Levr.ai
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About
Levr.ai is an all-in-one platform designed to accelerate application intake, grow partnerships, and automate workflows for financial services providers. It aims to improve the application experience, organize documents, and streamline client communications. Levr.ai's features include partnership scaling, collaborative applications, and workflow automation. It integrates with existing technology and can customize its UI. The platform helps lenders manage partnerships, process applications efficiently, and improve client engagement. It has been recognized by Business Insider, Globe and Mail, and other publications.
Platform
Task
Features
• workflow automation
• document organization
• collaboration platform
• client communication
• partnership management
• application intake
FAQs
Does Levr.ai work with other lenders?
Yes - Levr.ai has been working with dozens of lenders to power the application process for thousands of small business owners. Gathering feedback from both lenders and businesses applying for funding has been at the heart of its design, features and evolution.
How does Levr.ai close tech gaps for lenders?
Some of the most common tech and process gaps experienced by lenders include; manual data entry and digitizing the application process, organizing client communication, tracking and assigning deals across team members, inefficient risk assessment and document management and storage. The Levr.ai platform is a no-code, ready out of the box software solution to help with all these challenges and gaps.
Why is Levr.ai a recommended software solution for lenders?
Levr.ai is built by lenders for lenders. Its co-founder Kaylan Pepin and members of its founding team Tara Benson and Shane Stoneman, have decades of experience working in the lending industry at some of North America’s biggest banks like - RBC Royal Bank of Canada, CIBC and Business Development Bank of Canada (BDC). Our team has first-hand experience with your pain as a lender and we’re both invested in and passionate about making better loan software solutions.
Does Levr.ai integrate with existing techstack systems?
Yes, Levr.ai is built to sit in front of firewalls and seamlessly integrate with existing tools, reducing duplication and improving your team's efficiency and workflows. Levr.ai is the missing piece to enhance your application intake processes to improve the experience for both your team and clients.
What is the primary value offered by Levr.ai’s application intake software?
When you offer a better experience for your clients, they want to do business with you. They’re more engaged to provide you all the data needed to assess and fund their business. They stay on top of communication and needs throughout the whole application process. Improving loan closing conversion rates and time from start to finish.
How much does Levr.ai cost?
Great question! Contact sales to help our team understand what you need. This will help us evaluate timelines, onboarding and the right customization for you as a lender. We make Levr.ai work for lenders, and so does our pricing.
Does Levr.ai customize its UI for our brand colors and logo?
Yes! Putting your logo and brand front and center the Levr.ai platform is customized for your clients. We can work with your sales and marketing teams to ensure that Levr.ai fits seamlessly into your existing marketing and brand estestic.
How long does it take to implement Levr.ai?
This varies from lender to lender, and why we always recommend contacting our sales team for the best answer. However, it typically can take 1-3 weeks to have Levr.ai ready for your team to start working directly with clients looking for funding.
Pricing Plans
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