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 solutions 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 assembles the application, matches the file against 50+ lenders and submits to the ones that fit.
When a funding conversation starts
Accountants do not go looking for these moments. They arrive during work you are already doing:
- Year-end review. The client 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. The client is 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. The client 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 the client directly. You are not signing off on suitability.
- Commission comes from the lender, not the client. It is never deducted from the client’s 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 solutions at your fingertips
Get instant access to a marketplace of pre-signed small business lenders across every category imaginable. Whether you client needs working capital, lines of credit, term loans, equipment leasing, SR&ED, or more, Levr has you covered.
Make confident decisions, backed by AI
Levr’s AI companion is embedded across the platform helping you every step of the way. Ask which financial solutions 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.
Unlock 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.
Features designed for frictionless flow
Smart Matchmaking
Effortlessly 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
Access 50+ small business lenders instantly and select from over 14 financing solutions.
Application Autofill
Quickly complete new applications by autofilling information across business profiles or past applications.
Document Generation
Autogenerate credit memos, NDS's, engagement letters, and lender-ready docs in seconds.
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
Levr.ai is a free, intelligent loans platform giving you better access to loan options. The platform is designed to make it easy and fast to get the funding your business needs to thrive and grow.
Using the information you provide, Levr.ai uses artificial intelligence and machine learning to match you with the right loan options and best lenders based on your needs. With the help of guides and templates, you can streamline the creation of your applications in a safe and secure environment.
You can even invite your accountant, business partner, financial advisor etc. to create a free Levr.ai account to assist with applications and financial documentation required for a strong application.
Yes! Levr.ai is great for any kind of business type, that includes sole-proprietors, partnerships, corporations and more. If you have a business, regardless of the type and size, Levr.ai can help you get access to capital.
Levr.ai is a venture-backed high-growth fintech business. Our priority is to build an app that drives value and helps to serve businesses in need of funding.
When Levr.ai matches business owners with lenders, and the right loan is funded a commission is paid by the lender. We are also able to offer a white glove service for clients that would like additional support to prepare their application which is priced based on each businesses specific needs.
Levr.ai is not a broker, and we do not offer loans directly to users of Levr.ai. We partner with top lenders who match businesses with the right business loan. Rates, terms and loan types are offered directly from the loan provider and are subject to various criteria requirements and thresholds that are set by the lender.
Levr.ai partners with 50+ lenders, making it easy for businesses to understand rates & terms from various lenders—all in one place. Levr.ai can connect your business with US-based lenders that can provide prime rate interest rate loans, as well as, SBA loans in the United States.
Levr.ai is a free intelligent loans platform that helps businesses gain better access to loan options. Not a free-trial for a few days or weeks free, Levr.ai is plain and simple—free!
Generally speaking, at Levr.ai we think it's a pretty awesome easy-to-use platform. Since you’re asking us—yeah, we believe Levr.ai is better than going to a bank! That said, each business is different and that’s why we believe in custom loan matches based on your funding needs.
Levr.ai leverages artificial intelligence and machine learning to match you with the best lenders and the right loan. Last we checked, not sure if walking into your local bank branch provides AI/ML for the optimal loan options. 😉
Levr.ai provides easy to follow guides and templates to organize all your financial documents and application requirements. Currently we’re offering all businesses matched with loans access to a lender partner from the Levr.ai to ensure your application goes smoothly and can answer any questions you may have.
While we actively build the best loans experience on Levr.ai our development team as well as partnerships, marketing and co-founders are always available to learn more to build and scale value into the Levr.ai platform. Don’t forget, if you want to get help from someone you know—that is totally cool by us. It’s easy to invite your accountant, financial advisor, or even your mom to create a free Levr.ai account, they can collaborate with you all-in-one place.
We also have a pretty great Blog that discusses a lot of common topics and questions about getting funding for your business.
Levr.ai does not directly lend funds and it does not make any assertion to the risk by underwriting loans.
Levr.ai is a software company and platform that connects businesses to existing lenders in the market. We do not change or improve the data and only facilitate its presentation so that lenders have full packages of information to make decisions with shared by choice of the business.
Levr.ai connects borrowers to lenders in the market but does not function as a brokerage that “shops” a loan around for the best rate.
Ready to get started?
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