Data stays scoped
Brokers see their own clients and deals. Lenders see the applications submitted to them, not a shared pool of deal data.
Trust & Security at Levr
Independent proof behind every sensitive file.
Brokers use Levr to collect, organize, and submit some of a business owner's most sensitive documents. Our controls are supported by a SOC 2 Type II report, Secure Broker certification, and BBB accreditation, so your team has evidence to evaluate instead of promises to trust.
Verified
Trust
Independent evidence
SOC 2 Type II report
Secure Broker Certified 2026
BBB Accredited, A+ rating
Built on Google Cloud
Independent proof
Three different reviews. Three useful signals.
Each credential answers a different diligence question. Together, they give brokers, clients, lenders, and compliance teams a clearer view of how Levr protects data and conducts business.
Security controls over timeSOC 2 Type IIAn independent CPA firm examined the design and operating effectiveness of controls throughout the review period.Read about our report β
Application data handlingSecure Broker CertifiedAn evidence-based review focused on protecting the initial business-funding application package.See what was reviewed β
Business conductBBB AccreditedAccredited since July 6, 2023, with an A+ rating and a public profile maintained by BBB.View our standing β
How Levr protects a deal
Control follows the file.
Security is built into the workflow from client intake through lender submission. The goal is simple: sensitive information should move only where the broker intends it to move.
Documents stay protected
Data is encrypted at rest and in transit, with encrypted backups and controlled document access.
Access stays accountable
Role-based permissions, multi-factor authentication on critical systems, and activity records help keep access deliberate and reviewable.
Built for diligence
Give your compliance team something concrete.
Detailed security documentation, completed questionnaires, and the restricted-use SOC 2 Type II report are available to qualified lender partners and enterprise brokers under NDA.
01SOC 2 Type II report
02Security questionnaires
03Control documentation
Common questions
Clear answers about your data.
Does Levr sell customer data?
No. Levr does not sell customer data. Information is shared only as needed to provide the service and as described in our Privacy Policy.
Can other lenders see my application?
No. A lender sees the application and documents submitted to that lender. Other lenders do not receive access to it.
Who can see documents uploaded to a deal?
Access is limited by role. The broker and authorized team members can work with the file, and a lender can access the material submitted to that lender.
How do I request Levr's security documentation?
Email [email protected]. Qualified lender partners and enterprise brokers can request detailed documentation and the restricted-use SOC 2 Type II report under NDA.