Resource center

Guides, templates, and how-to’s to help you on your business financing journey

Search
Featured resources

Templates and checklists

Free downloads, no email required.

Business Loan Document Checklist

Every document lenders typically request, core and product-specific, on one page. Gather these and your application moves in days.

Download PDF

Cash Flow Projection Template

A 12-month projection spreadsheet with the formulas built in. Fill in the yellow cells and it calculates the rest.

Download spreadsheet

What Documents Do You Need?

The full written guide behind the checklist: what each document is, who asks for it, and how to prepare it.

Read the guide

For brokers

The business side of brokering, answered.

How Do Brokers Get Paid?

Lender commissions, client fees, and the platform cuts to watch out for.

Read

Do You Need a License?

The licensing map for business loan brokering across the US and Canada.

Read

Platform Walkthroughs

Step-by-step guides and interactive demos for every part of the Levr platform.

Open Help Center

More resources

Everything else on the site, one click away.

Loan Types

Deep guides to every major business loan product.

Explore

Lender Directory

Company profiles of the lenders on the Levr platform.

Browse

Acquisitions Tracker

Who bought whom in business lending. Updated quarterly.

View

Business Loans Blog

Tips and answers for getting your business funded.

Read

Blog

Get all the business and financing tips you need to help you reach your funding goals.

Made for modern brokers

Levr.ai is built for brokers who want an easier way to work. Access 50+ lenders, automate application intake, and close more deals faster, while keeping 100% commission. Scaling revenue while delighting clients has never been easier.