Learn how to create deals, choose lenders, submit applications, and manage each stage of the funding journey.
Essential guides to help you set up your account, onboard clients or partners, create your first deal, and start working with businesses in Levr.
Additional questions and answers to help brokers get the most out of the Levr platform.
What your borrower actually sees, how to invite them to their portal, and how the two of you work on an application together.
Put your own name and logo on the portal your clients see, and share a signup link that brings them straight to you.
What Levr costs, how commission works when a deal funds, and how you get paid.
Set up your profile, invite teammates and partners, choose what each role can do, and manage your notifications.
Fixes for the things that go wrong most: signing in, uploads that stall, missing lender matches, and clients who cannot get into their portal.
How your deal gets matched to lenders, how to read the match results, and how to bring your own lenders with you.
Which documents to upload, how Levr reads them to draft your application, and what you still complete by hand.
Visual guides for starting an application, signing in and getting help on BusinessLoanBroker.ai.
Visual guides for finding brokerages, claiming your entry and requesting corrections in the directory.