Resource center
For business loan brokers: Use this page to help clients evaluate Business Loan Broker Resources & Guides, prepare the right information, and discuss fit with lenders.
Guides, templates, and practical resources for brokers preparing stronger client files
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Templates and checklists
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Business Loan Document Checklist
Every document lenders typically request, core and product-specific, on one page. Gather these and your client's application moves in days.
Download PDFCash Flow Projection Template
A 12-month projection spreadsheet with the formulas built in. Fill in the yellow cells and it calculates the rest.
Download spreadsheetWhat 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 guideFor brokers
The business side of brokering, answered.
How Do Brokers Get Paid?
Lender commissions, client fees, and the platform cuts to watch out for.
ReadPlatform Walkthroughs
Step-by-step guides and interactive demos for every part of the Levr platform.
Open Help CenterNew in Levr
Watch Levr AI build a cited prospect shortlist.
Describe the industries, locations, revenue range, financing fit, and public growth signals you want to research. Levr returns a cited shortlist from public sources so you can review the findings and decide what to pursue.
- 1Describe your target
- 2Review cited business signals
- 3Decide what to pursue
Levr does not sell or pre-qualify lead lists. Research results and estimated financing needs require broker review, including contact permissions and outreach requirements.
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Blog
Explore business lending guidance for brokers preparing client deals and lender conversations.