Onboard Your Clients Anytime, From Anywhere
AI-powered client onboarding built for mortgage brokers.
Let your clients complete their onboarding on their own time, from any device. Lend1 collects their details, documents, and data, then syncs it straight into your existing broker software. Less chasing, less data entry, more time with clients.
Lend1 AISuggestionOur Features
Not your average
onboarding software.
Lend1 handles the onboarding process from start to finish, collecting client details, documents, and data with AI doing the heavy lifting. Plus a suite of tools to make your brokerage run smoother.
Deal Pipeline & CRM
A visual Kanban pipeline with drag-and-drop stages, 360-degree deal views, lead scoring and a full audit trail, so your whole team works from one source of truth.
Customer Portal & Onboarding
A white-label onboarding portal that wears your brand, your colours and your domain. Clients complete a guided flow with passwordless access, while AI does the heavy lifting behind the scenes.
Calculators
Five embeddable mortgage calculators that live on your website, branded to your business, and turn casual browsers into qualified enquiries.
Deposit Savings Planner
An interactive savings planner that helps first-home buyers map the path to their deposit, captures their details, and starts onboarding the moment they are ready.
Communication Hub
Reach clients however suits them, by email, SMS or an AI chatbot on your website. Every conversation is logged against the deal, so your team always has the full picture.
Document Management & eSign
Collect, validate, sign and organise client documents in one place. AI reads and categorises uploads, and built-in eSign handles Credit Guides, Privacy Forms and more, with no third-party tools.
Client Experience
Your brand. Your portal. Powered by AI.
Your clients get a professional, branded experience from the first link they open. Behind the scenes, AI is doing the heavy lifting collecting details, reading documents, and chasing follow-ups so you don’t have to.
- Branded Client Portal
- AI Document Extraction
- Magic Onboarding Links
- Open Banking via CashDeck
- 5-Minute Loan Applications
- Google Address Verification
- Automated Client Updates
- ASIC ABN Verification
Document ExtractionProcessingIntelligent Lead ScoringAI Deal InsightClient Experience
Everything your clients need,
branded, automated, and intelligent.
From onboarding to document processing, Lend1 gives your clients a premium experience while saving you hours of manual work.
What would you like to do?
Select the type of finance you need
Send Onboarding LinkAI Document ExtractionScanningWhite-Label Portal
Your brand, your portal, your client experience.
Your clients see your logo, your colours, and your domain not ours. The portal works on any device, and clients access it through a secure magic link. No passwords to set up, no app to download just a seamless experience that looks and feels like your business.
- Custom Branding & Domain
- Magic Link Access
- Mobile Responsive
- White-Labelled Emails
- Tailored Welcome Pages
- Lend1-Free Experience
Calculators
Five embedded calculators that turn visitors into leads.
Drop our suite of mortgage calculators straight into your website. Borrowing power, repayments, stamp duty, extra repayments, and offset savings, all branded to you, capturing enquiries the moment a visitor sees a result they like.
- 5 Calculators Included
- Borrowing Power
- Repayments & Stamp Duty
- Extra Repayments & Offset
- Branded To Your Website
- Capture Leads Automatically
Savings Planner
Help first-home buyers map the path to their deposit.
An interactive deposit savings planner you can embed on your site. Clients enter their savings goal, income, and expenses to see exactly when their deposit will be ready. It updates in real time and gives you warm leads who are ready to talk strategy.
- Live Goal Date
- Real-Time Updates
- Custom Income & Expenses
- First Home Buyer Focused
- Branded To Your Site
- Built-In Lead Capture
AI Assistant
Never miss an enquiry, even outside office hours.
Embed an AI chatbot on your website that talks to potential clients 24/7. It answers initial questions, books appointments, and kicks off the onboarding process so leads don't go cold while you're busy with other clients.
- 24/7 Availability
- Books Appointments
- Starts the Onboarding Process
- Lead Qualification
- Human Handoff Anytime
- Conversation Logging
Onboarding Portal
Guide clients through onboarding, effortlessly.
Send your client a single link. They follow a step-by-step process to enter their personal details, upload documents, add co-borrowers, and search for properties, all from a guided, branded portal. You can see their progress in real time.
- Step-by-Step Guided Flow
- Document Collection
- Co-Borrower Support
- Property Search Built-In
- Real-Time Progress Tracking
- Auto-Save & Resume
AI Document Extraction
Turn uploaded documents into usable data, automatically.
When a client uploads payslips, bank statements, or ID documents, AI reads them, extracts the key data like income, employer details, and addresses, then imports it straight into your existing broker software. No retyping, no copy-pasting between systems.
- Auto-Extract Key Fields
- Smart Categorisation
- Imports Directly Into Your Software
- Auto-Rename to Your Convention
- ID & Income Validation
- Multi-Format Support (PDF, JPG, HEIC)
The broker’s stack
Lend1 plugs into the tools you already trust.
Pre-built connections for the data, comms and growth tools mortgage brokers use every day, so files move forward without copy-paste, chasing PDFs or switching tabs.
See your stack in actionData & Verification
Pull verified data straight into the file. No copy-paste, no chasing PDFs.
Connective
LiveAggregator pipeline
Two-way sync of applications, commissions and broker IDs.
CashDeck
LiveOpen banking
Verified bank statements and income data pulled straight from your client's bank.
ASIC ABN Verification
LiveIdentity & ABN checks
Verify ABNs, company details and director records against the ASIC register in seconds.
Communicate
Reach clients on their channel, with context already attached.
Brevo
LiveEmail & journeys
Transactional emails and nurture sequences triggered by any pipeline event.
Twilio
LiveSMS & voice
Trigger updates, reminders and 2FA from any pipeline stage.
Google Calendar
Schedule sync
Two-way sync so client meetings live next to your appointments.
Grow & Automate
Convert leads while you sleep and connect everything else with a single click.
Your Website
LiveLead capture
Embed Lend1's customer portal, chat messaging, loan calculators and savings planners on your site to capture new leads.
Calendly
Bookings
Self-serve discovery calls that drop straight into your CRM.
Zapier
5,000+ apps
No-code automations to plug Lend1 into the rest of your stack.
Faq’s
Frequently Asked
Question
Common questions about Lend1’s features, pricing, and capabilities. Can’t find what you’re looking for? Reach out to our team.
Still have questions?
Talk to a real broker who built Lend1. We usually reply within an hour during business hours.
Talk to our teamLend1 is an AI-powered client onboarding platform built specifically for mortgage brokers. It replaces the fragmented spreadsheets, email chains, and manual follow-ups with a single platform that gives your clients a branded, step-by-step onboarding experience. AI handles the document collection, data extraction, and follow-ups, and once onboarding is complete, everything syncs into your existing aggregator software.
You can ask the AI questions in plain English, like "Where's Sarah up to with her onboarding?", and it'll give you an instant update. It also works in the background, guiding clients through the onboarding process, extracting data from uploaded documents, renaming files, and following up clients by text and email.
Yes. You can add your own logo, brand colours, typography, and even use your own domain name. Style your emails to match, and your clients only ever see your brand, not ours.
Lend1 integrates directly with your aggregator software (Connective Mercury and Nexus), Google address verification, open banking through CashDeck, Stripe, Google Calendar, and Calendly. You can also connect to thousands of other apps through Zapier.
There's no free plan, but all plans come with a 30-day money back guarantee so you can try Lend1 risk-free and make sure it's the right fit for your brokerage.
Yes. Whether you're a solo broker or running a team, Lend1 has a plan to suit. We offer different pricing tiers so you can pick the one that fits your brokerage size and needs. Check out our Pricing page for details.
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