Free Software for Business Loans Brokers
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 while keeping 100% of the commissions. Levr’s AI-powered business lending platform streamlines loan applications, eliminates commission splits, and helps you close more deals with less admin.
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 that 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
Merchant Cash Advances (MCA)
Venture Debt Financing
Accounts Receivable (A/R) Financing
SR&ED Financing
Equipment Financing
Business Credit Cards
U.S. Small Business Administration (SBA) Loans
- Lines of Credit
- Commercial Real Estate Financing
- Working Capital Loans
- Industry-specific Financing Solutions
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.
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
- 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
- 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
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.
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.”
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:
Listen to what our clients have to say about Levr.ai
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
Create a hands-on or hands-off experience
Expand into New Lending Categories
Generate Documents Instantly
Track Every Deal in One Place
AI-Powered Lender Matching
Built-In Client Communication
How it Works
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:
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.
- 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
- What used to take hours of research and comparison happens in under 5 minutes.
- 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
- No more email chains, missing documents, or abandoned applications. Everything stays organized in one place
- 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
- 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
- Access to 50+ business lenders in every category
- AI-powered lender matching that finds the best fit instantly
- Keep 100% commission - no splits, no exceptions
- 6+ hours saved per application with automated workflows
- Generate documents instantly with AI-powered tools
- Choose your involvement level - hands-on, hands-off, or hybrid
- Free built-in CRM to manage your entire pipeline
- Pre-signed lender agreements for fast onboarding
- Direct payment from lenders to your account
Let's get started
Stay at the front of technology advancements in finance
Artificial Intelligence is changing the finance industry at an incredible speed , learn about best practices, tips, tricks and insights from Levr.ai in our Blog.
Frequently asked questions
Yes, really. The broker plan is free. We make our money from lenders who use Levr to manage their intake and partner channels, so we don't need to charge brokers or touch your deals. You get the platform, the lender network, and support without a subscription bill.
No, and this is the one I want to be crystal clear on because most platforms do. You keep 100% of your commission. Lenders pay you directly at their stated rates. We're software, not a middleman, and we're never in your payment flow.
Yes. Your lender relationships are yours. You can add lenders you already work with to your own account, keep any rates you've negotiated with them, and they won't be visible to other brokers on the platform. Levr's network is there to add options, not replace the ones you've built.
Over 50 lenders across the US and Canada, covering term loans, lines of credit, SBA, equipment financing, MCAs, factoring and receivables, SR&ED, venture debt, and working capital. Some of them only accept broker submissions through Levr. If there's a specific lender you want, ask us, the network grows every month.
Watch it: browsing the lender marketplace
Yes. One application, submitted to as many matched lenders as you choose, each in its own deal room. And the platform won't let a submission go out until every required field and document is complete, so nothing bounces back and nothing makes you look bad in front of a lender.
Watch it: creating and submitting a deal
Honestly, this is the part that surprises people on demos. Upload your client's bank statements and financials and the AI reads them and fills out most of the application before you touch it. It matches the deal against lender criteria so you're submitting where the approval odds are real, and it generates lender-ready documents in seconds instead of an evening of copy-paste.
Watch it: documents to a completed application
For business lending, generally no, there's no license requirement in most of the US and Canada. Real estate is a different story, so if a deal involves real estate you'll want the proper licensing for your state or province. When in doubt, check your local rules.
It can, or it can work alongside it. A lot of brokers run their whole pipeline in Levr and drop their CRM bill entirely, since deal tracking, client communication, and documents all live in one place. If you're attached to your existing setup, you can keep it and use Levr for the lending side.
Your brand, not ours. Your clients get a clean portal where they can fill in their details, upload documents, and watch their deal progress in real time, and it reflects on you. You can also embed your intake link as an Apply Now button on your own website.
Watch it: the branded client portal
Yes. Team accounts come with permission structures, so you can see everything while your brokers each see only their own clients. If you're running a larger shop or a sub-broker network, talk to us and we'll set up the right structure.
Sign up free, and we'll walk you through your first deal. Our team does real onboarding, an actual human helps you get your first application through, and we handle tech support for you and your clients after that. Most brokers are submitting within days.
Watch it: your signup link, from setup to first client
No. Your client is your client, period. Your deals live in your account, lenders only see the applications you submit to them, and nobody on our side markets to your book. The client portal carries your brand, so the relationship your client builds is with you. Our whole model depends on brokers trusting us with their clients, and we protect that.
Lenders pay you directly at their stated commission rates, the same way they would off-platform. Levr never sits in your payment flow and never takes a cut. Each lender's rates and payment terms are visible in their profile before you submit, so you know the economics of a deal going in.
Around one in three completed applications on Levr gets an offer, and your odds improve when you submit to multiple matched lenders instead of one. Between the AI autofill and one-application submissions, most brokers also handle several times more deals with the same headcount. The math is: more submissions, better matched, in less time.
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
