External Share lets you securely share a read-only version of an application with recipients who are not using Levr. They can review the full application package and download documents, all without creating an account.
Steps
1. Open the External Share tab
From the Deal workspace, open External share under Levr Tools.
This is where you create and manage shared spaces for external recipients.
2. Name your external share.
Click on the + Create external share button.
Then give your share a clear, recognizable name (for example: Submission package – December 2025).
The title helps you keep track of different versions, especially if you work with different partners on this application.
3. Review the external share package
Levr automatically includes all questions and documents from the application in your external share.
You can review everything in one place before sending it to the recipient.
4. Click Share to invite recipients via email
Enter the email addresses of the people you want to share with.
If Levr has identified recommended contacts for the lender associated with this application, they will be displayed for your reference.
You can also set an expiry date to each invitation.
Note: If you prefer to send the link manually, you can copy it from the External Share modal and paste it into your own email thread.
5. Manage access and track activity
After sharing, you can view each recipient’s access status, resend the email, or revoke access at any time.
Use the Activity history panel to see:
When a link was opened
When documents were viewed or downloaded
When access was removed
Note: External Shares cannot be deleted if they are currently shared. To delete one, you must first revoke access from all recipients in the Access panel.
Need help?
If you’d like support walking through your portal, message us through Intercom or book an onboarding session with our team.