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AI for Brokering Business Loans

Get your business clients funded with an
AI-powered lending platform

Transform or launch your business loan brokerage with intelligent automation that connects you to 50+ small business lenders instantly. Levr’s AI-powered business lending platform streamlines loan applications, eliminates commission splits, and helps you close more deals with less admin.

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50+
Business Lenders

Access 50+ business lenders in every lending category

Why limit your clients to a handful of lenders when you can unlock instant access to over 50 small business lenders across every category imaginable?

From SBA loans and equipment financing to merchant cash advances and working capital solutions, Levr.ai gives you direct broker access to lenders, some of which only accept applications through our platform.

Every type of business loan for your clients needs

With so many loan options available to small businesses in Canada and the United States, it’s important to match your clients’ business needs with the most suitable loan type. Levr.ai gives you access to lenders across all major loan categories:

Business Term Loans

Business Term Loans

Traditional financing with fixed repayment schedules for growth, expansion, or working capital needs.
Merchant Cash Advances (MCA)

Merchant Cash Advances (MCA)

Fast access to capital based on future credit card sales—ideal for businesses with high transaction volumes.
Venture Debt Financing

Venture Debt Financing

Specialized financing for high-growth startups and venture-backed companies looking to extend runway without diluting equity.
Accounts Receivable (A/R) Financing

Accounts Receivable (A/R) Financing

Unlock cash tied up in unpaid invoices—turn outstanding receivables into immediate working capital
SR&ED Financing

SR&ED Financing

Loans against Scientific Research and Experimental Development tax credits to improve business cash flow while waiting for government credits.
Equipment Financing

Equipment Financing

Finance the purchase or lease of business equipment without tying up working capital—from machinery to vehicles to technology.
Business Credit Cards

Business Credit Cards

Flexible revolving credit for managing day-to-day expenses and building business credit history.
U.S. Small Business Administration (SBA) Loans

U.S. Small Business Administration (SBA) Loans

Government-backed loans (7(a), 504, Express) that play a pivotal role in empowering small and medium businesses with favorable terms and rates.
Plus additional lending options:
  • Lines of Credit
  • Commercial Real Estate Financing
  • Working Capital Loans
  • Industry-specific Financing Solutions 
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Less hassle, more hustle 

Stop wasting hours on manual data entry, portal hopping, and chasing lender updates. Levr's AI lending platform handles the heavy lifting so you can focus on what matters most: building relationships and growing your book of business.

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Close more deals faster with business lenders

Stop wasting hours on manual data entry, portal hopping, and chasing lender updates. Levr's AI lending platform handles the heavy lifting so you can focus on what matters most: building relationships and growing your book of business.
Close more deals faster with business lenders
  • Intelligent auto-matching

Our AI analyzes client data and matches them with the highest-probability lenders in seconds

  • Pre-filled applications

Submit to multiple lenders in minutes, not hours

  • Lender-ready documentation

Auto-generate credit memos, NDAs, engagement letters, and submission packages instantly

  • Exclusive lender partnerships

Access lenders that only accept applications through our platform

Keep every dollar you earn

Tired of splitting commissions with third parties? With Levr,ai, you keep 100% of what you earn, every time. Our pre-signed lender agreements mean you get paid directly – no commission splits, no payment chasing, no surprises.
Keep every dollar you earn
  • Exclusive lender partnerships

Access lenders that only accept applications through our platform

  • Intelligent auto-matching

Our AI analyzes client data and matches them with the highest-probability lenders in seconds

  • Direct payment

Direct payment from lenders to your account

  • Automated commission tracking

Automated commission tracking so you always know what’s owed

  • Transparent pricing

Transparent pricing with no hidden fees or revenue sharing

Autopilot or Copilot: choose your involvement level

Every broker works differently. Some prefer white-glove service, others want hands-off efficiency. With Levr.ai, you control your level of involvement at every stage.
Autopilot or Copilot: choose your involvement level
  • Hands-on approach

Guide clients through every step with full visibility and control

  • Hands-off model

Let clients complete their intake independently while you monitor progress

  • Hybrid workflow

Mix and match based on client needs and deal complexity

  • Customizable client intake

Tailor the application experience to match your brand and process

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Levr.ai's platform vs. traditional broker methods

Stop wasting hours on manual data entry, portal hopping, and chasing lender updates. Levr’s AI lending platform handles the heavy lifting so you can focus on what matters most: building relationships and growing your book of business.

Traditional methods
Levr.ai platform
Application processing
Manual data entry across multiple portals, 2-4 hours per deal
AI auto-fill and pre-population, submit in minutes
Lender matching
Manual research and guesswork based on experience
Intelligent AI matching based on 50+ lender criteria
Document generation
Copy-paste into Word, manual formatting, 30-60 minutes
Auto-generated lender-ready docs in seconds
Commission structure
Split commissions with ISOs or partners (50-70% typical)
Keep 100% of commission, every time
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Application processing
Traditional methods
Manual data entry across multiple portals, 2-4 hours per deal
Levr.ai platform
AI auto-fill and pre-population, submit in minutes
Lender matching
Traditional methods
Manual research and guesswork based on experience
Levr.ai platform
Intelligent AI matching based on 50+ lender criteria
Document generation
Traditional methods
Copy-paste into Word, manual formatting, 30-60 minutes
Levr.ai platform
Auto-generated lender-ready docs in seconds
Commission structure
Traditional methods
Split commissions with ISOs or partners (50-70% typical)
Levr.ai platform
Keep 100% of commission, every time

Real results for real business loan brokers

Don’t just take our word for it. Here’s what brokers achieve with Levr’s AI-powered business lending platform:

“Levr.ai has completely changed the way I work. I don’t waste hours logging into different lender sites or negotiating commissions, I’m able to manage all my lenders and information requests from clients in one place.

Having access to new lenders has opened up new lending categories for me and I’m able to spend more time on what I love doing: building connections with clients.”

Founder
Savannah Nguyen
Founder at GreenFox
25X
More applications processed per broker
50%
More happy hours attended* (estimated)
6+
Hours saved per application
36%
Fewer abandoned applications

How our lending platform works

Levr.ai breaks down barriers, making loans accessible to businesses of all sizes. Here’s exactly how our platform guides you and your clients through the entire loan application process:

Sign up and start offering free accounts to your...
Step 1:
Sign up and start offering free accounts to your...
Sign up to Levr.ai and give your clients the ability to create a free Levr.ai account. This gives them access to tons of great loan options. It’s quick and easy, simply create a business profile and share a bit about their financial standing and funding goals.
Review custom matched loans
Step 2:
Review custom matched loans
With the information provided, Levr.ai uses artificial intelligence and machine learning to match funding needs with the most compatible lender for each business and loan type. Based on matches, Levr.ai prompts for the required documentation for each lender.
Prepare application and get funded
Step 3:
Prepare application and get funded
Levr.ai is built with easy-to-follow guides and templates designed to ensure applications are prepared for success. Your clients can even invite their accountant, business partner, or financial advisor to create a free Levr.ai account to assist with applications and financial documentation.

Work smarter with AI lending platform features

Levr isn’t just another CRM or portal – it’s a complete business lending operating platform designed specifically for brokers who want to compete at scale.

Submit to multiple lenders in minutes

Submit to multiple lenders in minutes

Auto-match deals, pre-fill applications, and eliminate repetitive admin work with intelligent automation.
Create a hands-on or hands-off experience

Create a hands-on or hands-off experience

Offer a white-glove concierge service or build a passive approach that generates commissions while you sleep.
Expand into New Lending Categories

Expand into New Lending Categories

Tap into specialty lending options and alternative financing products so your clients don't go elsewhere when banks say no.
Generate Documents Instantly

Generate Documents Instantly

Auto-generate credit memos, NDAs, engagement letters, and lender-ready documentation in seconds—not hours.
Track Every Deal in One Place

Track Every Deal in One Place

Manage your entire pipeline from first contact to final payout. Let Levr become your brokerage CRM at no additional cost.
AI-Powered Lender Matching

AI-Powered Lender Matching

Our proprietary matching algorithm evaluates client data against lender criteria to recommend the highest-probability approvals.
Built-In Client Communication

Built-In Client Communication

Use templates and integrated messaging to collect documents and keep clients informed without leaving the platform.
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Power your pipeline with business lenders on Levr.ai 

See how simple and fast the process becomes when you leverage an AI platform to match clients with the right business lenders:

Step 1
Step 2
Step 3

Find lender matches in minutes

Fast, intelligent matching powered by AI

Your client completes their information (or you can do it for them in minutes). Levr’s AI-powered technology instantly analyzes their business profile, financial situation, and funding needs – then matches them with the best-fit lenders from our network of 50+ small business lenders.

Collaborate and collect documentation

Streamlined communication that keeps deals moving

Use customizable templates and built-in messaging to gather exactly what lenders need—bank statements, tax returns, financial statements, and supporting documents. Your clients stay in the loop with automatic notifications and can upload documents directly through their secure portal.

We track everything until you get paid

Complete visibility from submission to payout

Monitor every deal from submission to funding in one unified platform. Levr automatically tracks your commissions and ensures you get paid by lenders directly into your account - no chasing payments, no surprises.

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What happens
  • Client completes secure intake form (or you input their data)
  • AI evaluates creditworthiness, industry, loan amount, and use of funds
  • Platform instantly recommends 3-7 best-fit lenders with approval probability scores
  • You review matches and select which lenders to submit to
The result
  • What used to take hours of research and comparison happens in under 5 minutes.
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What happens
  • The platform auto-generates document request lists based on selected lenders
  • Clients receive clear instructions on what's needed and why
  • Secure document upload with bank-level encryption
  • Automated reminders keep applications from stalling
  • You can assist as much or as little as you prefer
The result
  • No more email chains, missing documents, or abandoned applications. Everything stays organized in one place
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What happens
  • Real-time application status updates from lenders
  • Automated commission calculations as deals close
  • Direct deposit setup with each lender
  • Payment notifications when commissions hit your account
  • Complete deal history and performance analytics
The result
  • Full transparency on every deal. Know exactly where you stand, what's coming, and when you'll get paid.

Ready to grow your offering and earnings?

Start earning more with Levr’s AI-powered business lending platform. Join hundreds of brokers who have transformed their operations and boosted their income with intelligent automation, 100% commission retention, and access to 50+ lenders. 

1. Schedule a demo

See Levr.ai in action and ask questions

2. Set up your account

Quick onboarding with pre-signed lender agreements

3. Start submitting deals

Access all 50+ lenders immediately

Key benefits

Let's get started

Frequently asked questions

Levr.ai partners with 50+ small business lenders to power the application process for thousands of business clients supported by their trusted brokers. We've gathered feedback from both lenders and brokers to create a platform that serves both sides of the transaction. Many lenders only accept broker applications through Levr, giving you exclusive access to financing options your competitors can't offer and these partnership benefits flow through to you.

Levr bridges the gap between what brokers need and what traditional lender technology doesn't provide. Instead of logging into dozens of portals, chasing lender updates, or manually tracking commissions, brokers can manage the entire loan process in one AI-powered platform. From smart lender matching to automated submission and real-time deal tracking, Levr gives you the tools to compete with speed, efficiency, and transparency—without the overhead of traditional broker operations.

Levr.ai is built by lenders for lenders and brokers. Our co-founder Kaylan Pepin and founding team members have decades of experience working in the lending industry at some of North America's biggest banks, including RBC Royal Bank of Canada, CIBC, and Business Development Bank of Canada (BDC). We have first-hand experience with broker pain points and lender challenges, and we're invested in creating better business lending software solutions that serve both sides effectively.

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 that enhances your application intake processes to improve the experience for both you and your clients. If you have questions about specific integrations or customizations, please reach out to our sales team for a consultation. If you have any questions on integrations or customizations please reach out to sales.
When you offer a better, faster experience for your clients, they're more likely to do business with you. They're more engaged in providing the data needed to assess and fund their business, they stay on top of communication throughout the application process, and they're more likely to refer others. This improves loan closing conversion rates and reduces the time from application to funding. For brokers, Levr's AI automation means you can handle 3-5x more deals with the same team while maintaining or improving service quality. Lenders are hard to manage and don’t let just anyone submit. With Levr you unlock lenders you may not know and we manage the hard part of the partnership.
Great question! Levr's pricing is designed to align with your success. We offer flexible plans based on deal volume and features needed. Because you keep 100% of commissions, Levr pays for itself quickly. Contact our sales team to discuss your specific needs, and we'll create a customized plan that fits your business model and growth goals. Most brokers see positive ROI within their first month of using the platform.
Yes! We can put your logo and brand front and center, allowing you to customize the Levr.ai platform for your clients. We work with you to ensure your Levr.ai workspace is an extension of your brand identity—from colors and logos to custom domain names and white-labeled client portals. Your clients should see YOU, not our logo.

Levr connects you to 50+ lenders across all major lending categories:

  • Term loans and lines of credit
  • SBA loans (7(a), 504, Express)
  • Equipment financing and leasing
  • Commercial real estate loans
  • Merchant cash advances and revenue-based financing
  • Invoice factoring and purchase order financing
  • Working capital loans
  • Startup financing and venture debt
  • Industry-specific specialty lending


If your client needs funding, we can help you find the right lender.

Approval timelines vary by lender and loan product, but Levr dramatically speeds up the process. What traditionally takes 4-8 hours of broker time can now be done in under an hour. For many lenders on our platform, clients receive preliminary approval decisions within 24-48 hours, with final approvals and funding happening in as little as 3-7 business days for qualified applicants. Our AI-powered documentation and pre-qualification tools help ensure applications are complete and accurate from day one, reducing back-and-forth delays.
Absolutely. Levr employs bank-level security measures, including 256-bit encryption, SOC 2 compliance, and regular third-party security audits. All data is encrypted both in transit and at rest. We never share your client data with third parties without explicit permission, and we maintain comprehensive audit trails for compliance purposes. Your clients' sensitive financial information is protected with the same standards used by major financial institutions.
Not at all! Levr.ai is designed to be intuitive and user-friendly. Most brokers are up and running within 24-48 hours of onboarding. We provide comprehensive training, video tutorials, and dedicated support to help you get started. Our AI automation handles the complex technical aspects, so you can focus on what you do best: building relationships and closing deals.

Access 50+ business lenders in every lending category

Start earning more with Levr’s AI-powered business lending platform. Join hundreds of brokers who have transformed their operations and boosted their income

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