For business loan brokers: Use this page to help clients evaluate Business Loan Brokering Software for Accountants, prepare the right information, and discuss fit with lenders.
LEVR FOR ACCOUNTANTS
Add brokering to your services
You already prepare the statements, the tax returns and the year-end file. Those are the same documents a lender asks for. Levr turns work You have already done into a funding introduction, and pays You for it.
WHY JOIN LEVR
Offer financing options without becoming a lender
Most brokers spend their first two weeks chasing bank statements, tax returns and financial statements. You produced them. That is the entire reason accountants get moving on Levr faster than any other partner type: the intake step that slows everyone else down is already finished before you start.
Upload what you already hold, and Levr uses AI-assisted tools to help prepare the application and compare the file with available lender criteria. You review the matches and choose where to submit.
When a funding conversation starts
Accountants do not go looking for these moments. They arrive during work you are already doing:
- Year-end review. You asks whether they can afford to expand, hire or buy equipment.
- A cash flow gap in the forecast. You can see it before they feel it.
- Tax instalments landing badly. A short-term facility is cheaper than the alternative.
- An equipment purchase. You are about to pay cash for something that should be financed.
- A receivables pile-up. Money is earned but not collected, and payroll is coming.
- Declined at the bank. You assumes that is the end of it. It is not.
Independence, licensing and where you stand
- You are not becoming a lender. You make an introduction. Levr and the lender handle underwriting, credit decisions and funds.
- You are not advising on the loan. Terms are presented to You directly. You are not signing off on suitability.
- Commission comes from the lender, not You. It is never deducted from Your funds.
- In most of the US and Canada, brokering business loans does not require a licence. Confirm against your own province or state and your professional association.
Over 14 financing options at your fingertips
Review business lenders across major financing categories. Whether your client needs working capital, a line of credit, a term loan, equipment financing, SR&ED financing, or another product, you choose the options to consider.
Make confident decisions, backed by AI
Levr’s AI companion is embedded across the platform helping You every step of the way. Ask which financing options are right for your client, understand why they weren’t matched with certain lenders, and feel confident knowing which decisions to make on behalf of your client.
Co-create applications alongside your client
Levr guides You through the application process, steering You through an easy-to-follow creation and submission process. Loop your client in to collaborate directly in Levr to make their application shine.
Tap into untapped earning potential
Levr makes it possible to generate new revenue by helping your clients access funding, without changing your core business. When you fund an application through Levr, you keep 100% of the commission, every time.Β
Features designed for frictionless flow
Smart Matchmaking
Quickly identify the best-fit loans based on your client's profile with Levr's smart matchmaking tool.
AI-Powered Companion
Levr's AI surfaces what you need to know, when you need to know it. Pulling insights from across your portal, you'll stay up to speed on every ask.
Lender Marketplace
Review matching business lenders across major financing categories and choose where to submit.
Application Autofill
Quickly complete new applications by autofilling information across business profiles or past applications.
Document Generation
Use AI-assisted tools to help prepare credit memos, NDAs, engagement letters, and lender-ready documents. Review every document before use.
Client & Application Management
Store everything you need in one central place. Monitor activity and stay on top of what's next to keep moving forward.
Flexible Client Intake
Offer a hands-on, white-glove experience or build a more hands-off passive approach with a sharable sign-up link that keeps commission rolling in.
Dedicated Client Portal
Invite your client to complete their profile and collaborate on applications directly in Levr, keeping everything in one place.
Direct-to-Lender Submissions
Create an application and submit direct to lenders via Levr. Save your inbox by tracking progress and staying connected with in-app messaging.
Access lenders in every category imaginable
Frequently asked questions
Frequently asked questions
How does Levr work for referral professionals?
Levr gives accountants, consultants, and agencies a structured way to support clients through business financing. Professionals can collect client information, organize documents, prepare applications, and coordinate lender conversations while keeping You relationship.
Do I need to be an experienced business loan broker?
No. Levr supports professionals who are adding business loan brokering to an existing client service. Product requirements and any licensing obligations vary by jurisdiction, so review the rules that apply to the business and client location.
Is Levr a lender?
No. Levr is software for brokering business loans. Independent lenders make credit and funding decisions.
Who owns You relationship?
The broker or referral professional keeps You relationship. Levr supports the workflow without presenting itself as Your broker or lender.
How do I get started?
Create a free broker account, add a client financing request, and use the platform to organize the information and lender conversation.
Ready to get started?
How much money are You looking for?