Product Overview
Lien Waiver Management Exchange waivers easier. Make payments faster.
Specifications
- Consolidate waivers in a centralized place
- See all requested or incoming waivers in a unique waiver inbox, and use filters to easily search for past waivers and organize your files.
- Send waivers in one click
- Connect to accounts receivable data on jobs in Levelset to send waivers fast, and get paid even faster.
- Create waivers quickly
- Use a standardized Levelset template, create your own template, or simply drag and drop the info you need onto a PDF.
- Illustration of the waiver inbox
- Connect waivers to cash
- Sync the waiver process with the payment process. As you exchange documents, make payments or accept payments through Levelset Pay or your other accounting software.
- Automate necessary waiver actions
- Enable ACH payments
- Integrate with your other platforms
- Procore, Quickbooks, and other pay and API integrations
- Streamline your waiver requests
- Use a branded waiver portal
- Your customers can access a list of their jobs from a unique link with your company branding, and request waivers fast.
- Simplify the customer experience
- Through the portal, customers can download past waivers or request new ones quickly and securely.
- Centralized e-signature
- Waiver requests are routed to your waiver inbox from the portal for an online signature and receipt tracking.
- Illustration of Levelset's waiver portal
- Standardize your waiver forms
- Make your business look more professional and ensure you’re using the correct forms based on state regulations where required.
- Lawyer-approved templates for every state
- Use your own forms or our templates
- Predetermined filters based on job factors
