Practicing is a good idea, and the cleanest way is to use a real deal you already have documents for as your first test case. That lets you see AI Autofill, matchmaking, and the application flow working on data you already know.
Click through the walkthrough above first. It shows the whole flow without you building anything, and it may be all the practice you need.
Build the deal, be careful about submitting
Build the deal and run matchmaking to learn the workflow. Be thoughtful about submitting purely fake mock deals to live lenders, because real submissions go to real lender systems. A submitted deal cannot be unsent: the lender already has a copy, exactly as if you'd emailed it.
Use your onboarding session
If an onboarding session is part of your setup, our team can walk through your first deal with you live. Email contact@levr.ai to book one.
Cleaning up afterwards
You can archive a practice deal once you are working live files. If you want specific training deals left out of any pipeline cleanup, send us the deal names at contact@levr.ai.
Related
Creating a Deal on the Platform. The flow to follow on your practice deal.
How can I test what my client sees when I send them the portal link?. Practicing the client side safely as well.
How do I clean out or archive my old, stale deals, and can I get the data back later?. Tidy up practice deals once you are working live files.
If I get stuck, what are my support options?. How to book the onboarding session mentioned above.
Ready to sign up?
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Email us. contact@levr.ai
Book a time. Grab a slot on Cohen's calendar and we will walk it through with you.