When you invite a client to Levr, they get their own branded portal — a self-serve hub where they fill in their business details, upload documents, track application progress, and communicate with you directly. Everything your client does in their portal flows instantly into your Levr account. No retyping, no chasing, no scattered email threads.
Video Walkthrough
Watch the full client portal walkthrough to see exactly what your clients experience from onboarding to application submission.
Step 1: Client Fills In the Basics
When your client logs in for the first time, they're guided through a quick onboarding flow to capture the essential details lenders need to qualify a deal. Every answer flows directly into your Levr account in real time — you have the information before you ever pick up the phone.
The basics your client provides include:
Funding amount — how much they're looking to raise
Website — their business URL
Contact info — primary contact details
Industry — feeds directly into lender matchmaking. Better data in, better matches out.
Incorporation date — time in business, a key lender qualifier
Location — business address and operating region
Once they've completed the onboarding questions, their profile is created and everything they entered is already live in your Levr account.
Step 2: AI AutoFill Takes Over
After the onboarding questions, your client lands in their business profile. Think of it like an application form — except Levr's AI does all the heavy lifting. Your client clicks AutoFill, uploads their documents, and the AI handles the rest.
Documents your client can upload:
Bank statements
Business financials
Tax returns
Any other supporting documents relevant to their application
Levr's AI reads each document and extracts what it needs automatically. Your client can review each suggestion and accept or edit it with a single click. The result: a business profile that's 75% complete in under two minutes — with minimal effort from your client.
Step 3: Documents Tab
Everything your client uploads is stored in the Documents tab inside their portal. They can see exactly what's been submitted, add new documents at any time, and pick up where they left off if they don't finish in one session. Nothing gets lost, and you always have visibility into what's been provided.
Step 4: Shared Applications with Live Progress
When you create and share applications with your client, they appear directly in the client portal with live progress tracking. Your client can see how complete each application is, what's still needed, and where things stand — without you having to send status update emails.
Step 5: Direct Messaging
The Messages section gives your client a direct line to you — right inside the portal. Both sides get notifications and email alerts when a new message comes in. No more scattered email threads, no more wondering if something was seen. Everything stays in one place and both sides are notified instantly.
Step 6: Home Dashboard
Your client can use the Home tab at any time to return to their main dashboard and get a quick overview of everything in one place:
Their business profile and completion status
Active applications and progress updates
Resources and next steps
The entire portal is branded and self-serve — your client always knows where things stand without needing to contact you for an update.
Why the Client Portal Matters for You
Every piece of information your client enters flows directly into your Levr account. That means:
No retyping. Client data is captured once and available everywhere it's needed.
Better lender matches. Industry, funding amount, and financials feed directly into matchmaking — the more complete the profile, the stronger the matches.
Faster deal prep. You have full context on a client before you ever speak with them.
No status chasing. Clients can track their own progress and message you directly. You stay focused on closing, not answering "what's the update?" emails.
Tips for Getting the Most Out of the Client Portal
Invite clients early. The sooner your client completes their profile, the sooner you have the data you need to run matchmaking and prep their deal.
Encourage document uploads upfront. The AI AutoFill works best when documents are complete. Ask your client to upload bank statements and financials right away to maximize profile completion.
Use messaging instead of email. Keeping communication inside the portal means nothing slips through the cracks and you have a full conversation history tied to the client.
Check the Documents tab before your call. Before speaking with a client, review what they've uploaded so you know exactly what you're working with.
Common Questions
Q: What does my client see when they log into the portal?
A: They see their Home dashboard — a branded overview of their business profile, active applications, progress updates, and resources. It's designed to be self-serve so they always know where things stand.
Q: Does my client's information automatically appear in my Levr account?
A: Yes — everything your client enters flows directly into your Levr account in real time. No manual data transfer needed.
Q: What documents can my client upload?
A: Bank statements, business financials, tax returns, and any other supporting documents. The AI will extract relevant information from whatever they provide.
Q: Can my client see the status of their applications?
A: Yes. Shared applications appear in their portal with live progress tracking so they can follow along without having to contact you for updates.
Q: How does messaging work?
A: Both you and your client can send messages directly through the portal. Both sides get notified instantly via in-app notifications and email alerts.
Q: Can my client log back in and pick up where they left off?
A: Yes — the portal saves their progress automatically. They can return at any time and continue where they left off.
Q: Is the portal branded?
A: Yes — the client portal is branded, giving your clients a professional, consistent experience.
Q: How do I invite a client to the portal?
A: Use the invite function from within your Levr dashboard. Your client will receive an invitation to set up their portal and get started.