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.
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