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Will my client see the lender's name or be able to contact the lender directly and cut me out of the deal?

security-data · NEW · Granola FAQ mining 2026-06-09

Written by Cohen Nagel

No. You stay the point of contact on every deal, and the lender works with you, not around you to your client. When you share a deal externally, that link is read-only and the underlying data stays protected inside Levr. You also control client visibility on each application: you can keep a deal visible only to your team, or include the client, so you decide exactly what they see. Your role as the broker is fully preserved.

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