Frequently Asked Questions
Additional questions and answers to help brokers get the most out of the Levr platform.
By Kaylan1 author10 articles
- Do I have to move deals between stages on the board myself, or does the platform move them for me?
- Is there a minimum number of deals I have to submit, or a funding volume I need to hit?
- Do I have to set up a lead source before I can create a deal?
- What is the difference between an API lead source and a link lead source?
- Will the support chat assistant capture my leads or talk to my clients?
- What is a multi-portal or sub-broker setup, and do I need one?
- How do I handle a deal with multiple affiliated companies or consolidated tax returns?
- My funding request skipped the Matchmaking step. What should I do?
- 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?