Stop emailing PDF applications and chasing clients for paperwork. Levr's Application Intake lets you build a fully customizable digital intake form that collects everything you need — automatically. You choose the questions, you choose the documents, and every new client who enters your portal sees exactly what you configured. No manual follow-up required.
Video Walkthrough
Watch the full walkthrough to see how to configure your Application Intake and see it live in the client portal.
Step-by-Step: How to Set Up Application Intake
Step 1: Go to Settings
From your Levr dashboard, head to Settings. This is where you'll find your intake configuration tools.
Step 2: Open Request Packs
Inside Settings, open Request Packs. This is where you control what clients are asked for when they enter your portal. Think of Request Packs as the blueprint for your client intake experience.
Step 3: Open Client Intake
Select Client Intake — this is the Request Pack that controls the application form your clients see in their portal. It's fully customizable, and any changes you make here are reflected immediately for all new clients who enter your portal.
Step 4: Customize Your Intake Questions
Check or uncheck any question to control exactly what information your clients are asked to provide. The preview on the right updates in real time so you can see exactly what your client will see as you make changes. Only include what you actually need — a shorter, focused intake form leads to faster, more complete responses from clients.
Step 5: Set Up Document Requests
Switch to the Documents tab to choose which files clients are required to upload. Select the documents that matter most for your deals — bank statements, financials, ID, capitalization tables, or any other files you need. Check the ones you want and clients will be prompted to upload them directly when they complete their intake.
Step 6: Hit Publish
When your intake questions and document requests are set, click Publish. Every new client who enters your portal from this point forward will see your updated intake form — the questions you configured and the documents you requested, ready for them to complete.
Step 7: Invite Your Client
Once your intake is set up, open a business profile and click Invite to add the client to their portal. They'll see your customized intake questions and document requests live, and can submit everything directly. No PDFs, no email chains, no chasing.
Why Application Intake Changes the Way You Work
No more PDF forms. Everything is digital and collected automatically inside Levr. Your clients fill in their details and upload their documents in one place.
Fully customizable. You control exactly what questions are asked and what documents are requested. Configure it once and it applies to every new client automatically.
Live preview. See exactly what your client will see as you build the intake form — no surprises and no back-and-forth after publishing.
Everything flows into Levr. Every answer and every uploaded document goes directly into the client's profile in your Levr account. No manual data entry on your end.
Better lender matches. The more complete the intake, the better the matchmaking. A well-configured intake form means you're starting every deal with the information you need.
Tips for Setting Up Application Intake
Only ask for what you actually need. A focused intake form is easier for clients to complete. The more streamlined it is, the faster they'll finish it.
Use the preview. Before publishing, use the right-side preview to confirm the client experience looks exactly the way you want it.
Include your key document requests. Think about the documents lenders consistently ask for and make sure they're in your intake. Getting them upfront saves you from chasing later.
Publish before inviting clients. Make sure you've hit Publish before sending portal invitations — otherwise clients will see the default intake, not your customized version.
Revisit your intake as your business evolves. As you work with more lenders or change your focus, update your Request Pack to match what you consistently need from new clients.
Common Questions
Q: Where do I find Request Packs?
A: Go to Settings in your Levr dashboard and open Request Packs from there.
Q: What is Client Intake?
A: Client Intake is the Request Pack that controls the application form your clients see when they enter their portal. Customizing it determines exactly what questions they're asked and what documents they need to upload.
Q: Can I see what my client will see before I publish?
A: Yes — the preview panel on the right side of the intake editor updates in real time as you make changes, so you always know exactly what your client will experience.
Q: Does my intake configuration apply to existing clients?
A: Changes apply to new clients entering the portal going forward. Review your setup carefully before publishing to make sure it's ready for your next client.
Q: Can I require specific documents?
A: Yes — in the Documents tab, check the files you want clients to upload. Those documents become required as part of their intake.
Q: What happens to the information my client submits?
A: Everything flows directly into their business profile in your Levr account — answers, uploaded documents, and all. No manual entry needed on your end.
Q: Can I update my intake form after publishing?
A: Yes — you can go back into Request Packs, make changes, and republish at any time. Updated settings will apply to new clients going forward.
Q: How do clients access the intake form?
A: After you invite a client to their portal, they log in and complete the intake as part of their onboarding. The questions and document requests you configured will be waiting for them.