Frequently Asked Questions
Additional questions and answers to help brokers get the most out of the Levr platform.
By Cohen1 author105 articles
- Does moving a deal to a new stage notify the other side automatically?
- Do I need separate agreements with each lender to get paid, and does commission still flow through Levr if I use my own lender?
- Can the AI tell me which lender pays the highest commission or compare commissions across lenders?
- How do I find out a specific lender's commission rate before I submit?
- If Levr is free for brokers, how does it make money?
- Is the platform free for brokers now, or does it still cost $199 a month?
- How do messages and notifications work inside the client portal?
- Can both my client and I track the application's progress?
- Can my client see which lenders I am working with, or is that hidden?
- Can clients add other people, like a spouse or accountant, to help with the application?
- How can I test what my client sees when I send them the portal link?
- Why does my client have to continue with Google or enter their name and email?
- What exactly does my client see when they click my branded link?
- Can my client save the intake form partway and come back later?
- Can my client and I work on the same application at the same time, like Google Docs?
- Can my client fill in the parts of the application I am missing?
- Is there DocuSign or built-in e-signature for signing documents inside the platform?
- If I upload a document once, does it fill in across all the lender applications?
- Does 100 percent completion mean both the questions and the documents have to be done?
- Why is 100 percent completion required before I can submit to a lender?
- What does the platform do if the business name on my documents does not match?
- Which documents are required versus just suggested for a submission?
- How do I add more documents to a deal, and can I just drag and drop?
- Can I create a deal without uploading documents first?
- How do I review and accept the fields the AI pre-filled?
- Why is my application only partially auto-filled, and what makes up the missing part?
- How do I quickly find or filter a specific deal in my pipeline?
- Does Levr's AI check the documents I upload and flag problems?
- Is my client's portal link secure, and how do they log in the first time?
- I used to pay $199 a month. Why am I not being charged anymore?
- Is the whole platform free, or are some features paid?
- Do you take a cut of my commission since the platform is free?
- Is there a catch if Levr is free for brokers?
- What countries and regions does Levr cover?
- Do my Levr contacts and tags sync to GoHighLevel, and how quickly?
- How long do lenders usually take to respond, and what happens if one doesn't respond?
- Can I track communication with external or outside lenders inside Levr too?
- Can I include my client in the messaging thread, or have all three of us, broker, client, and lender, in one place?
- After I submit, how do I message the lender's rep inside the platform, and when does messaging open up?
- Will I get notified when a new business signs up or submits a deal to me, or when a client uploads a document?
- My client says the signup page isn't working or won't load. Is there something I can check?
- My client can't find a specific document or form in their portal even though the other docs show up. What should I check?
- I submitted the same deal twice, or submitted to the wrong lender. How do I fix it?
- My client's application is getting declined or showing no green lender matches. What's going on?
- Why can't I submit my deal until the application is 100% complete?
- AI Autofill is loading slowly or didn't pull the data from my document. What should I do?
- When I'm signed in I land on the dashboard or homepage instead of the intake form. Why?
- I can't log in or my password reset isn't working. How do I fix it?
- Does Levr read or review the documents I upload, or just store and secure them?
- Will my client see the lender's name or be able to contact the lender directly and cut me out of the deal?
- Are there any hidden fees or setup charges?
- Can I still charge my own client fee on top of the lender commission?
- How accurate is the AI autofill, and how much do I still have to complete manually?
- My logo looks blurry. What image format and resolution should I use?
- Why does my dashboard or client-facing portal show my personal name instead of my company name?
- How does an invited teammate or partner accept their invitation?
- What roles can I assign to people I invite, and what do they control?
- How do I add a team member to my account?
- What is a premier partner with direct API integration?
- Should I be worried about a matched lender's bad online reviews, and is every lender legit?
- Can I pre-screen or pre-qualify a client before submitting so I don't waste lender relationships or my own time?
- What happens when a lender changes its criteria? Does the matching update automatically?
- Is there a single document or view that compares all the lenders' criteria so I don't have to open each profile?
- What does the matchmaking questionnaire ask, and what happens if I skip questions?
- Why was my deal a no with a lender I selected, or sent to lenders that weren't real matches?
- What is the difference between an integrated lender and a custom or external lender in the workflow?
- How do I get one of my lenders fully integrated, or request a new lender be added to the platform?
- Will the AI match my deals to lenders I add myself, and do I keep the platform's automation benefits with them?
- How do I add my own custom lender that isn't on the platform, and how does it work?
- If I adjust the funding amount or change the industry category, will more lenders match?
- Why did I only get one or two lender matches for my deal? Is that a problem?
- Does the AI find the right lenders automatically, or do I pick them myself?
- Do you have the major banks like Chase, Wells Fargo, or RBC on the platform?
- How is your lender network different from the 300+ or 750+ lender platforms I already use?
- I keep hearing 100+ lenders but only see about 50. Why the difference?
- Can lenders pay to rank higher or get priority in the AI matching?
- Are the lender matches ranked by best fit, or is it just an alphabetical list?
- What do the green border (or checkmark) and red X next to each matched lender mean?
- Which file formats can clients upload, and are PDFs preferred?
- I uploaded a large pile of documents and the AI is slow. How many should I upload at once?
- Which documents should I upload first, and how many do I need for the AI to work well?
- What is the difference between letting clients self-submit and controlling everything myself?
- Can I set up custom request packs for different loan types and follow-ups?
- 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?
- What does the progress percentage on a deal mean, and how do I get it to 100%?
- Should I use Create Deal or Create Business to get started?
- How do I confirm my Levr link is correctly added to my website?
- How do I add an Apply Now button to my website that links to my Levr intake form?
- What are the password requirements when I set up my account?
- Do my deals show up under my company name or under the platform's?
- Do I have to migrate my existing clients one by one?
- How do I report a display or branding issue?
- Do you have an API, and where do I find the documentation?
- Do I need an individual contract or agreement with each lender, or does Levr handle that?
- Where do I update my profile details like my phone number?
- How do I rename a business if the name is showing incorrectly?
- Can I add my client or partner as a member instead of an admin to keep things secure?
- Is there a plan to choose or a contract to sign?
- I signed up with the wrong email, or my account was created on the business side instead of the broker side. How do I fix it?
- How do I clean out or archive my old, stale deals, and can I get the data back later?
- Can I track which team member or partner each deal came from?
- Can I change my signup or referral link to show my company name instead of my personal name?
- Frequently Asked Questions - Part 2
- Frequently Asked Questions