Levr now does more of the work for you. This update puts an AI workspace at the center of the platform and adds AI to every business, project and deal. Here is what changed and where to find it.
1. The AI workspace
Open it from the left menu or with Cmd + I. Ask it to start a deal, write a pipeline report, import your clients or check a file, and it does the work across your account.
2. Projects and AI matchmaking
A project is one funding need for one business. Answer the criteria once, see every matching lender with the reasons, and create deals for the ones you want.
3. AI agents on every deal
Check fit against a lender, spot inconsistencies between the application and documents, complete the application and check submission readiness, right from the deal page.
4. A brief on every business
Every business has its own Ask AI that summarizes where the client stands and suggests the next step.
5. Set up a lender with AI
Add a lender you already work with, paste or attach its terms, and AI builds the deal package: description, offerings and commission.
6. And more
Pipelines and stages for businesses, projects and deals.
Lead sources and outbound partners, the new names for your inbound and outbound channels.
Client experience settings that decide how new clients get financing.
A new client portal home with its own AI assistant.
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Related
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