For business loan brokers: Use this page to help clients evaluate Business Loan Brokering Software for Agencies, prepare the right information, and discuss fit with lenders.
LEVR FOR AGENCIES
Help fund client projects
“We love it, but we can only afford half of it.” Budget is the most common reason good work gets cut down. Levr lets you help the client finance the project, so the brief gets approved at the size you actually pitched.
WHY JOIN LEVR
Bridge the gap between big ideas and small budgets
Agencies lose scope for one reason more than any other, and it is almost never that You disagrees with the work. It is that the money is not there this quarter.
That objection has a different answer when You can point at financing. A campaign You cannot fund from this month’s cash becomes affordable when it is spread across the period it actually pays back over.
Where budget quietly cuts the work
- Campaign budgets trimmed at approval, so reach never hits the threshold that would have worked.
- Retainers downgraded during a slow quarter, then never restored.
- Rebrands and site rebuilds deferred a year at a time.
- Seasonal clients who need to spend before the season, not after it.
- Production and media buys where the invoice lands months before the return does.
- New business You win on merit and lose on payment terms.
Better for cash flow on both sides
Financing does not only protect scope, it changes when You get paid. A funded project is a client who is not stretching payables to cover Your invoice, which is worth as much to an agency as the larger brief. Commission is paid by the lender, not taken from Your budget, so the project economics stay exactly as pitched.
Smaller and seasonal clients often qualify too. The network includes revenue-based, merchant cash advance and receivables products built for that profile, not just term loans that assume steady monthly revenue.
Open up 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
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 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.
Create a "hands-on" or "hands-off" approach
Be as involved in the application process as much – or as little – as You would like. Put Levr on autopilot by inviting your client to create and submit applications on their own. Or, create a white-glove experience by managing the application flow You.
Features designed for frictionless flow
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.
Smart Matchmaking
Easily identify the best-fit loans based on your client's profile with Levr's smart matchmaking tool.
Lender Marketplace
Review matching business lenders across major financing categories and choose where to submit.
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.
Dedicated Client Portal
Invite your client to complete their profile and collaborate on applications directly in Levr, keeping everything in one place.
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.
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?