The AI does the heavy lifting, but you stay in control of the key steps and submissions. When a client submits your intake form, a broker (or your AI tool) still triggers the next move, for example by asking the AI workspace: "Create a deal for this business and find lender matches." From there the AI matches against the marketplace and can pre-fill lender applications from the intake data, and you review before anything is submitted. Moving a deal to a new stage can notify the other side when it moves into a stage under a different status, while moves within the same status only change your own board. See "Does moving a deal to a new stage notify the other side automatically?" for details.
How much of the deal process can be automated? Will Levr create deals and apply to lenders on its own?
getting-started/workflow · NEW · weekly mining 2026-10-26
Written by Cohen Nagel