This is the quickest path from a new account to your first deal. Most of it can be done by asking the AI workspace, and every step can also be done by hand.
Walkthrough
Click through the walkthrough above to meet the AI workspace, then follow the steps below.
1. Open the AI workspace
Click AI workspace at the top of the left menu, or press Cmd + I. This is where most work in Levr starts. Tell it what you need and it does the work.
2. Add your first business
Ask the AI workspace to create a business, or go to Businesses and click Create business. Levr checks for duplicates as you type. Invite the owner now or later, and the business room opens with an AI brief and suggested next steps.
3. Start a funding request
Click Create deal or ask the AI workspace to start a deal. You pick the business and project, confirm the matchmaking criteria, choose lenders from your matches, and review the setup. Levr creates one deal per lender, with the applications ready to autofill.
4. Let the deal agent check your work
Open a deal and use Ask AI at the top: Check fit, Spot inconsistencies, Complete application or Check submission readiness. Review the autofill findings, accept what is right, and submit when the application is complete.
5. Set up your workspace
When you are ready, finish the setup checklist on Home:
Choose your client experience in Settings, Client portal
Add a lead source, like a sign up link for your website
Add the lenders you already work with under Outbound partners
Invite your team
Related
Creating a Deal on the Platform. The deal flow in detail.
Are there training videos and tutorials I can follow?. Every walkthrough in one place.
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