Partner guide Β· Reviewed August 29, 2026
Offer a branded business-lending experience without giving up the client relationship.
White-label business lending software lets a brokerage or referral partner put its own brand around client intake and the financing journey while using a lending workflow behind the scenes. The useful question is not only what can carry the customerβs logo. It is who owns the relationship, who does the work, who communicates with the client, and which details are controlled by the implementation and agreement.
Short answer
What does Levr.ai let a partner brand?
Levr.ai lets a brokerage give clients a branded intake experience while the brokerage keeps ownership of the relationship. The portal can collect the information and documents needed to prepare a business-lending file. Depending on the plan and implementation, the customer can use its logo, colours, messaging, forms, and an embedded marketplace or application path. Exact branding and implementation details should match the customerβs plan and agreement.
Who it is for
Partner types that already receive financing questions
Brokerages and broker teams
Use one branded intake and operating process across several brokers while keeping each opportunity connected to the teamβs workflow.
Accountants and bookkeepers
Give business clients a structured financing path without rebuilding the financing file in email. Define whether the firm introduces, assists, or operates the brokerage workflow.
Consultants and agencies
Add business financing to an existing advisory relationship while clearly assigning intake, communication, submission, and compliance responsibilities.
Referral networks and embedded channels
Create a consistent application path for a defined audience. Confirm brand presentation, ownership, routing, support, reporting, and the commercial agreement before launch.
Operating model
How branded client intake and handoff can work
- 1Define the client path.
Decide where the application begins, which brand appears, and how the partner introduces the financing service.
- 2Collect the financing request.
The client provides the information and documents needed to understand the business and the use of funds.
- 3Review the file.
The responsible team confirms completeness, corrects errors, and clarifies the request before submission.
- 4Review lender fit.
The broker considers relevant lender criteria and decides where the transaction belongs.
- 5Manage questions and decisions.
Client and lender communication stays connected to the opportunity according to the assigned roles.
- 6Track funding and commission.
The team records the outcome, payment terms, future renewal rights, and any applicable clawback window.
Relationship ownership
The customer-facing brand is only one part of white label.
The agreement and operating process should state who owns the client relationship, who can contact the client, who decides where to submit, who is responsible for disclosures, and how data can be used. Levr is designed so the brokerage stays in control of the client relationship and the submission decision. Exact roles for a referral partner or embedded channel should be documented before launch.
Automation boundary
What the platform can support and what the team still decides
| Platform support | Partner or broker responsibility |
|---|---|
| Branded intake paths, forms, and document collection. | Approve the client experience, disclosures, required fields, and routing. |
| File organization and AI-assisted preparation. | Review accuracy, resolve missing information, and present the client fairly. |
| Possible lender matching for review. | Understand lender criteria and choose where to submit. |
| Submission, communication, and pipeline records. | Own client communication and respond to lender questions under the agreed roles. |
| Commission forecasting and tracking. | Use the applicable agreement to confirm rate, eligibility, timing, renewals, and clawbacks. |
Implementation checklist
Decisions to make before the branded experience goes live
- Brand assets, colours, messaging, and approved financing language
- Client entry point, intake questions, and required documents
- Partner, broker, operations, and support roles
- Client communication and lender-submission responsibilities
- Own lender relationships and platform lender visibility
- Licensing, disclosure, consent, and privacy requirements
- User access, data handling, exports, and retention
- Support path, escalation, reporting, and success measures
Review Levrβs Trust & Security center and SOC 2 Type II information. Security, access, implementation, and support requirements should be confirmed against the customerβs needs and agreement.
Where Levr.ai fits
A branded client path connected to a broker operating system.
Levr connects client intake, deal preparation, lender matching, lender communication, submissions, and commission tracking. The brokerage remains responsible for the client relationship and submission choice. The core broker software plan costs $0 and Levr does not take a platform share of lender-paid broker commissions.
Branding, embedded experiences, partner roles, implementation, and separately contracted services should be confirmed for the specific customer and agreement.
Frequently asked questions
White-label business lending questions
What is white-label business lending software?
It is a lending workflow presented under the customerβs brand for some or all of the client experience. The agreement should define branding, roles, client ownership, communication, data use, support, and the commercial relationship.
What white-label business lending software is best for referral partners?
There is no universal best option. Compare the partner type, brand control, intake, handoff, ownership, lender access, operating roles, security, implementation, support, economics, and ability to measure the client outcome.
Watch it: Set up your referral sign-up link
Who owns the client relationship?
Levr is designed so the brokerage keeps control of the client relationship. Referral-partner and embedded-channel roles should still be written into the implementation and agreement, including who can contact the client and who chooses where to submit.
Watch it: See what your client sees in the portal
Can a partner use its own logo, colours, and forms?
Levr supports a branded intake experience and can support the customerβs logo, colours, messaging, forms, and embedded application paths depending on the plan and implementation. Confirm the exact deliverables before launch.
Watch it: Set up your brand
Does the platform make the lending decision?
No. Software and AI can help collect, prepare, and review the file and surface possible lender matches. The broker chooses where to submit, and the lender makes the credit decision.
Is white-label implementation included in the free broker plan?
The core broker software plan costs $0. Exact branding, embedded experiences, implementation work, optional services, and separately contracted arrangements should be confirmed on their own terms.