The platform's AI reads uploaded documents to extract key details and auto-fill the application. That data is used to build the application and find lender matches.
Click through the walkthrough above to see what happens to a document after you upload it, and where the extracted details end up.
How your documents are protected
Uploaded documents are encrypted in transit and at rest, protected with 256-bit encryption and SOC 2 compliance. We do not share your client data without your permission.
Related
Does the AI check the documents I upload and flag problems?. What the AI does with a document beyond reading it.
Is my client's portal link secure, and how do they log in the first time?. The security answer clients ask about before they upload anything.
How to Use AI Autofill. The full flow from upload to a filled application.
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.