You can add your own lender right inside the deal flow. In the Lenders or matchmaking step, type the lender's name and click Add, and they become available for that deal alongside the network lenders.
Click through the walkthrough above to see the whole flow, then read the detail below.
What you get
You still get the packaged application, so the deal is put together for your own lender the same way it is for a network lender.
How matchmaking treats a lender you added
This is the one thing we do not want you to guess at. Before you rely on it, email contact@levr.ai and we will confirm exactly how a lender you added is treated by the AI matchmaking. Brokers make real lender decisions on this, so we would rather be certain than quick.
Getting the deal to them
Use the external Share option. It sends a read-only link the lender can open without a platform account. See Share Externally below for how the link and its expiry work.
This is how brokers keep using their family-office, direct, or existing relationships while still working everything from one place.
Related
Adding Your Own Lender: Complete Guide & FAQ. The long-form version with offerings, commissions, and troubleshooting.
Will the AI match my deals to lenders I add myself, and do I keep the platform's automation benefits with them?. What automation you keep with a lender you added.
Share Externally. How the read-only share link works in practice.
How do I get one of my lenders fully integrated, or request a new lender be added to the platform?. Move that lender from custom to fully connected.
Ready to sign up?
It takes nothing to get started. Start here, or use one of these.
Talk with us now. Open the chat bubble in the corner of this page and someone will pick it up.
Email us. contact@levr.ai
Book a time. Grab a slot on Cohen's calendar and we will walk it through with you.