Client onboarding, without the chasing.
The CRM for Australian mortgage, finance and insurance brokers. Clients onboard on their own time, from any device. Lend1 collects details, documents and data, then syncs it into your broker software.
Read Sarah’s payslips. Income and employer added to her file.
- Tue 6:12pm
Onboarding link sent
Sent by SMS and email, opened on iPhone
- Tue 8:03pm
Personal and employment details
14 fields completed by Sarah
- Tue 9:41pm
Documents uploaded
All 6 verified automatically
- Driver licence
- Payslips x2
- Bank statements
- Contract of sale
- Now
Syncing to your broker software
Client, application and documents with no re-keying
Application lodged
Ready for your review
Our 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
White-label onboarding on your domain: multiple finance types, flows you build step by step, code sign-in, and a client portal for documents and signatures.
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
- AI Fraud Detection
- 5-Minute Loan Applications
- AI Doc Renamer
- Automated Client Updates
- Open Banking via Fiskil
- Google Address Verification
- ASIC ABN Verification
Document ExtractionProcessingIntelligent Lead ScoringAI Fraud Detection
Client 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 sign in with their email or mobile and a one-time code. No passwords to set up, no app to download, just a seamless experience that looks and feels like your business.
- Custom Branding & Domain
- One-Time Code Sign-In
- 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
Forms
Feedback, contact and fact-find forms, wherever your clients are.
Build a form by drag and drop, then embed it on your website, host it on your own domain, or ask the AI Copilot to send it by SMS or email. Every submission is matched to the client, lands on their record and alerts your team, with a branded PDF ready to download.
- Drag-and-Drop Builder
- Embed or Hosted Page
- Sent by SMS or Email
- Matched to the Client Record
- AI Reads Unmapped Answers
- Branded PDF Export
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 brokers use every day, so files move forward without copy-paste, chasing PDFs or switching tabs.
Data & 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.
Fiskil
LiveOpen banking
Real-time bank data and verified statements delivered through Australia's Consumer Data Right.
CashDeck
LiveBank statements
Verified bank statements and income data as an alternative collection path for your clients.
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.
Lend1 AI
LiveCopilot & follow-ups
Automatic client follow-ups by SMS and email, with a Copilot that can message clients for you.
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
LiveSchedule 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
LiveBookings
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.
Security
Your clients’ files and bank data stay in Australia.
Brokers hand Lend1 identity documents, bank data and financial history. The platform is built in South Australia and hosted in AWS Sydney, so that data is not sent overseas to be stored or processed.
Built and hosted in Australia
Designed in South Australia. Hosted on AWS Sydney, so client data stays onshore.
SOC 2 Type 2 infrastructure
Hosted on AWS, which holds SOC 2 Type 2 and ISO 27001 with Sydney in scope.
Pentested September 2026
Aikido Security. No critical or high severity findings.
AI stays in Australia
Amazon Bedrock in Sydney. Never used to train models.
Faq’s
Frequently Asked
Questions
Common questions about Lend1’s features, AI, and how client data is handled. Can’t find what you’re looking for? Reach out to our team.
Still have questions?
Step by step guides cover most of it. Past that, talk to a real broker who built Lend1. We usually reply within one business day.
Talk to our teamBrowse the documentationStart Managing Deals
Smarter Today
Join the mortgage, finance and insurance brokers who trust Lend1 to streamline their operations and grow their business.
Get Started Today