1. Click “Create Deal”
You can start a new deal from the top navigation.
2. Select or Create a Business
You will be asked to attach the deal to a business.
You can:
Select an existing business, or
Create a new one by entering basic details
3. Complete the Matchmaking Questionnaire
To help you get accurate lender matches, complete the short questionnaire about the business and the funding request.
This includes:
Funding amount & purpose
Time in business
Industry
Revenue and financial details
Any additional context lenders usually need
💡 The more information you provide, the better the lender matches will be.
🔄 Auto-save: If you exit the flow, your answers are saved automatically. You can return later and continue where you left off.
4. Review and Select Lenders
After completing the questionnaire, you will see the Lenders step.
Here, you can:
Select multiple lenders from the marketplace
Add your own lender if they are not listed
Ask Levr AI for recommendations or to compare lenders
Each lender card includes:
Product type
Key eligibility criteria
Required documents
💬 Ask Levr AI:
Not sure which lenders are the best fit?
You can ask the AI about requirements, eligibility, or comparisons directly from this screen.
5. Set Up Applications
In the Applications Setup step, review and customize the applications for each lender you selected.
You can:
✓ Review auto-filled applications
Marketplace lenders come with pre-selected requirements based on their criteria.
✓ Customize templates for your own lenders
For your own lenders, choose the templates and select/unselect the information you want to include.
✓ Adjust client visibility
Choose whether each application is:
Visible to the client, or
Only visible to your team
✏️ Editable at any time: You can edit the application template before finalizing the deal.
6. Create the Deal
Once everything looks correct, click Create Deal.
Your new deal will now appear in Deals and inside the business profile.
What happens next?
After the deal is created, you can:
Upload and organize documents
Share it with your client
Submit the applications to selected lenders
Track lender updates and progress
Use Levr AI for summaries, insights, or guidance
Need help?
If you’d like support walking through your first deal, message us through Intercom or book an onboarding session with our team.