Yes. Request Packs are the blueprint for what you ask clients, and you configure them in Settings under Request Packs. The Client Intake pack controls the client-facing application form, where you check or uncheck questions and choose which documents are required. Click Publish to make changes live for new clients going forward. Tailor the intake to the type of financing you focus on, and re-edit and republish as your needs change.
If you cannot find Request Packs
Some brokers open Settings and there is no Request Packs option there. If that is what you are seeing, you have not missed it. Availability of this feature varies between accounts, so it is not present in every workspace, and where it sits can differ from the path described above.
Before you contact us, check that you are signed in at portal.levr.ai.
If it is still not there, email contact@levr.ai and tell us what you want the client intake to ask for. We can confirm whether the feature is enabled on your account, tell you which role it needs, and configure the pack with you.
Related
Which documents are required versus just suggested for a submission?. Decide what to make mandatory before you publish a pack.
What exactly does my client see when they click my branded link?. The client side of the intake form you just configured.
Can my client fill in the parts of the application I am missing?. Handing the request pack to the client to complete.
Application Intake. How intake fits the rest of the deal workflow.
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.