AI-Powered Intelligence
Lend1 AI sits in the corner of every screen, so you never have to leave the deal you are working on to ask a question. Open a client's deal, type "add a note" or "send them an onboarding link", and the assistant works out which deal you mean from the page you are on. It has 25 tools wired into your CRM, which means most of what you would normally click through you can simply ask for. The chat opens over the page on a phone the same way it does on a desktop, and you can text it from the road instead.
Knows the deal you are on
Say "add a note" and it applies to the deal you have open, with no searching.Confirms before it acts
Anything that changes a record shows a Confirm or Cancel card first.Text it from your phone
Staff can SMS the assistant from your brokerage number and confirm by replying yes.Plain-English answers
Ask about any deal or client and get an instant, grounded response.AI lead scoring
Deals are scored on their characteristics and client engagement.AI deal insights
Suggested follow-ups, risks and next actions generated per deal.Document extraction
Income, employer, dates and account details read from uploads.Broker knowledge base
Retrieval over your own indexed documents, plus current figures like the RBA cash rate.Usage and cost tracking
AI usage is metered per brokerage with clear credit limits.
AI that does, not just suggests
Open a deal, tap the assistant in the corner and say "add a note", "create a task to call them Friday" or "send them an onboarding link". It works out which deal you mean from the screen you are on, shows you exactly what it is about to do, and waits for you to confirm. Upload a driver's licence, payslip or bank statement and the AI reads it, categorises it, extracts the relevant data and maps it to the record. It follows clients up automatically so nothing goes cold.
- Assistant available from every screen, desktop and mobile
- Deal context picked up from the page you are on
- Onboarding invites, portal links and form links sent from chat
- Notes, tasks and document requests created by asking
- Confirm or cancel before the AI writes anything
- Automatic document extraction and categorisation
What you can ask Lend1 AI to do
The assistant is not just a search box. It has 25 tools wired into your CRM, so the jobs that normally take four or five clicks become one sentence. It reads the deal you have open, tells you exactly what it is about to do, and waits for you to confirm before it writes anything.
Send an onboarding link
Invite a new lead to complete forms, upload documents and sign. The deal is created when they finish.Send portal and form links
Magic links so existing clients can log in and see their deal, plus links to any hosted form you have built.Create notes and tasks
Add a note or a task to the deal you are on, assign it, and tick tasks off once they are done.Request documents
Ask a client for payslips, statements or ID and the request emails the deal's primary contact.Move deals and message clients
Update a deal's stage, send a client an SMS, or notify a colleague without leaving the page.Look anything up
Search deals and contacts, and pull up documents, notes, tasks, onboarding progress and pipeline stats.- 25 CRM tools the assistant can use on your behalf
- Confirm or cancel shown before any write action
- Admins choose which tools the AI is allowed to use
- Every AI action is written to an audit log
Your team, amplified
AI handles the heavy lifting so your team can focus on relationships and closing deals. Ask it a question without losing your place, and it identifies missing documents, tracks onboarding progress, scores leads and keeps things moving, all metered transparently so you stay in control of spend.
- Natural-language assistant with 25 built-in tools
- Retrieval over your own broker knowledge base
- AI insights and lead scoring on every deal
- Transparent usage and credit tracking
- Customer Portal & OnboardingWhite-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.
- Deal Pipeline & CRMA 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.
- AI Doc RenamerAI 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 Detection47 checks across every deal's ID, payslips, employer ABN, bank data and file metadata catch mismatches, edited PDFs and reused documents before you lodge.
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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