Levr.ai
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About
Levr.ai is a venture-backed fintech platform designed to modernize the business loan brokering process through intelligent automation. The software serves as a bridge between small business brokers and a network of over 50 lenders across North America, including major categories like SBA loans, equipment financing, and merchant cash advances. By utilizing artificial intelligence to analyze client financial data and creditworthiness, the platform eliminates the manual research traditionally required to find the right funding sources. This allows brokers to transform their operations into highly efficient digital pipelines, moving away from fragmented spreadsheets and manual portal entries toward a unified, AI-driven workspace. The platform's core functionality revolves around its proprietary matching algorithm and automated document generation suite. When a broker or client inputs business profile data, the AI instantly evaluates it against more than 50 lender criteria to recommend the highest-probability approvals. Beyond matching, Levr.ai automates the most time-consuming aspects of loan administration by pre-filling applications and auto-generating lender-ready submission packages, including credit memos, NDAs, and engagement letters. This system reportedly saves over six hours per application, allowing brokers to handle up to 25 times more volume than traditional methods while reducing application abandonment rates through a streamlined user experience. Levr.ai is specifically tailored for loan brokers, solo advisors, and financial professionals who want to scale their book of business without increasing administrative overhead. It caters to various workflows, offering an "Autopilot" mode for passive commission flow where clients complete intake independently, or a "Copilot" mode for high-touch, white-glove advisory services. A significant differentiator for the platform is its revenue model; unlike traditional industry standards that often involve heavy commission splits with third-party partners or ISOs, Levr.ai allows brokers to keep 100% of their earnings. Lenders pay the brokers directly through pre-signed agreements established via the platform. Beyond its brokering capabilities, the tool functions as a comprehensive CRM for business lending, providing real-time pipeline tracking and secure client communication tools. It integrates with existing tech stacks and is built to sit in front of firewalls, ensuring data security for sensitive financial information. By offering access to specialized financing like SR&ED tax credit loans and venture debt alongside traditional term loans, Levr.ai enables brokers to serve a wider range of clients who might be rejected by standard banks. This makes it a versatile operating system for the modern lending professional looking to maximize both efficiency and income potential.
Pros & Cons
Allows brokers to keep 100% of their commission with no splits.
Provides instant access to over 50 small business lenders in every major category.
Reduces manual administration time by an average of 6+ hours per application.
Automatically generates professional credit memos, NDAs, and engagement letters.
Enables brokers to process up to 25 times more applications with automated workflows.
Geographic availability is primarily limited to Canada and the United States.
Specific subscription pricing for broker tiers is not publicly listed on the site.
Requires users to schedule a demo for full onboarding and custom integrations.
Use Cases
Business loan brokers can automate their entire submission process and eliminate traditional commission splits with partners.
Small business owners can create a single profile to instantly discover matches among 50+ different lending institutions.
Financial advisors and accountants can manage their clients' loan applications and financial documents in a centralized, secure portal.
High-volume brokerage firms can use the AI matching and automated document generation to scale deal capacity without adding staff.
Platform
Task
Features
• automated document generation
• multi-lender submission pipeline
• customizable client intake
• direct lender payment system
• integrated crm for brokers
• 100% commission retention
• pre-filled loan applications
• ai-powered lender matching
FAQs
How does Levr.ai integrate with my current tools?
Levr.ai is built to sit in front of firewalls and integrate seamlessly with existing tech stacks to reduce data duplication. This allows brokers to enhance their application intake process without disrupting their current team workflows.
What types of loans can I access through the platform?
Users can access over 50 lenders across categories including SBA loans, equipment financing, merchant cash advances, venture debt, and SR&ED financing. It also supports lines of credit and commercial real estate financing.
How does the AI-powered matching work?
The platform analyzes client financial data against 50+ lender criteria to instantly recommend the best-fit options. It provides approval probability scores so brokers can focus on the lenders most likely to fund the deal.
How does the commission structure work?
Unlike traditional models that require commission splits, Levr.ai allows brokers to keep 100% of what they earn. Brokers receive direct payments from lenders based on pre-signed agreements established through the platform.
Is my client data secure on the platform?
Yes, Levr.ai uses secure intake forms and is designed to sit in front of firewalls to protect sensitive data. The platform ensures that all financial documentation and business profiles remain secure during the application process.
Pricing Plans
Broker Plans
Unknown Price• Keep 100% commission
• AI-powered lender matching
• Auto-generated credit memos
• Direct lender payments
• Built-in CRM
• Custom client intake
• Pre-signed lender agreements
• Lender-ready NDAs/Letters
Client Account
Free Plan• Create business profile
• Share funding goals
• AI-matched loan options
• Invite accountant or partners
• Documentation guides
• Free for businesses
Job Opportunities
There are currently no job postings for this AI tool.
Ratings & Reviews
No ratings available yet. Be the first to rate this tool!
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