AI-Powered Intelligence

Lend1's AI works quietly in the background, guiding clients through onboarding, extracting data from uploaded documents, renaming files and following clients up by text and email. Your staff get an AI Copilot they can ask questions in plain English, like "Where is Sarah up to with her onboarding?", and get an instant, accurate answer drawn from live deal data.

AI that does, not just suggests

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. Ask the Copilot for a pipeline update or to send a client a magic link, and it just does it. The AI follows clients up automatically so nothing goes cold.

• Automatic document extraction and categorisation
• Plain-English Copilot for instant deal answers
• Copilot actions: SMS, magic links, onboarding invites
• AI lead scoring and deal insights
• Automated client follow-ups by text and email

Your team, amplified

AI handles the heavy lifting so your team can focus on relationships and closing deals. The system identifies missing documents, tracks onboarding progress, scores leads and keeps things moving, all metered transparently so you stay in control of spend.

• Natural-language Copilot with 18 built-in tools
• Retrieval over your own broker knowledge base
• AI insights and lead scoring on every deal
• Transparent usage and credit tracking