Creating a deal now starts with a funding request. You set up the project once, AI matchmaking finds the lenders that fit, and Levr creates one deal per lender with the applications ready to autofill. You can do all of this by hand, or ask the AI workspace to do it for you.
Walkthrough
Click through the walkthrough above to see a funding request from start to finish, then follow the steps below.
Step 1: Start a funding request
Click Create deal, or open the AI workspace and describe what the business needs. The funding request has four steps: Project, Matchmaking, Matches and Review deal setup.
Step 2: Project
Pick the business, or create it on the spot, and set up the project: how much, and what the money is for. A project is one funding need for one business.
Step 3: Matchmaking
Confirm the criteria lenders care about. Many answers are pre filled from the business profile and past applications. Change any answer that is wrong.
Step 4: Matches
See the recommended lenders with the reasons each one fits and the trade offs. If some lenders need more information, the assistant tells you which answers unlock the most matches. Select the lenders you want.
Step 5: Review deal setup
Check each deal before it is created, including whether the client can see it. Confirm, and Levr creates one deal per lender.
Step 6: Autofill and review
Open a deal and go to Application. Autofill reads the uploaded documents and drafts answers. Click Review findings to see each suggestion next to the current answer, then accept them one by one or accept all.
Step 7: Let the deal agent check it
Use Ask AI at the top of the deal page:
Check fit reads the deal against the lender's published requirements.
Spot inconsistencies compares the application, documents and business profile.
Complete application works through what is still missing.
Check submission readiness tells you what is blocking submission.
Step 8: Submit
When the application is complete, click Submit to send it and the documents to the lender. Message the lender from the deal and track the stage as it moves.
Common questions
Q: Can I send one project to several lenders?
A: Yes. Select several lenders in the Matches step and each gets its own deal and application under the same project.
Q: What if I already know which lender I want?
A: Pick that lender in the Matches step, or add your own lender under Outbound partners first.
Q: Does autofill change answers without asking?
A: No. Autofill suggests answers and you review them before they go into the application.
Related
How to Use AI Autofill. A closer look at the autofill step.
Why can't I submit my deal until the application is 100% complete?. If Submit is still greyed out.
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