Ask AI is your built-in assistant. Ask questions about your deals, your clients, your lenders, and your pipeline, and get answers pulled directly from your data. Instead of digging through lender profiles, deal records, or commission structures by hand, you type a question and get a data-backed response.

Whether you are prepping for a client call, working out which lender fits a specific deal, or checking the status of something in your pipeline, Ask AI gives you the answer without leaving your dashboard.

Click through the walkthrough above to see a question go in, an answer come back, and a follow-up that keeps the context. Then follow the detail below.

Ask AI draws from your actual data inside the platform. Here are the main categories of questions it can handle.

Ask about specific lender requirements, what products they offer, what industries they serve, minimum and maximum loan amounts, collateral requirements, credit score thresholds, and more. This is useful when you are matching a client to the right lender without reviewing every lender profile by hand.

Example questions:

Check in on where your deals stand. Ask about specific client deals, what stage they are in, what has been submitted, what is pending, and what needs your attention.

Example questions:

Get quick estimates on potential commission for deals in your pipeline, based on the commission terms recorded for the lender. Useful for forecasting and for deciding which deals to focus on.

Example questions:

One of the best use cases: prepping for client calls in seconds. Ask AI to break down a lender's product, terms, and key talking points so you can walk into a call informed.

Example questions:

If you are unsure how something works on the platform, you can ask that too.

Example questions:

Log into your portal. Ask AI is available directly from your home and deals page. You will see the chat input at the bottom of the screen.

Click into the text input area and type your question in plain language. There are no special commands or syntax. Questions can be about lender criteria, deal status, commission estimates, process questions, or anything else related to your work on the platform.

Tip: Be specific when you can. "Which lenders fund low-collateral deals under $200K?" gives you a more targeted answer than "Tell me about lenders."

Click the send arrow to submit. The AI will process it and return an answer pulled from your real data: your deals, your lenders, your pipeline.

The AI keeps the conversation. You do not need to repeat context, just ask follow-up questions to dig deeper. If the first answer gives you a list of lenders, you can follow up with "Tell me more about the second one" or "Which of those has the fastest turnaround?" and the AI will understand what you are referring to.

Answers are pulled from the data inside your account. Use them to prep for calls, compare lender options, or check deal progress without navigating through several screens. Review anything you are about to put in front of a client.

Q: Where do I find Ask AI? A: On your main dashboard, the home and deals page inside your portal. You will see the chat input area at the bottom of the screen.

​Q: Is the data it gives me accurate? A: The AI is accurate on what it can read. Every answer is drawn from the data in your account, your actual deals, lender profiles, and pipeline, rather than the open internet. It can still miss something or misread a document, so review any answer before you present it to a client. Lender terms change.

​Q: Can I ask multiple questions in a row? A: Yes. The AI keeps the conversation context, so you can ask follow-up questions without repeating yourself. It is built for back-and-forth.

​Q: What if it doesn't know the answer? A: If the AI does not have enough data to answer, it will tell you. That can mean the information is not in the platform yet, or the question is outside what it can pull from. In those cases, message us in the chat or email contact@levr.ai.

​Q: Can my clients use Ask AI? A: Ask AI is available inside the broker and lender portal. It is built for brokers and lender partners managing their deals and pipeline.

​Q: Can I ask it to help me prep for a specific client call? A: Yes. This is one of the best use cases. Ask something like "Break down [Lender Name]'s product and terms for me" or "Give me talking points for a $200K equipment financing deal".

It takes nothing to get started. Start here, or use one of these.