For business loan brokers: Use this page to help clients evaluate Business Loan Brokering Software for Consultants, prepare the right information, and discuss fit with lenders.
LEVR FOR CONSULTANTS
Help your clients access funding
The plan is sound. You agree. Then it stalls, because nobody worked out where the money comes from. Levr lets you carry the engagement through the funding step instead of handing over a recommendation your client cannot act on.
WHY JOIN LEVR
Take clients from strategy to funded execution
You are hired to find the answer. You find it. It needs capital. Your client goes to their bank, waits three weeks, gets declined, or gets terms they do not understand, and the project quietly dies.
That outcome is bad for You and worse for You: the engagement ends without a result anyone can point to, and the case study You were building never happens. Levr closes that gap, so You move You from here is the plan to here are the lenders who will fund it inside the same engagement.
Where funding usually decides the outcome
- Growth plans that need working capital before they need anything else.
- Turnarounds where the bridge matters more than the restructuring advice.
- Expansion into a second location, market or product line.
- Acquisitions, including owner buyouts and competitor roll-ups.
- Operational overhauls requiring equipment, systems or headcount up front.
- Seasonal businesses where the plan is right but the timing of cash is wrong.
It extends the engagement rather than ending it
A funded plan keeps You in the room. You stay involved through execution, the results become measurable, and You have a reason to bring You back. Commission is paid by the lender, so it does not come out of Your fee or your client’s capital, and it sits alongside Your existing engagement economics rather than competing with them.
When a client needs a broader set of options, Levr can compare the deal with available lender criteria, including specialist and non-traditional financing categories. You review the matches and choose where to submit.
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
Create a "hands-on" or "hands-off" approach
Be as involved in the application process as much – or as little – as You would like. Levr let’s You decide if You want to share a sign-up link with your client and put Levr on autopilot, or if You would like to create a white-glove experience instead.
Make confident decisions, backed by AI
Levr’s AI-assisted tools help organize information across the workflow. Review matching logic, available options, and output before making recommendations for a client.
Access to 13+ financing options from trusted lenders
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.
Real results. Shared impact.
More applications processed per broker
Fewer abandoned applications
Hours saved per application
More happy hours attended* (estimated)
βLevr has completely changed the way I work. I donβt waste hours logging into different lender sites or negotiating commissions, Iβm able to manage all my lenders and information requests from clients in one place. Having access to new lenders has opened up new lending categories for me and Iβm able to spend more time on what I love doing: building connections with clients.β
–Β Senay Yemane
Features built for frictionless flow
Smart Matchmaking
Easily 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.
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.
Dedicated Client Portal
Invite your client to complete their profile and collaborate on applications directly in Levr, keeping everything in one place.
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.