01 · 6 answers

Getting started

What types of deals can I do with Levercomm?

Canadian commercial real estate financing files. Each deal type gets its own 14-page lender package template, picked automatically from the deal: CMHC MLI Select purchase, CMHC MLI Select refinance, CMHC Standard Rental, conventional term loans, construction, bridge and land. Advanced templates are rolling out: mezzanine and second-position financing, joint venture and preferred equity, CMBS conduit loans, hotels and seniors housing. Levercomm underwrites, rates and packages the file, and you send it to lenders from your own email. Levercomm is software, not a lender or a broker.

What is Levercomm?

Levercomm is software for established Canadian commercial mortgage brokers. It takes a deal from intake to term sheet: secure intake links, AI underwriting, the Levercomm Rating, lender matching with LeverLink and branded lender packages. Levercomm is software, not a lender or a broker.

What do I need to start?

An email address, a card for the 14-day trial and, if you want files synced, a Google account for Google Drive. You can start online in a few minutes at Start your 14-day trial.

Who can buy a broker plan?

Broker plans are for licensed mortgage brokers and agents. We confirm your licence in the background from your name and province; if we can't match it, we'll ask for your licence number in the app before your first lender outreach. Nothing blocks your trial. Property owners use the owner plans (Borrower, Portfolio, Family Office); lenders join free.

How do I send my first intake link?

Create a deal, then send the intake link from your own email. Your client fills the net worth statement, signs the mandate and uploads documents in one place.

Where can I learn the product?

Levercomm Academy is a free playlist of short videos on YouTube, in order: set up tonight, underwrite and rate, match and package, then campaigns and CRM.

02 · 6 answers

Billing and trial

How does the 14-day trial work?

You add a card when you start, and nothing is charged during the trial. Your card is charged automatically when the trial ends unless you cancel before then.

What does the 3-month minimum mean?

After the trial, every paid plan has a 3-month minimum. After that it renews monthly (or yearly, if you chose yearly) until you cancel.

Is there a yearly option?

Yes. Yearly billing gives you 3 months free: Broker is CA$1,341 a year and Broker Pro is CA$3,141 a year.

Are taxes included?

No. Prices are in Canadian dollars and exclude applicable taxes (GST/HST, QST).

Do you take a share of my fee?

No. Levercomm is a flat subscription. There is no fee tied to funded deals, ever.

How do I cancel?

Cancel from your account before day 14 and you will not be charged. After the trial, cancelling stops renewal at the end of your minimum term or current billing period.

03 · 4 answers

Google Drive and your files

Where are my files kept?

In your own Google Drive. Levercomm syncs with the folders you choose, and your files stay in your Drive. Levercomm is not a document storage service.

Does Levercomm copy my Drive files?

No. Your client documents and deal files stay in your own Google Drive. Levercomm reads them to run the analysis and build your packages, and does not keep copies. See the Privacy Policy.

What happens if I disconnect Google Drive?

Your files stay where they are, in your Drive. Levercomm simply stops syncing with it.

Can my client upload without a Google account?

Yes. Clients use the secure intake link you send them. They do not need a Levercomm or Google account.

04 · 6 answers

Packages and lenders

What is in a lender package?

Fourteen pages under your brand: cover, why this loan works, deal summary, the Levercomm Rating, property, underwritten operations, rent roll, location, borrower, loan structure, 10-year cash flow, risk and sensitivity, program diligence where it applies, and a back cover.

How are lenders matched?

LeverLink ranks 70 lenders by fit for the deal and shows the reasons. You can add your own contacts and lenders and set matching preferences.

How are packages sent?

One by one, from your own email. With Broker Pro you can also run teaser and NDA campaigns to many lenders at once, in English or French.

What is the Levercomm Rating?

A grade and a score out of 100, built from six factors, produced by software from the documents provided. It is not a credit rating, an appraisal or a lending decision. Lenders make their own decisions.

What are package templates?

7 standard deal-type templates, each a 14-page lender package: CMHC MLI Select purchase and refinance, CMHC Standard Rental, conventional term, construction, bridge and land. The deal's program and financing type pick the template, and each one leads with a signature page for that deal type. Advanced templates are rolling out: mezzanine and second-position financing, joint venture and preferred equity, CMBS conduit loans, hotels and seniors housing. Templates are on Broker Pro. See Templates.

Can I customize my package?

Yes. On every plan, packages carry your name and logo, with no Levercomm branding, and you review the content before it goes out. Broker Pro adds the brand kit (your colours, 4 package themes and 3 logo modes: Levercomm, co-brand or white label) and 7 standard deal-type templates, plus advanced ones rolling out.

05 · 6 answers

Firms and teams

How is pricing for teams and firms?

Team is from CA$149 per broker for 2 to 9 brokers. A Firm licence is from CA$1,995 a month for 10 brokers, plus CA$199 for each additional broker. Enterprise is from CA$3,995 a month for 25 brokers, plus CA$149 for each additional broker. All of them start online.

What are assistant and underwriter seats?

A seat for someone who supports a broker's files, such as an assistant or an underwriter: they work on the broker's deals. Seats are an add-on on Broker, Broker Pro, Team, Firm licence and Enterprise, at CA$39 per seat per month. They follow your plan's terms: the same 14-day trial, and the same 3-month minimum on Broker, Broker Pro and Team (3 × CA$39 = CA$117 per seat), or yearly billing on Firm licence and Enterprise.

Can my in-house financing team use Levercomm?

Yes, on Family Office. Family Office is from CA$495 a month and includes 1 owner account. Each Financing Director seat, for one person on your in-house financing team, is CA$449 per Financing Director seat per month (CA$4,041 per seat per year, 3 months free). It is not broker access. For your own properties only: the Levercomm Rating and AI underwriting on every property, LeverLink lender fit across 70 lenders, lender-ready packages under your company's brand (brand kit), teaser and NDA outreach to lenders from your own email, term sheets compared, renewals, follow-ups and calendar, and Google Drive sync. Not included: a broker website and lead capture, client intake for third parties, a CRM of borrowers. No licence needed: you finance only your own properties. Seats follow the same 14-day trial and 3-month minimum (3 × CA$449 = CA$1,347 per seat). Example: Family Office with 2 seats is CA$495 + 2 × CA$449 = CA$1,393 a month. Seats are for financing the properties you own: Levercomm is software, and never introduces you to lenders or brokers. Add seats when you start your trial on Family Office.

What are Analyst and Associate seats for property owners?

Seats for the analysts and associates on your own team, on Portfolio and Family Office (not on Borrower). Each seat is a login to your Levercomm workspace, for your own properties, to prepare files and run the Analysis. Analyst seats and Associate seats are each CA$79 per seat per month (CA$711 per seat per year, 3 months free). They follow your plan's terms: the same 14-day trial and 3-month minimum (3 × CA$79 = CA$237 per seat). Example: Portfolio with 2 Analyst seats and 1 Associate seat is CA$149 + 3 × CA$79 = CA$386 a month, or CA$289.50 a month billed yearly. Add seats when you start your trial on Portfolio or Family Office.

Is there a shared pipeline or firm admin?

Not yet. Shared pipeline, team workspace and firm admin tools are coming soon. Today each broker works in their own account.

Do we need to talk to anyone to start?

No. Every plan starts online, including Firm and Enterprise. Choose a plan on Pricing and start your 14-day trial.

06 · 4 answers

Account and privacy

Where is my data processed?

Your documents and deal files stay in your own Google Drive. AI analysis is processed by Anthropic's Claude; Anthropic does not use it to train its models. Levercomm itself keeps only your account details (name, email, firm) and billing, handled by Stripe; Levercomm never keeps card numbers. The Privacy Policy has the details.

How do I delete my account?

Write to us from the email on your account and ask for deletion. Your account details are deleted with your account. Files in your own Google Drive are not affected; you can delete them yourself in Drive at any time.

Who is responsible for privacy at Levercomm?

Levercomm's privacy officer. To access, correct or delete your information, email admin@levercomm.com with the subject “Privacy request”. We confirm your identity and answer within 30 days. See Requests about your information.

Can I change my cookie choices?

Yes, any time. Consent is managed with CookieYes: use Manage cookie preferences on the Cookie Policy page.

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