Short answer: you can import a client list yourself from the AI workspace. Live CRM connections are set up with the Levr team on request, at no charge.
Click through the walkthrough above to see a business created and briefed by AI. For many clients at once, ask the AI workspace to import your clients from a file.
Bringing existing clients in
You do not have to re-key every client by hand. Most brokers do one of these three things.
Import a file. Open the AI workspace (Cmd + I), choose Import your clients, and attach a CSV or spreadsheet export from Excel, Google Sheets or your CRM. The AI creates the businesses and tells you what it brought in.
Bring clients in as you work them. Create the business when you start a funding request for them. This spreads the work out and you only build profiles for clients who are active.
Let Autofill do the typing. Drop in the client's documents, such as bank statements and tax returns, and the details are extracted to build the profile.
Connecting a CRM
The platform handles the lending side: applications, lender matching, submissions, commissions and pipeline tracking. It does not do marketing, texting, email campaigns or website building, so most brokers run a CRM alongside it. GoHighLevel is the one we recommend for brokers, but that is a recommendation, not a requirement.
The platform tracks all of your business contacts, and that data can flow to your CRM once a connection is in place. Setting that connection up is something we do with you. There is an API, but access is granted on request, and there is no public developer documentation to browse yet.
What it costs and how it runs. There is no charge for a CRM connection. It is deliberately assisted: you book a call, and Roman, our CTO, joins it. Core client and contact data connects today. Deal stage sync is on the roadmap and is not live yet.
Any CRM, on request. There is no fixed list of supported systems. HubSpot, Salesforce, Pipedrive, Zoho, Copper and Monday.com are examples of what brokers run, and yours does not have to be one of them. Email us at contact@levr.ai or ask us here in the chat. Tell us which CRM you use and what you want flowing between the two systems, and we will set it up.
Getting your data back out
Your data is yours. Ask us for an export of your client information and deal history and we will get it to you. Email contact@levr.ai if you want one.
How to ask
Message us through the chat, or email contact@levr.ai, with three things: which CRM you are working from, roughly how many clients, and what you want to happen when a new business is created. That is enough for us to give you a straight answer.
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.