This is the six-step walk from an empty pipeline to a created deal with lenders attached. Start at the top and work down.
Walkthrough
Click through the walkthrough above to see the whole flow, then follow the steps below.
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 progress is saved, so you can return and continue. If you come back and something is missing, tell us at contact@levr.ai.
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 the AI for recommendations or to compare lenders
Each lender card includes:
Product type
Key eligibility criteria
Required documents
💬 Ask the 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 or 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 before you finalize: 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 the AI for summaries, insights, or guidance
Click through this second walkthrough for a short tour of the broker Home dashboard: your daily update, the deals still waiting to be finished, and the checklist for setting up your workspace.
Related
How to Use AI Autofill. The step that fills most of the application for you from uploaded documents.
Why can't I submit my deal until the application is 100% complete?. What has to be finished before you can send the deal to a lender.
Inviting Business Clients or Partners to the Platform. Bring your client in to complete their side of the deal.
Are there training videos and tutorials I can follow?. Every walkthrough in one place once you have finished your first deal.
Ready to sign up?
It takes nothing to get started. Start here, or use one of these.
Talk with us now. Open the chat bubble in the corner of this page and someone will pick it up.
Email us. contact@levr.ai
Book a time. Grab a slot on Cohen's calendar and we will walk it through with you.