You can import a client list from the AI workspace. For an ongoing CRM connection, Levr provides a documented REST API and webhooks that a developer or automation builder can configure for your Portal.
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 REST API documentation is public at https://docs.levr.ai/rest-api/. A Portal administrator can create a key under Settings → Connections → API, choose its access and verify the connection. Keep the key on your server or in a secret manager. Do not send it in chat.API access is included with your Levr account. Custom implementation and third-party software are separate. The API supports businesses, people, deals and pipeline operations, and webhooks include deal.stage_changed. Whether a particular CRM connector syncs those fields depends on its implementation, mapping and permissions.For GoHighLevel or another CRM, confirm the supported fields, sync direction, record matching and retry handling before enabling the connection. Do not assume a ready-made connector or automatic two-way sync. Test a non-sensitive record and an update in the receiving system. Ask support through chat or support@levr.ai to check an existing connector or an unsupported requirement.
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.
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