Frequently Asked Questions
Additional questions and answers to help brokers get the most out of the Levr platform.
By Kaylan and 1 other2 authors59 articles
- How do I request a feature or integration the platform does not have yet?
- Can I connect Google Drive or another cloud storage account to pull documents into a deal?
- I signed up but never got my onboarding confirmation email. What should I do?
- What does the support email field in my branding settings actually do?
- Which browser should I use, and why does my portal look different or incomplete in mine?
- Can my client see the buy rate, sell rate, or the commission I am earning on their deal?
- Do I have to move deals between stages on the board myself, or does the platform move them for me?
- If I set up a custom domain, does it replace my existing website?
- A lender declined my deal for a reason that does not match their stated criteria. Can I push back?
- What is the largest deal the lenders on the platform will consider?
- What does the Receive Deals from Partner Broker channel do?
- I opened my own signup link and it took me straight to my own intake form. Is the link broken?
- Can I give my signup link to a referral partner, and do they need their own account?
- What is the difference between the Share Sign Up Link on my Businesses tab and a source channel link?
- I am building a team of loan agents. How do I keep their deal quality high?
- How do I report a lender who is not responding or has done something out of line?
- Can other brokers see the custom lenders I add to my portal?
- How much of the deal process can be automated? Will Levr create deals and apply to lenders on its own?
- My client has no accounts receivable. What do I enter in the application?
- Can I export my deals or a deal summary to Excel or Google Docs?
- Can I submit fix-and-flip or other real estate investor deals through Levr?
- My client submitted my intake form more than once and I see duplicate businesses. Which one should I use?
- I connected ChatGPT to Levr but it can't pull files from my Google Drive. What am I doing wrong?
- My client was declined because of too many MCAs and has since paid them off. Can I resubmit to the same lenders?
- How do I connect Claude, ChatGPT, or another AI tool to my Levr account?
- Can the AI help me set up a custom lender's profile or turn their PDF application into an online form?
- Where do I see the lender matches for my client's deal?
- My client's collateral doesn't fit any category on the platform, like a tow truck or specialized equipment. How do I handle that?
- Is Levr the same as Lever (lever.co), and do you have an AI bot that texts and qualifies my leads?
- Do I get paid again if my client comes back for a renewal or repeat deal?
- A required document like an equipment quote or invoice doesn't exist yet. What should I do?
- I signed in and landed on a screen with no left-hand menu. How do I get into my portal?
- Can I use the platform while I am travelling or living outside the US and Canada?
- Can I use the platform to raise equity investment for a business instead of a loan?
- What is the minimum time in business and revenue my client needs to get lender matches?
- After a deal funds, do I still have access to my client's information and deal history?
- If I already work directly with a lender, does submitting through the platform affect my broker of record status or my renewal commissions?
- My funding request skipped the Matchmaking step. What should I do?
- How do I handle a deal with multiple affiliated companies or consolidated tax returns?
- Can a lender contact my client directly, and do they need my permission first?
- What is a multi-portal or sub-broker setup, and do I need one?
- Will the support chat assistant capture my leads or talk to my clients?
- What is the difference between an API lead source and a link lead source?
- Do I have to set up a lead source before I can create a deal?
- Is there a minimum number of deals I have to submit, or a funding volume I need to hit?
- Are there industries you can't fund, like cannabis or gambling?
- Do brokers get volume or wholesale pricing tiers they can pass on to the borrower?
- Who is my contact at a lender, and what if someone else from that lender reaches out?
- A lender rep asked me to send deals straight to them instead of through the portal. Should I?
- My client's credit score is too low to match any lender. What are my options?
- What is the smallest deal size the lenders on the platform will consider?
- Matchmaking is switched off in my settings. Should I turn it on?
- What is the Direct Applications setting, and should I have it turned on?
- A client already signed up without my link. How do I get connected to them?
- My client signed up but they are not showing up in my portal. What happened?
- A lender asked for my client's SSN or SIN upfront and wants to run credit. Is that normal?
- If I connect a custom domain, what happens to the signup and share links I already sent?
- Two brokers submitted the same client to a lender. Who does the deal belong to?
- The deal type I need, like purchase order financing, isn't in the matchmaking list. What should I pick?