Yes. Every interactive walkthrough in the Help Centre is indexed below. They are not videos you sit through. They are the real product, and you click through each step at your own pace.
Each one sits inside the article it belongs to, so the explanation and the demo stay together. This page is the full index, and it is updated as walkthroughs are added.
New in Levr
What's new in Levr. The AI workspace, projects, AI matchmaking and the deal agent in one tour.
Getting started with the AI workspace. Open the AI workspace, add a business and start your first funding request.
Starting a funding request. Project, matchmaking, matches and deal setup, start to finish.
Ask AI on a deal. Check fit, spot inconsistencies, complete the application and check submission readiness.
Adding a business. Create a client record, invite the owner and open the business room.
Choosing your client experience. Pick how most of your clients get financing.
Adding a lead source. Track where your clients come from with a sign up link.
Stage settings. Rename, reorder and add stages on your board.
Deals and applications
Completing a client application. An application filled in from start to finish.
Leaving deal setup without losing your work. Stepping away partway through and coming back to it.
Finding and managing your deals. Where your deals live and how to see what is waiting on you.
Sharing a deal externally. Sending an application to someone outside your workspace.
Documents and AI autofill
Using AI autofill. Upload documents and let Levr draft the application for you.
Accepting what autofill returns. A processing run that produces suggestions, then accepting them in one click.
Reviewing what autofill suggests. Picking which documents autofill reads from and checking each suggestion.
How Levr reads your documents. What happens to a document after you upload it.
Documents you send out
Generating term sheets and client documents. Building a document from the data already in your deal.
Lenders and matching
How lender matching works. Project criteria turning into recommended lenders.
Finding lenders with Levr AI. Searching the lender directory and opening a lender profile.
Browsing lenders and starting a deal. A run through the lender list, a lender profile with fees and approval time, then a deal built from it.
Reviewing your lender matches. Reading the fit indicators and the reason behind each one.
Using your own lender. Bringing a lender you already work with onto a deal.
Adding your own lender. The full guide to custom lenders.
Your clients and the client portal
Client portal walkthrough. The whole client side, end to end.
What your client sees first. The exact screen a client lands on after clicking your link.
Watching a client complete their intake form. What your client does once their login is set up.
Your client completing their application. How a client fills in the parts you leave to them.
What your client can see about lenders. Your client's own view of their matches.
Sharing with a client. Giving a client access to a deal.
Branding and signup links
Brand setup. Putting your logo and colours on the portal your clients see.
Signup links. Creating a link that brings a client straight to you.
Setting up your referral sign-up link. Sharing your sign-up link and referral code with clients and partners.
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.