When you invite a client to the platform, 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 into your account as they enter it. No retyping, no chasing, no scattered email threads.
Walkthrough
Click through the walkthrough above to see what your clients experience from onboarding to application submission, then follow the steps below.
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 into your account as they enter it, so 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 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 the platform's AI does most of the work. Your client clicks AI 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
The AI reads each document and extracts what it can from clear, legible files. Your client can review each suggestion and accept or edit it with a single click. The result is a business profile that is largely complete, 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 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. You keep 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 in-app notifications and email alerts when a new message comes in. Everything stays in one place, so nothing sits in a separate inbox.
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 portal is branded and self-serve, so your client 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 into your 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 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, so you stay focused on closing.
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. AI Autofill works best on clear, legible documents. Ask your client to upload bank statements and financials right away.
Use messaging instead of email. Keeping communication inside the portal means you have a full conversation history tied to the client.
Check the Documents tab before your call. Review what they've uploaded so you know 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.
Q: Does my client's information appear in my account?
A: Yes. Everything your client enters flows into your account as they enter it. 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 extracts what it can from clear, legible documents.
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.
Q: How do I invite a client to the portal?
A: Use the invite function from within your dashboard. Your client will receive an invitation to set up their portal and get started.
Related
Share With Clients. Get a client into the portal in the first place.
What exactly does my client see when they click my branded link?. A shorter answer for the first screen only.
Brand Setup. Put your own logo, name and colours on this portal.
How do messages and notifications work inside the client portal?. More detail on the Messages step.
Ready to sign up?
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Email us. contact@levr.ai
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