Levr supports both styles. In the hands-off approach you share your signup link or invite the client into their portal, and they complete the branded intake and upload documents themselves, with everything syncing into your account automatically. In the white-glove approach you create the business and fill the application on their behalf, since you see the same questions they do, and keep the deal entirely on your end. Many brokers blend the two: invite the client for initial setup, then drive the rest yourself. It is flexible to however you like to work.
What is the difference between letting clients self-submit and controlling everything myself?
getting-started/setup · NEW · Granola FAQ mining 2026-06-09
Written by Cohen Nagel