Frequently Asked Questions
Additional questions and answers to help brokers get the most out of the Levr platform.
By Kaylan1 author7 articles
- My deal creation skipped the Matchmaking step and jumped straight to Recipients. What should I do?
- How do I handle a deal with multiple affiliated companies or consolidated tax returns?
- 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 source channel and a link source channel?
- Do I have to set up a source channel 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?