every required field and document on your intake is complete. Your lending criteria are built in, so deals outside your box are filtered before they reach you. You set the requirements, we enforce them on every submission.
It's an active network of business loan brokers across the US and Canada, all operating under pre-signed agreements. You stay in control of who you work with, and because submissions are gated by your criteria, a newer broker can't send you a bad file even if they try. We handle broker onboarding, training, and tech support so your team doesn't have to.
Yes. Your parameters live in the platform and you can tune them, whether you only want slam-dunk files or a wider funnel you can triage. Deals that don't fit never reach your queue.
Yes. You can use the Levr portal on its own, or connect submissions into your CRM or LOS through our API so your team never rekeys data. We can also white-label the experience so your brokers see your brand throughout.
It stays yours. Every deal room is siloed, lenders can't see each other's deals, and we don't use your deal data to compete, sell, or market. We're infrastructure, and staying neutral is the whole business model.
We replicate your existing intake form in the platform so brokers are filling out your application, not a generic one. Then we onboard your broker partners with real human support, our team handles their questions and tech issues so yours doesn't. Implementation is measured in weeks, not quarters.
Watch it: your intake form, rebuilt in Levr
Lenders across working capital, factoring, equipment, and specialty lending run their broker channels on Levr today, and we're glad to connect you with them directly as references. As for us, we've sat on your side of the desk: our founding team spent years in commercial lending at RBC, CIBC, and BDC, and we built Levr around the problems we lived there, incomplete files, unmanageable broker channels, and intake that eats underwriting time.
It depends on the size of your broker channel and how deep you want the integration, so pricing is custom. What I can tell you is that lenders typically compare the cost to a full-time hire doing intake manually, and the platform comes out well ahead. Talk to our sales team and we'll scope it with you.
Yes, and for a lot of lenders that's the main event. We white-label the whole experience, so your brokers submit through a portal carrying your brand, filling out your application. The marketplace can be switched off entirely if you just want channel management for the partners you already have. Your brokers get better tooling, you get complete files, and nobody has to become a tech company.
Watch it: putting your brand on the portal
Brokers choose where they submit, same as they do today over email. What changes with Levr is what reaches you: only complete files that match your criteria, in your format, with a full audit trail. Your deal rooms are private, no other lender sees your deals or your terms, and you compete the way you always have, on speed and offer quality, with a head start from cleaner files.
The inbound channel you always wanted without the headaches you never did.
Start receiving better loans through Levr's AI-powered broker channel. Join lenders who have opened a new origination pipeline without adding overhead.
