Document Management & eSign

Stop chasing documents over email. Lend1 gives clients a clear checklist of what is needed, lets them upload from their phone, and automatically categorises and validates what they submit. AI reads each upload, extracts key fields like income, employer and account details, and maps the data straight to the record. Files are stored in a private, tenant-isolated bucket.

eSign built in, not bolted on

Built-in electronic signatures cover Credit Guides, Privacy Forms, Accountant Authority Letters and Quotes. Document checklists per deal track what is received, approved or missing, and you can see signature status at a glance. No third-party eSign subscription required.

• Built-in electronic signatures, no third-party tool
• Automatic data extraction from documents
• Document checklists with approval workflows
• Signature status tracking with expiry dates
• Documents synced to Connective Nexus

Templates that do the busywork

The template engine supports multiple categories with a drag-and-drop editor and merge variables for dynamic content. Generate branded PDFs automatically and trigger eSign requests through workflow automation, all inside one secure, tenant-isolated platform.

• Template engine with merge variable support
• Approval workflows with reject-and-reupload
• Secure cloud storage with tenant isolation
• eSign requests triggerable from automations