Getting started
Essential guides to help you set up your account, onboard clients or partners, create your first deal, and start working with businesses in Levr.
By Kaylan1 author14 articles
- How to Get Started with the Platform
- Do I need brokering experience, and do you supply clients or do I bring my own?
- Is the platform a brokerage, or does it compete with me?
- Do I need a license or a business entity to broker business loans?
- What does getting started as a broker on Levr actually look like?
- What new features are being developed?
- Are there training videos and tutorials I can follow?
- Should I practice with a mock deal before I go live, and will it cause problems?
- Should I use Create Deal or Create Business to get started?
- Do I have to migrate my existing clients one by one?
- What countries and regions does the platform cover?
- Ask AI
- Does the platform provide leads, or do I bring my own clients?
- Can I use the platform to finance my own business instead of working as a broker?