OUR BENEFITS
Everything you need to run
a smarter brokerage
Visual deal pipeline, branded customer portals, AI-powered insights, and workflow automation, all in one platform built specifically for Australian mortgage, finance and insurance brokers.
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.
Forms
Drag-and-drop forms you can embed on your website, host on your own domain, or have the AI send by SMS or email. Every answer lands straight in your CRM.
AI Doc Renamer
AI reads every document your client uploads, identifies what it is, and renames the file to your brokerage's naming convention. Files land in the right folder, ready for submission.
AI Fraud Detection
47 checks across every deal's ID, payslips, employer ABN, bank data and file metadata catch mismatches, edited PDFs and reused documents before you lodge.
Address Verification
Accurate Australian address lookup powered by Google. Clients find and verify their property in seconds during onboarding, with suburb, state and postcode parsed automatically.
Open Banking
Collect verified bank statements straight from your client's bank through Fiskil, on Australia's Consumer Data Right rails. No PDFs, no screenshots, just secure transaction data and income verification built into onboarding.
AI-Powered Intelligence
Ask Lend1 AI from any screen. It knows the deal you have open, sends onboarding links, writes notes and tasks, chases documents and answers in plain English.
Workflow Automation
Build automations that handle the admin between deal stages. Trigger document requests, follow-ups and reminders the moment a deal moves, without chasing every step yourself.
Integrations & API
Connect Lend1 to your aggregator, calendar, payments and the 5000-plus apps on Zapier, so client and deal data flows both ways automatically. No more double-keying between systems.
Referrer Portal
A branded portal where your accountants, planners and real estate referrers submit leads, follow each deal, message you about it and see what commission they are owed, without ever touching your CRM.
Team & Permissions
Admin, Broker and Support roles built in, custom roles from 100-plus permissions, support staff linked to their brokers, and an audit log of every change.
By The Numbers
Built to streamline every step of the broker workflow
0%
Less time on admin tasks
0min
Average loan application time
Pricing Plans
Simple pricing. Scale as you grow.
Starter
Built for solo brokers and lean teams running their first deals on a real platform. The core CRM, onboarding portal and deal pipeline, with room to grow.
- 1 team member
- 50 active deals
- 3,000,000 AI credits per month
- 50 SMS messages per month
- 1 GB storage
- 5 workflow automations
- Referral program
- AI fraud detection on every deal
- SMS Copilot as a $29 per month add-on
Lead capture and conversations
- Conversations
- AI website chatbot
- Lead widget
- Mortgage calculators
- Deposit savings planner
Available on Pro and Enterprise
Pro
For established brokerages closing volume and ready to automate the busywork. Unlocks the lead capture and conversation tools, with generous AI credits and room for a real team.
- 5 team members
- 100 active deals
- 10,000,000 AI credits per month
- 500 SMS messages per month
- 10 GB storage
- 20 workflow automations
- Referral program
- AI fraud detection on every deal
- SMS Copilot and your own mobile number
Lead capture and conversations
- Conversations
- AI website chatbot (up to 5)
- Lead widget
- Mortgage calculators
- Deposit savings planner
Enterprise
For high-volume brokerages of up to 10 people that have outgrown Pro. Double the active deals, 25 million AI credits and no cap on storage, automations or chatbots. Larger groups, contact us.
- 10 team members
- 200 active deals
- 25,000,000 AI credits per month
- 1,000 SMS messages per month
- Unlimited storage
- Unlimited automations
- Referral program
- AI fraud detection on every deal
- SMS Copilot and your own mobile number
Lead capture and conversations
- Conversations
- Unlimited AI website chatbots
- Lead widget
- Mortgage calculators
- Deposit savings planner
Get Started
Ready to streamline your brokerage?
Automate your back office, onboard clients through a branded portal, and let AI handle the document work. Spend your time on the conversations that win deals.
Easy Onboarding
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